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Erie Indemnity Company (ERIE) vs Marsh (MRSH)

Erie Indemnity Company and Marsh are both Insurance Brokers companies. Marsh is the larger, with a market value of $99.6B against $13.3B — 7.5× the size. Erie Indemnity Company trades at the lower P/E: 22.9× against 24.8×. Marsh grew revenue faster over the last twelve months: 7.58% against 2.04%. Marsh has the higher net margin (14.2% vs 14.0%) and the lower return on invested capital (19.3% vs 21.0%). Both pay a dividend; Erie Indemnity Company yields more (2.06% vs 1.81%). Across the 21 metrics below, Erie Indemnity Company leads on 13 and Marsh on 8.

Valuation

Metric ERIE MRSH Insurance Brokers median
P/E 22.94 24.83 22.14
P/S 3.19 3.49 2.91
P/B 5.15 6.66 3.02
Price to free cash flow 23.71 23.90 22.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.36% 4.03% 3.41%
Free cash flow yield 4.22% 4.18% 3.09%

Profitability

Metric ERIE MRSH Insurance Brokers median
Gross margin 17.85% 100.00% 49.54%
Operating margin 17.85% 21.39% 15.76%
Net margin 13.97% 14.20% 8.19%
Free cash flow margin 13.44% 14.60% 3.58%
Return on equity 23.70% 26.70% 2.99%
Return on assets 16.49% 6.82% 2.33%
Return on invested capital 21.00% 19.33% 5.64%

Growth

Metric ERIE MRSH Insurance Brokers median
Revenue growth (TTM) 2.04% 7.58% 9.77%
EPS growth (last fiscal year) (6.88%) 3.06% (8.67%)
Revenue growth, 5-year CAGR 9.90% 9.39% 9.30%
Net income growth, 5-year CAGR 13.78% 15.59% 0.00%

Health

Metric ERIE MRSH Insurance Brokers median
Debt to equity 0.00 1.27 0.49
Current ratio 1.73 1.09 1.54
Net debt to EBITDA (0.44) 0.58 1.20

Dividend

Metric ERIE MRSH Insurance Brokers median
Dividend yield 2.06% 1.81% 1.01%
Payout ratio 0.53 0.45 0.33

Size

Metric ERIE MRSH Insurance Brokers median
Market cap 13.30b 99.59b 2.41b

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