Ryan Specialty RYAN
- Market cap
- $11.2B
- PE
- 60.7×
- 4y median 92.3×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.5×
- EV/EBIT
- 28.6×
- Revenue, 12 months
- $3.2B
- +14% on a year ago
- Net margin
- 3.1%
- Free cash flow yield
- 5.0%
Ryan Specialty trades at 60.7× trailing earnings, cheaper than 87% of the last ten years. Revenue was $3.2B over the last twelve months, up 14% on a year earlier with a 3% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $501.9M+22% | $532.9M+23% | $552M+21% | $695.4M+19% | $604.7M+21% | $663.5M+25% | $690.2M+25% | $855.2M+23% | $754.6M+25% | $751.2M+13% | $795.2M+15% | $916.6M+7% | |
| SG&A | $69.3M+41% | $73.6M+29% | $75.9M+47% | $83M+2% | $88.7M+28% | $104.5M+42% | $106.1M+40% | $107M+29% | $117.6M+33% | $122.8M+17% | $108.8M+3% | $118.6M+11% |
| $69.8M+14% | $96.3M+22% | $72.6M+4% | $164.4M+34% | $81.5M+17% | $109.3M+14% | $100.2M+38% | $191.1M+16% | $110.8M+36% | $91.6M−16% | $94.6M−6% | $180.3M−6% | |
| Interest expense | $31.5M+9% | $29.7M+1% | $29.4M−0% | $31.1M+8% | $49.4M+57% | $48.5M+64% | $54.5M+85% | $58.3M+87% | $56.3M+14% | $53.2M+10% | $53.7M−1% | $56.6M−3% |
| Pre-tax income | $40.5M+24% | $59.2M+15% | $47.1M+10% | $136.7M+43% | $19.7M−51% | $69M+17% | $51M+8% | $137.7M+1% | $59.8M+204% | $44.6M−35% | $47.1M−8% | $130.7M−5% |
| $24.8M+628% | $673K−89% | $6.4M+2% | $18.7M+60% | −$9M | $26.5M+3836% | $55.4M+763% | $13M−30% | −$2.8M−69% | $13.4M−50% | $6.5M−88% | $22.4M+72% | |
| Net income | −$5M | $22.8M+28% | $16.5M+26% | $46.8M+56% | $17.6M | $13.8M−40% | −$27.6M | $52M+11% | $31.1M+77% | $8M−42% | $17.6M | $42.3M−19% |
| −$0.04 | $0.18+157% | $0.13+18% | $0.37+42% | $0.09 | n/a | −$0.22 | $0.38+3% | $0.20+122% | $0.06 | $0.13 | $0.33−13% | |
| 115.9M−57% | 128.3M−52% | 269.9M+1% | 271.2M+119% | 272.7M+135% | n/a | 125.4M−54% | 274.1M+1% | 273.5M+0% | 138.7M | 137.3M+10% | 131.3M−52% |
Revenue: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
SG&A: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Operating income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Income tax: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
Net income: Q1 FY20 and Q1 FY21: 6 months less the 3 months printed beside them.
EPS, diluted: 4 periods, Q4 FY21 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 4 periods, Q4 FY21 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Insurance - Brokers nearest Ryan Specialty's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| RYANRyan Specialty | $11.2B | 60.7× | 92.3× | n/m | 3.5× | +14% | 3.1% |
| ERIEErie Indemnity | $13.3B | 23.0× | 31.6× | n/m | 3.2× | +4% | 14.0% |
| ACTEnact | $6.6B | 10.1× | 7.8× | n/m | 5.3× | +2% | 54.5% |
| HGTYHagerty | $5.4B | 260× | 50.9× | n/m | 3.7× | +8% | 1.8% |
| BROBrown & Brown | $24.4B | 21.8× | 29.1× | 15.7× | 3.6× | +34% | 17.7% |
| CRVLCorvel | $4.2B | 37.3× | 38.1× | n/m | 4.3× | +7% | 11.7% |
| WTWWillis Towers Watson Public | $30.2B | 19.9× | 26.0× | 15.5× | 3.0× | +3% | 15.5% |
| NPNeptune Insurance | $3.9B | 91.7× | 126× | n/m | 19.9× | +34% | 22.7% |
| AONAon | $64.4B | 16.7× | 27.9× | 15.8× | 3.7× | +5% | 22.3% |
| AJGArthur J. Gallagher | $68.7B | 44.5× | 33.5× | 19.2× | 4.4× | +26% | 10.0% |
| GSHDGoosehead Insurance | $1.7B | 39.8× | 175× | n/m | 4.3× | +18% | 8.8% |
| Peer median | $9.9B | 30.1× | 32.5× | 15.8× | 4.0× | +8% | 14.7% |
More on Ryan Specialty
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #8of 19Insurance brokers with the fastest revenue growth
- #6of 13Insurance brokers with the highest free cash flow yield
Its groups
About
- Industry
- Insurance - Brokers
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .