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Ategrity Specialty Insurance Co ASIC R2KFINANCIAL

Financial Services · Insurance - Property & Casualty · United States
https://ategrity.com
Company Profile ↓
$24.11
+16.03% 1Y
Mkt Cap$1.16B
P/E11.21
P/B1.87
52W High$28.66
52W Low$16.38
Book Value$13.86
EPS (TTM)$2.15

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 11.2, below the sector median of 13.6.

Healthy Margins

Maintains a net profit margin of 20.7%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.27.

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:+16.03%
6 Months:+17.32%
3 Months:-3.64%
1 Month:-9.16%

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

Technical Snapshot Mixed
52-Week Range 63% of range
$16.38 $28.66
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)37.88 · Neutral
Price Performance
1M-9.16%
3M-3.64%
6M+17.32%
1Y+16.03%
Valuation vs Sector

P/E of 11.21 is below the sector median of 13.55 — relatively cheaper than peers.

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

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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.

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Valuation

Stock P/E
11.21
Industry PE
13.55
Forward P/E
9.60
PEG Ratio
-
Book Value
$13.86
Price to Book
1.87
P/S
2.40
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)
$2.15

Balance Sheet & Liquidity

Debt/Equity
0.27
Quick Ratio
1.11
Current Ratio
1.60
Debt
$1.78M
Total Assets
$1.52B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
81.40%
Chg in Prom Hold
0.18%
FII / Inst Holding
11.69%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$1.16B
Total Revenue (TTM)
$516.88M
EBITDA
$145.20M
Free Cash Flow
$112.62M
Operating Cash Flow
$177.33M
Shares Outstanding
47.93M
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 Co R2KFINANCIAL 24.11 11.21 $1.16B 0.00% - 18.59% 32.61% 171.38%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 331.58 14.21 $881.40B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 542.19 13.64 $763.42B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 407.92 34.69 $695.14B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 623.60 34.34 $542.20B 0.62% 60.19% - 12.29% 19.21%
6 BRK-A Berkshire Hathaway Inc. FINANCIAL 813,595.00 13.64 $397.40B 0.00% - 12.12% 7.60% 10.02%
7 BAC Bank of America Corporation SPXR3KFINANCIAL 50.56 11.68 $353.55B 2.39% - 11.20% 3.14% 4.27%
8 HSBC HSBC Holdings plc FINANCIAL 90.68 12.95 $310.38B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 179.49 14.51 $281.90B 2.26% - 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
11.69%
Public Float
62.85%

Top Institutional Holders

#Holder% HeldSharesValue
1 Nuveen, LLC 1.51% 724.48K $18.79M
2 Blackrock Inc. 1.28% 614.78K $15.94M
3 T. Rowe Price Investment Management, Inc. 1.20% 573.20K $14.86M
4 Cannell Capital LLC 1.02% 490.48K $12.72M
5 Vanguard Capital Management LLC 0.82% 391.46K $10.15M
6 Price (T.Rowe) Associates Inc 0.78% 375.68K $9.74M
7 Geode Capital Management, LLC 0.42% 202.15K $5.24M
8 State Street Corporation 0.32% 153.27K $3.97M
9 Marshall Wace LLP 0.29% 137.04K $3.55M
10 Arrowstreet Capital, Limited Partnership 0.27% 131.78K $3.42M

Analyst View

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Latest News

Recent headlines for ASIC

Google News Wed, 21 Oct 2026

Ategrity Specialty Insurance Company Holdings (ASIC) Q3 Earnings Miss Estimates - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMirwFBVV95cUxNNWFfS3B5U3JzZGtFZkwyWXl1RFVBWW1tTG1HNHpKWWY0RHJ6elhwdks0aGNQUnRIZFJCNGxnb1BjM0NuYzNOMnF6T1JZbHlJdnNIeXB5UXVDOTR3Mm93aktNbjZrVFpROHJjd19YYjVIQkNFZEdUTGpscEJHNE94S1JDOFpiWFUzN3pjeX…

Google News hu, 22 Oct 2026

Ategrity Specialty (NYSE:ASIC) Shares Drop After Q3 Earnings Miss Despite Record Underwriting - ChartMill

<a href="https://news.google.com/rss/articles/CBMi2gFBVV95cUxOOVpMTkxWOXhIMldROGJ4S0RaN2ludTJTdnc2Q3hDSE5meXp4eDVjS2pPanRGQ3BOX0hkclpiZG5HeG1vc3BqcUROeFFZTzNBWVVNdGpjckU5OVg5UXNQREpkX0w2c0FiZjZ6emhmaXV3dmhFRzlORFJUcjZlaUJYa1Z2czlrV1Jmc2xZaE…

Google News Fri, 23 Oct 2026

Ategrity Specialty (NYSE:ASIC) Stock Falls 15.2% Following Analyst Downgrade - MarketBeat

<a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxQTUszenVRdEktWXF4aDBmdjF0eklKNG1WTW83eVN5RWlWcmlHR2kyWHN6NWo5Zk9NMmlNQ2plV1BPMmxrTXhDX1JJWlBCZlBFdXptSVctUDY4YnhrSUcteGVKc191c3lYZmNEVnpYa0tWQmc2elkydXdHektqTDNkUEtUaFo3ZUVzZjRGUn…

Google News hu, 22 Oct 2026

Ategrity Specialty Insurance Company Holdings Stock 12‑Month Price Target Cut to $28.8, Implies 3% Upside - TradingView

<a href="https://news.google.com/rss/articles/CBMi9wFBVV95cUxQOFZqbmRJc09OcmVJSHZpSUlESV9xdUl4QWt5QklUdVFqYlhJM21Gck5LakhpMjVlSjVsNFpraW9QLURvTTNzd2pNd000SkdjQkJDc1Y1dzI4U3FIUXJiYjd4TldTU2RXdlNESTRzUFlqdldiS25KV1FpZWkzZEFEalZkMnEtWGdVeUJBbD…

Google News hu, 22 Oct 2026

Ategrity (ASIC) Stock Price Sinks As Q3 Results Expose Investment Losses - Simply Wall Street

<a href="https://news.google.com/rss/articles/CBMi-wFBVV95cUxPRkl1TEo5N2NaME9SMkF0YjdnYk4zTW9VT2dWOUNXdFM3LWhZMEFDYURqVVB0VXRRcy1keV8yeWJ4TjVUZHhEQWo1cFVqck1iNG02aGszTnJXUUI0d3FGUG0xY2EzNmp1TUYzWS1rNEpKX0czUWFGVDRPT1R3LU05V2E5T1VOQjVNOEhVY0…

Google News Wed, 21 Oct 2026

Ategrity Specialty Q3 2026 Earnings Call Transcript - Benzinga

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ASIC — Frequently Asked Questions

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

As of 2026-10-23 16:27 PDT, Ategrity Specialty Insurance Co (ASIC) trades at $24.11 on NYSE. Its 52-week range is $16.38 to $28.66.

What is the market capitalisation of ASIC?

Ategrity Specialty Insurance Co (ASIC) has a market capitalisation of $1.16B on NYSE.

What is the P/E ratio of ASIC?

ASIC trades at a trailing price-to-earnings (P/E) ratio of 11.21. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 1.87.

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 Co (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.

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