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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 : 6/10

vs
industry
vs
history
Cash to Debt 0.31
Y's Cash to Debt is ranked lower than
84% of the 128 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.15 vs. Y: 0.31 )
Ranked among companies with meaningful Cash to Debt only.
Y' s 10-Year Cash to Debt Range
Min: 0  Med: 0.35 Max: No Debt
Current: 0.31
Equity to Asset 0.32
Y's Equity to Asset is ranked higher than
64% of the 126 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.27 vs. Y: 0.32 )
Ranked among companies with meaningful Equity to Asset only.
Y' s 10-Year Equity to Asset Range
Min: 0.24  Med: 0.40 Max: 0.72
Current: 0.32
0.24
0.72
Interest Coverage 10.35
Y's Interest Coverage is ranked lower than
71% of the 112 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 36.81 vs. Y: 10.35 )
Ranked among companies with meaningful Interest Coverage only.
Y' s 10-Year Interest Coverage Range
Min: 3.82  Med: 10.95 Max: 9999.99
Current: 10.35
3.82
9999.99
F-Score: 5
WACC vs ROIC
8.96%
7.51%
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 (%) 16.25
Y's Operating margin (%) is ranked higher than
70% of the 128 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.19 vs. Y: 16.25 )
Ranked among companies with meaningful Operating margin (%) only.
Y' s 10-Year Operating margin (%) Range
Min: 6.17  Med: 17.51 Max: 35.18
Current: 16.25
6.17
35.18
Net-margin (%) 11.75
Y's Net-margin (%) is ranked higher than
65% of the 128 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.51 vs. Y: 11.75 )
Ranked among companies with meaningful Net-margin (%) only.
Y' s 10-Year Net-margin (%) Range
Min: 4.78  Med: 13.93 Max: 327.19
Current: 11.75
4.78
327.19
ROE (%) 8.09
Y's ROE (%) is ranked lower than
67% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.46 vs. Y: 8.09 )
Ranked among companies with meaningful ROE (%) only.
Y' s 10-Year ROE (%) Range
Min: 2.83  Med: 7.06 Max: 17.48
Current: 8.09
2.83
17.48
ROA (%) 2.53
Y's ROA (%) is ranked lower than
58% of the 128 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 2.87 vs. Y: 2.53 )
Ranked among companies with meaningful ROA (%) only.
Y' s 10-Year ROA (%) Range
Min: 1.03  Med: 2.90 Max: 12.29
Current: 2.53
1.03
12.29
ROC (Joel Greenblatt) (%) 1092.24
Y's ROC (Joel Greenblatt) (%) is ranked higher than
82% of the 103 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 252.27 vs. Y: 1092.24 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
Y' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 56.37  Med: 735.51 Max: 3028.22
Current: 1092.24
56.37
3028.22
Revenue Growth (3Y)(%) 42.00
Y's Revenue Growth (3Y)(%) is ranked higher than
98% of the 112 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 7.20 vs. Y: 42.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
Y' s 10-Year Revenue Growth (3Y)(%) Range
Min: -56.8  Med: 11.40 Max: 140.6
Current: 42
-56.8
140.6
EBITDA Growth (3Y)(%) 40.00
Y's EBITDA Growth (3Y)(%) is ranked higher than
67% of the 86 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 19.30 vs. Y: 40.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
Y' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: -1.40 Max: 40
Current: 40
0
40
EPS Growth (3Y)(%) 36.60
Y's EPS Growth (3Y)(%) is ranked higher than
67% of the 76 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 16.60 vs. Y: 36.60 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
Y' s 10-Year EPS Growth (3Y)(%) Range
Min: -48.8  Med: 15.20 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

Q3 2014

Y Guru Trades in Q3 2014

Jim Simons 25,588 sh (+2781.53%)
First Eagle Investment 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%)
Steven Romick 268,776 sh (unchged)
Mario Gabelli 7,205 sh (unchged)
Tom Gayner 4,328 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%)
First Eagle Investment 525,558 sh (+0.15%)
Joel Greenblatt 515 sh (unchged)
Tom Gayner 4,328 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

CI Can Am Small Cap 10,960 sh (New)
Lee Ainslie 1,510 sh (New)
Tom Russo 421 sh (New)
HOTCHKIS & WILEY 113,743 sh (+0.71%)
First Eagle Investment 528,220 sh (+0.51%)
First Pacific Advisors 286,985 sh (+0.37%)
Mario Gabelli 3,295 sh (unchged)
Steven Romick 269,435 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Joel Greenblatt Sold Out
Diamond Hill Capital 38,360 sh (-5.29%)
Chuck Royce 441,273 sh (-8.22%)
Third Avenue Management 124,343 sh (-9.50%)
Zeke Ashton 12,250 sh (-16.95%)
Jim Simons 24,888 sh (-44.43%)
Martin Whitman 90,673 sh (-16.10%)
» More
Q2 2015

