Values as of: 2025-03-24
COMMON STOCK | Insurance Brokers |
Last Closing
USD 3.01Change
-0.19 (-5.94)%Market Cap
USD 0.03BVolume
0.09MAnalyst Target
USD 10.60Verdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| ERIE | Erie Indemnity Company |
+2.62 (+0.64%) |
USD 22.38B |
| CRVL | CorVel Corp |
-0.87 (-0.78%) |
USD 5.66B |
| GSHD | Goosehead Insurance Inc |
+1.72 (+1.44%) |
USD 4.37B |
| BWIN | The Baldwin Insurance Group, I.. |
+0.59 (+1.29%) |
USD 2.80B |
| TWFG | TWFG, Inc. Class A Common Stoc.. |
-0.64 (-2.09%) |
USD 0.41B |
| GOCO | GoHealth Inc. |
-0.46 (-3.42%) |
USD 0.33B |
| EHTH | eHealth Inc |
-0.14 (-1.89%) |
USD 0.26B |
| ZBAO | Zhibao Technology Inc. Class A.. |
+0.04 (+3.00%) |
USD 0.05B |
| RELIW | Reliance Global Group Inc |
N/A |
USD 0.04B |
| AIFU | Fanhua Inc. |
-0.02 (-5.88%) |
USD 0.02B |
N/A
| 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 | -6.81% | 50% | F | 43% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -6.81% | 50% | F | 42% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -1.34% | 40% | F | 51% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -1.34% | 40% | F | 49% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -93.70% | 50% | F | 7% | C- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -93.70% | 50% | F | 7% | C- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -30.65% | 20% | F | 6% | D- | ||
| Dividend Return | -30.65% | 20% | F | 6% | D- | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 40.18% | 90% | A- | 47% | F | ||
| Risk Adjusted Return | -76.28% | 10% | F | 7% | C- | ||
| Market Capitalization | 0.03B | 31% | F | 24% | F | ||
| 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.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
