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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 0.34
Y's Cash to Debt is ranked higher than
59% of the 245 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.15 vs. Y: 0.34 )
Y' s 10-Year Cash to Debt Range
Min: 0.06   Max: No Debt
Current: 0.34

Equity to Asset 0.32
Y's Equity to Asset is ranked higher than
81% of the 244 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.25 vs. Y: 0.32 )
Y' s 10-Year Equity to Asset Range
Min: 0.25   Max: 0.72
Current: 0.32

0.25
0.72
Interest Coverage 10.35
Y's Interest Coverage is ranked higher than
61% of the 205 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 23.53 vs. Y: 10.35 )
Y' s 10-Year Interest Coverage Range
Min: 3.82   Max: 9999.99
Current: 10.35

3.82
9999.99
F-Score: 6
Z-Score: 0.89
WACC vs ROIC
7.96%
8.82%
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 : 8/10

vs
industry
vs
history
Operating margin (%) 17.81
Y's Operating margin (%) is ranked higher than
85% of the 245 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.45 vs. Y: 17.81 )
Y' s 10-Year Operating margin (%) Range
Min: 6.17   Max: 35.18
Current: 17.81

6.17
35.18
Net-margin (%) 12.98
Y's Net-margin (%) is ranked higher than
83% of the 245 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.80 vs. Y: 12.98 )
Y' s 10-Year Net-margin (%) Range
Min: 4.78   Max: 327.19
Current: 12.98

4.78
327.19
ROE (%) 9.35
Y's ROE (%) is ranked higher than
69% of the 244 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 11.59 vs. Y: 9.35 )
Y' s 10-Year ROE (%) Range
Min: 2.83   Max: 17.48
Current: 9.35

2.83
17.48
ROA (%) 2.88
Y's ROA (%) is ranked higher than
73% of the 245 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.05 vs. Y: 2.88 )
Y' s 10-Year ROA (%) Range
Min: 1.03   Max: 12.29
Current: 2.88

1.03
12.29
ROC (Joel Greenblatt) (%) 1210.23
Y's ROC (Joel Greenblatt) (%) is ranked higher than
89% of the 200 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 276.99 vs. Y: 1210.23 )
Y' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 68.34   Max: 2765.17
Current: 1210.23

68.34
2765.17
Revenue Growth (3Y)(%) 42.00
Y's Revenue Growth (3Y)(%) is ranked higher than
100% of the 221 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 7.20 vs. Y: 42.00 )
Y' s 10-Year Revenue Growth (3Y)(%) Range
Min: -56.8   Max: 140.6
Current: 42

-56.8
140.6
EBITDA Growth (3Y)(%) 40.00
Y's EBITDA Growth (3Y)(%) is ranked higher than
86% of the 181 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 17.30 vs. Y: 40.00 )
Y' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 40
Current: 40

0
40
EPS Growth (3Y)(%) 36.60
Y's EPS Growth (3Y)(%) is ranked higher than
83% of the 156 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 21.80 vs. Y: 36.60 )
Y' s 10-Year EPS Growth (3Y)(%) Range
Min: -48.8   Max: 135.7
Current: 36.6

-48.8
135.7
» Y's 10-Y Financials

Financials


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

» Details

Guru Trades

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 (+0.30%)
Joel Greenblatt 513 sh (+0.20%)
Chuck Royce 582,313 sh (+0.14%)
Martin Whitman 108,073 sh (+33.66%)
Tom Gayner 4,328 sh (unchged)
Steven Romick 268,776 sh (unchged)
Zeke Ashton 14,000 sh (unchged)
Michael Price Sold Out
Paul Tudor Jones Sold Out
Third Avenue Management 216,277 sh (-4.00%)
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 (+0.30%)
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
Q4 2014

Y Guru Trades in Q4 2014

Chris Davis 24 sh (New)
Jim Simons 44,788 sh (+75.04%)
Zeke Ashton 14,750 sh (+5.36%)
Steven Romick 269,435 sh (+0.25%)
First Pacific Advisors 285,932 sh (+0.17%)
Jean-Marie Eveillard 525,558 sh (+0.15%)
Tom Gayner 4,328 sh (unchged)
Joel Greenblatt 515 sh (unchged)
Martin Whitman 108,073 sh (unchged)
Chris Davis Sold Out
Diamond Hill Capital 40,501 sh (-1.50%)
HOTCHKIS & WILEY 112,943 sh (-4.88%)
Chuck Royce 480,818 sh (-17.40%)
Third Avenue Management 137,394 sh (-24.04%)
Mario Gabelli 3,295 sh (-54.27%)
» More
Q1 2015

