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Added to YB: 2024-11-13

Pitch date: 2024-09-30

PRI [bullish]

Primerica, Inc.

+11.36%

current return

Author Info

No bio for this author

Company Info

Primerica, Inc., together with its subsidiaries, provides financial products and services to middle-income households in the United States and Canada.

Market Cap

$10.0B

Pitch Price

$263.72

Price Target

N/A

Dividend

1.20%

Sector

Insurance

Category

value

Baron FinTech Fund New Position: Primerica, Inc.

PRI: Middle-income financial services co. with 145k sales reps. 26.5% ROE (2x industry avg). Asset-light model, 80-90% risk reinsured. 12% 5yr EPS CAGR. Expect acceleration from sales force growth, higher fees, and 4-5% annual buybacks. Bought at 12x fwd earnings for double-digit EPS compounder.

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