Radian Group, Inc. (RDN)
NYSEFinancialsInsurance - SpecialtySnapshot 2026-09-04
NYSEFinancialsInsurance - SpecialtySnapshot 2026-09-04
Research Workspace
Put RDN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Property & Casualty Insurance is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve EPS of $4.45 for full year 2026: FY26 EPS guidance $0.87 vs $4.45 target (-80.5%).
View ThesisRevenue growth is accelerating — up about 30% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRDN's growth has to keep compounding to justify the price. Revenue grew 93% year over year, but the last quarter missed expectations. It trades at 1.0× price-to-book versus a 1.7× peer median. The price reflects less growth than we forecast, indicating modest expectations. A specific risk is the 29% probability of a miss in the next quarter. Peer multiples imply a price about 23% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. RDN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering RDN (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare RDN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RDN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Property & Casualty Insurance — fair value, gap to price, and forward P/E.
Compare the value case
Put RDN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Cautious outlook may hinder growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

New CEO may drive growth and strategic direction.

Advances: Maintain dividend per share at $0.255
CEO-elect's stock purchase signals confidence.
Threatens: Maintain dividend per share at $0.255
Chairman's stock sale may raise concerns.
Advances: Maintain dividend per share at $0.255
Dividend declaration aligns with capital allocation.