COMPARE · Data as of August 28, 2026

SPNT vs WTM

Verdict: Side-by-side breakdown using the Bull Rankings model. SPNT scored 80.0, WTM scored 80.0 — tied at the top.
Compare another set
SPNT
SiriusPoint Ltd.
Insurance - Reinsurance · Financial strength
72.2Fin
$24.07 · $2.8B
fundamentals as of
Strength gap
1.9
WTM leads
WTM
White Mountains Insurance Group, Ltd.
Insurance - Property & Casualty · Financial strength
74.1Fin
$2,135.41 · $5.1B
fundamentals as of
  • CheapestWTM4.9x
  • Fastest growthWTM+22.5%
THE BULL RANKINGS SCORECARD72.2/ 100 · FIN STRENGTHPEER MEDIANFINANCIAL72.2
THE BULL RANKINGS SCORECARD74.1/ 100 · FIN STRENGTHPEER MEDIANFINANCIAL74.1
cheap & fastrevenue growth →← cheaper (lower multiple)12%33%0.0x11xSPNTWTM

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.

RevSPNT+21.7%WTM+22.5%
P/ESPNT5.9xWTM4.9x
ROESPNT23.1%WTM20.4%
P/BSPNT1.23WTM0.97
YieldSPNT0.0%WTM0.1%
SPNT
WTM
+21.7%A-
Rev
+22.5%A-
5.9xA
P/E
4.9xA
23.1%A-
ROE
20.4%A-
1.23B+
P/B
0.97A-
0.0%C
Yield
0.1%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.
SPNTSiriusPoint Ltd.
Insurance - Reinsurance · $24.07 · beta 0.61
Why now
Insurance - Reinsurance · market cap $2.8b. 9% off the 52-week high of $26.48. Revenue growing +22%, comfortably above the S&P median. 3 sell-side analysts publish a mean 1-yr target of $27.67 (implying +15% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% 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
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.
WTMWhite Mountains Insurance Group, Ltd.
Insurance - Property & Casualty · $2,135.41 · beta 0.30
Why now
Insurance - Property & Casualty · market cap $5.1b. 8% off the 52-week high of $2333.00. Revenue growing +23%, comfortably above the S&P median. PEG 0.81 — paying under fair value for the growth rate.
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% 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
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.
Generating verdict… typically 5–10 seconds
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