Erie Indemnity Stock Performance
| ERIE Stock | USD 409.90 4.37 1.05% |
The firm shows a Beta (market volatility) of 0.4, which means possible diversification benefits within a given portfolio. As returns on the market increase, Erie Indemnity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Erie Indemnity is expected to be smaller as well. At this point, Erie Indemnity has a negative expected return of -0.0147%. Please make sure to confirm Erie Indemnity's information ratio, value at risk, kurtosis, as well as the relationship between the sortino ratio and semi variance , to decide if Erie Indemnity performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Erie Indemnity has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound forward indicators, Erie Indemnity is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (1.05) | Five Day Return (2.72) | Year To Date Return 0.0977 | Ten Year Return 355.95 | All Time Return 2.4 K |
Forward Dividend Yield 0.0131 | Payout Ratio | Last Split Factor 3:1 | Forward Dividend Rate 5.46 | Dividend Date 2025-04-22 |
1 | Acquisition by Novacek Jorie L of tradable shares of Erie Indemnity subject to Rule 16b-3 | 12/27/2024 |
2 | Insider Trading | 12/31/2024 |
3 | Acquisition by Dabreo Anthony of tradable shares of Erie Indemnity at 412.23 subject to Rule 16b-3 | 01/10/2025 |
| Erie Indemnity dividend paid on 22nd of January 2025 | 01/22/2025 |
4 | Erie Indemnity to host fourth quarter and year-end 2024 pre-recorded conference call and webcast | 02/03/2025 |
5 | Erie Indemnity GAAP EPS of 2.91 beats by 0.09, revenue of 924.09M misses by 1.03M | 02/27/2025 |
6 | Top Stock Movers Now NetApp, Dell, HP, Erie Indemnity, and More | 02/28/2025 |
7 | Global Indemnity Group, LLC Appoints President and Chief Executive Officer of Penn-America Underwriters, LLC | 03/03/2025 |
8 | Erie Indemnity Upgraded to Buy Heres What You Should Know | 03/04/2025 |
9 | Indemnity | 03/05/2025 |
10 | SP 500 ETFs Worst Week Since September 5 Top Stocks Poised to Rise | 03/10/2025 |
11 | Acquisition by Lucore George R of tradable shares of Erie Indemnity subject to Rule 16b-3 | 03/13/2025 |
12 | AM Best Assigns Credit Ratings to Cadence Indemnity Inc. | 03/19/2025 |
| Begin Period Cash Flow | 144.1 M | |
| Free Cash Flow | 486.4 M |
Erie |
Erie Indemnity Relative Risk vs. Return Landscape
If you would invest 41,893 in Erie Indemnity on December 21, 2024 and sell it today you would lose (903.00) from holding Erie Indemnity or give up 2.16% of portfolio value over 90 days. Erie Indemnity is currently does not generate positive expected returns and assumes 2.1253% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Erie, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Erie Indemnity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Erie Indemnity's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Erie Indemnity, and traders can use it to determine the average amount a Erie Indemnity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0069
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ERIE |
Estimated Market Risk
| 2.13 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Erie Indemnity is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Erie Indemnity by adding Erie Indemnity to a well-diversified portfolio.
Erie Indemnity Fundamentals Growth
Erie Stock prices reflect investors' perceptions of the future prospects and financial health of Erie Indemnity, and Erie Indemnity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Erie Stock performance.
| Return On Equity | 0.33 | ||||
| Return On Asset | 0.17 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 21.58 B | ||||
| Shares Outstanding | 46.19 M | ||||
| Price To Earning | 46.37 X | ||||
| Price To Book | 11.00 X | ||||
| Price To Sales | 5.71 X | ||||
| Revenue | 3.8 B | ||||
| Gross Profit | 676.45 M | ||||
| EBITDA | 676.46 M | ||||
| Net Income | 600.31 M | ||||
| Cash And Equivalents | 147.47 M | ||||
| Cash Per Share | 2.82 X | ||||
| Total Debt | 901.36 M | ||||
| Debt To Equity | 0.03 % | ||||
| Current Ratio | 1.17 X | ||||
| Book Value Per Share | 38.01 X | ||||
| Cash Flow From Operations | 611.25 M | ||||
| Earnings Per Share | 11.50 X | ||||
| Market Capitalization | 21.66 B | ||||
| Total Asset | 2.89 B | ||||
| Retained Earnings | 3.16 B | ||||
| Working Capital | 189.45 M | ||||
| Current Asset | 635.15 M | ||||
| Current Liabilities | 445.7 M | ||||
About Erie Indemnity Performance
By analyzing Erie Indemnity's fundamental ratios, stakeholders can gain valuable insights into Erie Indemnity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Erie Indemnity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Erie Indemnity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (11.67) | (12.25) | |
| Return On Tangible Assets | 0.21 | 0.22 | |
| Return On Capital Employed | 0.32 | 0.34 | |
| Return On Assets | 0.21 | 0.22 | |
| Return On Equity | 0.30 | 0.18 |
Things to note about Erie Indemnity performance evaluation
Checking the ongoing alerts about Erie Indemnity for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Erie Indemnity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Erie Indemnity generated a negative expected return over the last 90 days | |
| About 46.0% of the company shares are held by company insiders | |
| On 22nd of January 2025 Erie Indemnity paid $ 1.365 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: AM Best Assigns Credit Ratings to Cadence Indemnity Inc. |
- Analyzing Erie Indemnity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Erie Indemnity's stock is overvalued or undervalued compared to its peers.
- Examining Erie Indemnity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Erie Indemnity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Erie Indemnity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Erie Indemnity's stock. These opinions can provide insight into Erie Indemnity's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Erie Stock analysis
When running Erie Indemnity's price analysis, check to measure Erie Indemnity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Erie Indemnity is operating at the current time. Most of Erie Indemnity's value examination focuses on studying past and present price action to predict the probability of Erie Indemnity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Erie Indemnity's price. Additionally, you may evaluate how the addition of Erie Indemnity to your portfolios can decrease your overall portfolio volatility.
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