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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 0.27
Y's Cash to Debt is ranked higher than
59% of the 110 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 2.40 vs. Y: 0.27 )
Y' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.27

Equity to Asset 0.30
Y's Equity to Asset is ranked higher than
81% of the 112 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 0.20 vs. Y: 0.30 )
Y' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.72
Current: 0.3

0.24
0.72
Interest Coverage 9.86
Y's Interest Coverage is ranked higher than
64% of the 90 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 33.72 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: 0.79
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 (%) 17.20
Y's Operating margin (%) is ranked higher than
90% of the 109 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 8.93 vs. Y: 17.20 )
Y' s 10-Year Operating margin (%) Range
Min: 6.17   Max: 35.18
Current: 17.2

6.17
35.18
Net-margin (%) 12.64
Y's Net-margin (%) is ranked higher than
85% of the 109 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 7.58 vs. Y: 12.64 )
Y' s 10-Year Net-margin (%) Range
Min: 4.78   Max: 327.19
Current: 12.64

4.78
327.19
ROE (%) 9.08
Y's ROE (%) is ranked higher than
72% of the 109 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 11.02 vs. Y: 9.08 )
Y' s 10-Year ROE (%) Range
Min: 2.76   Max: 16.02
Current: 9.08

2.76
16.02
ROA (%) 2.69
Y's ROA (%) is ranked higher than
79% of the 109 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 2.69 vs. Y: 2.69 )
Y' s 10-Year ROA (%) Range
Min: 0.9   Max: 11.48
Current: 2.69

0.9
11.48
ROC (Joel Greenblatt) (%) 1450.19
Y's ROC (Joel Greenblatt) (%) is ranked higher than
92% of the 89 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 143.93 vs. Y: 1450.19 )
Y' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 59.07   Max: 2190.42
Current: 1450.19

59.07
2190.42
Revenue Growth (%) 39.80
Y's Revenue Growth (%) is ranked higher than
97% of the 98 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 6.00 vs. Y: 39.80 )
Y' s 10-Year Revenue Growth (%) Range
Min: -56.8   Max: 140.6
Current: 39.8

-56.8
140.6
EBITDA Growth (%) 26.70
Y's EBITDA Growth (%) is ranked higher than
91% of the 95 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 8.00 vs. Y: 26.70 )
Y' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 139.7
Current: 26.7

0
139.7
EPS Growth (%) 19.60
Y's EPS Growth (%) is ranked higher than
89% of the 95 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 9.40 vs. Y: 19.60 )
Y' s 10-Year EPS Growth (%) 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

Q3 2013

Y Guru Trades in Q3 2013

Jim Simons 2,988 sh (New)
Jean-Marie Eveillard 182,744 sh (+3.07%)
Tom Gayner 4,328 sh (unchged)
Michael Price 74,500 sh (unchged)
Martin Whitman 75,858 sh (unchged)
Steven Cohen Sold Out
Chuck Royce 586,918 sh (-2.31%)
Mario Gabelli 3,595 sh (-2.71%)
Diamond Hill Capital 57,959 sh (-6.3%)
Third Avenue Management 242,104 sh (-6.34%)
Chris Davis 1,797,619 sh (-6.62%)
Steven Romick 248,034 sh (-13.34%)
First Pacific Advisors 257,770 sh (-13.45%)
» More
Q4 2013

Y Guru Trades in Q4 2013

Zeke Ashton 10,000 sh (New)
Steven Cohen 1,050 sh (New)
HOTCHKIS & WILEY 75,655 sh (New)
Paul Tudor Jones 1,100 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%)
Tom Gayner 4,328 sh (unchged)
Steven Romick 248,034 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%)
Tom Gayner 4,328 sh (unchged)
Chuck Royce 581,513 sh (unchged)
Michael Price 74,500 sh (unchged)
Mario Gabelli 3,295 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

