Helios Underwriting PLC HUW

Morningstar Rating
GBX260.00 +7.50 (2.97%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

HUW is trading at a LOCK|dG?gP^ premium.
Price
£2.53
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
GBX252.50
Day Range
GBX251.00–260.00
52-Week Range
GBX194.00–260.00
Bid/Ask
GBX250.00 / GBX260.00
Shares Outstanding
69.51M
Market Cap
GBX18.07B
Volume/Avg
25,291 / 42,686

Key Statistics

Price/Earnings (Normalized)
6.63
Price/Sales
4.48
Dividend Yield (Trailing)
2.77%
Dividend Yield (Forward)
2.77%
Dividend Payment Schedule
Jul
Total Yield
7.08%

Company Profile

Helios Underwriting PLC provides investors with exposure to the Lloyd's insurance market through an actively managed portfolio of syndicate capacity. The Company's principal activity is to provide a limited liability investment for shareholders through participation in a portfolio of Lloyd's syndicates. It participates in the insurance business as an underwriting member of Lloyd's through wholly owned undertakings and investments in Limited Liability Vehicles (LLVs). The Company also provides syndicate research, advice on syndicate selection, and portfolio curation. Its core business purpose is to offer investors growth and returns from exposure to Lloyd's of London through investment income (dividends) and capital appreciation resulting from increases in NAV per share and share price.
Sector
Financial Services
Industry
Insurance - Diversified
Stock Style Box
Small Value
Total Number of Employees
9

Valuation

Metric
HUW
Price/Earnings (Normalized)
6.63
Price/Book Value
0.94
Price/Sales
4.48
Price/Cash Flow
—
Price/Earnings
HUW

Financial Strength

Metric
HUW
Quick Ratio
—
Current Ratio
—
Interest Coverage
5.05
Quick Ratio
No chart available

Profitability

Metric
HUW
Return on Assets (Normalized)
10.94%
Return on Equity (Normalized)
15.21%
Return on Invested Capital (Normalized)
14.53%
Return on Assets
HUW

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