XZO Stock Analysis: Exzeo | NYSE

Insurance - Diversified | NYSE, USA | Market Cap: 1.699m USD | 12M Return: -11.2% | Charts, Fundamentals & Technical Analysis

Insurance Technology, Underwriting Software, Policy Management, Claims Processing
Total Rating 40
Safety 37
Buy Signal -0.76
Insurance - Diversified
Industry Rotation: +10.2
Market Cap: 1.70B
Avg Turnover: 3.35M
Risk 3d forecast
Volatility60.5%
VaR 5th Pctl10.1%
VaR vs Median1.83%
Reward TTM
Sharpe Ratio-0.21
Rel. Str. IBD18.8
Rel. Str. Peer Group0.8
Character TTM
Beta2.408
Beta Downside1.641
Hurst Exponent0.535
Drawdowns 3y
Max DD48.25%
CAGR/Max DD-0.58
CAGR/Mean DD-1.00
EPS (Earnings per Share) EPS (Earnings per Share) of XZO over the last years for every Quarter: "2021-06": null, "2021-09": null, "2022-12": null, "2023-12": null, "2024-09": null, "2024-12": null, "2025-03": null, "2025-06": 0.48, "2025-09": 0.25, "2025-12": 0.25, "2026-03": 0.2245,
Qual. Beats: 0
Revenue Revenue of XZO over the last years for every Quarter: 2021-06: 27.641, 2021-09: 32.366999, 2022-12: 45.631, 2023-12: 88.333, 2024-09: 29.11, 2024-12: 44.533, 2025-03: 52.407, 2025-06: 56.091, 2025-09: 55.166, 2025-12: 53.316, 2026-03: 55.534,
Rev. CAGR: 56.73%
Rev. Trend: 99.9%
Qual. Beats: 0

Warnings

Strong Share Dilution
Choppy
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 0.6 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XZO Exzeo

Exzeo Group, Inc. (NYSE: XZO) is a Tampa, Florida-based company that provides turnkey insurance technology and operations solutions to insurance carriers and agents. Its Insurance-as-a-Service (IaaS) platform handles core back-office functions including quoting and underwriting, policy management, claims processing management, data reporting, and financial reporting. The company serves the property and casualty insurance industry and operates as a subsidiary of HCI Group, Inc.

Founded in 2012 and formerly known as TypTap Insurance Group, Inc., Exzeo sits within the InsurTech segment, which delivers cloud-based platforms and outsourced services to digitize workflows traditionally handled by insurers internal systems. The IaaS model allows carriers to access core insurance functions on a subscription or outsourced basis rather than maintaining proprietary technology infrastructure.

Headlines to Watch Out For
  • TypTap P&C premium growth drives segment revenue expansion
  • Catastrophe losses and reinsurance costs pressure underwriting margins
  • Parent HCI Group capital allocation supports technology platform investment
Piotroski VR-10 (Strict) 7.0
Net Income: 85.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.27 > 0.02 and ΔFCF/TA 7.61 > 1.0
NWC/Revenue: 73.76% < 20% (prev 28.11%; Δ 45.65% < -1%)
CFO/TA 0.28 > 3% & CFO 106.0m > Net Income 85.2m
Net Debt (-224.5m) to EBITDA (117.0m): -1.92 < 3
Current Ratio: 2.65 > 1.5 & < 3
Outstanding Shares: last quarter (90.9m) vs 12m ago 0.15% < -2%
Gross Margin: 60.11% > 18% (prev 35.62%; Δ 24.49% > 0.5%)
Asset Turnover: 81.43% > 50% (prev 98.51%; Δ -17.08% > 0%)
Interest Coverage Ratio: 286.6 > 6 (EBIT TTM 114.1m / Interest Expense TTM 398k)
Altman Z'' 8.79
A: 0.43 (Total Current Assets 260.9m - Total Current Liabilities 98.6m) / Total Assets 379.8m
B: 0.12 (Retained Earnings 45.8m / Total Assets 379.8m)
C: 0.42 (EBIT TTM 114.1m / Avg Total Assets 270.3m)
D: 2.62 (Book Value of Equity 274.9m / Total Liabilities 104.8m)
Altman-Z'' = 8.79 = AAA
Beneish M 1.00
DSRI: 2.61 (Receivables 22.4m/6.17m, Revenue 220.1m/158.4m)
GMI: 0.59 (GM 35.62% / 60.11%)
AQI: 11.90 (AQ_t 0.27 / AQ_t-1 0.02)
SGI: 1.39 (Revenue 220.1m / 158.4m)
TATA: -0.05 (NI 85.2m - CFO 106.0m) / TA 379.8m)
Beneish M = 4.67 (Cap -4..+1) = D
What is the price of XZO shares?

