Added to YB: 2025-10-10
Pitch date: 2025-10-08
HIPO [bullish]
Hippo Holdings Inc.
-15.06%
current return
Author Info
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Company Info
Hippo Holdings Inc., together with its subsidiaries, provides property and casualty insurance products to individuals and business customers primarily in the United States.
Market Cap
$795.0M
Pitch Price
$36.58
Price Target
72.80 (+134%)
Dividend
N/A
EV/EBITDA
-22.43
P/E
8.46
EV/Sales
1.33
Sector
Insurance
Category
turnaround
Hippo Holdings: Embedded Insurance’s Quiet Turnaround
HIPO: Insurtech turned profitable after slashing 80% catastrophe exposure, focuses on embedded homebuilder partnerships via Westwood deal. Rev +31% to $117M Q2'25, loss ratio collapsed 46pts to 47%. Guides 2025: $1.07-1.1B GWP, $460-465M rev, pos net income $35-39M vs $65M loss '24. 2028 targets $2B+ GWP, $125M adj income, 18%+ ROE. Risks: cat exposure, reinsurance pricing, execution. $900M mcap vs potential doubling.
Read full article (3 min)