Accelerant Holdings

ARX ·Financial, Insurance Brokers, Cayman Islands
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $19.90
Market Price $19.75
Undervalued By 0.8%

Method: Deal-probability-weighted value: 92% probability of the pending Thoma Bravo acquisition closing at $20.25/share cash, 8% probability of deal break reverting to an estimated $16.00/share standalone fundamental value; 217.19M shares outstanding.

Reasoning: Accelerant Holdings has a signed definitive merger agreement with Thoma Bravo (go-shop period expired September 23, 2026), making the announced cash consideration the dominant driver of near-term value; the modest discount to $20.25 reflects residual closing-timeline and regulatory risk.