Erie Indemnity Company

ERIE Financial Insurance Brokers

Erie Indemnity Company’s revenue for fiscal 2025 (year ended December 2025) was $4.1 billion, up 7.17% from fiscal 2024.

Revenue
+0.30%
EPS
+0.25%
Free cash flow
+0.52%

Quarter to September 2026, against a year earlier

277.09 8.54 −2.99%
Market cap
$13.3B
P/E
22.9×
Fwd P/E
20.6×
Dividend yield
2.06%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Erie Indemnity Company (ERIE) Return on invested capital

Alert me on Return on invested capital

Erie Indemnity Company's return on invested capital over the twelve months to 30 September 2026 was 21.0%, down 2.1 percentage points from fiscal 2025 (23.1%). Over the past ten years it has ranged from 15.9% (fiscal 2021) to 28.1% (fiscal 2016); the current reading is higher than 45% of that period. That is above the Insurance Brokers industry median of 5.64% and above the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 23.1% (1.90)
FY2024 25.0% 3.62
FY2023 21.4% 3.41
FY2022 18.0% 2.13
FY2021 15.9% (2.96)
FY2020 18.8% (6.14)
FY2019 25.0% (1.70)
FY2018 26.7% 1.35
FY2017 25.3% (2.79)
FY2016 28.1% 3.33

Against its own ten years

Low 15.9% High 28.1%
Ten-year median 24.8%
Current reading's percentile 45

Return on invested capital against peers

Company Return on invested capital
CRVL CorVel Corp. compare 62.7%
ERIE Erie Indemnity Company 21.0%
WTW Willis Towers Watson Public Limited Company compare 11.4%
RYAN Ryan Specialty Holdings Inc. compare 7.19%
BRO Brown & Brown, Inc. compare 5.79%
ARX Accelerant Holdings compare 0.00%
NP Neptune Insurance Holdings Inc. compare 0.00%
BWIN Baldwin Insurance Group, Inc. compare −2.29%
LIFE Ethos Technologies Inc. compare −5.39%
Insurance Brokers industry median 5.64%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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