As of July 11, 2026, the stock is trading at USD 16.91 with a total of 242,186 shares traded. Over the past week, the price has changed by -6.00%, over one month by +29.08%, over three months by +8.68% and over the past year by -11.23%.

Current recommended Stop Loss: 15.70 (which is 7.2% or 1.4 ATR below the current price).

Is XZO a buy, sell or hold?

Exzeo has no consensus analysts rating.

Exzeo (XZO) - Fundamental Data Overview as of 07 July 2026
Market Cap USD = 1.70b (1.70b USD * 1.0 USD.USD)
P/E Trailing = 19.883
P/S = 7.5015
P/B = 5.949
Revenue TTM = 220.1m USD
EBIT TTM = 114.1m USD
EBITDA TTM = 117.0m USD
Long Term Debt = 4.48m USD (estimated: total debt 6.93m - short term 2.45m)
Short Term Debt = 2.45m USD (from shortTermDebt, last quarter)
Debt = 6.93m USD (from shortLongTermDebtTotal, last quarter) (leases 6.93m already included)
Net Debt = -224.5m USD (calculated: Debt 6.93m - CCE 231.4m)
Enterprise Value = 1.47b USD (1.70b + Debt 6.93m - CCE 231.4m)
Interest Coverage Ratio = 286.6 (Ebit TTM 114.1m / Interest Expense TTM 398k)
EV/FCF = 14.24x (Enterprise Value 1.47b / FCF TTM 103.6m)
FCF Yield = 7.02% (FCF TTM 103.6m / Enterprise Value 1.47b)
FCF Margin = 47.07% (FCF TTM 103.6m / Revenue TTM 220.1m)
Net Margin = 38.71% (Net Income TTM 85.2m / Revenue TTM 220.1m)
Gross Margin = 60.11% ((Revenue TTM 220.1m - Cost of Revenue TTM 87.8m) / Revenue TTM)
Gross Margin QoQ = 57.41% (prev 64.03%)
Tobins Q-Ratio = 3.88 (Enterprise Value 1.47b / Total Assets 379.8m)
Interest Expense / Debt = 5.74% (Interest Expense 398k / Debt 6.93m)
Taxrate = 25.05% (28.5m / 113.7m)
NOPAT = 85.5m (EBIT 114.1m * (1 - 25.05%))
Current Ratio = 2.65 (Total Current Assets 260.9m / Total Current Liabilities 98.6m)
Debt / Equity = 0.03 (Debt 6.93m / totalStockholderEquity, last quarter 274.9m)
Debt / EBITDA = -1.92 (Net Debt -224.5m / EBITDA 117.0m)
Debt / FCF = -2.17 (Net Debt -224.5m / FCF TTM 103.6m)
Total Stockholder Equity = 166.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 31.52% (Net Income 85.2m / Total Assets 379.8m)
RoE = 51.32% (Net Income TTM 85.2m / Total Stockholder Equity 166.0m)
RoCE = 66.91% (EBIT 114.1m / Capital Employed (Equity 166.0m + L.T.Debt 4.48m))
RoIC = 31.36% (NOPAT 85.5m / Invested Capital 272.6m)
WACC = 14.41% (E(1.70b)/V(1.71b) * Re(14.45%) + D(6.93m)/V(1.71b) * Rd(5.74%) * (1-Tc(0.25)))
Discount Rate = 14.45% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 35.99 | Cagr: 0.07%
[DCF] Terminal Value 60.90% ; FCFF base≈74.8m ; Y1≈85.8m ; Y5≈126.2m
[DCF] Fair Price = 12.48 (EV 909.9m - Net Debt -224.5m = Equity 1.13b / Shares 90.9m; r=14.41% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 99.91 | Revenue CAGR: 56.73% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.24 | Chg30d=-7.69% | Revisions=+25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.26 | Chg30d=+0.00% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=1.00 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+1.0% | GrowthRev=+8.6%
EPS next Year (2027-12-31): EPS=1.15 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+15.0% | GrowthRev=+16.7%