Added to YB: 2025-12-13
Pitch date: 2025-10-23
ASIC [bullish]
Ategrity Specialty Insurance Company Holdings
+6.51%
current return
Author Info
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Company Info
Ategrity Specialty Insurance Company Holdings, through its subsidiaries, provides excess and surplus lines insurance and reinsurance products to small and medium-sized businesses in the United States.
Market Cap
$909.4M
Pitch Price
$18.88
Price Target
23.00 (+14%)
Dividend
N/A
EV/EBITDA
9.09
P/E
109.09
EV/Sales
2.17
Sector
Insurance
Category
value
Ategrity Specialty Insurance Company Holdings - $ASIC
ASIC: Small commercial E&S insurer w/ tech-driven underwriting platform. 30% GWP growth, 88.7% combined ratio in Q3. JPM sees mid-30% earned premium CAGR FY25-27, 50%+ UW income growth. 10x 2026E EPS, 1.3x BV vs peers at 25-35% discount. $23 target (9x 2027E EPS). Risk: Zimmer 85% ownership/governance complexity.
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