Professional
Added to YB: 2026-08-14
Pitch date: 2026-08-12
ARX [neutral]
Accelerant Holdings
-0.51%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners.
Market Cap
$3.0B
Pitch Price
$19.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.81
P/E
-2.16
EV/Sales
N/A
Sector
Insurance
Category
N/A
Pernas Research Passes On: Accelerant Holdings
ARX (pass): Capital-light specialty insurance marketplace connecting underwriters, carriers & risk-capital providers; mkt cap $2.7B, $12.44, 12x EV/EBITDA. Thesis: specialists outperform diversified insurers on complex risks. But retains some underwriting risk on B/S; passing until better grasp of claims, cat, reserving & regulatory capital exposure.
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