| P/E (FY) | — | Sales (TTM) | $159.6M |
| Earnings (TTM) | $39.0M | ROE | — |
| Net Margin | 23.45% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | — | Sales Growth 3Y | — |
| Market Cap | $3.33B | Trading Days | 3334 |
| 52W High | 34.61 |
| 52W Low | 14.78 |
| % Off High | −7.89% |
| YTD | 9.33% | 1Y | 28.55% |
| 3Y | 28.55% | 5Y | −34.93% |
| 10Y | −58.00% | Since incept. (ann.) | 4.74% |
Commission Income 76% · Fee Income 24%
| Ann. Volatility (1Y) | 69.87% | Ann. Volatility (3Y) | 69.87% |
| Sharpe (1Y) | 0.80 | Sharpe (3Y) | 0.80 |
| Max Drawdown (1Y) | −43.78% | Max Drawdown (3Y) | −43.78% |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| CRVL | CORVEL CORP | $3.12B | 28.8 |
| GSHD | Goosehead Insurance, Inc. | $2.62B | 66.2 |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | $5.06B | — |
| BWIN | Baldwin Insurance Group, Inc. | $1.95B | — |
| ACT | Enact Holdings, Inc. | $6.70B | 10.6 |
| LIFE | Ethos Technologies Inc. | $1.10B | 15.4 |
| HGTY | Hagerty, Inc. | $1.00B | — |
| EQH | Equitable Holdings, Inc. | $13.90B | — |
| BRO | BROWN & BROWN, INC. | $24.64B | 23.3 |
| TWFG | TWFG, Inc. | $416.8M | 10.1 |
| WTW | WILLIS TOWERS WATSON PLC | $29.86B | 19.4 |
| AJG | Arthur J. Gallagher & Co. |
| $68.16B |
| 46.2 |
