Ryan Specialty has gotten torched over the last six months - since October 2025, its stock price has dropped 28.3% to $38.10 per share. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Following the drawdown, is this a buying opportunity for RYAN? Find out in our full research report, it’s free.
Why Are We Positive On Ryan Specialty?
Founded in 2010 by insurance industry veteran Patrick Ryan, Ryan Specialty (NYSE: RYAN) is a wholesale insurance broker and underwriting manager that helps retail brokers place complex or hard-to-place risks with insurance carriers.
1. Skyrocketing Revenue Shows Strong Momentum
A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Luckily, Ryan Specialty’s sales grew at an incredible 24.5% compounded annual growth rate over the last five years. Its growth surpassed the average business services company and shows its offerings resonate with customers.
2. Outstanding Long-Term EPS Growth
Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions.
Ryan Specialty’s full-year EPS grew at an astounding 15.6% compounded annual growth rate over the last four years, better than the broader business services sector.
3. Excellent Free Cash Flow Margin Boosts Reinvestment Potential
Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king.
Ryan Specialty has shown terrific cash profitability, enabling it to reinvest, return capital to investors, and stay ahead of the competition while maintaining an ample cushion. The company’s free cash flow margin was among the best in the business services sector, averaging 19.2% over the last five years.
Final Judgment
These are just a few reasons why Ryan Specialty is one of the best business services companies out there. With the recent decline, the stock trades at 16.9× forward P/E (or $38.10 per share). Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.
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