Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, specialty insurance company Allied World Assurance Holdings (NYSE:AWH) has earned a respected four-star ranking.

With that in mind, let's take a closer look at Allied World and see what CAPS investors are saying about the stock right now.

Allied World facts



Headquarters (founded)

Baar, Switzerland (2001)

Market Cap

$2.9 billion


Property and casualty insurance

Trailing-12-Month Revenue

$2.2 billion


Chairman/CEO Scott Carmilani (since 2004)

CFO Thomas Bradley (since 2012)

Return on Equity
(average, past 3 years)


Cash / Debt

$8.8 billion / $800.2 million

Dividend Yield





Endurance Specialty Holdings (NYSE:ENH)

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 96% of the 134 members who have rated Allied World believe the stock will outperform the S&P 500 going forward.

Just last week, one of those Fools, brenoboyle, succinctly summed up the Allied World bull case for our community: "Cyclical rebound in insurance + undervaluation + extreme shareholder friendliness through repurchases + best ROIC/ROE, lowest P/B = outperformance."

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends American International Group and Endurance Specialty. The Motley Fool owns shares of American International Group and has the following options: Long Jan 2014 $25 Calls on American International Group. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.