What changed
$ORI — BUY 📊
Old Republic International Corporation, through its subsidiaries, provides insurance underwriting and related services in the United States and Canada.
🎯 Q2 2026 | Rev $2B | EPS $1.32 vs $0.79 🟢
💡 Consensus expects a one-time beat and reversion to ~$3.16 annual EPS; our variant view is that the $5.28 annualized run-rate is sustainable, driven by core underwriting margin improvement and higher investment yields, implying a much higher fair value.
📉 Reward/Risk: 2.25:1
🏢 Business Quality: 7/10 - ORI has a long history of underwriting discipline, a strong position in commercial insurance and title insurance, and consistent profitability, though it operates in a cyclical industry.
📊 Valuation: cheap - At $39.08, P/E is only 7.4x annualized Q1 EPS, versus industry average of 10-12x.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/ORI0622
Why it matters
Old Republic International Corporation, through its subsidiaries, provides insurance underwriting and related services in the United States and Canada.