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ERIE
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ERIEErie Indemnity Company
$256.37$11.8B
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  4. Financial Ratios

Erie Indemnity Company (ERIE) Financial Ratios

Latest Ratios: P/E Ratio 24.1x · EV/EBITDA 14.4x · ROE 26.2%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ERIE Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$11.8B$15.1B$21.7B$17.6B$11.5B$8.9B$12.9B$9.7B$7.0B$7.1B$6.6B
Enterprise Value$11.5B$14.8B$21.5B$17.5B$11.5B$8.8B$12.9B$9.5B$6.9B$7.0B$6.4B
P/E Ratio →24.1426.9935.9139.2643.5633.8643.7827.3927.0432.4028.04
P/S Ratio2.913.715.725.404.043.385.103.912.954.214.12
P/B Ratio5.926.6110.9310.617.936.6310.898.567.218.308.06
P/FCF20.7426.4544.6561.1438.4335.0445.0836.9533.8942.3328.73
P/OCF17.2521.9935.5346.2831.3822.0937.7826.6026.6536.1225.88

P/E links to full P/E history page with 30-year chart

ERIE EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—3.635.655.354.043.345.083.832.884.134.02
EV / EBITDA14.4418.5329.2730.8327.1524.7935.8325.3419.1722.8820.80
EV / EBIT15.9820.7730.2231.6630.0028.0538.2626.4119.9224.0522.05
EV / FCF—25.8544.1060.6538.3634.6844.8636.1233.0941.4928.01

ERIE Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin15.8%15.8%17.8%15.9%13.2%12.1%13.3%14.4%14.5%17.2%18.4%
Operating Margin17.7%17.7%17.8%15.9%13.2%12.1%13.3%14.4%14.5%17.2%18.4%
Net Profit Margin13.8%13.8%15.8%13.6%10.5%11.3%11.6%12.8%12.1%11.6%13.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE26.2%26.2%32.9%28.7%21.4%23.5%25.3%30.1%31.5%23.5%26.5%
ROA17.9%17.9%22.4%18.9%13.3%13.7%14.2%16.7%16.7%12.3%14.2%
ROIC29.5%29.5%31.3%26.5%21.0%20.1%24.9%31.1%33.9%31.8%35.5%
ROCE32.0%32.0%35.1%31.6%23.9%20.5%23.2%26.1%25.1%20.8%25.4%

ERIE Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity——0.00—0.080.070.080.110.100.090.03
Debt / EBITDA——0.01—0.290.260.270.320.280.240.08
Net Debt / Equity—-0.15-0.13-0.09-0.01-0.07-0.06-0.19-0.17-0.16-0.20
Net Debt / EBITDA-0.43-0.43-0.36-0.25-0.05-0.25-0.18-0.58-0.47-0.46-0.53
Debt / FCF—-0.61-0.55-0.50-0.07-0.35-0.23-0.83-0.80-0.84-0.72
Interest Coverage————190.2776.00460.36419.40139.98234.452882.23

Net cash position: cash ($346M) exceeds total debt ($0)

ERIE Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.271.271.431.311.101.21—1.522.483.353.26
Quick Ratio1.271.271.431.311.111.21—1.522.483.353.32
Cash Ratio0.400.400.400.320.230.350.290.631.421.261.22
Asset Turnover—1.211.311.321.271.171.201.231.341.021.03
Inventory Turnover———————————
Days Sales Outstanding———————————

ERIE Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.9%1.7%1.1%1.3%1.8%2.2%2.1%1.7%2.2%2.0%2.1%
Payout Ratio45.5%45.5%39.6%49.7%69.3%64.7%93.0%52.9%54.3%74.0%64.6%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.1%3.7%2.8%2.5%2.3%3.0%2.3%3.7%3.7%3.1%3.6%
FCF Yield4.8%3.8%2.2%1.6%2.6%2.9%2.2%2.7%3.0%2.4%3.5%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield1.9%1.7%1.1%1.3%1.8%2.2%2.1%1.7%2.2%2.0%2.1%
Shares Outstanding—$53M$53M$53M$46M$46M$53M$58M$53M$58M$59M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Exchange Surplus Dependency

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Fee Stability

According to current market data, ERIE trades at a P/B of 5.51, a significant premium to regional peers like Cincinnati Financial at 1.82, suggesting investors assign a higher multiple to the company's asset-light management fee model compared to traditional risk-bearing insurance carriers.

The elevated P/B ratio indicates that the market views ERIE as a service-oriented royalty business rather than a standard underwriter. This valuation appears to price in the durability of the fee-based revenue stream, though it warrants caution given that the company's underlying growth is tethered to the Exchange's premium volume rather than independent market expansion.

Combined Ratio Volatility Masks Risks

As reported in recent financial statements, the Exchange's combined ratio reached 83.4% in 2025Q4, reflecting the inherent underwriting volatility that, while technically borne by the Exchange, directly influences the management fee environment and operational stability for the Indemnity company.

While ERIE does not retain underwriting risk, the combined ratio of the Exchange serves as a critical barometer for the sustainability of management fees. The fluctuation in loss ratios, which peaked at 85.4% in 2025Q4, suggests that inflationary pressures on claims could eventually force a board-mandated reduction in fee rates to protect the Exchange's surplus.

Capital Base Supports Operational Resilience

Based on historical balance sheet data, ERIE has expanded its equity base to $3.4 billion as of 2026Q1, providing a robust capital buffer that appears sufficient to support its role as the attorney-in-fact for the Erie Insurance Exchange during periods of underwriting stress.

The company maintains minimal debt, as evidenced by a D/E ratio near zero, which highlights a conservative capital structure. This financial positioning is essential for maintaining the trust of the Exchange's policyholders and ensuring that the management entity remains a stable partner regardless of cyclical insurance market downturns.

Misapplied Metrics in Reciprocal Models

Investors frequently misapply the traditional combined ratio to ERIE as if it were a direct insurer, failing to recognize that this metric measures the Exchange's performance rather than the Indemnity company's own operational efficiency or fee-based profitability.

Using the combined ratio to evaluate ERIE's core business obscures the fact that the company is a service provider, not a risk-taker. A more appropriate focus would be the management fee rate and the growth of the Exchange's direct written premiums, as these are the true drivers of ERIE's top-line and margin potential.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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ERIE — Frequently Asked Questions

Quick answers to the most common questions about buying ERIE stock.

What is Erie Indemnity Company's P/E ratio?

Erie Indemnity Company's current P/E ratio is 24.1x. The historical average is 25.0x. This places it at the 53th percentile of its historical range.

What is Erie Indemnity Company's EV/EBITDA?

Erie Indemnity Company's current EV/EBITDA is 14.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 15.3x.

What is Erie Indemnity Company's ROE?

Erie Indemnity Company's return on equity (ROE) is 26.2%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 17.9%.

Is ERIE stock overvalued?

Based on historical data, Erie Indemnity Company is trading at a P/E of 24.1x. This is at the 53th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Erie Indemnity Company's dividend yield?

Erie Indemnity Company's current dividend yield is 1.88% with a payout ratio of 45.5%.

What are Erie Indemnity Company's profit margins?

Erie Indemnity Company has 15.8% gross margin and 17.7% operating margin. Operating margin between 10-20% is typical for established companies.