W. R. Berkley Corporation 5.70% SB DB 2058 WRB-PE NYSE

W. R. Berkley Corporation 5.70% SB DB 2058 (WRB-PE) has shown moderate revenue growth over the past 3 years, expanding from $11.2B to $14.7B (average +9.6%/yr). Net income reached $1.8B, reflecting solid earnings growth at +9.5%/yr on average. The net profit margin is 12.1%, which is moderate. The company has maintained profitability in all 4 of the past 4 years, demonstrating a consistent earnings track record. The gross margin is 19.8% (low), with a -2pp trend over the period. With a $8B market cap and MOAT composite score of 46/100, the company has a moderate competitive position.

Criteria proven by this page:

• GROWTH (65/100, Pass) — proving strong growth momentum
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 41-year history, the company was profitable in 39 of 41 years — an excellent long-term track record
• INCOME (55/100, Partial) — the company is profitable but margin is below 15%
• MOAT (46/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 67/100 with 3/6 criteria passed.