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Erie Indemnity Company (ERIE) vs Ryan Specialty Holdings Inc. (RYAN)

Erie Indemnity Company and Ryan Specialty Holdings Inc. are both Insurance Brokers companies. Erie Indemnity Company and Ryan Specialty Holdings Inc. are of similar size ($12.2B and $11.2B). Erie Indemnity Company trades at the lower P/E: 22.1× against 59.0×. Ryan Specialty Holdings Inc. grew revenue faster over the last twelve months: 9.77% against 2.04%. Erie Indemnity Company has the higher net margin (14.0% vs 4.80%) and the higher return on invested capital (21.0% vs 7.19%). Both pay a dividend; Erie Indemnity Company yields more (2.13% vs 1.12%). Across the 21 metrics below, Erie Indemnity Company leads on 14 and Ryan Specialty Holdings Inc. on 7.

Valuation

Metric ERIE RYAN Insurance Brokers median
P/E 22.14 59.01 25.10
P/S 3.08 1.75 2.98
P/B 4.97 6.31 3.18
Price to free cash flow 22.89 11.41 22.89
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.52% 1.69% 2.74%
Free cash flow yield 4.37% 8.77% 3.19%

Profitability

Metric ERIE RYAN Insurance Brokers median
Gross margin 17.85% 100.00% 49.44%
Operating margin 17.85% 15.59% 15.48%
Net margin 13.97% 4.80% 8.78%
Free cash flow margin 13.44% 15.34% 5.26%
Return on equity 23.70% 14.62% 3.24%
Return on assets 16.49% 1.49% 2.51%
Return on invested capital 21.00% 7.19% 5.83%

Growth

Metric ERIE RYAN Insurance Brokers median
Revenue growth (TTM) 2.04% 9.77% 9.77%
EPS growth (last fiscal year) (6.88%) (33.80%) (8.67%)
Revenue growth, 5-year CAGR 9.90% 24.54% 9.30%
Net income growth, 5-year CAGR 13.78% (1.42%) 0.00%

Health

Metric ERIE RYAN Insurance Brokers median
Debt to equity 0.00 4.08 0.49
Current ratio 1.73 1.01 1.60
Net debt to EBITDA (0.44) 4.00 1.20

Dividend

Metric ERIE RYAN Insurance Brokers median
Dividend yield 2.13% 1.12% 1.17%
Payout ratio 0.53 0.60 0.33

Size

Metric ERIE RYAN Insurance Brokers median
Market cap 12.17b 11.16b 2.82b

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