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American Integrity Insurance Group, Inc. AII R2K

Financial Services · Insurance - Property & Casualty · United States
https://www.aii.com

American Integrity Insurance Group, Inc., together with its subsidiaries, operates as an insurance company in the United States. The company offers personal residential property insurance for single-family homeowners and condominium owners, as well as coverage for vacant dwellings and investment properties. It also provides manufactured home, commercial residential, dwelling property, and specialty insurance products. In addition, the company offers optional endorsements that provide higher levels of standard coverage and optional coverage, such as personal injury, animal liability, identity recovery, and golf cart physical; and flood insurance products. It distributes its products through the Voluntary Market, which includes partnerships with independent agents, national and regional insurance companies, homebuilder-affiliated agents, and direct-to-consumer channels. American Integrity Insurance Group, Inc. was incorporated in 2006 and is headquartered in Tampa, Florida.

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$16.36
+4.23% 1Y

Market & Price

Market Cap
$320.51M
Current Price
$16.36
High / Low (52W)
$24.81 / $15.16
Beta
-

Valuation

Stock P/E
3.38
Industry PE
12.01
Forward P/E
5.43
PEG Ratio
-
Book Value
$17.13
Price to Book
0.95
P/S
1.08
EV/EBITDA
1.76
Dividend Yield
-

Profitability & Returns

ROCE
-
ROE
31.23%
ROA
5.38%
Profit Margin
27.56%
Op Margin
29.97%
EPS (Latest Qtr)
$1.02
EPS (TTM)
$4.84

Balance Sheet & Liquidity

Debt/Equity
0.10
Quick Ratio
0.43
Current Ratio
1.51
Debt
$33.17M
Total Assets
$1.23B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
39.66%
Chg in Prom Hold
-
FII / Inst Holding
60.23%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$180.01M
Total Revenue (TTM)
$295.53M
EBITDA
$101.98M
Free Cash Flow
$196.11M
Operating Cash Flow
$76.90M
Shares Outstanding
19.59M
Gross Margin
51.54%
Payout Ratio
0.00%

Growth (CAGR)

Revenue 5Y
17.32%
Profit 5Y
62.35%
Revenue (YoY)
26.50%
Earnings (YoY)
-63.40%

PROS

  • Strong return on equity of 31.2%.
  • Excellent profit margin of 27.6%.
  • Compounding revenue at 17.3% over 5 years.
  • Profit CAGR of 62.3% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading 34.0% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 AII American Integrity Insurance Group, Inc. R2K 16.36 3.38 $320.51M - - 31.23% 17.32% 62.35%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
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Quarterly Results

Figures in USD.

Metric Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 44.31M46.38M--71.89M74.50M62.03M68.07M90.93M
Cost of Revenue ---------
Gross Profit ---------
Operating Expenses ---------
Operating Income ---------
EBITDA ---------
Interest Expense ---------
Pretax Income ----42.91M24.10M18.77M29.28M27.25M
Tax Provision ----4.81M-3.40M5.61M8.41M7.34M
Net Income 12.11M14.72M--38.10M27.49M13.16M20.87M19.91M
Diluted EPS 0.901.09--1.831.620.671.071.02

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Revenue 200.87M204.35M276.49M
Cost of Revenue ---
Gross Profit ---
Operating Expenses ---
Operating Income ---
EBITDA ---
Interest Expense ---
Pretax Income 44.76M51.04M115.06M
Tax Provision 6.96M11.30M15.44M
Net Income 37.80M39.74M99.62M
Diluted EPS 1.841.945.65

Compounded Sales Growth

5 Years:17.32%
1 Year:26.50%

Compounded Profit Growth

5 Years:62.35%
1 Year:-63.40%

Stock Price Performance

1 Year:+4.23%
6 Months:-17.32%
3 Months:-15.17%
1 Month:-15.54%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Total Assets 862.03M1.20B1.23B
Current Assets ---
Cash & Equivalents 61.65M173.22M203.90M
Inventory ---
Receivables 362.06M513.69M314.09M
Total Liabilities 728.07M1.04B888.05M
Current Liabilities ---
Long Term Debt 1.03M1.03M618.00K
Total Debt 6.08M3.64M1.08M
Total Equity 133.97M162.39M337.02M
Shares Outstanding 19.58M19.58M19.58M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Operating Cash Flow 64.44M148.91M138.19M
Investing Cash Flow -1.84M-19.37M-135.08M
Financing Cash Flow -2.35M-12.44M61.73M
Capital Expenditure -756.00K-1.31M-5.02M
Free Cash Flow 63.68M147.60M133.18M
Net Change in Cash 60.24M117.10M64.85M

Ratios (Annual)

Figures in %.

Metric Dec 2023Dec 2024Dec 2025
Gross Margin % ---
Operating Margin % ---
Net Margin % 18.8%19.4%36.0%
ROE % 28.2%24.5%29.6%
ROCE % ---

Shareholding Pattern

Insiders
39.66%
Institutions
60.23%
Public Float
99.81%

Top Institutional Holders

#Holder% HeldSharesValue
1 Boston Partners 7.52% 1.47M $24.11M
2 Wasatch Advisors LP 6.09% 1.19M $19.50M
3 Mink Brook Asset Management LLC 4.30% 842.44K $13.78M
4 Blackrock Inc. 3.83% 749.89K $12.27M
5 Freestone Grove Partners LP 2.85% 559.20K $9.15M
6 Manufacturers Life Insurance Co. 2.44% 477.78K $7.82M
7 Vanguard Capital Management LLC 2.32% 454.83K $7.44M
8 Pacific Ridge Capital Partners, LLC 1.99% 389.42K $6.37M
9 Russell Investments Group, Ltd. 1.88% 369.29K $6.04M
10 Two Sigma Investments, LP 1.73% 339.11K $5.55M

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