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Also traded in: Germany

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 0.37
Y's Cash to Debt is ranked lower than
80% of the 130 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 3.09 vs. Y: 0.37 )
Ranked among companies with meaningful Cash to Debt only.
Y' s Cash to Debt Range Over the Past 10 Years
Min: 0  Med: 0.88 Max: No Debt
Current: 0.37
Equity to Asset 0.34
Y's Equity to Asset is ranked higher than
64% of the 131 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.28 vs. Y: 0.34 )
Ranked among companies with meaningful Equity to Asset only.
Y' s Equity to Asset Range Over the Past 10 Years
Min: 0.24  Med: 0.40 Max: 0.72
Current: 0.34
0.24
0.72
Interest Coverage 9.04
Y's Interest Coverage is ranked lower than
66% of the 103 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 19.82 vs. Y: 9.04 )
Ranked among companies with meaningful Interest Coverage only.
Y' s Interest Coverage Range Over the Past 10 Years
Min: 8.25  Med: 10.95 Max: 624.61
Current: 9.04
8.25
624.61
F-Score: 5
M-Score: -2.22
WACC vs ROIC
7.59%
7.21%
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 (%) 15.11
Y's Operating margin (%) is ranked higher than
71% of the 130 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.31 vs. Y: 15.11 )
Ranked among companies with meaningful Operating margin (%) only.
Y' s Operating margin (%) Range Over the Past 10 Years
Min: 6.17  Med: 17.81 Max: 33.38
Current: 15.11
6.17
33.38
Net-margin (%) 11.08
Y's Net-margin (%) is ranked higher than
65% of the 131 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 7.85 vs. Y: 11.08 )
Ranked among companies with meaningful Net-margin (%) only.
Y' s Net-margin (%) Range Over the Past 10 Years
Min: 11.21  Med: 14.87 Max: 22.88
Current: 11.08
11.21
22.88
ROE (%) 7.71
Y's ROE (%) is ranked lower than
56% of the 131 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 8.19 vs. Y: 7.71 )
Ranked among companies with meaningful ROE (%) only.
Y' s ROE (%) Range Over the Past 10 Years
Min: 4.82  Med: 9.44 Max: 15.05
Current: 7.71
4.82
15.05
ROA (%) 2.52
Y's ROA (%) is ranked higher than
54% of the 131 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 2.34 vs. Y: 2.52 )
Ranked among companies with meaningful ROA (%) only.
Y' s ROA (%) Range Over the Past 10 Years
Min: 2.22  Med: 3.02 Max: 4.8
Current: 2.52
2.22
4.8
Revenue Growth (3Y)(%) 0.80
Y's Revenue Growth (3Y)(%) is ranked lower than
75% of the 118 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 6.40 vs. Y: 0.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
Y' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -23.4  Med: 3.00 Max: 42
Current: 0.8
-23.4
42
EBITDA Growth (3Y)(%) -7.70
Y's EBITDA Growth (3Y)(%) is ranked lower than
79% of the 95 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.30 vs. Y: -7.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
Y' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -35.9  Med: 10.70 Max: 110.9
Current: -7.7
-35.9
110.9
EPS Growth (3Y)(%) -8.30
Y's EPS Growth (3Y)(%) is ranked lower than
81% of the 94 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 11.20 vs. Y: -8.30 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
Y' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -34.9  Med: 5.10 Max: 93.9
Current: -8.3
-34.9
93.9
» Y's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-08-04)


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

» Details

Guru Trades

Q2 2015

Y Guru Trades in Q2 2015

Paul Tudor Jones 1,475 sh (New)
First Pacific Advisors 289,301 sh (+0.81%)
Steven Romick 269,435 sh (unchged)
HOTCHKIS & WILEY 113,743 sh (unchged)
Mario Gabelli 3,295 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Lee Ainslie 1,510 sh (unchged)
Martin Whitman 90,673 sh (unchged)
Tom Russo Sold Out
Diamond Hill Capital 38,300 sh (-0.16%)
First Eagle Investment 510,507 sh (-3.35%)
Zeke Ashton 11,500 sh (-6.12%)
Third Avenue Management 112,074 sh (-9.87%)
Jim Simons 21,088 sh (-15.27%)
Chuck Royce 343,871 sh (-22.07%)
» More
Q3 2015

Y Guru Trades in Q3 2015

Ken Fisher 2,050 sh (New)
Lee Ainslie 3,170 sh (+109.93%)
Jim Simons 23,388 sh (+10.91%)
First Eagle Investment 565,424 sh (+10.76%)
First Pacific Advisors 294,192 sh (+1.69%)
Steven Romick 269,755 sh (+0.12%)
Tom Gayner 4,328 sh (unchged)
Mario Gabelli 3,295 sh (unchged)
CI Can Am Small Cap 10,960 sh (unchged)
David Carlson 20,000 sh (unchged)
Diamond Hill Capital 38,086 sh (-0.56%)
Third Avenue Management 104,799 sh (-6.49%)
HOTCHKIS & WILEY 104,363 sh (-8.25%)
Zeke Ashton 10,250 sh (-10.87%)
Chuck Royce 289,084 sh (-15.93%)
Paul Tudor Jones 884 sh (-40.07%)
Martin Whitman 81,573 sh (-10.04%)
» More
Q4 2015

