Back to catalogue
LRE
Lancashire Holdings Limited
400/1000 Overall fit
AI beneficiary 35% 15
Operating leverage 25% 68
Valuation 25% 30
Downside protection 15% 70
First-pass take
Lancashire is a well-capitalised specialty (re)insurer with strong profitability (23.4% 2024 ROE, 80% combined ratio), but has zero exposure to AI spending. Operates in a cyclical, catastrophe-exposed market with defensive demand characteristics but material downside from loss events.
Flags
no-valuation-datacyclicalcat-exposedspecialty-reinsurernet-cash