-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、12ヶ月目標株価を340ドルに据え置きます。これは、2027年の営業利益（EPS）41.20ドルの8.3倍、2026年のEPS40.56ドルの8.4倍（3.21ドル上方修正）に相当します。これは、過去3年間の平均予想PER8.1倍、同業他社の平均PER9倍と比較して高い水準です。RNRは、第1四半期の営業利益（EPS）が13.75ドルとなり、前年同期の1.49ドルの営業損失から黒字転換しました。これは、当社の予想7.54ドル、市場コンセンサス予想11.22ドルを上回り、保険引受収益の改善によるものです。営業収益は前年同期比17%減の26億ドルとなり、当社の予想を下回りました。これは、保険料収入が約20%減少したことを反映しています。第1四半期の保険引受利益は5億8,880万ドルとなり、7億7,060万ドルの損失から改善し、コンバインド・レシオは128.3%から73.0%に改善しました。RNRが価格軟化の中で保険引受を縮小したため、第1四半期の正味引受保険料は22%以上減少し、27億ドルを下回りました。第1四半期の生産量（またはその不足）をランレートとは見ていませんが、2026年の収益予測を横ばいから7%減に下方修正します。現在の水準では、株価は当社の2026年EPSの7.4倍で取引されており、当社の目標評価を下回り、同業他社や過去の平均と比較して割安です。
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