🇺🇸 US Stock Screener ← Switch market ★ Elite Club ⚡ HerAI

Ategrity Specialty Insurance Company Holdings ASIC R2KFINANCIAL

Financial Services · Insurance - Property & Casualty · United States
https://ategrity.com
Company Profile ↓
$27.40
+31.86% 1Y
Mkt Cap$1.32B
P/E12.69
P/B1.79
52W High$27.40
52W Low$16.38
Book Value$13.84
EPS (TTM)$2.16

Company Overview

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. The company offers property and casualty insurance solutions, including general liability, commercial property, management liability, miscellaneous PL, allied healthcare, and architects and engineers insurance products to the retail, real estate, hospitality, and construction sectors. It markets and distributes its products through brokerage and small business channels. The company was formerly known as Ategrity Specialty Holdings LLC and changed its name to Ategrity Specialty Insurance Company Holdings in June 2025. Ategrity Specialty Insurance Company Holdings was incorporated in 2017 and is based in New York, New York. Ategrity Specialty Insurance Company Holdings operates as a subsidiary of Zimmer Financial Services Group LLC.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 18.6%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 171.4% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 32.6% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 12.7, below the sector median of 14.5.

Healthy Margins

Maintains a net profit margin of 20.7%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $424.34M (+23.4% YoY); net profit $74.00M.
  • Trailing 12 Months Year-on-year growth — revenue +45.9%, earnings +71.8%.
  • 5-Year Trend Long-term compounding — revenue CAGR 32.6%, profit CAGR 171.4%.

Growth & Price Performance

Compounded Sales Growth

5 Years:32.61%
1 Year:45.90%

Compounded Profit Growth

5 Years:171.38%
1 Year:71.80%

Stock Price Performance

1 Year:+31.86%
6 Months:+29.80%
3 Months:+34.71%
1 Month:+7.96%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 100% of range
$16.38 $27.40
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)66.56 · Neutral
Price Performance
1M+7.96%
3M+34.71%
6M+29.80%
1Y+31.86%
Valuation vs Sector

P/E of 12.69 is below the sector median of 14.52 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

⚙Ad space

Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 20.7%.
  • Compounding revenue at 32.6% over 5 years.
  • Profit CAGR of 171.4% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

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

⚙Ad space

Valuation

Stock P/E
12.69
Industry PE
14.52
Forward P/E
11.02
PEG Ratio
-
Book Value
$13.84
Price to Book
1.79
P/S
2.30
EV/EBITDA
6.65
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
32.61%
Profit 5Y
171.38%
Revenue (YoY)
45.90%
Earnings (YoY)
71.80%

Profitability & Returns

ROCE
-
ROE
18.59%
ROA
5.96%
Profit Margin
20.67%
Op Margin
31.28%
Gross Margin
28.38%
EPS (Latest Qtr)
$0.51
EPS (TTM)
$2.16

Balance Sheet & Liquidity

Debt/Equity
0.53
Quick Ratio
1.11
Current Ratio
1.60
Debt
$3.52M
Total Assets
$1.52B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
81.40%
Chg in Prom Hold
0.18%
FII / Inst Holding
11.67%
Chg in FII Hold
0.02%

Financial Snapshot

Enterprise Value
$1.32B
Total Revenue (TTM)
$516.88M
EBITDA
$145.21M
Free Cash Flow
$147.19M
Operating Cash Flow
$147.19M
Shares Outstanding
48.03M
Gross Margin
28.38%
Payout Ratio
0.00%

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 ASIC Ategrity Specialty Insurance Company Holdings R2KFINANCIAL 27.40 12.69 $1.32B 0.00% - 18.59% 32.61% 171.38%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 74.37M-83.12M101.78M117.00M122.32M128.96M
Cost of Revenue -------
Gross Profit -------
Operating Expenses -------
Operating Income --11.14M22.78M30.13M33.23M34.23M
EBITDA -------
Interest Expense --447.00K447.00K392.00K72.00K4.00K
Pretax Income --10.69M22.33M29.73M33.16M34.23M
Tax Provision --2.24M4.71M6.12M6.71M7.05M
Net Income 4.94M-8.46M17.62M22.66M25.25M25.47M
Diluted EPS 0.140.270.170.39-0.510.51

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Revenue 241.32M343.83M424.34M
Cost of Revenue ---
Gross Profit ---
Operating Expenses ---
Operating Income 14.86M68.31M97.27M
EBITDA ---
Interest Expense 2.24M2.04M1.36M
Pretax Income 12.62M66.26M95.91M
Tax Provision 2.52M12.32M19.79M
Net Income 10.05M47.09M74.00M
Diluted EPS 0.210.991.58

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Total Assets 882.04M1.12B1.47B
Current Assets ---
Cash & Equivalents 264.65M26.57M29.72M
Inventory ---
Receivables 49.10M187.12M225.63M
Total Liabilities 559.85M724.63M859.45M
Current Liabilities ---
Long Term Debt ---
Total Debt ---
Total Equity 321.70M398.31M614.31M
Shares Outstanding 47.07M47.07M48.07M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Operating Cash Flow 85.71M125.61M147.19M
Investing Cash Flow 14.51M-363.27M-274.15M
Financing Cash Flow 32.27M-414.00K130.11M
Capital Expenditure ---
Free Cash Flow 85.71M125.61M147.19M
Net Change in Cash 132.49M-238.07M3.15M
Share Buybacks -02.74M

Ratios (Annual)

Figures in %.

