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ACICAmerican Coastal Insurance Corporation
$9.11$442M
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  4. Financial Ratios

American Coastal Insurance Corporation (ACIC) Financial Ratios

Latest Ratios: P/E Ratio 4.2x · EV/EBITDA 2.4x · ROE 38.6%. (2006–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ACIC Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$442M$629M$664M$420M$46M$186M$245M$539M$712M$645M$327M
Enterprise Value$395M$582M$680M$416M$-30095806$133M$166M$483M$759M$667M$231M
P/E Ratio →4.245.878.801.36————2444.1263.8958.23
P/S Ratio1.321.872.241.590.210.820.290.650.980.990.67
P/B Ratio1.431.982.822.49—0.560.591.031.321.201.36
P/FCF6.238.872.73————4.24117.6871.075.23
P/OCF6.228.852.73————3.6270.3745.064.98

P/E links to full P/E history page with 30-year chart

ACIC EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.742.291.58-0.140.580.200.591.051.020.47
EV / EBITDA2.423.575.643.90-1.2098.35——53.3217.3512.33
EV / EBIT2.773.795.983.89-2.70———134.96160.4429.86
EV / FCF—8.222.79————3.80125.5273.523.69

ACIC Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin86.3%86.3%52.7%53.7%19.8%20.3%0.3%10.6%15.5%17.3%14.6%
Operating Margin42.6%42.6%37.6%36.4%0.8%-4.6%-15.6%-4.0%-0.6%0.1%1.4%
Net Profit Margin31.8%31.8%25.5%117.5%-212.8%-25.3%-11.4%-3.6%0.0%1.6%1.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE38.6%38.6%37.4%183.6%-619.2%-15.5%-20.5%-5.6%0.1%2.6%2.4%
ROA9.3%9.3%6.7%15.9%-17.0%-2.1%-3.6%-1.2%0.0%0.7%0.7%
ROIC41.0%41.0%38.9%40.2%13.7%-2.5%-24.6%-4.6%-0.6%0.2%3.4%
ROCE26.0%26.0%9.8%5.2%0.1%-0.4%-5.2%-1.5%-0.2%0.1%0.9%

ACIC Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.480.480.650.89—0.480.380.300.300.300.22
Debt / EBITDA0.930.931.261.406.00117.32——11.244.202.89
Net Debt / Equity—-0.150.06-0.03—-0.16-0.19-0.110.090.04-0.40
Net Debt / EBITDA-0.28-0.280.13-0.04-3.03-39.62——3.330.58-5.16
Debt / FCF—-0.650.06————-0.447.842.45-1.54
Interest Coverage14.2014.209.479.831.18-0.12-12.79-2.330.571.2810.69

Net cash position: cash ($199M) exceeds total debt ($152M)

ACIC Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.221.22—2.0317.306.01126.467.106.893.827.43
Quick Ratio1.221.22—11.6020.237.13144508.369.048.355.989.74
Cash Ratio0.520.52—1.934.512.70107308.804.503.961.416.80
Asset Turnover—0.310.240.250.080.080.300.330.310.320.49
Inventory Turnover———————————
Days Sales Outstanding———————————

ACIC Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield——3.6%—5.7%5.6%4.2%1.9%1.4%1.4%1.5%
Payout Ratio——31.8%—————3540.7%88.6%87.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield23.6%17.0%11.4%73.8%————0.0%1.6%1.7%
FCF Yield16.1%11.3%36.6%————23.6%0.8%1.4%19.1%
Buyback Yield0.0%0.0%0.0%0.0%0.1%0.0%0.0%0.1%0.1%0.0%0.1%
Total Shareholder Yield0.0%0.0%3.6%0.0%5.7%5.6%4.2%2.0%1.5%1.4%1.6%
Shares Outstanding—$50M$49M$44M$43M$43M$43M$43M$43M$37M$22M

Key Metrics

Growth RegimeMixed
ProfitabilityStrong
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Reserve volatility distorting earnings

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

P/B Premium Appears Inflated vs. Underlying ROE

ACIC trades at a P/B of 1.43, a significant discount to the 2.15-2.13 multiples of peers HCI and HRTG, which is warranted given its substantially lower return on equity and underwriting leverage, based on the supplied peer data.

