Accelerant Holdings (ARX) vs Erie Indemnity Company (ERIE)
Accelerant Holdings and Erie Indemnity Company are both Insurance Brokers companies. Erie Indemnity Company is the larger, with a market value of $10.2B against $4.3B — 2.4× the size. Accelerant Holdings has negative trailing earnings, so its P/E is not meaningful; Erie Indemnity Company trades at 18.0×. Accelerant Holdings grew revenue faster over the last twelve months: 54.6% against 3.67%. Erie Indemnity Company has the higher net margin (14.0% vs −119.3%) and the higher return on invested capital (21.1% vs 0.00%). Across the 19 metrics below, Erie Indemnity Company leads on 13 and Accelerant Holdings on 6.
Valuation
Profitability
| Metric | ARX | ERIE | Insurance Brokers median |
|---|---|---|---|
| Gross margin | 100.00% | 17.90% | 42.95% |
| Operating margin | 21.15% | 17.90% | 15.37% |
| Net margin | (119.27%) | 14.01% | 8.77% |
| Free cash flow margin | 0.16% | 13.43% | 3.89% |
| Return on equity | (369.41%) | 24.81% | 0.00% |
| Return on assets | (16.63%) | 17.26% | 2.23% |
| Return on invested capital | 0.00% | 21.10% | 5.27% |
Growth
Health
Dividend
Size
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