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SiriusPoint Ltd (SPNT) Fundamental Analysis & AI Grade 2026

SPNT NYSE Fire, Marine & Casualty Insurance D0 CIK: 0001576018
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
58% Confidence
N/A
B
58% Conf
Pending
Analysis scheduled

📊 SPNT Key Takeaways

Revenue: $774.6M
Net Margin: 13.2%
Free Cash Flow: $141.9M
Current Ratio: N/A
Debt/Equity: 0.30x
EPS: $0.82
AI Grade: B with 58% confidence
SiriusPoint Ltd (SPNT) receives a B fundamental grade with 58% confidence from our AI analysis based on SEC 10-K filings. With revenue of $774.6M, net profit margin of 13.2%, and return on equity (ROE) of 4.4%, SiriusPoint Ltd demonstrates mixed fundamentals in the Finance sector. Below is our complete SPNT stock analysis for 2026.

Is SiriusPoint Ltd (SPNT) a Good Investment?

Claude

SiriusPoint demonstrates strong revenue growth of 23.1% YoY, but declining net income (-3.7%) signals deteriorating underwriting quality or rising claims costs. While the company maintains solid cash flow generation (141.9M FCF) and conservative leverage (0.30x debt/equity), the critically low return metrics (ROE 4.4%, ROA 0.8%) indicate poor capital efficiency, warranting caution pending evidence of underwriting discipline improvement.

SiriusPoint Ltd Key Strengths (SPNT)

Claude
  • + Strong revenue growth of 23.1% YoY demonstrates market demand and successful business expansion
  • + Solid free cash flow generation of 141.9M with strong 18.3% FCF margin provides financial flexibility
  • + Conservative balance sheet with low leverage (Debt/Equity 0.30x) and adequate interest coverage (7.2x) provides financial stability

SPNT Stock Risks: SiriusPoint Ltd Investment Risks

Claude
  • ! Net income declining 3.7% YoY despite 23.1% revenue growth indicates deteriorating underwriting profitability or worsening claims experience
  • ! Critically low return metrics (ROE 4.4%, ROA 0.8%) signal poor capital efficiency and inadequate returns for shareholders and asset deployment
  • ! Inverse relationship between top-line growth and bottom-line performance suggests potential loss of underwriting discipline and rising claims ratios typical of distressed insurance cycles

Key Metrics to Watch

Claude
  • * Combined ratio and loss ratios - critical indicators of underwriting profitability and claims experience
  • * Return on Equity trend - must improve from current 4.4% to demonstrate shareholder value creation
  • * Operating margin sustainability - verify whether 15.7% margin can be maintained as business scales

SiriusPoint Ltd (SPNT) Financial Metrics & Key Ratios

Revenue
$774.6M
Net Income
$102.2M
EPS (Diluted)
$0.82
Free Cash Flow
$141.9M
Total Assets
$12.5B
Cash Position
$856.9M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SPNT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 15.7%
Net Margin 13.2%
ROE 4.4%
ROA 0.8%
FCF Margin 18.3%

SPNT vs Finance Sector: How SiriusPoint Ltd Compares

How SiriusPoint Ltd compares to Finance sector averages

Net Margin
SPNT 13.2%
vs
Sector Avg 25.0%
SPNT Sector
ROE
SPNT 4.4%
vs
Sector Avg 12.0%
SPNT Sector
Current Ratio
SPNT 0.0x
vs
Sector Avg 1.2x
SPNT Sector
Debt/Equity
SPNT 0.3x
vs
Sector Avg 2.0x
SPNT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is SiriusPoint Ltd Stock Overvalued? SPNT Valuation Analysis 2026

Based on fundamental analysis, SiriusPoint Ltd has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
4.4%
Sector avg: 12%
Net Profit Margin
13.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.30x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

SiriusPoint Ltd Balance Sheet: SPNT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.30x
Debt/Assets
81.5%
Interest Coverage
7.23x
Long-term Debt
$679.6M

SPNT Revenue & Earnings Growth: 5-Year Financial Trend

SPNT 5-year financial data: Year 2021: Revenue $2.2B, Net Income $200.6M, EPS $2.16. Year 2022: Revenue $2.2B, Net Income $143.5M, EPS $1.53. Year 2023: Revenue $2.7B, Net Income $58.1M, EPS $0.27. Year 2024: Revenue $2.7B, Net Income -$386.8M, EPS $-2.51. Year 2025: Revenue $3.2B, Net Income $354.8M, EPS $1.85.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SiriusPoint Ltd's revenue has grown significantly by 47% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.85 reflects profitable operations.

SPNT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
18.3%
Free cash flow / Revenue

SPNT Quarterly Earnings & Performance

Quarterly financial performance data for SiriusPoint Ltd including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $727.3M $61.6M $0.49
Q3 2025 $562.2M $8.5M $0.03
Q2 2025 $743.3M $63.2M $0.50
Q1 2025 $685.5M $61.6M $0.49
Q3 2024 $562.2M $8.5M $0.03
Q2 2024 $710.8M $59.9M $0.31
Q1 2024 $678.1M $94.8M $0.49
Q3 2023 $597.5M $59.9M $0.31

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

SiriusPoint Ltd Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$141.9M
Cash generated from operations
Stock Buybacks
$21.9M
Shares repurchased (TTM)
Dividends
None
No dividend program

SPNT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for SiriusPoint Ltd (CIK: 0001576018)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/wk-form4_1780087890.xml View →
May 29, 2026 4 xslF345X06/wk-form4_1780087740.xml View →
May 29, 2026 4 xslF345X06/wk-form4_1780087569.xml View →
May 29, 2026 4 xslF345X06/wk-form4_1780087415.xml View →
May 29, 2026 4 xslF345X06/wk-form4_1780087274.xml View →

Frequently Asked Questions about SPNT

What is the AI rating for SPNT?

SiriusPoint Ltd (SPNT) has an AI grade of B with 58% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SPNT's key strengths?

Claude: Strong revenue growth of 23.1% YoY demonstrates market demand and successful business expansion. Solid free cash flow generation of 141.9M with strong 18.3% FCF margin provides financial flexibility.

What are the risks of investing in SPNT?

Claude: Net income declining 3.7% YoY despite 23.1% revenue growth indicates deteriorating underwriting profitability or worsening claims experience. Critically low return metrics (ROE 4.4%, ROA 0.8%) signal poor capital efficiency and inadequate returns for shareholders and asset deployment.

What is SPNT's revenue and growth?

SiriusPoint Ltd reported revenue of $774.6M.

Does SPNT pay dividends?

SiriusPoint Ltd does not currently pay dividends.

Where can I find SPNT SEC filings?

Official SEC filings for SiriusPoint Ltd (CIK: 0001576018) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SPNT's EPS?

SiriusPoint Ltd has a diluted EPS of $0.82.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SPNT's fundamental grade?

Based on our AI fundamental analysis in May 2026, SiriusPoint Ltd has a B grade with 58% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SPNT stock overvalued or undervalued?

Valuation metrics for SPNT: ROE of 4.4% (sector avg: 12%), net margin of 13.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is SPNT's AI grade for 2026?

Our dual AI analysis gives SiriusPoint Ltd a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SPNT's free cash flow?

SiriusPoint Ltd's operating cash flow is $141.9M, with capital expenditures of N/A. FCF margin is 18.3%.

How does SPNT compare to other Finance stocks?

Vs Finance sector averages: Net margin 13.2% (avg: 25%), ROE 4.4% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI