Switch to:

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 0.29
Y's Cash to Debt is ranked higher than
59% of the 215 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.23 vs. Y: 0.29 )
Y' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.29

Equity to Asset 0.31
Y's Equity to Asset is ranked higher than
80% of the 214 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.26 vs. Y: 0.31 )
Y' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.72
Current: 0.31

0.24
0.72
Interest Coverage 9.86
Y's Interest Coverage is ranked higher than
62% of the 176 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 25.59 vs. Y: 9.86 )
Y' s 10-Year Interest Coverage Range
Min: 3.82   Max: 9999.99
Current: 9.86

3.82
9999.99
F-Score: 5
Z-Score: 0.88
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 : 8/10

vs
industry
vs
history
Operating margin (%) 19.72
Y's Operating margin (%) is ranked higher than
88% of the 215 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.36 vs. Y: 19.72 )
Y' s 10-Year Operating margin (%) Range
Min: 6.17   Max: 35.18
Current: 19.72

6.17
35.18
Net-margin (%) 14.09
Y's Net-margin (%) is ranked higher than
86% of the 215 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.16 vs. Y: 14.09 )
Y' s 10-Year Net-margin (%) Range
Min: 4.78   Max: 327.19
Current: 14.09

4.78
327.19
ROE (%) 10.48
Y's ROE (%) is ranked higher than
73% of the 214 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 11.84 vs. Y: 10.48 )
Y' s 10-Year ROE (%) Range
Min: 2.83   Max: 17.48
Current: 10.48

2.83
17.48
ROA (%) 3.16
Y's ROA (%) is ranked higher than
74% of the 215 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.39 vs. Y: 3.16 )
Y' s 10-Year ROA (%) Range
Min: 1.03   Max: 12.29
Current: 3.16

1.03
12.29
ROC (Joel Greenblatt) (%) 1485.70
Y's ROC (Joel Greenblatt) (%) is ranked higher than
92% of the 170 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 288.43 vs. Y: 1485.70 )
Y' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 68.34   Max: 2765.17
Current: 1485.7

68.34
2765.17
Revenue Growth (3Y)(%) 39.80
Y's Revenue Growth (3Y)(%) is ranked higher than
98% of the 193 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 8.70 vs. Y: 39.80 )
Y' s 10-Year Revenue Growth (3Y)(%) Range
Min: -56.8   Max: 140.6
Current: 39.8

-56.8
140.6
EBITDA Growth (3Y)(%) 26.70
Y's EBITDA Growth (3Y)(%) is ranked higher than
90% of the 193 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.80 vs. Y: 26.70 )
Y' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 39.1
Current: 26.7

0
39.1
EPS Growth (3Y)(%) 19.60
Y's EPS Growth (3Y)(%) is ranked higher than
85% of the 176 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.70 vs. Y: 19.60 )
Y' s 10-Year EPS Growth (3Y)(%) Range
Min: -48.8   Max: 135.7
Current: 19.6

-48.8
135.7
» Y's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

Y Guru Trades in Q4 2013

Steven Cohen 1,050 sh (New)
HOTCHKIS & WILEY 75,655 sh (New)
Paul Tudor Jones 1,100 sh (New)
Zeke Ashton 10,000 sh (New)
Jim Simons 21,788 sh (+629.18%)
Jean-Marie Eveillard 286,592 sh (+56.83%)
First Pacific Advisors 258,425 sh (+0.25%)
Steven Romick 248,034 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Michael Price 74,500 sh (unchged)
Martin Whitman 75,858 sh (unchged)
Chuck Royce 581,513 sh (-0.92%)
Mario Gabelli 3,295 sh (-8.34%)
Third Avenue Management 211,651 sh (-12.58%)
Diamond Hill Capital 49,650 sh (-14.34%)
Chris Davis 1,416,323 sh (-21.21%)
» More
Q1 2014

Y Guru Trades in Q1 2014

Joel Greenblatt 512 sh (New)
Jean-Marie Eveillard 513,111 sh (+79.04%)
HOTCHKIS & WILEY 113,542 sh (+50.08%)
Steven Cohen 1,500 sh (+42.86%)
Zeke Ashton 14,000 sh (+40%)
First Pacific Advisors 281,792 sh (+9.04%)
Steven Romick 268,776 sh (+8.36%)
Third Avenue Management 225,281 sh (+6.44%)
Diamond Hill Capital 49,963 sh (+0.63%)
Martin Whitman 80,858 sh (+6.59%)
Mario Gabelli 3,295 sh (unchged)
Michael Price 74,500 sh (unchged)
Chuck Royce 581,513 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Paul Tudor Jones 580 sh (-47.27%)
Chris Davis 634,368 sh (-55.21%)
Jim Simons 7,988 sh (-63.34%)
» More
Q2 2014