Y Guru Trades in Q2 2015

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

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Tom Russo (Trades, Portfolio) added three new stocks to his portfolio during Q1, including an insurance and pharmaceutical company, according to GuruFocus Real Time Picks. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 13.21
Y's P/E(ttm) is ranked lower than
55% of the 111 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.70 vs. Y: 13.21 )
Ranked among companies with meaningful P/E(ttm) only.
Y' s 10-Year P/E(ttm) Range
Min: 4.74  Med: 13.25 Max: 62.4
Current: 13.21
4.74
62.4
PE(NRI) 13.40
Y's PE(NRI) is ranked lower than
56% of the 110 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 12.70 vs. Y: 13.40 )
Ranked among companies with meaningful PE(NRI) only.
Y' s 10-Year PE(NRI) Range
Min: 4.68  Med: 13.32 Max: 491.26
Current: 13.4
4.68
491.26
P/B 1.02
Y's P/B is ranked higher than
69% of the 124 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.26 vs. Y: 1.02 )
Ranked among companies with meaningful P/B only.
Y' s 10-Year P/B Range
Min: 0.69  Med: 1.00 Max: 1.51
Current: 1.02
0.69
1.51
P/S 1.57
Y's P/S is ranked lower than
64% of the 129 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.18 vs. Y: 1.57 )
Ranked among companies with meaningful P/S only.
Y' s 10-Year P/S Range
Min: 0.9  Med: 2.24 Max: 3.16
Current: 1.57
0.9
3.16
PFCF 11.98
Y's PFCF is ranked lower than
52% of the 86 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.65 vs. Y: 11.98 )
Ranked among companies with meaningful PFCF only.
Y' s 10-Year PFCF Range
Min: 4.24  Med: 9.94 Max: 54.41
Current: 11.98
4.24
54.41
POCF 11.27
Y's POCF is ranked lower than
59% of the 104 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.41 vs. Y: 11.27 )
Ranked among companies with meaningful POCF only.
Y' s 10-Year POCF Range
Min: 4.21  Med: 9.68 Max: 48.66
Current: 11.27
4.21
48.66
EV-to-EBIT 9.23
Y's EV-to-EBIT is ranked lower than
56% of the 112 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 8.78 vs. Y: 9.23 )
Ranked among companies with meaningful EV-to-EBIT only.
Y' s 10-Year EV-to-EBIT Range
Min: -153.4  Med: 9.50 Max: 243.7
Current: 9.23
-153.4
243.7
PEG 0.76
Y's PEG is ranked higher than
54% of the 52 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.83 vs. Y: 0.76 )
Ranked among companies with meaningful PEG only.
Y' s 10-Year PEG Range
Min: 0.11  Med: 0.57 Max: 19.07
Current: 0.76
0.11
19.07
Shiller P/E 13.63
Y's Shiller P/E is ranked higher than
77% of the 95 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 17.44 vs. Y: 13.63 )
Ranked among companies with meaningful Shiller P/E only.
Y' s 10-Year Shiller P/E Range
Min: 9.83  Med: 13.80 Max: 38.95
Current: 13.63
9.83
38.95
Days Sales Outstanding 50.75
Y's Days Sales Outstanding is ranked higher than
77% of the 78 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 83.83 vs. Y: 50.75 )
Ranked among companies with meaningful Days Sales Outstanding only.
Y' s 10-Year Days Sales Outstanding Range
Min: 44.99  Med: 54.36 Max: 426.73
Current: 50.75
44.99
426.73

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.05
Y's Price/Tangible Book is ranked higher than
72% of the 122 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.41 vs. Y: 1.05 )
Ranked among companies with meaningful Price/Tangible Book only.
Y' s 10-Year Price/Tangible Book Range
Min: 0.65  Med: 1.06 Max: 1.55
Current: 1.05
0.65
1.55
Price/Projected FCF 0.72
Y's Price/Projected FCF is ranked higher than
56% of the 91 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.78 vs. Y: 0.72 )
Ranked among companies with meaningful Price/Projected FCF only.
Y' s 10-Year Price/Projected FCF Range
Min: 0.28  Med: 0.66 Max: 1.5
Current: 0.72
0.28
1.5
Price/Median PS Value 0.70
Y's Price/Median PS Value is ranked higher than
90% of the 126 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.10 vs. Y: 0.70 )
Ranked among companies with meaningful Price/Median PS Value only.
Y' s 10-Year Price/Median PS Value Range
Min: 0.21  Med: 0.95 Max: 3.2
Current: 0.7
0.21
3.2
Price/Peter Lynch Fair Value 0.80
Y's Price/Peter Lynch Fair Value is ranked lower than
62% of the 42 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.69 vs. Y: 0.80 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
Y' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.17  Med: 0.69 Max: 43.78
Current: 0.8
0.17
43.78
Price/Graham Number 0.78
Y's Price/Graham Number is ranked higher than
62% of the 109 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.89 vs. Y: 0.78 )
Ranked among companies with meaningful Price/Graham Number only.
Y' s 10-Year Price/Graham Number Range
Min: 0.32  Med: 0.80 Max: 1.67
Current: 0.78
0.32
1.67
Earnings Yield (Greenblatt) (%) 10.86
Y's Earnings Yield (Greenblatt) (%) is ranked higher than
50% of the 127 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.80 vs. Y: 10.86 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
Y' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.4  Med: 10.00 Max: 20.9
Current: 10.86
0.4
20.9
Forward Rate of Return (Yacktman) (%) 21.44
Y's Forward Rate of Return (Yacktman) (%) is ranked higher than
60% of the 82 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 14.68 vs. Y: 21.44 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
Y' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 1.7  Med: 18.10 Max: 75.2
Current: 21.44
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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