Y Guru Trades in Q1 2015

Steven Romick 269,435 sh (unchged)
Martin Whitman 90,673 sh (-16.10%)
» 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%)

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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) 11.70
Y's P/E(ttm) is ranked higher than
77% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 15.20 vs. Y: 11.70 )
Y' s 10-Year P/E(ttm) Range
Min: 4.74   Max: 62.4
Current: 11.7

4.74
62.4
Forward P/E 10.59
Y's Forward P/E is ranked higher than
90% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 15.31 vs. Y: 10.59 )
N/A
PE(NRI) 11.60
Y's PE(NRI) is ranked higher than
82% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 14.80 vs. Y: 11.60 )
Y' s 10-Year PE(NRI) Range
Min: 4.68   Max: 491.26
Current: 11.6

4.68
491.26
P/B 1.00
Y's P/B is ranked higher than
83% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.45 vs. Y: 1.00 )
Y' s 10-Year P/B Range
Min: 0.69   Max: 1.51
Current: 1

0.69
1.51
P/S 1.50
Y's P/S is ranked higher than
52% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.31 vs. Y: 1.50 )
Y' s 10-Year P/S Range
Min: 0.9   Max: 3.16
Current: 1.5

0.9
3.16
PFCF 23.70
Y's PFCF is ranked higher than
63% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 30.83 vs. Y: 23.70 )
Y' s 10-Year PFCF Range
Min: 3.21   Max: 54.41
Current: 23.7

3.21
54.41
POCF 21.07
Y's POCF is ranked higher than
68% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.63 vs. Y: 21.07 )
Y' s 10-Year POCF Range
Min: 3.15   Max: 48.66
Current: 21.07

3.15
48.66
EV-to-EBIT 8.68
Y's EV-to-EBIT is ranked higher than
81% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.85 vs. Y: 8.68 )
Y' s 10-Year EV-to-EBIT Range
Min: -153.4   Max: 243.7
Current: 8.68

-153.4
243.7
PEG 0.66
Y's PEG is ranked higher than
92% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.00 vs. Y: 0.66 )
Y' s 10-Year PEG Range
Min: 0.11   Max: 19.07
Current: 0.66

0.11
19.07
Shiller P/E 13.80
Y's Shiller P/E is ranked higher than
88% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 23.78 vs. Y: 13.80 )
Y' s 10-Year Shiller P/E Range
Min: 9.86   Max: 38.95
Current: 13.8

9.86
38.95
Days Sales Outstanding 54.07
Y's Days Sales Outstanding is ranked higher than
92% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 257.26 vs. Y: 54.07 )
Y' s 10-Year Days Sales Outstanding Range
Min: 44.99   Max: 426.73
Current: 54.07

44.99
426.73

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.10
Y's Price/Tangible Book is ranked higher than
86% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.80 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
80% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.30 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 0.70
Y's Price/Median PS Value is ranked higher than
97% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.20 vs. Y: 0.70 )
Y' s 10-Year Price/Median PS Value Range
Min: 0.41   Max: 2.42
Current: 0.7

0.41
2.42
Price/Peter Lynch Fair Value 0.70
Y's Price/Peter Lynch Fair Value is ranked higher than
90% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.00 vs. Y: 0.70 )
Y' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.23   Max: 18.18
Current: 0.7

0.23
18.18
Price/Graham Number 0.70
Y's Price/Graham Number is ranked higher than
90% of the 278 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.10 vs. Y: 0.70 )
Y' s 10-Year Price/Graham Number Range
Min: 0.57   Max: 2.79
Current: 0.7

0.57
2.79
Earnings Yield (Greenblatt) 11.40
Y's Earnings Yield (Greenblatt) is ranked higher than
74% of the 245 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.30 vs. Y: 11.40 )
Y' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 20.9
Current: 11.4

0.4
20.9
Forward Rate of Return (Yacktman) 20.26
Y's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 167 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.86 vs. Y: 20.26 )
Y' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.7   Max: 75.2
Current: 20.26

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, Capitol 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

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