Y Guru Trades in Q2 2014

Mario Gabelli 7,205 sh (+118.66%)
HOTCHKIS & WILEY 118,388 sh (+4.27%)
Jean-Marie Eveillard 515,705 sh (+0.51%)
First Pacific Advisors 282,628 sh (+0.3%)
Joel Greenblatt 513 sh (+0.2%)
Chuck Royce 582,313 sh (+0.14%)
Martin Whitman 108,073 sh (+33.66%)
Zeke Ashton 14,000 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Steven Romick 268,776 sh (unchged)
Paul Tudor Jones Sold Out
Michael Price Sold Out
Third Avenue Management 216,277 sh (-4%)
Diamond Hill Capital 41,346 sh (-17.25%)
Chris Davis 321,251 sh (-49.36%)
Jim Simons 888 sh (-88.88%)
» More
Q3 2014

Y Guru Trades in Q3 2014

Jim Simons 25,588 sh (+2781.53%)
Jean-Marie Eveillard 524,765 sh (+1.76%)
First Pacific Advisors 285,433 sh (+0.99%)
Joel Greenblatt 515 sh (+0.39%)
HOTCHKIS & WILEY 118,743 sh (+0.3%)
Tom Gayner 4,328 sh (unchged)
Mario Gabelli 7,205 sh (unchged)
Steven Romick 268,776 sh (unchged)
Zeke Ashton 14,000 sh (unchged)
Martin Whitman 108,073 sh (unchged)
Chuck Royce 582,088 sh (-0.04%)
Diamond Hill Capital 41,116 sh (-0.56%)
Third Avenue Management 180,888 sh (-16.36%)
Chris Davis 11,795 sh (-96.33%)
» More
» Details

Insider Trades

Latest Guru Trades with Y

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

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Chris Davis 2014-09-30 Reduce -96.33%0.4%$413.85 - $440.45 $ 48213%11795
Third Avenue Management 2014-09-30 Reduce -16.36%0.29%$413.85 - $440.45 $ 48213%180888
Michael Price 2014-06-30 Sold Out 3.7%$401.34 - $435.08 $ 48216%0
Chris Davis 2014-06-30 Reduce -49.36%0.35%$401.34 - $435.08 $ 48216%321251
Mario Gabelli 2014-06-30 Add 118.66%0.01%$401.34 - $435.08 $ 48216%7205
Martin Whitman 2014-04-30 Add 33.66%0.53%$363.6 - $409.95 $ 48223%108073
Chris Davis 2014-03-31 Reduce -55.21%0.77%$363.6 - $403.98 $ 48224%634368
Jean-Marie Eveillard 2014-03-31 Add 79.04%0.24%$363.6 - $403.98 $ 48224%513111
Third Avenue Management 2014-03-31 Add 6.44%0.11%$363.6 - $403.98 $ 48224%225281
HOTCHKIS & WILEY 2014-03-31 Add 50.08%0.06%$363.6 - $403.98 $ 48224%113542
Joel Greenblatt 2014-03-31 New Buy$363.6 - $403.98 $ 48224%512
Chris Davis 2013-12-31 Reduce -21.21%0.4%$389.79 - $411.22 $ 48221%1416323
Third Avenue Management 2013-12-31 Reduce -12.58%0.24%$389.79 - $411.22 $ 48221%211651
HOTCHKIS & WILEY 2013-12-31 New Buy0.13%$389.79 - $411.22 $ 48221%75655
Jean-Marie Eveillard 2013-12-31 Add 56.83%0.11%$389.79 - $411.22 $ 48221%286592
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Alleghany Corp

Third Avenue Management Comments on Alleghany - Jul 23, 2014

Property and casualty insurance companies (Alleghany (Y) Common and White Mountains Common). Both companies have generated solid (high single digit) annual book value growth since the Fund invested in 2012 despite a challenging environment characterized by low interest rates and competitive underwriting. Shares of both companies, which account for 3.1% of the Fund’s assets in total, were purchased at modest discounts to book value.

