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Octave Specialty GroupOSG +4.81%63 Earnings Yield (Joel Greenblatt) % is -13.46% as of Mar. 2026. GuruFocus rates OSG with a GF Score™ of 63/100 and a GF Value™ of $7.60 (Modestly Undervalued). Among 511 Insurance companies, Octave Specialty Group ranks worse than 97.46% on this metric.
Octave Specialty Group's Enterprise Value for the quarter that ended in Mar. 2026 was $549.8 Mil.
Octave Specialty Group's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was $-74.0 Mil. Octave Specialty Group's Earnings Yield (Joel Greenblatt) for the quarter that ended in Mar. 2026 was -13.46%.
The historical rank and industry rank for Octave Specialty Group's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
OSG'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -14.25 Med: -0.34 Max: 9.18
Current: -12.42
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Octave Specialty Group was 9.18%. The lowest was -14.25%. And the median was -0.34%.
OSG's Earnings Yield (Joel Greenblatt) % is ranked worse than 97.46% of 511
companies
in the Insurance industry
Industry Median: 7.13
vs OSG: -12.42
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Octave Specialty Group's Forward Rate of Return (Yacktman) % for the quarter that ended in Mar. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Octave Specialty Group (NYSE:OSG) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Octave Specialty Group Earnings Yield (Joel Greenblatt) % Related Terms
Octave Specialty Group Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Octave Specialty Group's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Octave Specialty Group Earnings Yield (Joel Greenblatt) % Chart
For the Insurance - Specialty subindustry, Octave Specialty Group's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Octave Specialty Group Earnings Yield (Joel Greenblatt) % vs Insurance Industry
For the Insurance industry and Financial Services sector, Octave Specialty Group's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Octave Specialty Group's Earnings Yield (Joel Greenblatt) % falls into.
Octave Specialty Group Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Octave Specialty Groups Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
Octave Specialty Group's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-74.0 Mil.
What does a Earnings Yield (Joel Greenblatt) % of -13.46% mean?
Octave Specialty Group (OSG) has a Earnings Yield (Joel Greenblatt) % of -13.46% as of Mar. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Octave Specialty Group and its competitors. According to the industry distribution chart, Octave Specialty Group ranks #498 out of 511 companies in the Insurance industry, placing it in the top 97.5%.
Is Octave Specialty Group's Earnings Yield (Joel Greenblatt) % too high?
Octave Specialty Group's current Earnings Yield (Joel Greenblatt) % is -13.46%. Based on the distribution chart, Octave Specialty Group ranks #498 out of 511 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Octave Specialty Group has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Octave Specialty Group's Earnings Yield (Joel Greenblatt) % compare to JRVR and MBI?
According to the Insurance industry distribution chart, Octave Specialty Group ranks #498 out of 511 companies for Earnings Yield (Joel Greenblatt) %. This places Octave Specialty Group in the lower half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 7.13. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Insurance company?
The median Earnings Yield (Joel Greenblatt) % among Insurance companies is 7.13, based on 511 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Octave Specialty Group and its competitors. For the Insurance industry, the median Earnings Yield (Joel Greenblatt) % is 7.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Octave Specialty Group's current Earnings Yield (Joel Greenblatt) % is -13.46%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octave Specialty Group stock overvalued right now?
Based on GuruFocus' analysis, Octave Specialty Group (OSG) is currently considered Modestly Undervalued. The stock's GF Value™ is $7.60, compared to a current price of $5.66 — trading 25.5% below its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is -13.46%. Octave Specialty Group's overall GF Score™ is 63/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Octave Specialty Group (OSG), the current Earnings Yield (Joel Greenblatt) % is -13.46% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Octave Specialty Group (OSG) Overvalued in 2026?
Based on GuruFocus' analysis, Octave Specialty Group stock appears to be undervalued.
The current stock price of $5.66 is trading 25.5% below its estimated GF Value™ of $7.60.
GuruFocus considers Octave Specialty Group to be Modestly Undervalued.
Key valuation signals for OSG:
Earnings Yield (Joel Greenblatt) %: -13.46%
GF Value™: $7.60 vs. price of $5.66 (25.5% below fair value)
No single metric tells the full story. See the OSG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Octave Specialty Group Inc is a world-wide specialty insurance firm that provides strategic direction, risk oversight, data and technology solutions, and capital support to MGA businesses operating across the U.S., U.K., and Bermuda. The company operates in two segments: Specialty Property and Casualty Insurance and ID.
63GF Score
Get the complete analysis for OSG
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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