Event-Driven Stocks

ENDURANCE SPECIALTY HOLDINGS LTD

Financials · Fire, Marine & Casualty Insurance · D0 · SEC filings ↗ · Compare ⊕

Signs3 gooddetails ↓

Financials

SEC XBRL · annual
 FY16FY15FY14FY13FY12FY11
Revenue$2.52B$2.10B$2.00B$2.19B$2.26B$2.10B
Operating income
Net income$115.6M$108.5M$348.4M$100.3M$82.5M−$93.7M
Total assets$14.12B$13.24B$9.64B$8.98B$8.79B$8.29B
Total liabilities$8.98B$8.12B$6.46B$6.09B$6.08B$5.68B
Equity$4.88B$4.86B$3.19B$2.89B$2.71B$2.61B
EPS (diluted)$1.58$2.23$7.06$2.13$1.72$-2.95
Shares out.66.9M44.8M44.4M43.1M43.1M39.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2016
Operating margin
Net margin
4.6%
Return on equity
2.4%
Return on assets
0.8%
Return on capital (ROCE)
Liabilities / assets
63.6%
Debt / equity
1.84×
Book value / share
$72.96
Revenue growth (YoY)
20.0%
Net income growth (YoY)
6.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2016
Accruals / assets
2.1%clean
Piotroski F-Score
4/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

3 good
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
1 acquisitions11 disposalsnet 863,249.44 shares · last 12
InsiderDateTypeSharesPrice
Endurance Specialty Holdings Ltd10% ownerSep 27, 2017J412,458
Endurance Specialty Holdings Ltd10% ownerJun 15, 2017Option exercise940$18.83
Kuhn John AOfficer — CEO, Global InsuranceMar 28, 2017D3,757.74$0.00
Goshen Brian WOfficer — Chief Admin. Officer, ESLMar 28, 2017D1,811.6$0.00
Gallagher ChristopherOfficer — Chief Risk OfficerMar 28, 2017D781.51$0.00
Spass Robert ADirectorMar 28, 2017D115,205$93.00
Mcguire Michael JOfficer — Chief Financial OfficerMar 28, 2017D2,548.56$0.00
Fleming Susan S.DirectorMar 28, 2017D10,597$93.00
Young Stephen H.R.Officer — CEO, Global ReinsuranceMar 28, 2017D24,605$93.00
Davis Morgan WDirectorMar 28, 2017D5,664$93.00
Delcol John VOfficer — General Counsel and SecretaryMar 28, 2017D2,030.03$0.00
Charman JohnOfficer — Chmn &amp; Chief Executive OfficerMar 28, 2017D284,731$93.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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