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UVE$35.68-1.63%
Fair $35.68+0.0%

UVE

Universal Insurance Holdings, Inc.

Financial Services / Insurance - Property & CasualtyNYSE

$35.68

-0.59 (-1.63%)

Fairly Valued+0.0%Fair Value $35.68Fund rank 37/100 · Data gapFallback financials|
SA 51/C
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 63.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

51/100

C

Piotroski

7/9

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 · UVELocal privado en este navegador · Universal Insurance 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

$996M

P/E

5.3x

↓

EV/EBITDA

N/A

•

ROE

33.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.18

↓
52-Week Range$36
$22$42

TradingView lightweight chart

UVE price, volumen y niveles de valoración

Último $35.68Periodo +89100.0%
Fair value: $35.68

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

+13.5%

FCF CAGR

+20.1%

FCF margin

23.5%

FCF / Net income

2.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60B · net income $183.0M · FCF $377.1M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

11.4%-2.3% pts

FCF margin

23.5%+14.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1.60B$1.60B$1.52B$1.39B$1.22B$1.12B$1.07B$939.4M$823.8M$751.9M$685.3M$546.5M$369.3M$301.2M$269.9M$225.9M$239.9M$210.6M
Net Income$183.0M$183.0M$58.9M$66.8M$-22.3M$20.4M$19.1M$46.5M$117.1M$106.9M$99.4M$106.5M$73.0M$59.0M$30.3M$20.1M$37.0M$28.8M
EPS6.326.322.012.22-0.720.650.601.363.272.992.792.972.081.560.750.500.910.71
Net Margin11.4%11.4%3.9%4.8%-1.8%1.8%1.8%5.0%14.2%14.2%14.5%19.5%19.8%19.6%11.2%8.9%15.4%13.7%
Balance Sheet
Debt/Equity0.180.180.270.300.360.240.02—0.020.030.040.080.150.210.120.140.17—
Current Ratio0.550.55————————————————
Cash Flow
Free Cash Flow$377.1M$377.1M$130.0M$67.0M$319.6M$227.2M$12.1M$73.3M$223.4M$240.4M———$155.6M$139.8M$110.2M$-5.8M$20.1M
Returns
ROE33.2%33.2%15.8%19.6%-7.7%4.7%4.3%9.4%23.3%24.3%26.8%36.3%36.5%33.6%18.5%13.4%26.5%25.4%
Valuation
P/E5.285.289.947.49——————————————
P/B1.871.871.571.471.13—————————————
Growth & Yield
Revenue Growth5.5%5.5%9.3%13.8%—4.6%14.2%14.0%9.6%9.7%25.4%48.0%22.6%11.6%19.5%-5.9%13.9%—
EPS Growth214.4%214.4%-9.5%408.3%—8.3%-55.9%-58.4%9.4%7.2%-6.1%42.8%33.3%108.0%50.0%-45.1%28.2%—
Dividend Yield1.8%1.8%————————————————

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

-20.6%

fácil

EPS terminal req.

$3.17

Spread vs growth

235.0%

5Y implied EPS CAGR

-9.5%

fácil

EPS terminal req.

$3.83

Spread vs growth

224.0%

10Y implied EPS CAGR

-0.2%

fácil

EPS terminal req.

$6.17

Spread vs growth

214.7%

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 +30.4%

Total return

+30.4%

Start / end P/E

13.8x → 5.6x

EPS bridge

2.01 → 6.32

Residual

-126.7%

EPS growth+214.4%
Multiple rerating-59.1%
Dividend+1.8%
Residual / FX / buybacks / cross-term-126.7%

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.