From Martin Whitman (Trades, Portfolio)'s 2Q 2014 Shareholder Letters.

Check out Martin Whitman latest stock trades

Top Ranked Articles about Alleghany Corp

Third Avenue Management Comments on Alleghany
Property and casualty insurance companies (Alleghany (Y) Common and White Mountains Common). Both companies have generated solid (high single digit) annual book value growth since the Fund invested in 2012 despite a challenging environment characterized by low interest rates and competitive underwriting. Shares of both companies, which account for 3.1% of the Fund’s assets in total, were purchased at modest discounts to book value. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 10.70
Y's P/E(ttm) is ranked higher than
81% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.30 vs. Y: 10.70 )
Y' s 10-Year P/E(ttm) Range
Min: 4.74   Max: 62.4
Current: 10.7

4.74
62.4
P/B 1.06
Y's P/B is ranked higher than
83% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.35 vs. Y: 1.06 )
Y' s 10-Year P/B Range
Min: 0.69   Max: 1.51
Current: 1.06

0.69
1.51
P/S 1.51
Y's P/S is ranked higher than
66% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.23 vs. Y: 1.51 )
Y' s 10-Year P/S Range
Min: 0.9   Max: 3.16
Current: 1.51

0.9
3.16
PFCF 31.79
Y's PFCF is ranked higher than
68% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 13.37 vs. Y: 31.79 )
Y' s 10-Year PFCF Range
Min: 3.21   Max: 54.41
Current: 31.79

3.21
54.41
EV-to-EBIT 8.10
Y's EV-to-EBIT is ranked higher than
79% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.23 vs. Y: 8.10 )
Y' s 10-Year EV-to-EBIT Range
Min: -153.4   Max: 243.7
Current: 8.1

-153.4
243.7
PEG 0.56
Y's PEG is ranked higher than
94% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9999.00 vs. Y: 0.56 )
Y' s 10-Year PEG Range
Min: 0.11   Max: 19.07
Current: 0.56

0.11
19.07
Shiller P/E 14.15
Y's Shiller P/E is ranked higher than
90% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 20.02 vs. Y: 14.15 )
Y' s 10-Year Shiller P/E Range
Min: 9.86   Max: 38.95
Current: 14.15

9.86
38.95

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.10
Y's Price/Tangible Book is ranked higher than
85% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.64 vs. Y: 1.10 )
Y' s 10-Year Price/Tangible Book Range
Min: 0.66   Max: 1.55
Current: 1.1

0.66
1.55
Price/DCF (Projected) 0.80
Y's Price/DCF (Projected) is ranked higher than
78% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.87 vs. Y: 0.80 )
Y' s 10-Year Price/DCF (Projected) Range
Min: 0.28   Max: 1.5
Current: 0.8

0.28
1.5
Price/Median PS Value 0.66
Y's Price/Median PS Value is ranked higher than
95% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.14 vs. Y: 0.66 )
Y' s 10-Year Price/Median PS Value Range
Min: 0.16   Max: 3.11
Current: 0.66

0.16
3.11
Price/Peter Lynch Fair Value 0.71
Y's Price/Peter Lynch Fair Value is ranked higher than
93% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9999.00 vs. Y: 0.71 )
Y' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.17   Max: 43.78
Current: 0.71

0.17
43.78
Price/Graham Number 0.71
Y's Price/Graham Number is ranked higher than
88% of the 220 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.93 vs. Y: 0.71 )
Y' s 10-Year Price/Graham Number Range
Min: 0.32   Max: 1.67
Current: 0.71

0.32
1.67
Earnings Yield (Greenblatt) 12.30
Y's Earnings Yield (Greenblatt) is ranked higher than
78% of the 215 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 11.20 vs. Y: 12.30 )
Y' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 20.9
Current: 12.3

0.4
20.9
Forward Rate of Return (Yacktman) 18.96
Y's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 156 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.15 vs. Y: 18.96 )
Y' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.7   Max: 75.2
Current: 18.96

