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Added to YB: 2025-08-22

Pitch date: 2025-08-05

MCY [neutral]

Mercury General Corporation

+31.13%

current return

Author Info

No bio for this author

Company Info

Mercury General Corporation, together with its subsidiaries, engages in writing personal automobile insurance in the United States.

Market Cap

$4.9B

Pitch Price

$71.16

Price Target

N/A

Dividend

1.45%

EV/EBITDA

6.56

P/E

11.08

EV/Sales

0.72

Sector

Insurance

Category

value

Show full summary:
Springview Capital Management Portfolio Holding: Mercury General Corporation

MCY trimmed position: California insurer rebounded +21% in Q2 after -15% Q1 drop from LA wildfires. Net exposure ~$320M (17% of pre-fire book value), with reinsurance coverage mitigating damages. Q2 after-tax earnings $148M with $380-440M annual run-rate. GAAP book value now exceeds pre-wildfire level. Trades 9-10x earnings.

Read full article (1 min)