| SECTOR | INDUSTRY |
| Financials | Insurance |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Michael Rose
Rosalio Madrigal
This week, we use AAII’s A+ Investor Stock Grades to provide insight into three insurance stocks.
Rosalio Madrigal
Tudor Pop
Rosalio Madrigal
| Share Statistics | ALL | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $63,667.1 | $6,820.1 | 95% |
|
| Shares Out (Mil) | 259.1 | 77.9 | 81% |
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| Institutional Ownership | 99.4% | 80.0% | 87% |
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| Float (Mil) | 251.3 | 66.7 | 77% |
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| Beta | 0.16 | 0.50 | 11% |
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| Avg Daily Volume (000s) | 1,516 | 178 | 79% |
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| Price Change (52-week) |
25.8% | 89.2% | 69% |
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| Growth | ALL | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 10.1% | 5.4% | 59% |
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| Net Income (5yr) | 13.0% | 14.3% | 60% |
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| EPS (5yr) | 17.1% | 15.5% | 62 |
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| Dividends (5yr) | 13.1% | 3.9% | 97% |
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| Cash Flow (5yr) | (22.6%) | (11.3%) | 29% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 19 | 22 | 22 | |
| Current EPS | $6.417 | $35.233 | $27.608 | |
| Month Ago EPS | $6.369 | $34.079 | $27.428 | |
| # Rev Up | 1 | 0 | 1 | |
| # Rev Down | 0 | 1 | 0 | |
| Three Months Ago EPS | $5.854 | $29.896 | $26.282 | |
| Year/Year Chg | (48.7%) | (7.4%) | (29.8%) | |
| Financials | ALL | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $70,137 | $5,137 | 98% |
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| Net Income (TTM) (Mil) | $13,306 | $562 | 99% |
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| EPS (TTM) | $50.727 | $2.600 | 100% |
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| Operating Cash Flow (TTM) (Mil) | $12,469 | $599 | 98% |
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| Net Cash Flow (TTM) (Mil) | ($246) | $5 | 9% |
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| Long-Term Debt (Q1) (Mil) | $6,942 | $917 | 88% |
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| Enterprise Value (Q1) (Mil) | $78,202 | $7,637 | 95% |
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| Valuation | ALL | Industry Median |
Percentile (All Stocks) |
|
| P/B | 2.02 | 1.64 | 51% |
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| P/E | 5.0 | 12.2 | 4% |
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| Dividend Yield | 1.7% | 1.1% | 74% |
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| PEG (5yr hist) | 0.3 | 0.5 | 12% |
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| Ratios | ALL | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 36.8% | 35.3% | 45% |
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| Net Margin | 19.0% | 10.3% | 78% |
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| ROA | 11.1% | 2.5% | 89% |
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| ROE | 49.5% | 14.8% | 93% |
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| Liabilities to Assets | 73.0% | 77.0% | 68% |
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| F-Score | 6 | 6 | 67% |
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Passing Stock Screens
As of 9/10/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 6.6% |
| +/- S&P 500: | -0.9 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
