13 Insurance Brokers companies are scored. Their average composite is 61.6, and 0 are in the A range (76+). The leader is Ethos Technologies Inc. (LIFE) at 72.8 (B+). This industry belongs to the Financial sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ethos Technologies Inc. (LIFE) | 72.8 | B+ | 79 | 72 | 68 | 73 | 10 | 92 | 59 | 97 | -21.4% |
| 2 | TWFG, Inc. (TWFG) | 71.7 | B+ | 79 | 81 | 76 | 75 | 40 | 77 | 76 | 51 | -21.6% |
| 3 | Neptune Insurance Holdings Inc. (NP) | 67.9 | B | 79 | 87 | 93 | 82 | 5 | 85 | 85 | 35 | -21.5% |
| 4 | WILLIS TOWERS WATSON PLC (WTW) | 64.0 | B | 79 | 79 | 75 | 77 | 31 | 57 | 64 | 47 | -10.1% |
| 5 | Baldwin Insurance Group, Inc. (BWIN) | 61.8 | B- | 79 | 86 | 88 | 73 | 22 | 58 | 6 | 86 | -25.4% |
| 6 | MARSH & MCLENNAN COMPANIES, INC. (MRSH) | 61.0 | B- | 79 | 74 | 64 | 74 | 22 | 35 | 67 | 57 | +2.8% |
| 7 | Accelerant Holdings (ARX) | 60.3 | B- | 79 | 82 | 99 | 70 | 10 | 46 | 3 | 97 | +44.5% |
| 8 | Goosehead Insurance, Inc. (GSHD) | 58.9 | B- | 79 | 87 | 93 | 70 | 14 | 66 | 70 | 13 | -35.8% |
| 9 | Arthur J. Gallagher & Co. (AJG) | 58.6 | B- | 79 | 81 | 90 | 71 | 19 | 63 | 33 | 52 | -6.9% |
| 10 | Aon plc (AON) | 58.5 | B- | 79 | 82 | 84 | 70 | 24 | 47 | 74 | 18 | -6.8% |
| 11 | BROWN & BROWN, INC. (BRO) | 57.2 | C+ | 79 | 74 | 72 | 63 | 29 | 51 | 46 | 33 | +0.9% |
| 12 | CORVEL CORP (CRVL) | 54.8 | C+ | 79 | 51 | 77 | 37 | 12 | 41 | 72 | 64 | +14.6% |
| 13 | ERIE INDEMNITY CO (ERIE) | 53.1 | C+ | 79 | 60 | 60 | 30 | 17 | 24 | 70 | 31 | +7.8% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.