Erie Indemnity (ERIE) is a insurance brokers company in the Financials sector. Listed on the NASDAQ, Erie Indemnity is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $231.98.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $231.98 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.21% |
| Risk / Std Dev (Annualized) | 29.39% |
| Sharpe Ratio (rf=4.5%) | 0.19 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Insurance Brokers
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.21% with an annualized volatility of 29.39%. The Sharpe ratio of 0.19 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 12.13B |
| Enterprise Value | 11.9B |
| Trailing P/E | 21.22 |
| Forward P/E | 16.56 |
| Price to Book | 5.15 |
| Price to Sales | 2.97 |
| EV/Revenue | 2.91 |
| EV/EBITDA | 14.39 |
| Profitability | | | Profit Margin | 13.97% | | Operating Margin | 16.88% | | ROE | 25.85% | | ROA | 14.84% |
| Growth | | | Revenue Growth | 2.3% | | Earnings Growth | 8.7% |
| Dividend | | | Dividend Yield | 252.0% | | Payout Ratio | 51.79% | | 5Y Avg Yield | 180.0% |
| Financial Health | | | Total Revenue | 4.09B | | Total Debt | 0.05B | | Total Cash | 0.28B | | Free Cash Flow | 0.45B | | Operating Cash Flow | 0.66B |
| Price & Technical | | | 52W High | $380.67$ | | 52W Low | $204.63$ | | 50-Day Avg | $230.56$ | | 200-Day Avg | $277.35$ | | Beta | 0.31 | | Shares Outstanding | 0.05B | | Float Shares | 0.03B | | Insider Holdings | 45.46% | | Institutional Holdings | 44.5% | | Short Ratio | 12.38 | | Short % of Float | 10.2% |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.