Erie Indemnity (ERIE) Invested Capital (2016 - 2022)
Erie Indemnity's Invested Capital was $1.45 billion in Q4 2022, up 0.8% from $1.44 billion a year earlier and up 6.8% from the prior quarter.
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Analysis
Erie Indemnity (ERIE) Invested Capital (2016 - 2022) Analysis & Trends
From Q4 2016 onward, Erie Indemnity has reported Invested Capital for 23 quarters.
- Invested Capital has now increased for six consecutive years, with a five-year compound annual growth rate of 9.2% (FY2017 to FY2022).
- In earlier years, Invested Capital was $1.44 billion in FY2021 (+11.9%), $1.28 billion in FY2020 (+4.3%), $1.23 billion in FY2019 (+14.7%) and $1.07 billion in FY2018 (+15.2%).
- The Q4 2022 figure marks the highest quarterly Invested Capital in data going back to Q4 2016.
- Compared with a year earlier, Invested Capital was higher in six of the last seven quarters, with growth averaging 4.8%.
- The best year-over-year quarter for Invested Capital over five years was Q1 2019 (growth of 21.7%); the worst was Q3 2022 (a decline of 1.8%).
- Per Business Quant data, ERIE's Invested Capital in the three quarters before Q4 2022 was $1.36 billion (Q3 2022), $1.38 billion (Q2 2022) and $1.43 billion (Q1 2022).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 878.78 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 99.39 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 42.72 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 42.19 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 84.85 Bn |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 37.22 Bn |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 24.65 Bn |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 41.19 Bn |
| 10 | Erie Indemnity | 11.71 Bn | 10.03 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2022 | 1.45 Bn |
| Sep 30, 2022 | 1.36 Bn |
| Jun 30, 2022 | 1.38 Bn |
| Mar 31, 2022 | 1.43 Bn |
| Dec 31, 2021 | 1.44 Bn |
| Sep 30, 2021 | 1.38 Bn |
| Jun 30, 2021 | 1.34 Bn |
| Mar 31, 2021 | 1.30 Bn |
| Dec 31, 2020 | 1.28 Bn |
| Sep 30, 2020 | 1.34 Bn |
| Mar 31, 2020 | 1.21 Bn |
| Dec 31, 2019 | 1.23 Bn |
| Jun 30, 2019 | 1.16 Bn |
| Mar 31, 2019 | 1.11 Bn |
| Dec 31, 2018 | 1.07 Bn |
| Sep 30, 2018 | 1.02 Bn |
| Jun 30, 2018 | 979.91 Mn |
| Mar 31, 2018 | 914.88 Mn |
| Dec 31, 2017 | 932.07 Mn |
| Sep 30, 2017 | 924.88 Mn |
API Access
Erie Indemnity Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=ERIE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "ERIE", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=ERIE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();