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Added to YB: 2024-10-21

Pitch date: 2024-10-18

ERIE [bearish]

Erie Indemnity Company

+39.32%

current return

Author Info

Spruce Point Capital Management is an activist investment manager specializing in forensic short-selling. Sign up for the newsletter.

Company Info

Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States.

Market Cap

$15.0B

Pitch Price

$473.53

Price Target

217.00 (-24%)

Dividend

1.91%

EV/EBITDA

17.57

P/E

23.13

EV/Sales

3.57

Sector

Insurance

Category

value

Show full summary:
Spruce Point Capital Management Issues 'Strong Sell' Research Opinion Erie Indemnity Co. (Nasdaq: ERIE)

ERIE short: 25% management fee unsustainable as Exchange suffers $4.2B loss vs ERIE's $1.2B profit. AM Best outlook negative. Fee cut likely, resetting earnings -20%. P/E at 46x despite risks. Fair value $217-$314 (-35-55%). Lawsuits, ESG concerns, aggressive underwriting vs peers.

Read full article (4 min)