Y Guru Trades in Q4 2015

Tom Russo 421 sh (New)
Jim Simons 38,988 sh (+66.70%)
Ken Fisher 2,113 sh (+3.07%)
First Pacific Advisors 294,272 sh (+0.03%)
Diamond Hill Capital 38,086 sh (unchged)
Mario Gabelli 3,295 sh (unchged)
Steven Romick 269,755 sh (unchged)
Tom Gayner 4,328 sh (unchged)
David Carlson 20,000 sh (unchged)
Lee Ainslie 3,170 sh (unchged)
Martin Whitman 81,573 sh (unchged)
First Eagle Investment 556,350 sh (-1.60%)
Third Avenue Management 90,024 sh (-14.10%)
Paul Tudor Jones 748 sh (-15.38%)
Zeke Ashton 8,000 sh (-21.95%)
HOTCHKIS & WILEY 77,693 sh (-25.56%)
Chuck Royce 177,219 sh (-38.70%)
» More
Q1 2016

Y Guru Trades in Q1 2016

Lee Ainslie 4,970 sh (+56.78%)
Zeke Ashton 11,500 sh (+43.75%)
Jim Simons 54,688 sh (+40.27%)
Chuck Royce 182,318 sh (+2.88%)
First Eagle Investment 557,879 sh (+0.27%)
David Carlson 20,000 sh (unchged)
Tom Gayner 4,328 sh (unchged)
Tom Russo 421 sh (unchged)
Diamond Hill Capital 38,086 sh (unchged)
Mario Gabelli 3,295 sh (unchged)
Ken Fisher Sold Out
Paul Tudor Jones Sold Out
Third Avenue Management 86,464 sh (-3.95%)
HOTCHKIS & WILEY 66,393 sh (-14.54%)
First Pacific Advisors 197,169 sh (-33.00%)
Steven Romick 180,217 sh (-33.19%)
Martin Whitman 72,154 sh (-11.55%)
» 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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Business Description

Industry: Insurance - Property & Casualty » Insurance - Property & Casualty
Compare:NAS:CINF, ASX:IAG, NYSE:XL, TSX:IFC, NYSE:CNA, XBRU:AGS » details
Traded in other countries:AGA.Germany,
Alleghany Corp is engaged in the property and casualty reinsurance and insurance business. The Company is also engaged in private capital investments.

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.

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

CI Can-Am Small Cap Adds 6 New Positions
The CI Can-Am Small Cap fund is an open-end fund incorporated in Canada. The fund added six new stocks to its portfolio in the six months ended March 31, according to GuruFocus Real Time Picks. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 14.45
Y's P/E(ttm) is ranked lower than
52% of the 122 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 13.42 vs. Y: 14.45 )
Ranked among companies with meaningful P/E(ttm) only.
Y' s P/E(ttm) Range Over the Past 10 Years
Min: 4.74  Med: 13.13 Max: 62.4
Current: 14.45
4.74
62.4
PE(NRI) 14.45
Y's PE(NRI) is ranked lower than
52% of the 122 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 13.42 vs. Y: 14.45 )
Ranked among companies with meaningful PE(NRI) only.
Y' s PE(NRI) Range Over the Past 10 Years
Min: 4.68  Med: 13.15 Max: 491.26
Current: 14.45
4.68
491.26
Price/Owner Earnings (ttm) 26.30
Y's Price/Owner Earnings (ttm) is ranked lower than
89% of the 75 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.03 vs. Y: 26.30 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
Y' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 3.35  Med: 11.72 Max: 600.79
Current: 26.3
3.35
600.79
P/B 1.06
Y's P/B is ranked higher than
60% of the 131 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.22 vs. Y: 1.06 )
Ranked among companies with meaningful P/B only.
Y' s P/B Range Over the Past 10 Years
Min: 0.69  Med: 0.99 Max: 1.51
Current: 1.06
0.69
1.51
P/S 1.60
Y's P/S is ranked lower than
72% of the 132 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.10 vs. Y: 1.60 )
Ranked among companies with meaningful P/S only.
Y' s P/S Range Over the Past 10 Years
Min: 0.99  Med: 2.13 Max: 3.16
Current: 1.6
0.99
3.16
PFCF 66.44
Y's PFCF is ranked lower than
93% of the 80 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.49 vs. Y: 66.44 )
Ranked among companies with meaningful PFCF only.
Y' s PFCF Range Over the Past 10 Years
Min: 4.26  Med: 11.39 Max: 66.44
Current: 66.44
4.26
66.44
POCF 58.04
Y's POCF is ranked lower than
98% of the 96 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.90 vs. Y: 58.04 )
Ranked among companies with meaningful POCF only.
Y' s POCF Range Over the Past 10 Years
Min: 4.17  Med: 10.86 Max: 58.04
Current: 58.04
4.17
58.04
EV-to-EBIT 9.66
Y's EV-to-EBIT is ranked lower than
53% of the 119 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 9.35 vs. Y: 9.66 )
Ranked among companies with meaningful EV-to-EBIT only.
Y' s EV-to-EBIT Range Over the Past 10 Years
Min: -160.2  Med: 8.40 Max: 72.5
Current: 9.66
-160.2
72.5
EV-to-EBITDA 8.26
Y's EV-to-EBITDA is ranked higher than
56% of the 120 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 8.64 vs. Y: 8.26 )
Ranked among companies with meaningful EV-to-EBITDA only.
Y' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4.3  Med: 7.60 Max: 203.2
Current: 8.26
4.3
203.2
PEG 0.78
Y's PEG is ranked higher than
58% of the 52 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.86 vs. Y: 0.78 )
Ranked among companies with meaningful PEG only.
Y' s PEG Range Over the Past 10 Years
Min: 0.15  Med: 0.58 Max: 56.69
Current: 0.78
0.15
56.69
Shiller P/E 16.27
Y's Shiller P/E is ranked higher than
60% of the 57 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 17.20 vs. Y: 16.27 )
Ranked among companies with meaningful Shiller P/E only.
Y' s Shiller P/E Range Over the Past 10 Years
Min: 10.5  Med: 15.05 Max: 24.22
Current: 16.27
10.5
24.22

