Values as of: 2025-04-01
COMMON STOCK | Insurance Brokers |
Last Closing
USD 118.07Change
+0.01 (+0.01)%Market Cap
USD 4.37BVolume
0.21MVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| ERIE | Erie Indemnity Company |
N/A |
USD 22.38B |
| CRVL | CorVel Corp |
N/A |
USD 5.72B |
| BWIN | The Baldwin Insurance Group, I.. |
N/A |
USD 2.80B |
| TWFG | TWFG, Inc. Class A Common Stoc.. |
N/A |
USD 0.41B |
| GOCO | GoHealth Inc. |
N/A |
USD 0.29B |
| EHTH | eHealth Inc |
N/A |
USD 0.26B |
| ZBAO | Zhibao Technology Inc. Class A.. |
N/A |
USD 0.05B |
| RELIW | Reliance Global Group Inc |
N/A |
USD 0.04B |
| HUIZ | Huize Holding Ltd |
N/A |
USD 0.03B |
| AIFU | Fanhua Inc. |
N/A |
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 | 10.12% | 93% | A | 86% | B+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 10.12% | 93% | A | 86% | B+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 78.00% | 100% | F | 94% | A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 78.00% | 100% | F | 94% | A | ||
| Trailing 5 Years | |||||||
| Capital Gain | 184.23% | 83% | B | 84% | B | ||
| Dividend Return | 6.69% | 50% | F | 13% | F | ||
| Total Return | 190.92% | 83% | B | 84% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.72% | 40% | F | 70% | C- | ||
| Dividend Return | 15.25% | 40% | F | 69% | C- | ||
| Total Return | 0.53% | 33% | F | 15% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 56.42% | 60% | D- | 33% | F | ||
| Risk Adjusted Return | 27.03% | 50% | F | 61% | D- | ||
| Market Capitalization | 4.37B | 85% | B | 87% | B+ | ||
| 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 company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
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.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total 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 has shown top quartile revenue growth in the previous 5 years compared to its sector.
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 is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.
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.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
