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v0.1
EIG$43.43-0.16%
Fair $43.43+0.0%

EIG

Employers Holdings, Inc.

Financial Services / Insurance - SpecialtyNYSE

$43.43

-0.07 (-0.16%)

Fairly Valued+0.0%Fair Value $43.43Fund rank 33/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Low Profitability

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 39.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
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. ROE is 1.1%, below the 5% threshold
Thesis & Journal · EIGLocal privado en este navegador · Employers Holdings, 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

$792M

P/E

94.4x

↑

EV/EBITDA

N/A

•

ROE

1.1%

↓

Gross Margin

N/A

•

Debt/Equity

0.04

↓
52-Week Range$43
$36$49

TradingView lightweight chart

EIG price, volumen y niveles de valoración

Último $43.43Periodo +117.5%
Fair value: $43.43

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+4.6%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

3.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $858.7M · net income $10.8M · FCF $42.5M

2008-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

1.3%-24.4% pts

FCF margin

4.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$858.7M$858.7M$880.7M$850.9M$713.5M$703.1M$711.4M$835.9M$800.4M$801.4M$779.8M$752.1M$773.5M$723.5M$579.2M$464.2M$415.6M$495.9M$396.8M
Net Income$10.8M$10.8M$118.6M$118.1M$48.4M$119.3M$119.8M$157.1M$141.3M$101.2M$106.7M$94.4M$100.7M$63.8M$106.9M$48.6M$63.5M$83.0M$101.8M
EPS0.460.464.714.451.754.173.974.834.243.063.242.903.142.003.371.301.511.802.07
Net Margin1.3%1.3%13.5%13.9%6.8%17.0%16.8%18.8%17.7%12.6%13.7%12.6%13.0%8.8%18.5%10.5%15.3%16.7%25.7%
Balance Sheet
Debt/Equity0.040.040.000.010.21——————————————
Current Ratio1.181.18—————————————————
Cash Flow
Free Cash Flow$42.5M$42.5M$71.5M$47.2M$97.2M$10.5M$32.9M$121.8M$179.9M$141.9M$122.1M$116.1M$171.2M$164.2M$128.1M$42.4M$55.0M$39.5M—
Returns
ROE1.1%1.1%11.1%11.6%5.1%9.8%9.9%13.5%13.9%10.7%12.7%12.4%14.7%11.2%19.8%10.5%13.3%17.1%22.9%
Valuation
P/E94.4194.4110.628.9024.42——————————————
P/B1.071.071.181.041.25——————————————
Growth & Yield
Revenue Growth-2.5%-2.5%3.5%19.3%—-1.2%-14.9%4.4%-0.1%2.8%3.7%-2.8%6.9%24.9%24.8%11.7%-16.2%25.0%—
EPS Growth-90.2%-90.2%5.8%154.3%—5.0%-17.8%13.9%38.6%-5.6%11.7%-7.6%57.0%-40.7%159.2%-13.9%-16.1%-13.0%—
Dividend Yield3.0%3.0%—————————————————

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

103.1%

muy exigente

EPS terminal req.

$3.85

Spread vs growth

-193.3%

5Y implied EPS CAGR

58.9%

muy exigente

EPS terminal req.

$4.66

Spread vs growth

-149.2%

10Y implied EPS CAGR

32.2%

muy exigente

EPS terminal req.

$7.51

Spread vs growth

-122.5%

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 -7.8%

Total return

-7.8%

Start / end P/E

10.3x → 94.4x

EPS bridge

4.71 → 0.46

Residual

-734.2%

EPS growth-90.2%
Multiple rerating+813.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-734.2%

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.