Martin Whitman 108,073 sh (+33.66%)
Steven Romick 268,776 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Martin Whitman 2014-04-30 Add 33.66%0.53%$363.6 - $409.95 $ 417.056%108073
Jean-Marie Eveillard 2014-03-31 Add 79.04%0.24%$363.6 - $403.98 $ 417.058%513111
Joel Greenblatt 2014-03-31 New Buy$363.6 - $403.98 $ 417.058%512
Jean-Marie Eveillard 2013-12-31 Add 56.83%0.11%$389.79 - $411.22 $ 417.055%286592
Michael Price 2013-06-30 Reduce -15.38%0.71%$368.74 - $400 $ 417.058%74500
Ruane Cunniff 2013-03-31 Sold Out 0.04%$335.42 - $395.92 $ 417.0513%0
Joel Greenblatt 2013-03-31 Sold Out 0.01%$335.42 - $395.92 $ 417.0513%0
Jean-Marie Eveillard 2012-12-31 Add 41.23%0.06%$325.56 - $355.46 $ 417.0523%168702
Joel Greenblatt 2012-09-30 New Buy0.01%$328.19 - $355.64 $ 417.0521%601
Martin Whitman 2012-07-31 Add 70.68%0.39%$320.45 - $346.85 $ 417.0524%68099
Martin Whitman 2012-04-30 New Buy0.53%$287 - $340.98 $ 417.0530%39898
Michael Price 2012-03-31 New Buy4.1%$284.25 - $338.8 $ 417.0544%88044
Ruane Cunniff 2012-03-31 New Buy0.04%$284.25 - $338.8 $ 417.0544%14254
Jean-Marie Eveillard 2012-03-31 Add 29.2%0.04%$284.25 - $338.8 $ 417.0544%119452
Jean-Marie Eveillard 2011-12-31 Add 31.45%0.03%$277.15 - $321.57 $ 417.0541%92452
Jean-Marie Eveillard 2011-09-30 Add 24.52%0.02%$278.74 - $335.25 $ 417.0536%70332
Premium More recent guru trades are included for Premium 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) 11.10
Y's P/E(ttm) is ranked higher than
81% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 11.70 vs. Y: 11.10 )
Y' s 10-Year P/E(ttm) Range
Min: 4.74   Max: 62.4
Current: 11.1

4.74
62.4
P/B 1.00
Y's P/B is ranked higher than
85% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 1.29 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 1.38
Y's P/S is ranked higher than
74% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 1.08 vs. Y: 1.38 )
Y' s 10-Year P/S Range
Min: 0.9   Max: 3.16
Current: 1.38

0.9
3.16
PFCF 24.40
Y's PFCF is ranked higher than
77% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 19.95 vs. Y: 24.40 )
Y' s 10-Year PFCF Range
Min: 3.21   Max: 54.41
Current: 24.4

3.21
54.41
EV-to-EBIT 8.44
Y's EV-to-EBIT is ranked higher than
79% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 9.15 vs. Y: 8.44 )
Y' s 10-Year EV-to-EBIT Range
Min: 4.8   Max: 243.7
Current: 8.44

4.8
243.7
PEG 0.60
Y's PEG is ranked higher than
91% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 4.76 vs. Y: 0.60 )
Y' s 10-Year PEG Range
Min: 0.11   Max: 44.58
Current: 0.6

0.11
44.58
Shiller P/E 13.50
Y's Shiller P/E is ranked higher than
88% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 17.74 vs. Y: 13.50 )
Y' s 10-Year Shiller P/E Range
Min: 9.81   Max: 38.87
Current: 13.5

9.81
38.87

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.00
Y's Price/Tangible Book is ranked higher than
88% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 1.65 vs. Y: 1.00 )
Y' s 10-Year Price/Tangible Book Range
Min: 0.64   Max: 1.55
Current: 1

0.64
1.55
Price/DCF (Projected) 0.70
Y's Price/DCF (Projected) is ranked higher than
83% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 1.02 vs. Y: 0.70 )
Y' s 10-Year Price/DCF (Projected) Range
Min: 0.28   Max: 1.5
Current: 0.7

