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Earnings transcript
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SPNT
SiriusPoint Ltd.
$23.03
-0.61
(-2.58%)
| Exchange: | NYSE |
| Market Cap: | 2.675B |
| Shares Outstanding: | 100.581M |
Delayed data
About The Company
| Sector: | Financial Services | |||||
| Industry: | Insurance – Reinsurance | |||||
| CEO: | Scott Egan | |||||
| Full Time Employees: | 1068 | |||||
| Address: |
| |||||
| Website: | https://www.siriuspt.com |
SiriusPoint Ltd. provides multi-line reinsurance and insurance products and services worldwide. It operates in four segments: Global P&C Programs, Global Reinsurance, Global Accident & Health, and London Market Specialty. Global P&C Programs segment offers programs space, by further strengthening its offering to clients and distribution partners globally. , Global Reinsurance segment provides casualty, property, and other specialties, such as proportional and excess of loss, treaty and facultative, aviation and space, marine and energy and, credit to insurance and reinsurance companies, government entities, and other risk bearing vehicles. London Market Specialty segment provides London casualty, energy, property, and marine leaders services. It provides accident and health, property and casualty, aviation and space, credit, surety, marine and energy, and mortgage. It offers medical insurance products, trip cancellation programs, medical management services, and 24/7 emergency medical and travel assistance services. The company was formerly known as Third Point Reinsurance Ltd. and changed its name to SiriusPoint Ltd. in February 2021. SiriusPoint Ltd. was incorporated in 2011 and is headquartered in Pembroke, Bermuda.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 2,702,400 | 2,613,800 | 3,205,100 |
| Gross Profit | 848,400 | 728,400 | 1,685,600 |
| EBITDA | 393,900 | 314,600 | 622,500 |
| Operating Income | 318,700 | 233,100 | 541,300 |
| Net Income | 354,800 | 199,900 | 459,600 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 12,871,500 | 12,524,900 | 121,200 |
| Total Liabilities | 10,340,900 | 10,586,100 | -2,148,600 |
| Total Stockholders Equity | 2,513,900 | 1,937,400 | 2,469,800 |
| Total Debt | 786,200 | 639,100 | 688,600 |
| Cash and Cash Equivalents | 969,200 | 682,000 | 902,400 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 581,300 | 74,700 | 514,000 |
| Capital Expenditure | 0 | 0 | 0 |
| Free Cash Flow | 581,300 | 74,700 | 514,000 |
| Net Income | 363,700 | 202,400 | 459,600 |
| Net Change in Cash | 187,600 | -206,700 | 1,800 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 3,684,011.331 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 3,746,678.936 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 3,714,527.446 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 239,759.412 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 243,837.887 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 241,745.433 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 352,952.088 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 402,260.909 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 377,606.499 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 3.100 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 3.310 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.900 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: SPNT has demonstrated robust revenue figures in recent income statements, with consistent growth over the past periods as reported in the income statement data. This indicates a solid business model and effective market positioning within its industry.
- Positive Free Cash Flow: The cash flow statements highlight a healthy free cash flow yield (as per freeCashFlowYieldTTM in key metrics), suggesting SPNT has sufficient liquidity to fund operations, invest in growth, and potentially return value to shareholders.
- Favorable Industry Positioning: Based on industry performance metrics (industry_perf1w to industry_perf5y), SPNT operates in a sector with positive momentum, which supports its ability to capitalize on broader market trends and maintain competitive standing.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates SPNT intrinsic value between $6.36 – $18.57 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about SPNT valuation
Is SiriusPoint Ltd. (SPNT) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for SiriusPoint Ltd. (SPNT) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is SPNT a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether SPNT trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is SPNT’s P/E ratio?
You can see SPNT’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for SPNT?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is SPNT a good long-term investment?
Whether SPNT fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
SPNT
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Daily snapshot
-2.58
Trading Metrics:
| Open: | 23.45 | Previous Close: | 23.64 | |
| Day Low: | 22.95 | Day High: | 23.66 | |
| Year Low: | 17.17 | Year High: | 26.48 | |
| Price Avg 50: | 23.58 | Price Avg 200: | 21.72 | |
| Volume: | 0 | Average Volume: | 654385 |
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Login — it's freeSPNT full analysis
Welcome to MARKETSNAP’s SWOT analysis for SiriusPoint Ltd., also known by its ticker SPNT! Today, we’re diving deep into this intriguing player in the insurance and reinsurance space to uncover what makes it tick, where it’s vulnerable, and what could drive its future for long-term investors like you. If you’re looking to build wealth through smart, strategic investments, stick around as we break down the strengths, weaknesses, opportunities, and threats for SiriusPoint. Let’s get started! Overview of SiriusPoint Ltd. For…
