Added to YB: 2025-11-28
Pitch date: 2025-11-26
PLMR [bullish]
Palomar Holdings, Inc.
+10.76%
current return
Author Info
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Company Info
Palomar Holdings, Inc., a specialty insurance company, provides property and casualty insurance to individuals and businesses in the United States.
Market Cap
$3.5B
Pitch Price
$124.24
Price Target
160.00 (+16%)
Dividend
1.37%
EV/EBITDA
12.74
P/E
17.71
EV/Sales
3.39
Sector
Insurance
Category
value
Palomar Insurance - $PLMR
PLMR: Tech-enabled insurer growing 35% revenue/79% earnings CAGR over 5yrs. 2X strategy achieved: doubled adj net income while maintaining 20% ROE. Diversified from pure earthquake to 5 lines (crop, surety, marine, casualty). 76.9% combined ratio, beats estimates 12 qtrs. $160 price target vs $123. At 18.5x P/E for 35-50% growth, deeply undervalued vs peers.
Read full article (13 min)