(XZO) Exzeo - Overview

Sector: Financial Services | Industry: Insurance - Diversified | Exchange: NYSE (USA) | Market Cap: 1.167m USD | Total Return: -31.9% in 12m

Insurance Software, Policy Management, Claims Processing, Data Reporting
Total Rating 30
Safety 29
Buy Signal -0.62
Insurance - Diversified
Industry Rotation: +2.4
Market Cap: 1.17B
Avg Turnover: 2.45M
Risk 3d forecast
Volatility59.5%
VaR 5th Pctl9.90%
VaR vs Median0.90%
Reward TTM
Sharpe Ratio-1.01
Rel. Str. IBD6.2
Rel. Str. Peer Group0.8
Character TTM
Beta2.951
Beta Downside3.123
Hurst Exponent0.492
Drawdowns 3y
Max DD47.05%
CAGR/Max DD-1.26
CAGR/Mean DD-2.35
EPS (Earnings per Share) EPS (Earnings per Share) of XZO over the last years for every Quarter: "2021-03": null, "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: 2021-03: 20.012, 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: 108.498, 2025-09: 55.166, 2025-12: 53.316, 2026-03: 55.534,
Rev. CAGR: 56.73%
Rev. Trend: 99.9%
Qual. Beats: 0

Warnings

Share dilution 15.1% YoY

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: XZO Exzeo

Exzeo Group, Inc., a subsidiary of HCI Group, Inc., provides an Insurance-as-a-Service (IaaS) platform tailored for the property and casualty market. The company’s technology handles the full insurance lifecycle, including underwriting, policy administration, claims processing, and financial reporting. Formerly known as TypTap Insurance Group, Inc., the firm operates out of Tampa, Florida.

The IaaS business model allows carriers to convert high fixed infrastructure costs into variable expenses, facilitating faster market entry for new insurance products. In the property and casualty sector, integrated data reporting is increasingly essential for managing risk volatility and streamlining regulatory compliance. For those conducting further due diligence, ValueRay provides additional data points to refine your analysis.

Headlines to Watch Out For
  • IaaS platform adoption rates among property and casualty carriers drive recurring revenue
  • Underwriting profitability and loss ratios directly influence stock valuation and investor confidence
  • Expansion of SaaS licensing agreements increases high-margin software services revenue
  • Regional catastrophe exposure in Florida markets creates significant volatility and risk
  • Integration with parent company HCI Group impacts operational scale and capital allocation
Piotroski VR-10 (Strict) 5.0
Net Income: 103.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.27 > 0.02 and ΔFCF/TA -8.00 > 1.0
NWC/Revenue: 59.58% < 20% (prev 6.85%; Δ 52.72% < -1%)
CFO/TA 0.33 > 3% & CFO 125.8m > Net Income 103.2m
Net Debt (-224.5m) to EBITDA (134.0m): -1.67 < 3
Current Ratio: 2.65 > 1.5 & < 3
Outstanding Shares: last quarter (90.9m) vs 12m ago 0.15% < -2%
Gross Margin: 59.13% > 18% (prev 0.36%; Δ 5.88k% > 0.5%)
Asset Turnover: 116.1% > 50% (prev 176.7%; Δ -60.62% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM)
Altman Z'' 7.41
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: 0.56 (EBIT TTM 131.1m / Avg Total Assets 234.7m)
D: 0.43 (Book Value of Equity 45.6m / Total Liabilities 104.8m)
Altman-Z'' = 7.41 = AAA
Beneish M 0.31
DSRI: 0.84 (Receivables 8.20m/5.68m, Revenue 272.5m/158.4m)
GMI: 0.60 (GM 59.13% / 35.62%)
AQI: 6.68 (AQ_t 0.27 / AQ_t-1 0.04)
SGI: 1.72 (Revenue 272.5m / 158.4m)
TATA: -0.06 (NI 103.2m - CFO 125.8m) / TA 379.8m)
Beneish M = 0.31 (Cap -4..+1) = D
What is the price of XZO shares?

As of May 26, 2026, the stock is trading at USD 12.97 with a total of 189,200 shares traded.
Over the past week, the price has changed by -4.35%, over one month by -20.62%, over three months by -18.58% and over the past year by -31.92%.

Is XZO a buy, sell or hold?

Exzeo has no consensus analysts rating.

Exzeo (XZO) - Fundamental Data Overview as of 22 May 2026
Market Cap USD = 1.17b (1.17b USD * 1.0 USD.USD)
P/E Trailing = 13.6596
P/S = 5.1535
P/B = 4.246
Revenue TTM = 272.5m USD
EBIT TTM = 131.1m USD
EBITDA TTM = 134.0m 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 = 942.9m USD (1.17b + Debt 6.93m - CCE 231.4m)
 Interest Coverage Ratio = unknown (Ebit TTM 131.1m / Interest Expense TTM 0.0)
 EV/FCF = 9.10x (Enterprise Value 942.9m / FCF TTM 103.6m)
FCF Yield = 10.99% (FCF TTM 103.6m / Enterprise Value 942.9m)
FCF Margin = 38.01% (FCF TTM 103.6m / Revenue TTM 272.5m)
Net Margin = 37.85% (Net Income TTM 103.2m / Revenue TTM 272.5m)
Gross Margin = 59.13% ((Revenue TTM 272.5m - Cost of Revenue TTM 111.4m) / Revenue TTM)
Gross Margin QoQ = 57.41% (prev 64.03%)
Tobins Q-Ratio = 2.48 (Enterprise Value 942.9m / Total Assets 379.8m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 6.93m)
Taxrate = 26.03% (7.18m / 27.6m)
NOPAT = 96.9m (EBIT 131.1m * (1 - 26.03%))
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 = -1.67 (Net Debt -224.5m / EBITDA 134.0m)
Debt / FCF = -2.17 (Net Debt -224.5m / FCF TTM 103.6m)
Total Stockholder Equity = 166.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 43.95% (Net Income 103.2m / Total Assets 379.8m)
RoE = 62.13% (Net Income TTM 103.2m / Total Stockholder Equity 166.0m)
RoCE = 76.87% (EBIT 131.1m / Capital Employed (Equity 166.0m + L.T.Debt 4.48m))
RoIC = 185.5% (NOPAT 96.9m / Invested Capital 52.3m)
WACC = 16.26% (E(1.17b)/V(1.17b) * Re(16.36%) + D(6.93m)/V(1.17b) * Rd(0.0%) * (1-Tc(0.26)))
Discount Rate = 16.36% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 20.45 | Cagr: 0.07%
[DCF] Terminal Value 56.58% ; FCFF base≈74.8m ; Y1≈85.8m ; Y5≈126.2m
[DCF] Fair Price = 11.07 (EV 781.9m - Net Debt -224.5m = Equity 1.01b / Shares 90.9m; r=16.26% [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=+20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.26 | Chg30d=+0.00% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=1.00 | Chg30d=+0.00% | Revisions=+20% | GrowthEPS=+1.0% | GrowthRev=+8.6%
EPS next Year (2027-12-31): EPS=1.15 | Chg30d=+0.00% | Revisions=+20% | GrowthEPS=+15.0% | GrowthRev=+16.7%