ERIE:NGS-Erie Indemnity Company

EQUITY | Brokers & Exchanges | Nasdaq Global Select

Last Closing

USD 247.23

Change

0.00 (0.00)%

Market Cap

USD 5.60B

Volume

0.13M

Analyst Target

USD 115.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Erie Indemnity Co provides sales, underwriting and policy issuance services to the policyholders of Erie Insurance Exchange. It also operates as a property & casualty insurer through its wholly-owned subsidiaries.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for Brokers & Exchanges

ETFs Containing ERIE

FVD:XETRA First Trust Value Line Di.. 0.69 % 0.00 %

-0.10 (-0.45%)

USD 0.02B
ETHO Etho Climate Leadership U.. 0.00 % 0.45 %

-0.45 (-0.45%)

USD 0.18B
FUD:CA First Trust AlphaDEX US D.. 0.00 % 0.78 %

N/A

CAD 5.00M
FVD First Trust Value Line® .. 0.00 % 0.70 %

+0.06 (+-0.45%)

USD 10.17B
QINC 0.00 % 0.70 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Brokers & Exchanges) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 85.45% 92% A 96% N/A
Dividend Return 1.35% 75% C 55% F
Total Return 86.81% 92% A 96% N/A
Trailing 12 Months  
Capital Gain 108.83% 92% A 98% N/A
Dividend Return 2.94% 75% C 68% D+
Total Return 111.77% 92% A 98% N/A
Trailing 5 Years  
Capital Gain 233.01% 95% A 94% A
Dividend Return 20.48% 77% C+ 80% B-
Total Return 253.49% 95% A 94% A
Average Annual (5 Year Horizon)  
Capital Gain 16.66% 56% F 74% C
Dividend Return 19.74% 56% F 77% C+
Total Return 3.08% 71% C- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 18.08% 88% B+ 68% D+
Risk Adjusted Return 109.17% 88% B+ 92% A
Market Capitalization 5.60B 86% B+ 95% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Brokers & Exchanges) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 28.50 12% 11%
Price/Book Ratio 14.04 16% 7%
Price / Cash Flow Ratio 13.87 8% 5%
Price/Free Cash Flow Ratio -228.92 100% 98%
Management Effectiveness  
Return on Equity 31.89% 77% 90%
Return on Invested Capital N/A N/A N/A
Return on Assets 17.05% 85% 95%
Debt to Equity Ratio 10.25% 82% 77%

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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 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.

High Gross Profit to Asset Ratio

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.

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.

Negative free cash flow

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

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.