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ACIC$10.48+0.29%
Fair $10.48+0.0%

ACIC

American Coastal Insurance Corporation

Financial Services / Insurance - Property & CasualtyNasdaqCM

$10.48

+0.03 (+0.29%)

Fairly Valued+0.0%Fair Value $10.48Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · ACICLocal privado en este navegador · American Coastal Insurance Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$508M

P/E

4.9x

↓

EV/EBITDA

N/A

•

ROE

33.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.48

↑
52-Week Range$10
$10$13

TradingView lightweight chart

ACIC price, volumen y niveles de valoración

Último $10.48Periodo +46.6%
Fair value: $10.48

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+8.7%

FCF CAGR

+16.3%

FCF margin

21.2%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $335.0M · net income $106.8M · FCF $70.9M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

31.9%+27.3% pts

FCF margin

21.2%+14.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$335.0M$335.0M$296.4M$263.7M$220.8M$228.7M$846.7M$825.1M$723.9M$654.4M$487.1M$357.6M$280.2M$208.1M$131.2M$96.4M$80.0M$88.5M
Net Income$106.8M$106.8M$75.7M$309.9M$-469.9M$-57.9M$-96.5M$-29.9M$290000.00$10.1M$5.7M$27.4M$41.0M$20.3M$9.7M$8.1M$-925000.00$4.1M
EBITDA—————$-5.0M$-125.7M$-26.4M$-133000.00$6.6M$9.3M$43.4M$65.1M$35.2M$15.9M$13.9M$424000.00$7.5M
EPS2.152.151.546.98-10.91-1.35-2.25-0.700.010.270.261.282.051.260.910.77-0.090.38
Operating Margin—————-4.6%-15.6%-4.0%-0.6%0.1%1.4%11.6%23.0%16.6%11.6%13.7%-0.9%7.2%
Net Margin31.9%31.9%25.5%117.5%-212.8%-25.3%-11.4%-3.6%0.0%1.6%1.2%7.7%14.6%9.8%7.4%8.4%-1.2%4.6%
Balance Sheet
Debt/Equity0.480.480.650.89-0.820.510.410.320.310.310.220.050.070.140.18———
Current Ratio1.071.07————————————————
Cash Flow
Free Cash Flow$70.9M$70.9M$243.5M$-136.2M$-176.2M$-300.7M$-21.3M$127.1M$21.7M$30.3M$62.6M$87.4M$62.6M$107.9M$35.1M$38.6M$-8.0M$6.3M
Returns
ROE33.6%33.6%32.1%183.6%258.1%-18.5%-24.4%-5.9%0.1%1.9%2.4%11.4%20.1%18.9%11.0%14.7%-2.0%—
Valuation
P/E4.904.907.971.42——————————————
P/B1.641.642.572.60——————————————
Growth & Yield
Revenue Growth13.0%13.0%12.4%19.4%—-73.0%2.6%14.0%10.6%34.3%36.2%27.6%34.7%58.6%36.1%20.5%-9.6%—
EPS Growth39.6%39.6%-77.9%164.0%—40.0%-221.4%-7100.0%-96.3%3.8%-79.7%-37.6%62.7%38.5%18.2%955.6%-123.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-24.4%

fácil

EPS terminal req.

$0.93

Spread vs growth

64.0%

5Y implied EPS CAGR

-12.1%

fácil

EPS terminal req.

$1.13

Spread vs growth

51.8%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$1.81

Spread vs growth

41.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -3.0%

Total return

-3.0%

Start / end P/E

7.0x → 4.9x

EPS bridge

1.54 → 2.15

Residual

-12.1%

EPS growth+39.6%
Multiple rerating-30.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.