Added to YB: 2025-10-09
Pitch date: 2025-10-08
ACIC [bullish]
American Coastal Insurance Corporation
-7.28%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
American Coastal Insurance Corporation, through its subsidiaries, primarily engages in the commercial and personal property and casualty insurance business in the United States.
Market Cap
$516.9M
Pitch Price
$11.63
Price Target
N/A
Dividend
6.94%
EV/EBITDA
3.59
P/E
5.05
EV/Sales
1.65
Sector
Insurance
Category
value
Long American Coastal (ACIC) within the $10 - $11 Range
ACIC: Trades 7x earnings, 8x 2026 EPS. Deep underwriting expertise + capital-light MGA unit (Skywater) operates fee-based, transfers policies to AmRisc (affiliate of Chairman w/ $100M+ stake). Down from $14 high. $10-$11 range (7-8x earnings) offers compelling entry vs current $11.90-$12.10. Poised to gain from lower 2026 reinsurance rates. Risk: 100% Florida concentration.
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