Essent Group 3Q21 Earnings Analysis


Essent Group Stock Analysis

Catalysts

  • Rising demand for housing with limited supply

  • Record Low Mortgage rate further increases demand for mortgages and consequently mortgage insurance

  • Asset price inflation - further increase in housing prices

  • Share buybacks and increased dividends

  • Best financial metric in industry and gaining market share at fast rate

Risks

  • Rising mortgage rates

  • Emerging Housing bubble

  • Low interest rates


Financial Analysis


Essent Group Stock Analysis

  • Combined ratio of 15.9%


Valuation


Essent Group Stock Analysis

Read the full analysis on my Investment Research Partnership: https://ishfaaqpeerally.teachable.com/courses/662813/lectures/24362734

Essent Group Stock Analysis

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