Added to YB: 2026-10-08
Pitch date: 2026-10-03
SKWD [bullish]
Skyward Specialty Insurance Group, Inc.
+9.4%
current return
Author Info
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Company Info
Skyward Specialty Insurance Group, Inc., an insurance holding company, provides commercial property and casualty insurance coverages in the United States.
Market Cap
$2.5B
Pitch Price
$55.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.01
P/E
12.83
EV/Sales
1.54
Sector
Insurance
Category
value
Skyward Specialty Insurance (SKWD) after a big run
SKWD: A small position was established around $55, roughly 13x estimated trailing owner earnings and just under 2x book, based on Skyward’s disciplined, diversified approach to niche specialty insurance and ~90-92% combined ratios over the past three and a half years. Risks include slowing ex-Apollo growth; Apollo supplies nearly all current revenue growth, the post-deal revenue forecast is well above the current pace, and ROE fell to 15.7%. Further additions are conditional on lower prices.
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