What changed
$MTG — BUY 📊
MGIC Investment Corporation, through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United St
🎯 Q1 FY26 | Rev $0B | EPS $0.76 vs $0.74 🟢
💡 Consensus expects a slowdown in housing to hurt mortgage insurers, but MTG's high persistency offsets lower origination, and loss ratios remain historically low. The market is pricing in a return to pre-COVID loss levels, which is unlikely given robust employment and conservative underwriting.
📉 Reward/Risk: 2.1:1
🏢 Business Quality: 8/10 - Leading private mortgage insurer with a strong capital position, conservative underwriting, and high barriers to entry due to PMIERs and lender relationships.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/MTG0617
Why it matters
MGIC Investment Corporation, through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United St