Accelerant (ARX) vs Erie Indemnity (ERIE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Accelerant (ARX) has outperformed Erie Indemnity (ERIE) over the past year, gaining 35.2% versus a loss of 30.7%. Erie Indemnity is the larger company by market cap ($11.61 billion vs $4.30 billion), about 2.7 times the size, while Accelerant is growing revenue faster (+51.5% vs +7.2%). On valuation, Erie Indemnity trades at a lower forward P/E (15.8x vs 21.1x for Accelerant).
Erie Indemnity pays a dividend yielding 2.59%, while Accelerant does not currently pay one. Erie Indemnity converts more of its revenue into profit, with a net margin of 13.8% versus -147.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARX | ERIE |
|---|---|---|
| Share price | $19.80 | $222.04 |
| Market cap | $4.30B | $11.61B |
| 1-day change | +0.25% | -1.99% |
| YTD return | +21.10% | -22.54% |
| 1-year return | +35.25% | -30.71% |
| 5-year return | — | +14.18% |
| P/E ratio (TTM) | — | 20.13 |
| Forward P/E | 21.09 | 15.85 |
| EPS (TTM) | $-6.24 | $11.03 |
| Dividend yield | 0.00% | 2.59% |
| Annual dividend | $0.00 | $5.75 |
| Revenue (latest FY) | $912.90M | $4.07B |
| Revenue growth (YoY) | +51.49% | +7.17% |
| Net income (latest FY) | $-1.35B | $559.34M |
| Operating margin | — | 17.63% |
| Net margin | -147.35% | 13.75% |
| 52-week high | $19.90 | $330.54 |
| 52-week low | $9.18 | $204.63 |
| Distance from 52-week high | -0.50% | -32.83% |
| Analyst consensus | hold | none |
| Avg. price target upside | +2.27% | — |
| Average volume | 3.62M | 270.03K |
| Shares outstanding | 118.55M | 46.19M |
| Employees | 862 | 6,667 |
| Sector | Finance | Finance |
| Industry | Specialty Insurers | Specialty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Erie Indemnity is about 2.7 times larger than Accelerant by market value ($11.61B vs $4.30B).
- ARX has outperformed ERIE by 66.0 percentage points over the past year.
- Erie Indemnity offers a meaningfully higher dividend yield (2.59% vs 0.00%).
- Erie Indemnity is more profitable, keeping 13.8 cents of every revenue dollar as net income versus -147.4 cents for Accelerant.
- Accelerant grew revenue faster in its latest fiscal year (+51.49% vs +7.17%).
About Accelerant
ARX stock →Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments.
Finance · Specialty Insurers · 862 employees
About Erie Indemnity
ERIE stock →Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services.
Finance · Specialty Insurers · 6,667 employees
ARX vs ERIE FAQ
Which is bigger, Accelerant or Erie Indemnity?
Erie Indemnity (ERIE) is larger, with a market capitalization of $11.61B compared with $4.30B for Accelerant (ARX).
Which stock has performed better over the past year, ARX or ERIE?
ARX returned +35.25% over the past 12 months, compared with -30.71% for ERIE (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Accelerant or Erie Indemnity?
Erie Indemnity pays a dividend yielding 2.59%, while Accelerant does not currently pay a regular dividend.
Are Accelerant and Erie Indemnity in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.