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ERIE

HOLD

Erie Indemnity Company · Financial Services · United States · $11.7B · Avg Vol: $62M/d

41
StockRank
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Q
76
V
26
M
31
P/E (TTM)
20.8x
ROE
25.9%
D/E
0.0x
Dividend %
2.5%

COMPANY DESCRIPTION

Erie Indemnity Company serves as the attorney-in-fact for the subscribers at the Erie Insurance Exchange, providing sales, underwriting, and administrative services for property & casualty insurance. Operating on a unique attorney-in-fact model, it generates fee income from policies issued by the Exchange, benefiting from strong agent relationships and high customer retention. This business model provides a differentiated and stable revenue stream.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM2026EFwd CAGR
Revenue2.9B3.3B3.9B4.1B13.3%4.1B4.3B2.7%
EPS6.419.5812.8912.0123.3%10.8012.393.2%
Shares52.3M52.3M52.3M52.3M0.0%46.2M
Debt93.8M049.6M
Equity1.4B1.7B2.0B2.3B16.4%
Op CF402.8M366.2M381.2M611.2M686.7M14.3%660.4M
Inv CF-106.9M-157.6M-226.9M-439.3M
Fin CF-300.8M-221.7M-230.0M-199.9M
Loading 1Y...
PRICE (1Y)+0.7%
210222235247259Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$228.26
RSI (14)
36.6
52W High
$372.77
From 52W High
0.6%

SCORE BREAKDOWN

Quality
76
ROIC (ROA)
14.8%*90.5
ROE
25.9%91.4
GP/Assets
21.8%87.6
Op. Margin
16.9%35.5
FCF/Assets
13.3%92.9
Piotroski
453.2
Int. Cover
N/A
D/E Ratio
0.02x82.0
Current Ratio
1.29x42.0
Value
26
P/E (TTM)
20.8x23.1
EV/EBITDA
13.9x28.4
P/FCF
26.1x19.6
P/B
5.0x8.1
P/S
2.9x64.7
Div Yield
2.5%30.0
Momentum
31
52W High %
61%10.5
RS 6M
-24%11.7
SMA 50/200
0.87x8.7
EPS Rev 4W
0.0%69.8
EPS Rev 12W
0.0%55.6
EPS Improve
+30%58.0
Q Growth
9%42.4

FUNDAMENTALS

Market Cap
$11.7B
P/E (Forward)
16.1x
Gross Margin
17.9%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of ERIE are excluded.

TickerCompanyMkt CapStockRankSignal
ERIEErie Indemnity Company(you)$11.7B41HOLD
BROBrown & Brown, Inc.$22.9B32SELL
CRVLCorVel Corporation$3.1B32SELL
GSHDGoosehead Insurance, Inc.$2.1B39HOLD
NPNeptune Insurance Holdings Inc.$4.1B60HOLD
MRSHMarsh & McLennan Companies, Inc.$86.3B43HOLD
LIFEEthos Technologies Inc.$1.8B34SELL
BWINThe Baldwin Insurance Group, Inc.$2.6B23SELL
AJGArthur J. Gallagher & Co.$63.7B26SELL
CRD-BCrawford & Company$493M58HOLD

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Erie Indemnity Company (ERIE) — Stock Score Summary

Erie Indemnity Company (ERIE) has a MoatMap StockRank of 41/100 based on Quality (76/100), Value (26/100), and Momentum (31/100) factor scores. The current signal is HOLD.

Erie Indemnity Company serves as the attorney-in-fact for the subscribers at the Erie Insurance Exchange, providing sales, underwriting, and administrative services for property & casualty insurance. Operating on a unique attorney-in-fact model, it generates fee income from policies issued by the Exchange, benefiting from strong agent relationships and high customer retention. This business model provides a differentiated and stable revenue stream.

Key Financial Metrics

Price$228.26
Market Cap$11.7B
P/E (TTM)20.83
P/E (Forward)16.06
Price/Book5.00
Return on Equity25.9%
Debt/Equity0.02x
Gross Margin17.9%
Operating Margin16.9%
Revenue Growth2.3%
Dividend Yield2.5%
Free Cash Flow$447M

Erie Indemnity Company operates in the Insurance Brokers industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Erie Indemnity Company’s (ERIE) StockRank?
MoatMap’s StockRank for Erie Indemnity Company (ERIE) is 41/100, with a Hold signal. It is a composite of Quality (76), Value (26), and Momentum (31) factor ranks across MoatMap’s 20,000+ stock universe.
Does Erie Indemnity Company have an economic moat?
Erie Indemnity Company (ERIE) has a Quality factor score of 76/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Erie Indemnity Company a buy, hold, or sell?
MoatMap’s current signal for Erie Indemnity Company (ERIE) is Hold, based on a StockRank of 41/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Erie Indemnity Company in?
Erie Indemnity Company (ERIE) operates in the Financial Services sector, specifically the Insurance Brokers industry (United States).