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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.63
AWH's Cash to Debt is ranked lower than
74% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.21 vs. AWH: 0.63 )
Ranked among companies with meaningful Cash to Debt only.
AWH' s 10-Year Cash to Debt Range
Min: 0.35  Med: 0.88 Max: No Debt
Current: 0.63
Equity to Asset 0.30
AWH's Equity to Asset is ranked higher than
57% of the 126 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.27 vs. AWH: 0.30 )
Ranked among companies with meaningful Equity to Asset only.
AWH' s 10-Year Equity to Asset Range
Min: 0.21  Med: 0.29 Max: 0.42
Current: 0.3
0.21
0.42
Interest Coverage 9.05
AWH's Interest Coverage is ranked lower than
74% of the 112 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 36.81 vs. AWH: 9.05 )
Ranked among companies with meaningful Interest Coverage only.
AWH' s 10-Year Interest Coverage Range
Min: 4.54  Med: 14.75 Max: 9999.99
Current: 9.05
4.54
9999.99
F-Score: 5
WACC vs ROIC
7.80%
11.28%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 18.58
AWH's Operating margin (%) is ranked higher than
76% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.19 vs. AWH: 18.58 )
Ranked among companies with meaningful Operating margin (%) only.
AWH' s 10-Year Operating margin (%) Range
Min: -10.04  Med: 22.17 Max: 37.95
Current: 18.58
-10.04
37.95
Net-margin (%) 17.66
AWH's Net-margin (%) is ranked higher than
81% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.51 vs. AWH: 17.66 )
Ranked among companies with meaningful Net-margin (%) only.
AWH' s 10-Year Net-margin (%) Range
Min: -11.1  Med: 21.10 Max: 69.23
Current: 17.66
-11.1
69.23
ROE (%) 11.78
AWH's ROE (%) is ranked higher than
55% of the 126 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.91 vs. AWH: 11.78 )
Ranked among companies with meaningful ROE (%) only.
AWH' s 10-Year ROE (%) Range
Min: -8.98  Med: 13.44 Max: 24.33
Current: 11.78
-8.98
24.33
ROA (%) 3.48
AWH's ROA (%) is ranked higher than
59% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 2.88 vs. AWH: 3.48 )
Ranked among companies with meaningful ROA (%) only.
AWH' s 10-Year ROA (%) Range
Min: -2.74  Med: 4.42 Max: 9
Current: 3.48
-2.74
9
Revenue Growth (3Y)(%) 18.40
AWH's Revenue Growth (3Y)(%) is ranked higher than
87% of the 112 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 7.20 vs. AWH: 18.40 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AWH' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 17.60 Max: 680.2
Current: 18.4
0
680.2
EBITDA Growth (3Y)(%) 24.10
AWH's EBITDA Growth (3Y)(%) is ranked higher than
57% of the 84 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 19.30 vs. AWH: 24.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AWH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -1.9  Med: 19.40 Max: 445.1
Current: 24.1
-1.9
445.1
EPS Growth (3Y)(%) 28.70
AWH's EPS Growth (3Y)(%) is ranked higher than
61% of the 76 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 16.60 vs. AWH: 28.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
AWH' s 10-Year EPS Growth (3Y)(%) Range
Min: -3.6  Med: 20.90 Max: 404
Current: 28.7
-3.6
404
» AWH's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

AWH Guru Trades in Q2 2014

Paul Tudor Jones Sold Out
Columbia Wanger 2,893,700 sh (-0.59%)
David Dreman 243,475 sh (-2.24%)
Chuck Royce 2,211,350 sh (-7.76%)
Scott Black 219,743 sh (-18.69%)
Jim Simons 323,800 sh (-36.61%)
» More
Q3 2014

AWH Guru Trades in Q3 2014

Paul Tudor Jones 12,462 sh (New)
Joel Greenblatt 7,358 sh (New)
David Dreman 244,326 sh (+0.35%)
Scott Black Sold Out
Columbia Wanger 2,655,000 sh (-8.25%)
Chuck Royce 1,934,253 sh (-12.53%)
Jim Simons 117,800 sh (-63.62%)
» More
Q4 2014

