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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (64951)9/24/2020 10:47:09 AM
From: bruwin1 Recommendation

Recommended By
Lance Bredvold

  Respond to of 78748
 
Seems to me that irrespective as to where an Insurance organization has its focus or its "location", at the end of the day its degree of success in its business will, eventually, be reflected in its Financials.

I would say that, for an Insurance business, there are four important "numbers" to focus on, namely EBT, final Net Income, Dividend Yield and EBIT Margin.

We can look at the two organizations that you have referred to and the one you appear to prefer .....

Y :-








...................................................................................

ORI :-







So we see ORI with far more Revenue left over at EBT and in Net Income, a far better Dividend Yield (for shareholder benefit) and a far better EBIT Margin of 5.8% compared to Y's 0.7%.

Certainly looks like a better performing Insurance business, irrespective as to its business "strategy" or "country focus", etc.....