COMP <GO>
RYAN vs ERIE // RSI-14 & 200D SMA MOMENTUM
Ryan Specialty Holdings Inc. (NYSE) VS. Erie Indemnity Company (NASDAQ) • 15-METRIC TALLY: RYAN 3
— ERIE 8
▲ RSI-14 & 200D SMA MOMENTUM LEADER: ERIE
LAST: $45.48 (+3.74%) • MKT CAP: $11.21B
rsi-technicals
61.4
LAST: $273.93 (+4.80%) • MKT CAP: $12.07B
rsi-technicals
63.1
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RYAN VS. ERIE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RYAN | ERIE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.30% | 24.30% | -14.00 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 13.3x | +10.10 | ERIE | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 4.35% | +0.25 | RYAN | /fcf-yield <GO> |
| Operating Margin | 16.50% | 17.60% | -1.10 | ERIE | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 13.80% | -11.70 | ERIE | /net-margins <GO> |
| Revenue Growth (YoY) | 21.90% | 7.20% | +14.70 | RYAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.55% | 2.20% | -1.65 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 61.4 | 63.1 | -1.70 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.89 | +0.15 | RYAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 19.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.21B | $12.07B | -$859.1M | ERIE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RYAN REV | ERIE REV | RYAN GROSS % | ERIE GROSS % | RYAN FCF | ERIE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.99B | $4.07B | — | — | $508.9M | $503.6M |
| FY 2024 | $2.46B | $3.80B | — | — | $404.4M | $440.5M |
| FY 2023 | $2.03B | $3.27B | — | — | $386.0M | $234.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RYAN // BETA 1.04
ERIE // BETA 0.89