CNA Financial Corporation (CNA) on Decifer

Decifer ranks CNA number 256 of 265 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around 4% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 21% a year, profits grew 33% over the past year, and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Modest returns around 4 percent ignore expected revenue growth of 21 percent a year with momentum stuck at 10 out of 35 and no worldview driver.

The current read

The evidence on CNA lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Specialty & E&S Insurance Hardening: Climate-driven catastrophe losses and complex emerging risks are pushing coverage out of admitted markets into a hard-pricing specialty and E&S market growing above the broader P&C industry.

Read the full CNA research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.