ERIE:NSD-Erie Indemnity Company (USD)

COMMON STOCK | Insurance Brokers |

Last Closing

USD 536.15

Change

+11.22 (+2.14)%

Market Cap

USD 27.24B

Volume

0.15M

Analyst Target

USD 115.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation, and sales and advertising support services; underwriting services comprise underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

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ETFs Containing ERIE

RNMC 1.33 % 0.60 %

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FSCS First Trust SMID Capital .. 1.13 % 0.00 %

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FUD:CA First Trust Value Line® .. 0.54 % 0.78 %

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CAD 5.40M
FAD First Trust Multi Cap Gro.. 0.49 % 0.69 %

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BLES Inspire Global Hope ETF 0.34 % 0.62 %

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QINC 0.00 % 0.70 %

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XMHQ Invesco S&P MidCap Qualit.. 0.00 % 0.25 %

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Market Performance

  Market Performance vs. Industry/Classification (Insurance Brokers) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 60.08% 90% A- 92% A
Dividend Return 1.14% 100% F 31% F
Total Return 61.23% 90% A- 92% A
Trailing 12 Months  
Capital Gain 83.23% 90% A- 93% A
Dividend Return 1.71% 100% F 27% F
Total Return 84.94% 90% A- 93% A
Trailing 5 Years  
Capital Gain 181.87% 80% B- 91% A-
Dividend Return 12.58% 100% F 52% F
Total Return 194.45% 80% B- 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 22.82% 60% D- 80% B-
Dividend Return 25.22% 60% D- 80% B-
Total Return 2.40% 67% D+ 55% F
Risk Return Profile  
Volatility (Standard Deviation) 30.14% 100% F 62% D
Risk Adjusted Return 83.68% 90% A- 93% A
Market Capitalization 27.24B 100% F 97% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.