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ASIC

Ategrity Specialty Holdings LLC

ASIC

NYSE·Financial Services·Insurance - Property & Casualty·Mkt cap $1.3B

$27.40

+0.15%

P/E

12.51

Mkt Cap

$1.3B

52-Wk Range

$16.35–$27.90

52-Week Range

$16.35 - $27.90

P/E

12.51

Fwd P/E

11.90

Beta

-0.63

Div Yield

0.00%

Avg Vol

75.2K

Shares Out

48.1M

Mkt Cap

$1.3B

Price action

Price chart

Up 26.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • Specialized focus on underserved SMB market segment
  • Tailored insurance solutions with higher customization than mass-market competitors
  • Strong financial backing from Zimmer Financial Services Group parent company

Bear Case

1 risk

  • Low volatility (beta -0.6).

Growth

Stable outlook

Increasing demand for specialized insurance among small to medium-sized businesses

Value

Valued in line with Property & Casualty Insurance peers (1.1x).

Momentum

Hot

+36.5% over 3m

Quality

Strong

High-growth business (54% revenue growth, 59% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 28, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $0.67 vs $0.53 consensus (+27.1% surprise). Revenue of $206.8M vs $124.4M expected (+66.3%). Beat on both top and bottom lines.

EPS beat +27.1%
Rev beat +66.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+27.1%

Revenue trend · last 8Q

+9%

+35%

+54%

+64%

+55%

+46%

Q1 24

Q2 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$75.5M

$75.2M

$83.1M

$101.8M

$116.1M

$123.3M

$129.0M

$148.5M

Margins · last 8Q

Gross

-45.2%

Operating

-23.1%

Profit

22.5%

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: Citi · Jul 31, 2026

vs Industry

How ASIC stacks vs Insurance - Property & Casualty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.