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AII$16.60+1.47%
Fair $16.60+0.0%

AII

American Integrity Insurance Group, Inc.

Financial Services / Insurance - Property & CasualtyNYSE

$16.60

+0.24 (+1.47%)

Fairly Valued+0.0%Fair Value $16.60Fund rank 39/100 · Data gapFallback financials|
SA 35/D
F-Score: 7/9

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 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

35/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · AIILocal privado en este navegador · American Integrity Insurance Group, Inc.
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

$325M

P/E

3.4x

↓

EV/EBITDA

N/A

•

ROE

29.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$17
$16$26

TradingView lightweight chart

AII price, volumen y niveles de valoración

Último $16.60Periodo -1.8%
Fair value: $16.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+17.3%

FCF CAGR

+44.6%

FCF margin

48.2%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $276.5M · net income $99.6M · FCF $133.2M

2023-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

36.0%+17.2% pts

FCF margin

48.2%+16.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$276.5M$276.5M$204.4M$200.9M
Net Income$99.6M$99.6M$39.7M$37.8M
EPS5.655.651.941.84
Net Margin36.0%36.0%19.4%18.8%
Balance Sheet
Debt/Equity0.000.000.020.05
Current Ratio1.511.51——
Cash Flow
Free Cash Flow$133.2M$133.2M$147.6M$63.7M
Returns
ROE29.6%29.6%24.5%28.2%
Valuation
P/E3.433.43——
P/B0.850.85——
Growth & Yield
Revenue Growth35.3%35.3%1.7%—
EPS Growth190.9%190.9%5.3%—

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

-36.1%

fácil

EPS terminal req.

$1.47

Spread vs growth

227.0%

5Y implied EPS CAGR

-20.6%

fácil

EPS terminal req.

$1.78

Spread vs growth

211.5%

10Y implied EPS CAGR

-6.5%

fácil

EPS terminal req.

$2.87

Spread vs growth

197.5%

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 +0.2%

Total return

+0.2%

Start / end P/E

8.5x → 2.9x

EPS bridge

1.94 → 5.65

Residual

-125.2%

EPS growth+190.9%
Multiple rerating-65.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-125.2%

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.