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Consensus Narrative from 5 Analysts
Expansive Costs Will Undermine Future Profitability In US Insurance
Key Takeaways Strategic investments in marketing and data science might boost future growth but will likely increase short-term expenses and pressure net margins. Reducing insurance rates in select states may drive customer growth but risks impacting net margins if policy volumes don't rise.
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US$145.00
FV
15.5% undervalued
intrinsic discount
10.44%
Revenue growth p.a.
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15 days ago
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US$
Current Price
US$122.55
0.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-499m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.0b
Earnings US$83.1m
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