Added to YB: 2025-11-26
Pitch date: 2025-11-25
AII [bullish]
American Integrity Insurance Group, Inc.
-16.3%
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 Integrity Insurance Group, Inc., together with its subsidiaries, operates as an insurance company in the United States.
Market Cap
$333.2M
Pitch Price
$19.89
Price Target
22.50
Dividend
N/A
EV/EBITDA
1.88
P/E
3.95
EV/Sales
0.66
Sector
Insurance
Category
value
Long American Integrity Insurance ($AII)
AII (new position): FL insurer specializing in new builds. Down 20% on founders' secondary at $20 (from $25). 6.9x 2026 EPS est of $2.90 vs peers at 1.5-2.0x BV. Trading near BV of $17. Insiders own 35% post-sale. Tailwinds: Citizens policy assumptions, South FL expansion, litigation reform, lower 2026 reinsurance costs. PT $22-$23.
Read full article (2 min)