1.7
75.2

Business Description

Industry: Insurance - Property & Casualty » Insurance - Property & Casualty
Compare:HVRRY, RE, SZCRF, RGA, VR » details
Traded in other countries:AGA.Germany,
Alleghany Corp was incorporated in 1984 under the laws of the State of Delaware. In December 1986, the Company succeeded to the business of its parent company, Alleghany Corporation, a Maryland corporation incorporated in 1929, upon its liquidation. The Company is engaged, through Alleghany Insurance Holdings LLC or 'AIHL' and its subsidiaries in the property and casualty and surety insurance business. The Company is also engaged in private capital investments in oil exploration and production, remanufacturer/retrofitter of precision machine tools and supplier of replacement parts¸ manufacturer of custom trailers and truck bodies. The Company operates its business into two reportable segments, reinsurance and insurance. The reinsurance segment consists of property and casualty reinsurance operations conducted by TransRe's reinsurance operating subsidiaries. It has two product lines, property and casualty & other. The business within property include fire, allied lines, auto physical damage and homeowners multiple peril lines (which include property catastrophe risks). Casualty & other include liability, medical malpractice, ocean marine and aviation, auto liability (including non-standard risks), accident and health, surety, and credit. The insurance segment consists of property and casualty insurance operations conducted by AIHL through its insurance operating subsidiaries RSUI, headquartered in Atlanta, Georgia; Capitol, headquartered in Middleton, Wisconsin; and PCC, headquartered in Agoura Hills, California. The reinsurance and insurance segments compete with a large number of U.S. and non-U.S. reinsurers and insurers in their selected lines of business, including regional companies, mutual companies, specialty insurance companies, underwriting agencies, government-owned or subsidized facilities. The reinsurance and insurance subsidiaries are subject to extensive supervision and regulation in the jurisdictions in which they operate and are required to comply with laws and regulations applicable to insurance and reinsurance companies.
» More Articles for Y

Headlines

Articles On GuruFocus.com
Yellow Media Limited Completes the Acquisitions of Bookenda and Candia Digital Group Dec 18 2014 
Yellow Media Limited Reports Third Quarter 2014 Financial Results Nov 12 2014 
Yellow Media Announces 2014 Third Quarter Results Release Date Nov 06 2014 
Susan Kudzman Joins Board of Directors of Yellow Media Limited Oct 15 2014 
Third Avenue Management Comments on Alleghany Jul 23 2014 
Guru Held Stocks Trading At Deep Discounts To Graham Number Jul 17 2014 
ACE Went Through a Series of Acquisitions Mar 18 2014 
‘Net Seller’ Zeke Ashton Update, Centaur’s High-Impact Sells Sep 17 2013 
Sell-out Update from Ruane, Cunniff & Goldfarb May 30 2013 
Martin Whitman’s Third Avenue Buys Stanley Furniture, Symantec, Adds to Devon and Allegheny Oct 02 2012 


More From Other Websites
SCOR SE -- Moody's maintains negative outlook for global reinsurance sector for 2015 Dec 05 2014
Today's Glance at the Market... Dec 02 2014
Alleghany (Y) Hits a 52-Week High on Solid Q3 Performance Nov 19 2014
Progressive Corp's (PGR) Premiums Growth Looks Promising Nov 13 2014
10-Q for Alleghany Corp. Nov 05 2014
Alleghany Q3 Earnings Beat on Solid Underwriting Results Nov 04 2014
Alleghany posts 3Q profit Nov 03 2014
Alleghany posts 3Q profit Nov 03 2014
ALLEGHANY CORPORATION REPORTS 2014 THIRD QUARTER RESULTS Nov 03 2014
Alleghany Corporation Reports 2014 Third Quarter Results -- Notice Nov 03 2014
ALLEGHANY CORP /DE Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Nov 03 2014
Q3 2014 Alleghany Corp Earnings Release - After Market Close Nov 03 2014
Alleghany Buys Advanced Mobility to Build Insurer’s Trailer Unit Oct 28 2014
Alleghany Capital Corporation Announces Two Acquisitions By Kentucky Trailer Oct 28 2014
W.R. Berkley Beats Earnings, Revenues on High Premiums Oct 24 2014
Chubb Beats Q3 Earnings on Low CAT Loss; Raises Guidance Oct 24 2014
Everest Re Q3 Earnings Beat Estimates, Top Line Grows Oct 23 2014
AmTrust Financial Hits 52-Week High on Positive Tidings Oct 22 2014
Atlas Financial Holdings (AFH) Rises: Stock Up 7.1% Oct 20 2014
RLI Corp Q3 Earnings Beat, Down Y/Y on Higher Expense Oct 16 2014

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK