ScoreWhy is Erie Indemnity Co. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 25.43%
2
The company has declared Positive results for the last 9 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 688.33 MM
- DIVIDEND PER SHARE(HY) Highest at USD 5.3
- RAW MATERIAL COST(Y) Fallen by 1.44% (YoY)
3
High Institutional Holdings at 44.68%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 5.61% over the previous quarter.
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Erie Indemnity Co. should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Erie Indemnity Co. for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Erie Indemnity Co.
-30.83%
-0.54
32.61%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
9.60%
EBIT Growth (5y)
15.98%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
20.72%
Dividend Payout Ratio
45.55%
Pledged Shares
0
Institutional Holding
44.68%
ROCE (avg)
37.13%
ROE (avg)
25.43%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
41
Industry P/E
Price to Book Value
12.35
EV to EBIT
36.50
EV to EBITDA
36.50
EV to Capital Employed
14.38
EV to Sales
6.46
PEG Ratio
1.66
Dividend Yield
72.10%
ROCE (Latest)
39.39%
ROE (Latest)
29.80%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
Bullish
Bullish
Bollinger Bands
Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 688.33 MM
DIVIDEND PER SHARE(HY)
Highest at USD 5.3
RAW MATERIAL COST(Y)
Fallen by 1.44% (YoY
CASH AND EQV(HY)
Highest at USD 730.54 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -19.1 %
NET SALES(Q)
Highest at USD 1,059.68 MM
PRE-TAX PROFIT(Q)
Highest at USD 221.66 MM
NET PROFIT(Q)
Highest at USD 175.4 MM
EPS(Q)
Highest at USD 3.32
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Erie Indemnity Co.
Dividend per share
Highest at USD 5.3 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Operating Cash Flow
Highest at USD 688.33 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 1,059.68 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 221.66 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 175.4 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 3.32
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Cash and Eqv
Highest at USD 730.54 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Debt-Equity Ratio
Lowest at -19.1 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by 1.44% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at USD 16.1 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Depreciation
At USD 16.1 MM has Grown at inf%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (USD MM)
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