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.12
Y's Price/Tangible Book is ranked higher than
60% of the 129 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.37 vs. Y: 1.12 )
Ranked among companies with meaningful Price/Tangible Book only.
Y' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.69  Med: 1.06 Max: 1.55
Current: 1.12
0.69
1.55
Price/Projected FCF 0.76
Y's Price/Projected FCF is ranked higher than
53% of the 85 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.75 vs. Y: 0.76 )
Ranked among companies with meaningful Price/Projected FCF only.
Y' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.28  Med: 0.63 Max: 0.86
Current: 0.76
0.28
0.86
Price/Median PS Value 0.75
Y's Price/Median PS Value is ranked higher than
86% of the 124 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.02 vs. Y: 0.75 )
Ranked among companies with meaningful Price/Median PS Value only.
Y' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.47  Med: 0.98 Max: 3.42
Current: 0.75
0.47
3.42
Price/Peter Lynch Fair Value 1.12
Y's Price/Peter Lynch Fair Value is ranked lower than
68% of the 40 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.66 vs. Y: 1.12 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
Y' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.2  Med: 0.74 Max: 43.78
Current: 1.12
0.2
43.78
Price/Graham Number 0.85
Y's Price/Graham Number is ranked higher than
60% of the 114 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 0.95 vs. Y: 0.85 )
Ranked among companies with meaningful Price/Graham Number only.
Y' s Price/Graham Number Range Over the Past 10 Years
Min: 0.32  Med: 0.84 Max: 4.67
Current: 0.85
0.32
4.67
Earnings Yield (Greenblatt) (%) 10.30
Y's Earnings Yield (Greenblatt) (%) is ranked higher than
51% of the 129 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 10.40 vs. Y: 10.30 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
Y' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 1.4  Med: 11.90 Max: 20.9
Current: 10.3
1.4
20.9
Forward Rate of Return (Yacktman) (%) 17.01
Y's Forward Rate of Return (Yacktman) (%) is ranked higher than
55% of the 73 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 15.17 vs. Y: 17.01 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
Y' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -1.3  Med: 19.50 Max: 70.8
Current: 17.01
-1.3
70.8

More Statistics

Revenue (TTM) (Mil) $5,321
EPS (TTM) $ 37.14
Beta0.85
Short Percentage of Float0.48%
52-Week Range $440.24 - 537.39
Shares Outstanding (Mil)15.44
» More Articles for Y

Headlines

Articles On GuruFocus.com
Stocks Trading Below Peter Lynch Earnings Line Mar 01 2016 
The Best-Performing Stocks in Martin Whitman's Portfolio Nov 23 2015 
Steven Romick's Undervalued Stocks trading with Low P/E ratio Aug 03 2015 
CI Can-Am Small Cap Adds 6 New Positions Jul 02 2015 
Lee Ainslie's Undervalued Stocks With Growing Earnings May 22 2015 
Tom Russo Buys 3 New Stocks in Q1 May 18 2015 
Diamond Hill Small Cap Fund 2014 Portfolio Commentary Mar 17 2015 
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 

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