Added to YB: 2025-12-13
Pitch date: 2025-10-23
ASIC [bullish]
Ategrity Specialty Insurance Company Holdings
+7.1%
current return
Author Info
No bio for this author
Company Info
Ategrity Specialty Insurance Company Holdings, through its subsidiaries, provides excess and surplus lines insurance and reinsurance products to small and medium-sized businesses in the United States.
Market Cap
$909.4M
Pitch Price
$18.88
Price Target
23.00 (+14%)
Dividend
N/A
EV/EBITDA
9.09
P/E
109.09
EV/Sales
2.17
Sector
Insurance
Category
value
Ategrity Specialty Insurance Company Holdings - $ASIC
ASIC: Small commercial E&S insurer w/ tech-driven underwriting platform. 30% GWP growth, 88.7% combined ratio in Q3. JPM sees mid-30% earned premium CAGR FY25-27, 50%+ UW income growth. 10x 2026E EPS, 1.3x BV vs peers at 25-35% discount. $23 target (9x 2027E EPS). Risk: Zimmer 85% ownership/governance complexity.
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