AWH Guru Trades in Q4 2014

Paul Tudor Jones 23,112 sh (+85.46%)
Jim Simons 137,700 sh (+16.89%)
David Dreman 246,618 sh (+0.94%)
Columbia Wanger 2,634,800 sh (-0.76%)
Joel Greenblatt 6,298 sh (-14.41%)
Chuck Royce 1,407,051 sh (-27.26%)
» More
Q1 2015

AWH Guru Trades in Q1 2015

Steven Cohen 77,700 sh (New)
David Dreman 249,314 sh (+1.09%)
Joel Greenblatt Sold Out
Jim Simons 125,900 sh (-8.57%)
Columbia Wanger 2,359,800 sh (-10.44%)
Chuck Royce 975,976 sh (-30.64%)
Paul Tudor Jones 10,549 sh (-54.36%)
» More
» Details

Insider Trades

Latest Guru Trades with AWH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 10.13
AWH's P/E(ttm) is ranked higher than
71% of the 110 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.30 vs. AWH: 10.13 )
Ranked among companies with meaningful P/E(ttm) only.
AWH' s 10-Year P/E(ttm) Range
Min: 3.37  Med: 6.38 Max: 16.57
Current: 10.13
3.37
16.57
Forward P/E 7.82
AWH's Forward P/E is ranked higher than
91% of the 76 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.97 vs. AWH: 7.82 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 10.00
AWH's PE(NRI) is ranked higher than
72% of the 109 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.10 vs. AWH: 10.00 )
Ranked among companies with meaningful PE(NRI) only.
AWH' s 10-Year PE(NRI) Range
Min: 3.37  Med: 6.39 Max: 16.54
Current: 10
3.37
16.54
P/B 1.11
AWH's P/B is ranked higher than
62% of the 123 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.27 vs. AWH: 1.11 )
Ranked among companies with meaningful P/B only.
AWH' s 10-Year P/B Range
Min: 0.52  Med: 0.86 Max: 1.36
Current: 1.11
0.52
1.36
P/S 1.77
AWH's P/S is ranked lower than
72% of the 128 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.12 vs. AWH: 1.77 )
Ranked among companies with meaningful P/S only.
AWH' s 10-Year P/S Range
Min: 1.02  Med: 1.56 Max: 2.24
Current: 1.77
1.02
2.24
PFCF 12.00
AWH's PFCF is ranked lower than
55% of the 85 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.98 vs. AWH: 12.00 )
Ranked among companies with meaningful PFCF only.
AWH' s 10-Year PFCF Range
Min: 1.97  Med: 4.63 Max: 35.66
Current: 12
1.97
35.66
POCF 10.19
AWH's POCF is ranked lower than
53% of the 104 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.36 vs. AWH: 10.19 )
Ranked among companies with meaningful POCF only.
AWH' s 10-Year POCF Range
Min: 1.93  Med: 4.57 Max: 34.34
Current: 10.19
1.93
34.34
EV-to-EBIT 8.81
AWH's EV-to-EBIT is ranked lower than
54% of the 111 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 8.42 vs. AWH: 8.81 )
Ranked among companies with meaningful EV-to-EBIT only.
AWH' s 10-Year EV-to-EBIT Range
Min: 2.6  Med: 5.80 Max: 15.3
Current: 8.81
2.6
15.3
PEG 2.00
AWH's PEG is ranked lower than
75% of the 53 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.77 vs. AWH: 2.00 )
Ranked among companies with meaningful PEG only.
AWH' s 10-Year PEG Range
Min: 0.2  Med: 0.79 Max: 2.02
Current: 2
0.2
2.02
Shiller P/E 10.59
AWH's Shiller P/E is ranked higher than
91% of the 94 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 17.54 vs. AWH: 10.59 )
Ranked among companies with meaningful Shiller P/E only.
AWH' s 10-Year Shiller P/E Range
Min: 6.19  Med: 9.19 Max: 10.95
Current: 10.59
6.19
10.95
Days Sales Outstanding 120.84
AWH's Days Sales Outstanding is ranked lower than
77% of the 78 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 86.93 vs. AWH: 120.84 )
Ranked among companies with meaningful Days Sales Outstanding only.
AWH' s 10-Year Days Sales Outstanding Range
Min: 97.17  Med: 114.01 Max: 254.94
Current: 120.84
97.17
254.94

