COMPARE · Data as of August 27, 2026
RLI vs RNR
Verdict: Side-by-side breakdown using the Bull Rankings model. RLI scored 69.0, RNR scored 72.0 — RNR leads.
Compare another set
RLI
RLI Corp.
76.8Fin
$64.22 · $5.9B
fundamentals as of
Strength gap
4.1
RLI leads
RNR
RenaissanceRe Holdings Ltd.
72.7Fin
$330.41 · $13.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestRNR5.7x
- Fastest growthRNR+9.7%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
RLI
RNR
+6.3%C+
Rev
+9.7%B
13.5xB
P/E
5.7xA
25.2%A-
ROE
21.5%A-
—
P/B
1.25B+
1.1%C+
Yield
0.5%C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
RLIRLI Corp.
Why now
Insurance - Property & Casualty · market cap $5.9b. 6% off the 52-week high of $68.29. 4 sell-side analysts rate this a Hold with a mean 1-yr target of $60.50 (implying -6% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 25% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
RNRRenaissanceRe Holdings Ltd.
Why now
Insurance - Reinsurance · market cap $13.7b. Trading near 52-week high of $335.97 — momentum setup, limited technical margin of safety. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $346.40 (implying +5% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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