Added to YB: 2025-12-18
Pitch date: 2025-10-14
PLMR [neutral]
Palomar Holdings, Inc.
+16.02%
current return
Author Info
No bio for this author
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
$118.61
Price Target
N/A
Dividend
1.37%
EV/EBITDA
12.74
P/E
17.71
EV/Sales
3.39
Sector
Insurance
Category
growth
Riverwater Partners Small Cap Strategy Portfolio Holding: Palomar Holdings, Inc.
PLMR (holding update): Q3 underperformance from commercial market pricing pressure & rotation away from defensive insurance names. Rate reductions in earthquake/property markets squeezed renewal yields. However, strong premium growth visibility via multi-year rate plans + expansion into casualty/crop insurance offering structural growth. High ROE & efficient capital reinvestment suggest upside when sentiment returns to quality insurers.
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