Financial Services
Live Price
Offline$65.18
+1.29% today
1Y Change
-14.04%
Window
Jun 23, 2025 → May 29, 2026
Coverage: 236 bars · Jun 23, 2025 → May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
W. R. Berkley Corporation (WRB) is a Financial Services stock with a market cap of $25.87B and listed on NYSE. The stock last traded around $65.18 and down 14.0% across the available one-year price window (Jun 23, 2025 → May 29, 2026). Baseline metrics include revenue growth of +7.8%, EPS growth of +2.1%, a dividend yield of 2.8%. What stands out right now is revenue +7.8%, EPS +2.1%, free cash flow -2.9% with operating margin 16.2% and ROIC 53.6%. The dividend matters to the case here, with a current yield around 2.8%. Valuation is more restrained than many high-expectation growth names at P/E 13.9 and price/sales 1.7. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines WRB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WRB
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WRB Max Drawdown
-19.02%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WRB and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$9.5B
-15.3% YoY
FY Net Income
$1.0B
-26.0% YoY
Free Cash Flow
$2.1B
-15.8% YoY
Revenue Growth
+7.8%
EPS Growth
+2.1%
Gross Margin
26.1%
Net Margin
12.6%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 14.7B | 13.6B | 12.1B | 11.2B | 9.5B |
| Gross Profit | 2.9B | 3.1B | 2.7B | 2.4B | 2.0B |
| Operating Income | 2.3B | 2.3B | 1.8B | 1.7B | 1.3B |
| EBITDA | 2.4B | 2.2B | 1.9B | 1.9B | 1.6B |
| Net Income | 1.8B | 1.8B | 1.4B | 1.4B | 1.0B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 2.5B | 2.0B | 1.4B | 1.4B | 1.6B |
| Total Assets | 44.1B | 40.6B | 37.2B | 33.9B | 32.1B |
| Total Liabilities | 34.4B | 32.2B | 29.7B | 27.1B | 25.4B |
| Shareholder Equity | 9.7B | 8.4B | 7.5B | 6.7B | 6.7B |
| Total Debt | 2.8B | 2.8B | 2.8B | 2.8B | 3.3B |
| Net Debt | 300M | 866M | 1.5B | 1.4B | 1.7B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
2.2B
-15.0% YoY
Capital Expenditures
67M
-26.5% YoY
Free Cash Flow
2.1B
-15.8% YoY
Key ratios
Gross Margin
26.1%
Operating Margin
16.2%
Net Margin
12.6%
ROE
19.5%
Debt / Equity
0.32x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.