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Financial statements

Pelagos Insurance Capital Ltd financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Pelagos Insurance Capital Ltd files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2023FY2023FY2024FY2025
Revenue1,1951,5093,5962,4202,501
General and administrative13116682.794.396.6
Interest income2444124196193
Pre-tax income78.780.12,047136276
Income tax0.417.8-85.323.150.1
Net income to minority interests109.700
Net income68.352.62,133113226
EPS, basic0.350.2718.650.982.12
EPS, diluted0.340.2618.650.982.11
Shares, basic (weighted)195194114115106
Shares, diluted (weighted)200199114116107
Dividend per share0.000.400.50

Balance sheet

FY2021FY2023FY2023FY2024FY2025
Cash and equivalents4761,222712743873
Lease right-of-use assets26.87.311.19.8
Total assets8,31310,02811,76612,444
Total liabilities6,3257,5789,31810,044
Total debt448448449843
Paid-in capital2,0752,0392,0451,686
Retained earnings0.5437504676
Treasury stock0-1060
Other comprehensive income-101-274.537.1
Shareholders' equity1,9772,4502,4482,400
Minority interests10.30
Total equity2,0191,9872,4502,4482,400
Total liabilities and equity8,31310,02811,76612,444
Shares outstanding19511811296.7

Cash flow statement

FY2021FY2023FY2023FY2024FY2025
Net income78.362.32,133113226
Depreciation and amortization4.53.90.3-14-19.2
Stock-based compensation9.810.827.67.87.9
Deferred income tax-26.4-10.4-86.59.88.9
Cash from operations346741495618-408
Capital expenditures-7.1-18.8-6.4-4.6-1.2
Purchases of investments-2,122-1,596-2,242-2,323-1,754
Sales and maturities of investments1,4901,327797697
Cash from investing-1,086216-835-476683
Stock issued318089.400
Share buybacks-32100-106-261
Dividends paid-2.1-0.50-46.2-52.3
Cash from financing-18.2-16.2-107-15419.8
Exchange rate effect-4.6-9.22.8-66.8
Net change in cash-763932-444-17.5301
Free cash flow339723489614-410
Interest paid29.329.629.729.642.6
Income taxes paid24.111.914.75.626.7

Key metrics

Worked out from the statements above. Latest values use fiscal 2025. Valuation uses the share price of $23.96 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin11.0%Pre-tax income / revenue.
Net margin9.0%Net income / revenue.
FCF margin-16.4%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-16.3%Cash from operations / revenue.
Effective tax rate18.2%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)9.3%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)1.9%Net income / average total assets.
Stock-based pay / revenue0.3%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.0%Capital expenditures / revenue.
D&A / revenue-0.8%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y3.3%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y18.3%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y99.0%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y62.5%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y115.3%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y101.0%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y-166.0%Operating cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow growth, 1y-166.7%Free cash flow vs the same period a year earlier. Only from a positive base.
Dividend per share growth, 1y25.0%Dividend per share vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-2.0%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y6.7%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y5.8%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y14.4%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y-7.7%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y-18.8%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Debt / equity0.35xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets6.8%Total debt / total assets.
Liabilities / assets80.7%Total liabilities / total assets.
Net debt-$29.8MTotal debt - cash - short-term investments. Negative means more cash than debt.
Tangible book value$2.40BShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.21xRevenue / average total assets.
FCF conversion-181.6%Free cash flow / net income, when net income is positive.

Per share

MetricValueHow it is calculated
EPS, diluted$2.11Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic$2.12Net income per basic share, as reported (split-adjusted).
Revenue per share$23.43Revenue / diluted weighted shares.
FCF per share-$3.84Free cash flow / diluted weighted shares.
Operating cash flow per share-$3.83Cash from operations / diluted weighted shares.
Book value per share$24.83Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$24.83Tangible book value / shares outstanding.
Cash per share$9.03(Cash + short-term investments) / shares outstanding.
Dividend per share$0.50Dividend declared per common share (paid, when declared is not tagged).
Payout ratio23.2%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$2.07BShare price x shares outstanding.
Enterprise value$2.04BMarket cap + total debt - cash - short-term investments.
P/E9.19xMarket cap / net income. Only when net income is positive.
P/S0.83xMarket cap / revenue.
P/B0.86xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.86xMarket cap / tangible book value, when positive.
EV/Sales0.82xEnterprise value / revenue.
FCF yield-19.8%Free cash flow / market cap.
Earnings yield10.9%Net income / market cap (the inverse of P/E).
Dividend yield2.5%Dividends paid over the period / market cap.
Shareholder yield15.1%(Dividends paid + share buybacks) / market cap.
PEG0.09xP/E / EPS growth per year over 3 years (in percent). Only when both are positive.
What was Pelagos Insurance Capital Ltd's revenue in fiscal 2025?

Pelagos Insurance Capital Ltd reported revenue of $2.50B for fiscal 2025, 3.3% higher than the year before.

Was Pelagos Insurance Capital Ltd profitable in fiscal 2025?

Yes. Net income was $225.5M, a net margin of 9%.

How much free cash flow did Pelagos Insurance Capital Ltd generate in fiscal 2025?

Cash from operations of $408.3M minus capital expenditures of $1.2M left free cash flow of -$409.5M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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