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.08
AWH's Dividend Yield is ranked lower than
82% of the 176 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.97 vs. AWH: 2.08 )
Ranked among companies with meaningful Dividend Yield only.
AWH' s 10-Year Dividend Yield Range
Min: 0.34  Med: 1.73 Max: 2.99
Current: 2.08
0.34
2.99
Dividend Payout 0.20
AWH's Dividend Payout is ranked higher than
74% of the 124 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.33 vs. AWH: 0.20 )
Ranked among companies with meaningful Dividend Payout only.
AWH' s 10-Year Dividend Payout Range
Min: 0.04  Med: 0.08 Max: 0.73
Current: 0.2
0.04
0.73
Dividend growth (3y) 27.30
AWH's Dividend growth (3y) is ranked higher than
86% of the 76 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.10 vs. AWH: 27.30 )
Ranked among companies with meaningful Dividend growth (3y) only.
AWH' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 8.30 Max: 70.3
Current: 27.3
0
70.3
Yield on cost (5-Year) 7.40
AWH's Yield on cost (5-Year) is ranked higher than
75% of the 174 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 4.51 vs. AWH: 7.40 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
AWH' s 10-Year Yield on cost (5-Year) Range
Min: 1.21  Med: 6.16 Max: 10.64
Current: 7.4
1.21
10.64
Share Buyback Rate 5.80
AWH's Share Buyback Rate is ranked higher than
85% of the 89 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: -0.20 vs. AWH: 5.80 )
Ranked among companies with meaningful Share Buyback Rate only.
AWH' s 10-Year Share Buyback Rate Range
Min: 11.2  Med: 3.10 Max: -6.6
Current: 5.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.22
AWH's Price/Tangible Book is ranked higher than
64% of the 121 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.40 vs. AWH: 1.22 )
Ranked among companies with meaningful Price/Tangible Book only.
AWH' s 10-Year Price/Tangible Book Range
Min: 0.7  Med: 0.96 Max: 1.36
Current: 1.22
0.7
1.36
Price/Projected FCF 0.42
AWH's Price/Projected FCF is ranked higher than
90% of the 90 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.77 vs. AWH: 0.42 )
Ranked among companies with meaningful Price/Projected FCF only.
AWH' s 10-Year Price/Projected FCF Range
Min: 0.21  Med: 0.31 Max: 0.38
Current: 0.42
0.21
0.38
Price/Median PS Value 1.14
AWH's Price/Median PS Value is ranked lower than
54% of the 124 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.08 vs. AWH: 1.14 )
Ranked among companies with meaningful Price/Median PS Value only.
AWH' s 10-Year Price/Median PS Value Range
Min: 0.82  Med: 1.00 Max: 1.44
Current: 1.14
0.82
1.44
Price/Peter Lynch Fair Value 1.67
AWH's Price/Peter Lynch Fair Value is ranked lower than
85% of the 40 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.68 vs. AWH: 1.67 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
AWH' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.05  Med: 0.41 Max: 1.51
Current: 1.67
0.05
1.51
Price/Graham Number 0.73
AWH's Price/Graham Number is ranked higher than
69% of the 108 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.88 vs. AWH: 0.73 )
Ranked among companies with meaningful Price/Graham Number only.
AWH' s 10-Year Price/Graham Number Range
Min: 0.32  Med: 0.57 Max: 0.82
Current: 0.73
0.32
0.82
Earnings Yield (Greenblatt) (%) 11.37
AWH's Earnings Yield (Greenblatt) (%) is ranked higher than
52% of the 126 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 11.10 vs. AWH: 11.37 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AWH' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 6.5  Med: 17.30 Max: 38.5
Current: 11.37
6.5
38.5
Forward Rate of Return (Yacktman) (%) 15.14
AWH's Forward Rate of Return (Yacktman) (%) is ranked lower than
51% of the 81 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 17.09 vs. AWH: 15.14 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AWH' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 13.9  Med: 21.20 Max: 39.6
Current: 15.14
13.9
39.6

Business Description

Industry: Insurance - Property & Casualty » Insurance - Property & Casualty
Compare:RLI, TRV, MBI, QBIEY, TKOMY » details
Allied World Assurance Co Holdings AG was formed in Bermuda in 2001 and have continued to maintain significant insurance and reinsurance operations there following its parent company's redomestication to Switzerland in December 2010. The Company is a Swiss-based insurance and reinsurance holding company whose subsidiaries underwrite a diverse portfolio of property and casualty lines of business through offices located in Bermuda, Canada, Hong Kong, Ireland, Singapore, Switzerland, the United Kingdom and the United States. The Company has three business segments, namely U.S. insurance, international insurance and reinsurance. The U.S. insurance segment is comprised of its direct insurance operations in the United States and its Canada branch office in Toronto. Within this segment, the Company provides specialty liability products, with a particular emphasis on coverage for healthcare and professional liability risks. Additionally, it offers a selection of direct general casualty insurance and general property insurance products. It generally write small- and middle-market, non-Fortune 1000 accounts domiciled in North America, including public entities, private companies and non-profit organizations. The Company's underwriters are spread among its locations in the United States and Canada. Its casualty operations in the United States and Canada focus on insuring specialty liability risks, such as professional liability, environmental liability, product liability, healthcare liability, and commercial general liability risks. The international insurance segment includes its direct insurance operations in Bermuda, Europe and Asia. Its Bermuda operations underwrite primarily larger, Fortune 1000 casualty and property risks for accounts domiciled in North America. Its European offices have tended to focus on mid-sized to large European and multi-national companies domiciled outside of North America, and in recent years have diversified into products for smaller commercial clients. Within its international insurance segment, it provides general casualty products as well as professional liability, errors & omissions, employment practices and fiduciary liability insurance, and healthcare liability products. Its reinsurance segment includes the reinsurance of property, general casualty, professional liability, specialty lines and property catastrophe coverages written by other insurance companies. Property, casualty and specialty reinsurance is the principal source of revenue for this segment. The Company competes with major U.S. and non-U.S. companies. The Company's insurance and reinsurance subsidiaries must comply with many laws and regulations in the countries where it operates and where it sells its products.
» More Articles for AWH

Headlines

Articles On GuruFocus.com
Arrowhead Commences Trading on the Canadian Securities Exchange, Undertakes Shares for Debt Settleme Oct 29 2014 
Steven Cohen Buys Stake in Validus Holdings; John Paulson Reduces American Capital Dec 28 2011 
Steven Cohen Buys Stake in Validus Holdings; John Paulson Reduces American Capital Dec 28 2011 
Why Berkshire's Transatlantic Deal Fell Through Sep 20 2011 
Berkshire Hathaway’s Bid for Transatlantic Holdings Now Looks Even Better Aug 09 2011 
p/b p/e p/fcf ROE Jul 07 2011 
Allied World Assurance Company Holdings (AWH) COO David Bell sells 5,000 Shares Mar 04 2011 
Allied World Assurance Company Holdings (AWH) COO David Bell sells 2,500 Shares Mar 01 2011 
Allied World Assurance Company Holdings (AWH) EVP & CFO Joan H Dillard sells 5,000 Shares Jan 04 2011 
Allied World Assurance Company Holdings (AWH) President, CEO and Chairman Scott A Carmilani sells 10 Dec 03 2010 

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