Metric Dec 2023Dec 2024Dec 2025
Gross Margin % ---
Operating Margin % 6.2%19.9%22.9%
Net Margin % 4.2%13.7%17.4%
ROE % 3.1%11.8%12.0%
ROCE % ---

Shareholding Pattern

Insiders
81.40%
Institutions
11.67%
Public Float
62.73%

Top Institutional Holders

#Holder% HeldSharesValue
1 Nuveen, LLC 1.51% 724.48K $19.26M
2 Blackrock Inc. 1.28% 614.78K $16.35M
3 T. Rowe Price Investment Management, Inc. 1.20% 573.20K $15.24M
4 Cannell Capital LLC 1.02% 490.48K $13.04M
5 Vanguard Capital Management LLC 0.82% 391.46K $10.41M
6 Price (T.Rowe) Associates Inc 0.78% 375.68K $9.99M
7 Geode Capital Management, LLC 0.42% 202.15K $5.38M
8 State Street Corporation 0.32% 153.27K $4.08M
9 Marshall Wace LLP 0.29% 137.04K $3.64M
10 Arrowstreet Capital, Limited Partnership 0.27% 131.78K $3.50M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for ASIC

Google News Fri, 04 Sep 2026

BlackRock Inc. Buys Shares of 614,785 Ategrity Specialty $ASIC - marketbeat.com

<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxPS3ZFaktMazNQejg2RHpFTXc3TFlscks2LVNPOWdyUUItclpLRVhmUm1FZ1JQYzZDNFFScWs4bVprNXZLYjZJOUFhR0h2TlcwRy1iMnR4QnN2TDZudE1DVnlhXzgwY0pNZFkwRFJKamU3bE1aZ2hYMDdrcTRSRzREcTJMZjFDU2hwRlVuSE…

Google News ue, 30 Jun 2026

Better Custom ASIC Stock: Marvell vs. Broadcom - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxPUUlobHNCdktkQlB3R2EtNnBWTjJocDNBckVDaUc2MGo1Tzhocy1WRkJpeUw1Wm53UXhsZmpQNF9VV0NaZVZQNldjclRqdC1JR1RtU3FVa2JERndFb1JqV1QyVElrLXVvcDUwQ2tFZk1VZGY0SF9hc0tKV2RBNGk2dkpzTzN3N09lWXdMaX…

Google News Fri, 04 Sep 2026

Ategrity Specialty Insurance Company Holdings (NYSE: ASIC) Stock Price, News & Analysis - Kalkine

<a href="https://news.google.com/rss/articles/CBMiU0FVX3lxTE10Q05Dd3VyS2YxREY3Zjl6bGl3cXQxTGFlQzhtZEhuQTFySWhaUFRMb3N6OUpwenBWdWNVLXJISDFiUkNGZHc2SHFWMWh5Y3psbnc4?oc=5" target="_blank">Ategrity Specialty Insurance Company Holdings (NYSE: AS…

Google News Sun, 06 Sep 2026

Broadcom Stock Forecast: Why Did AVGO Drop 17% and Is Wall Street Missing the AI Story? - tradingkey.com

<a href="https://news.google.com/rss/articles/CBMi1wFBVV95cUxOYWJZTlZuWDRhOXNJaGVzTW9ObGhfdEZHTmxHazNoTVpUaEVPSno5NXVWbVZESlhMR2xpWmphMlQzYWcwNWp2WDlxZG9PWl9JZnJIV1h3cEVxaVdrQWhONVZ6RnBfYjVfLU04T01KTTVLRVVkVFhybi11MnJLckVZZjM2ZUppdThxVHRYZG…

Google News ue, 18 Aug 2026

Four new insurance products target labs, energy firms and sports venues - Stock Titan

<a href="https://news.google.com/rss/articles/CBMivAFBVV95cUxQLUFEckZVVF8wdURaMVBodHlra0I4ZFJER2ZnbUFXcTFYVDd6eFZvcllxWm8xZmwzeE9KU19xY2xZandkNEZNNmRwSjNzV1dTbVNpVWc3WFpCU0NjWkNsX3RkaHV6cHNPRDRTXzF4U0dCWmZ2U3hTX0I3b0hJNkJPMkJmZTVydmoyeUtUQV…

Google News Fri, 14 Aug 2026

Ategrity (ASIC) Stock Slides Even As Underwriting Strength Fuels Profit Surge - webull.com

<a href="https://news.google.com/rss/articles/CBMiWEFVX3lxTE1Ba1NtYWpJUnFoUmlWeG5lS2ZhazhEUTJ0TThONV8yRng0a05DMDJPQjZ0SXdYcUNhZTJfdi1nMU50YmhYQUh5eEdfcVBkbG1xa3BTNUprS28?oc=5" target="_blank">Ategrity (ASIC) Stock Slides Even As Underwritin…

ASIC — Frequently Asked Questions

What is the current share price of Ategrity Specialty Insurance Company Holdings (ASIC)?

As of 2026-09-07 16:24 PDT, Ategrity Specialty Insurance Company Holdings (ASIC) trades at $27.40 on NYSE. Its 52-week range is $16.38 to $27.40.

What is the market capitalisation of ASIC?

Ategrity Specialty Insurance Company Holdings (ASIC) has a market capitalisation of $1.32B on NYSE.

What is the P/E ratio of ASIC?

ASIC trades at a trailing price-to-earnings (P/E) ratio of 12.69. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 1.79.

What is the return on equity (ROE) of ASIC?

ASIC has a return on equity (ROE) of 18.59%.

Is ASIC a good stock to buy?

This page provides a data-driven analysis of Ategrity Specialty Insurance Company Holdings (ASIC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks
⚙Ad space