ERIE Erie Indemnity Company

$231.98▲ +1.47% Financials Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$12.13B
P/E Ratio
20.9
Div Yield
2.56%
52W Range
204.63 - 380.67
% vs 50 MA
-0.84%
% vs 200 MA
-17.57%
RSI-14
56.2
MACD Histogram
+2.0900
Beta (1Y vs SPY)
-0.10
Free Cash Flow
$54.48M
Gross Rev
$1.23B
Gross Profit
$1.23B
EBITDA
COGS
Operating Exp
Operating Income
EBIT
Pretax Income
$190.33M
Net Income
$150.47M
EPS (Diluted)
2.88
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 28, 3:57 AM
Company Overview

Erie Indemnity Company serves as the attorney-in-fact for the Erie Insurance Exchange, managing its operations, underwriting, and claims processing in exchange for a fee. It primarily operates in the property and casualty insurance sector across multiple states, focusing on a strong agent network and customer service to maintain its competitive position.

Bull Case
  • Stable Fee-Based Business Model: As an attorney-in-fact, ERIE earns fees based on the premiums written by the Erie Insurance Exchange, providing a relatively stable revenue stream less exposed to direct underwriting risk compared to traditional insurers.
  • Strong Agent Network and Customer Loyalty: The company's long-standing focus on independent agents and high customer service often translates into strong policyholder retention and a loyal customer base.
  • Potential for Dividend Stability/Growth: Mature insurance-related companies often offer consistent dividends, and ERIE has a history of paying dividends, which can appeal to income-focused investors.
  • Value Potential After Significant Pullback: The stock is trading 42% below its 52-week high and near its 52-week low, potentially presenting a value opportunity for long-term investors if the underlying business fundamentals remain sound.
Bear Case
  • Significant Price Depreciation: The stock has experienced a substantial decline of 42% from its 52-week high and is trading significantly below its key moving averages, indicating strong negative sentiment and a clear downtrend.
  • Underperformance and Technical Weakness: Trading 5.3% below its 50-Day MA and 21.6% below its 200-Day MA confirms a bearish technical picture, suggesting sustained selling pressure and a lack of upward momentum.
  • Premium Valuation Despite Downturn: A P/E ratio of 20.2, while not excessively high in absolute terms, might still be considered elevated for a mature insurance services company, especially given its current price weakness and potential for slower growth.
  • Exposure to Exchange Performance and Market Competition: While ERIE's model is fee-based, its revenue growth is tied to the performance and premium growth of the Erie Insurance Exchange, which faces intense competition and potential impacts from catastrophic events and regulatory changes.
Recent Performance

The stock is in a pronounced downtrend, having fallen 42.0% from its 52-week high and currently trading near its 52-week low. It is significantly underperforming both its 50-day and 200-day moving averages, indicating strong bearish momentum. The RSI-14 at 46.6 suggests the stock is not yet oversold, implying there might be further downside potential or that it has found a temporary equilibrium after its steep decline.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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