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REAL-TIME GLOBAL RESEARCH

*Invite* Jef U Expert Call: Storm Front Approaching: Hurricanes vs Reinsurers

Published: 2026-07-22Institution: JefferiesPages: 7Original language: EnglishEvidence page: 3

Research evidence excerpt

*Invite* Jef U Expert Call: Storm Front Approaching: Hurricanes vs Reinsurers

cribes issuers where, in conjunction with Jefferies engagement in certain transactions, company policy or applicable securities regulations

prohibit certain types of communications, including investment recommendations.

Monitor - Describes securities whose company fundamentals and financials are being monitored, and for which no financial projections or opinions on the

investment merits of the company are provided.

Valuation Methodology

Jefferies' methodology for assigning ratings may include the following: market capitalization, maturity, growth/value, volatility and expected total return

over the next 12 months. The price targets are based on several methodologies, which may include, but are not restricted to, analyses of market risk,

growth rate, revenue stream, discounted cash flow (DCF), EBITDA, EPS, cash flow (CF), free cash flow (FCF), EV/EBITDA, P/E, PE/growth, P/CF, P/FCF,

premium (discount)/average group EV/EBITDA, premium (discount)/average group P/E, sum of the parts, net asset value, dividend returns, and return on

equity (ROE) over the next 12 months.

Jefferies Franchise Picks

Jefferies Franchise Picks include stock selections from among the best stock ideas from our equity analysts over a 12 month period. Stock selection is

based on fundamental analysis and may take into account other factors such as analyst conviction, differentiated analysis, a favorable risk/reward ratio

and investment themes that Jefferies analysts are recommending. Jefferies Franchise Picks will include only Buy rated stocks and the number can vary

depending on analyst recommendations for inclusion. Stocks will be added as new opportunities arise and removed when the reason for inclusion changes,

The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.

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