Crawford & Co. (CRD-A)
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-04
$11.63-2.60%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-04
QuarterlyIQ Insights · CRD-A
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 9.2% |
| Our one-year growth estimate | diamond | 0.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 9 industry peers · Company calendar date is not available
CRD-A — earnings in line
Dated 2026-11-02
Results of Operati ons and Financial Condition On November 2, 2026, Crawford & Company (the "Company") issued a press release containing information about the Company's financial results for the third quarter 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by this reference.
Why it matters: Broadspire revenue and operating earnings grew in Q2. Continued gains would show strength beyond weather-driven claims.
Supportive ifBroadspire revenue grows year over year and its operating margin stays at or above 14.4%.
Worry ifBroadspire revenue falls from a year earlier, or its operating margin drops below 12.4%.
Why it matters: Management named profitable market share gains as a top priority. Q2 brought nearly $22 million in new business, but total revenue was slightly lower.
Supportive ifA later report shows revenue before reimbursements grew from a year earlier. It also lists new business wins.
Worry ifRevenue before reimbursements falls from a year earlier. Management reports no new business wins or a weaker pipeline.
Why it matters: This segment fell 10.2% in Q2 as weather claims and referrals declined. Another drop would extend the weakness seen in Q1.
Worry ifU.S. Property and Casualty revenue before reimbursements falls more than 10% year over year in the next reported quarter.
Less concerning ifThe segment's revenue decline is less than 10% year over year, or revenue grows.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$106 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $339 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,118 loss on $10,000 · 21.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.