0.28
1.5
Price/Median PS Value 0.60
Y's Price/Median PS Value is ranked higher than
98% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 1.19 vs. Y: 0.60 )
Y' s 10-Year Price/Median PS Value Range
Min: 0.13   Max: 3.06
Current: 0.6

0.13
3.06
Price/Peter Lynch Fair Value 0.40
Y's Price/Peter Lynch Fair Value is ranked higher than
97% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 9999.00 vs. Y: 0.40 )
Y' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.15   Max: 43.78
Current: 0.4

0.15
43.78
Price/Graham Number 0.70
Y's Price/Graham Number is ranked higher than
84% of the 117 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 0.83 vs. Y: 0.70 )
Y' s 10-Year Price/Graham Number Range
Min: 0.32   Max: 1.67
Current: 0.7

0.32
1.67
Earnings Yield (Greenblatt) 11.90
Y's Earnings Yield (Greenblatt) is ranked higher than
76% of the 103 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 13.50 vs. Y: 11.90 )
Y' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 20.9
Current: 11.9

0.4
20.9
Forward Rate of Return (Yacktman) 36.91
Y's Forward Rate of Return (Yacktman) is ranked higher than
94% of the 95 Companies
in the Global Insurance - Reinsurance industry.

( Industry Median: 8.32 vs. Y: 36.91 )
Y' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.4   Max: 75.6
Current: 36.91

2.4
75.6

Business Description

Industry: Insurance - Specialty » Insurance - Reinsurance
Compare:HVRRY, RE, SZCRF, RGA, VR » details
Traded in other countries:AGA.Germany
Alleghany Corp DEL 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. Alleghany is engaged, through Alleghany Insurance Holdings LLC or 'AIHL' and its subsidiaries RSUI, CATA and EDC, in the property and casualty and surety insurance business. The Company owns an approximately 38 percent ownership stake in ORX Exploration, Inc., or 'ORX,' a regional oil and gas exploration and production company, and an approximately 33 percent stake in Homesite Group Incorporated, or 'Homesite,' a national, full-service, mono-line provider of homeowners insurance. AIHL is Alleghany's holding company for its property and casualty and surety insurance operations. Property and casualty operations are conducted through RSUI, headquartered in Atlanta, Georgia, CATA, headquartered in Middleton, Wisconsin and EDC, headquartered in Agoura Hills, California. Surety operations are conducted through CATA. AIHL Re, its Vermont-domiciled captive reinsurance company, has, in the past, been available to provide reinsurance to its insurance operating units and affiliates. RSUI, which includes the operations of its operating subsidiaries RSUI Indemnity Company, or 'RIC,' Landmark American Insurance Company, or 'Landmark,' and Covington Specialty Insurance Company, or 'Covington,', underwrites specialty insurance coverages in the property, umbrella/excess, general liability, directors and officers liability and professional liability lines of business. RSUI writes business on an admitted basis mainly through RIC in the 50 states and the District of Columbia where RIC is licensed and subject to form and rate regulations. RSUI writes business on an approved, non-admitted basis primarily through Landmark, which, as a non-admitted company. RSUI's wholesale brokers are appointed on an individual basis based on management's appraisal of expertise and experience and only specific locations of a wholesale broker's operations might be appointed to distribute RSUI's products. CATA, mainly through its wholly-owned subsidiaries, Capitol Indemnity Corporation, or 'Capitol Indemnity,' and Capitol Specialty Insurance Corporation, or 'CSIC,' operates in 50 states and the District of Columbia, with a geographic concentration in the Midwestern and Plains states. Capitol Indemnity conducts its property and casualty insurance business on an admitted basis, with a geographic concentration in the Midwestern and Plains states. Capitol Indemnity also writes surety products such as commercial surety bonds and contract surety bonds on a national basis. PCC's main business is workers' compensation insurance, which is conducted on a direct basis through its wholly-owned subsidiary Pacific Compensation Insurance Company, or 'PCIC'. It is currently licensed in California and seven additional states. Workers' com
» More Articles for Y

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