W. R. Berkley Corporation (WRB) is a property & casualty insurance company in the Financials sector. Listed on the NASDAQ, W. R. Berkley Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $68.15.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $68.15 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 19.13% |
| Risk / Std Dev (Annualized) | 22.84% |
| Sharpe Ratio (rf=4.5%) | 0.64 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Property & Casualty Insurance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 19.13% with an annualized volatility of 22.84%. The Sharpe ratio of 0.64 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 25.37B |
| Enterprise Value | 26.22B |
| Trailing P/E | 14.44 |
| Forward P/E | 14.13 |
| Price to Book | 2.61 |
| Price to Sales | 1.71 |
| EV/Revenue | 1.76 |
| EV/EBITDA | 10.16 |
| Profitability | | | Profit Margin | 12.64% | | Operating Margin | 17.09% | | ROE | 20.16% | | ROA | 3.67% |
| Growth | | | Revenue Growth | 4.0% | | Earnings Growth | 26.0% |
| Dividend | | | Dividend Yield | 59.0% | | Payout Ratio | 7.63% | | 5Y Avg Yield | 55.0% |
| Financial Health | | | Total Revenue | 14.85B | | Total Debt | 3.1B | | Total Cash | 3.45B | | Free Cash Flow | 3.22B | | Operating Cash Flow | 3.51B |
| Price & Technical | | | 52W High | $78.96$ | | 52W Low | $62.87$ | | 50-Day Avg | $66.46$ | | 200-Day Avg | $70.4$ | | Beta | 0.31 | | Shares Outstanding | 0.37B | | Float Shares | 0.24B | | Insider Holdings | 26.27% | | Institutional Holdings | 77.99% | | Short Ratio | 0.01 | | Short % of Float | 0.01% |
| Analyst Targets | | | Target High | $78.0$ | | Target Low | $51.0$ | | Target Mean | $67.12$ | | Target Median | $68.0$ | | # of Analysts | 16 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.