Lancashire Holdings Limited is a global provider of specialty insurance and reinsurance services. The company operates primarily in two segments: reinsurance and insurance, allowing it to effectively manage its offerings across various risk domains.…
Analysis
Quality compounder
Lancashire Holdings Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth.
The price is attractive. You pay 6.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -9% yearly growth; analysts expect -1%. The price, in other words, assumes less than the experts do.
The trajectory is tepid and the balance sheet is adequate. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.
Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202365
48
2023202420252026
All-time high
100
Jan 2026
All-time low
48
Jun 2026
Average rank
92
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
78
62
38
28
Price/Earnings
76
93
83
57
Price/Book
46
69
48
39
Dividend Yield
100
100
100
62
Value (overall)
94
96
87
61
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.