Instrument overview

ERIEErie Indemnity

StockNasdaqUnited StatesFinancialsEU retail investors: available

−0.9% today · −2.8% over a year

No score: too little data.

Quality: among the best of its peers. Dividend yield 2.16%.

Erie Indemnity (ERIE) belongs to the Financials sector and is listed on Nasdaq; country: United States. Over the past 12 months the price changed by −2.8%, with an annualised volatility of 38% and a largest fall of 30%. The dividend has not been lowered for 13 years.

Not scored: not enough data for a fair comparison.

Factor scores

Profitability, balance-sheet safety, growth and capital discipline versus peers. More in the glossary →better than 100% of peers
Price trend over the last 12 and 6 months (excluding the last month) and distance from the 52-week high. More in the glossary →better than 22% of peers
Lower price swings, lower market sensitivity (beta) and shallower drawdowns score higher. More in the glossary →better than 36% of peers

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Equity / assetssupports the score · better than 96% of peers
  • Return on assetssupports the score · better than 95% of peers
  • 12-month trend (ex last month)weighs on the score · better than 12% of peers

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Profitability and debt

Return on equity
23.7%
Return on invested capital
29.4%

Dividends

Dividend yield
2.16%
5-year dividend growth (per year)
7.2%
Years without a lower dividend
13

Returns and risk

1 day
−0.9%
1 month
+21.8%
1 year
−2.8%
Volatility, 1 yr
38.2%
Max drawdown, 1 yr
−30.1%
Beta
0.49

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

Similar companies

Same sector, closest in price swings over the past year.

SAFTSafety Insurance Group Inc.6/103.5%46.5%
MCMoelis & Co—/104.5%−6.2%
CGCarlyle Group1/102.5%−17.0%
BXBlackstone1/104.1%−11.5%
EEFTEuronet Worldwide Inc4/100.0%−1.9%
TFINTriumph Financial Inc.1/100.0%17.1%
KKRKKR & Co. Inc.1/100.8%−18.6%
WUWestern Union7/1013.7%−15.3%

News and filings

What the marks mean
  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

No published ratings in the last 12 months.