The P/B discount relative to peers suggests the market is applying a significant haircut to ACIC's book value, likely reflecting concerns about the quality and sustainability of its reported equity. This is supported by its current ROE of 6.5% being materially below the peer group's 28.7%-42.4% range, implying the market does not believe ACIC can generate comparable returns on its capital base. The valuation therefore appears to price in the risk that recent high profitability is transitory.

Combined Ratio Volatility Dominates Underwriting Profile

The combined ratio has swung dramatically from a severe 88.8% in 2024Q4 to an exceptionally low 65.6% in 2026Q2, a pattern that suggests significant prior-period reserve adjustments are a primary driver of reported underwriting profitability, according to the company's financial statements.

The extreme volatility in the loss ratio, from 71.2% to as low as 11.5%, strongly implies that underwriting results are heavily influenced by favorable or adverse reserve developments rather than a stable loss cost trend. This makes the sustainability of the current low combined ratio highly questionable, as it may not reflect the true run-rate of incurred losses on recent accident year business. Investors should monitor the loss ratio for signs of normalization toward a more sustainable level.

ROE is Volatile and Appears Reserve-Driven

ACIC's ROE has fluctuated between 2.0% and 12.7% over the past ten quarters, a range driven more by swings in the loss ratio than by consistent underwriting margins or investment returns, as reported in the company's financial statements.

The decomposition of ROE shows that periods of high return, such as 2024Q1's 12.7% ROE, coincide with very low combined ratios and likely favorable reserve releases. Conversely, the 2024Q4 ROE collapsed to 2.0% during the loss event quarter. This indicates that ACIC's profitability is not generated from a stable underwriting and investment engine, but rather is episodic and heavily dependent on prior-year reserving judgments, making ROE an unreliable forward-looking metric.

Underwriting Leverage Constrained by Capital Growth

Despite strong premium growth, ACIC's debt-to-equity ratio has improved from 0.73 to 0.45 over ten quarters, indicating that shareholder equity has grown faster than liabilities and providing a larger capital buffer, according to the company's balance sheet data.

The improving leverage profile suggests the company is retaining earnings to strengthen its capital position, which is a prudent move given the demonstrated volatility in underwriting results. This reduced financial leverage may help the company absorb future adverse reserve developments or loss events without immediately threatening its solvency or rating. However, the analysis is limited by the opaque composition of total liabilities, preventing a precise view of underwriting leverage via premium-to-surplus.

Combined Ratio Ignores Reserve Development

The single ratio most likely misapplied to ACIC is the combined ratio, as periods like 2025Q4 (57.6%) and 2026Q1 (63.8%) appear to include large favorable prior-year reserve releases that artificially deflate the metric below sustainable levels, based on the supplied financial data.

Focusing on the reported combined ratio obscures the fact that core current-year underwriting performance is likely much weaker than the headline figure suggests. The alternative metric to scrutinize is the accident-year loss ratio, which would strip out the impact of reserve adjustments and provide a clearer view of the company's true underwriting profitability on recently written business. Without this adjustment, the combined ratio presents a potentially misleading picture of operational strength.

Download Financial Ratios Data

Includes 30+ ratios · 20 years · Updated daily

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ACIC — Frequently Asked Questions

Quick answers to the most common questions about buying ACIC stock.

What is American Coastal Insurance Corporation's P/E ratio?

American Coastal Insurance Corporation's current P/E ratio is 4.2x. The historical average is 16.4x. This places it at the 17th percentile of its historical range.

What is American Coastal Insurance Corporation's EV/EBITDA?

American Coastal Insurance Corporation's current EV/EBITDA is 2.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 15.0x.

What is American Coastal Insurance Corporation's ROE?

American Coastal Insurance Corporation's return on equity (ROE) is 38.6%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 34.2%.

Is ACIC stock overvalued?

Based on historical data, American Coastal Insurance Corporation is trading at a P/E of 4.2x. This is at the 17th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are American Coastal Insurance Corporation's profit margins?

American Coastal Insurance Corporation has 86.3% gross margin and 42.6% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does American Coastal Insurance Corporation have?

American Coastal Insurance Corporation's Debt/EBITDA ratio is 0.9x, indicating low leverage. A ratio below 2x is generally considered financially healthy.