Is RenaissanceRe Holdings (RNR) Attractive After Recent Share Price Softness?

Simply Wall St

Sun, January 18, 2026 at 7:08 AM EST 4 min read

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If you are wondering whether RenaissanceRe Holdings is offering good value at its recent share price, this article will walk through what the current numbers actually say.
The stock recently closed at US$269.92, with returns of a 1.2% decline over 7 days, a 3.1% decline over 30 days, a 0.9% decline year to date, 5.5% over 1 year, 44.0% over 3 years and 81.1% over 5 years.
Recent price moves have been accompanied by ongoing attention on the reinsurance sector and RenaissanceRe’s position within it. This has included headline coverage of how insurers are managing catastrophe exposure and capital levels, and this backdrop helps frame why investors are reassessing what they are willing to pay for the shares.
Our valuation work gives RenaissanceRe Holdings a 5 out of 6 valuation score. Next we will compare different valuation methods before finishing with a more holistic way to think about what a fair price might look like.

RenaissanceRe Holdings delivered 5.5% returns over the last year. See how this stacks up to the rest of the Insurance industry.

The Excess Returns model evaluates how much profit a company is expected to earn on its equity above the return that shareholders require, then capitalizes those additional profits into an estimated per share value.

For RenaissanceRe Holdings, the model uses a Book Value of $231.23 per share and a Stable EPS of $41.73 per share, based on weighted future Return on Equity estimates from 7 analysts. The Average Return on Equity is 14.39%. The Cost of Equity is set at $20.17 per share, which implies an Excess Return of $21.56 per share.

The analysis also assumes a Stable Book Value of $289.98 per share, again using weighted future Book Value estimates from 7 analysts. Using these inputs, the Excess Returns framework arrives at an intrinsic value estimate of about $873.37 per share.

Compared with the recent share price of US$269.92, this intrinsic value implies the stock is 69.1% undervalued according to this model.

Result: UNDERVALUED

Our Excess Returns analysis suggests RenaissanceRe Holdings is undervalued by 69.1%. Track this in your watchlist or portfolio, or discover 873 more undervalued stocks based on cash flows.

Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for RenaissanceRe Holdings.

For a profitable company like RenaissanceRe Holdings, the P/E ratio is a useful shorthand for how much investors are paying for each dollar of earnings. It links directly to what the business is currently earning rather than to its assets or revenue alone.