ERIE
US EQUITY
Financials
Insurance Brokers
CIK: 922621
Erie Indemnity (ERIE) Quant Factor Diagnostic & Fair Value Model
Erie Indemnity (Ticker: ERIE) is listed in the Financials sector (Insurance Brokers). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$253.52
-1.28%
Latest Close (2026-10-23)
Market Cap: $13.26B
P/E Ratio: 23.0
Momentum Strength
3M / 12M
+11.07%
1M: +15.78%
12M: -21.45%
Quality (ROE)
Point-in-Time
+29.23%
Trailing Return on Equity
Technical Trend
RSI 14
74.1
SMA50: $242.26
SMA200: $245.22
Valuation Multiplier
Trailing
23.0
Moderate Valuation Corridor (15x - 30x P/E)
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Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
ERIE trades within a typical sector multiple band (23.0x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 6/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 922621 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-07-30 | - | $180.29M | $306.81M | - |
| 10-Q | 2026-03-31 | 2026-07-30 | - | $150.47M | $91.89M | - |
| 10-Q | 2025-12-31 | 2026-07-30 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-07-30 | - | $174.69M | $295.69M | - |
| 10-Q | 2025-03-31 | 2026-07-30 | - | $138.42M | $118.12M | - |
| 10-K | 2025-12-31 | 2026-02-23 | - | $559.34M | $686.66M | - |
| 10-K | 2024-12-31 | 2026-02-23 | - | $600.31M | $611.25M | - |
| 10-K | 2023-12-31 | 2026-02-23 | - | $446.06M | $381.20M | - |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Erie Indemnity (ERIE) valuation multiples, momentum factors, and point-in-time filing conventions.
How should ERIE's current valuation multiple be interpreted? ↓
ERIE trades at a trailing P/E of 23.0x within the Financials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are ERIE's key momentum and technical factor indicators? ↓
As of the latest close, ERIE shows a 1-month return of +15.78%, 3-month return of +11.07%, and 12-month return of -21.45%, with a 14-day RSI of 74.1. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for ERIE? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can ERIE be incorporated into systematic factor models? ↓
ERIE can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.