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HCIIP Stock Analysis 2026 - HCI Group, Inc. AI Rating

HCIIP NYSE Fire, Marine & Casualty Insurance FL CIK: 0001400810
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 HCIIP Key Takeaways

Revenue: $900.9M
Net Margin: 33.2%
Free Cash Flow: $440.8M
Current Ratio: N/A
Debt/Equity: 0.03x
EPS: $22.72
AI Rating: BUY with 78% confidence

Is HCIIP a Good Investment? Thesis Analysis

Claude

HCI Group demonstrates exceptional fundamental strength with 33.2% net margins, fortress-like balance sheet (0.03x D/E, $1.2B cash), and outstanding cash generation ($440.8M FCF). However, 20.1% revenue growth significantly outpacing 4.2% net income growth suggests margin compression or integration headwinds warranting monitoring.

Why Buy HCIIP? Key Strengths

Claude
  • + Exceptional profitability: 47.7% operating margin and 33.2% net margin with 28.7% ROE
  • + Fortress balance sheet: Minimal debt (0.03x D/E), $1.2B cash exceeding stockholders equity, 46.9x interest coverage
  • + Outstanding cash generation: $440.8M free cash flow with 48.9% FCF margin; capex only $3.6M
  • + Strong EPS growth at 155.6% YoY indicating effective capital management through buybacks

HCIIP Investment Risks to Consider

Claude
  • ! Revenue growth (20.1%) significantly outpacing net income growth (4.2%) indicates potential margin compression or cost pressures
  • ! Insurance industry cyclicality: Exposure to catastrophic claims, underwriting cycles, and claims volatility
  • ! Regulatory risk: Property casualty insurance subject to state-level regulation, rate restrictions, and compliance requirements

Key Metrics to Watch

Claude
  • * Net income growth trajectory relative to revenue growth to assess margin sustainability
  • * Loss ratio and combined ratio trends in underwriting performance
  • * Claims frequency and severity patterns; exposure to catastrophic weather events

HCIIP Financial Metrics

Revenue
$900.9M
Net Income
$299.0M
EPS (Diluted)
$22.72
Free Cash Flow
$440.8M
Total Assets
$2.5B
Cash Position
$1.2B

💡 AI Analyst Insight

The 48.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

HCIIP Profitability Ratios

Gross Margin N/A
Operating Margin 47.7%
Net Margin 33.2%
ROE 28.7%
ROA 11.8%
FCF Margin 48.9%

HCIIP vs Finance Sector

How HCI Group, Inc. compares to Finance sector averages

Net Margin
HCIIP 33.2%
vs
Sector Avg 25.0%
HCIIP Sector
ROE
HCIIP 28.7%
vs
Sector Avg 12.0%
HCIIP Sector
Current Ratio
HCIIP 0.0x
vs
Sector Avg 1.2x
HCIIP Sector
Debt/Equity
HCIIP 0.0x
vs
Sector Avg 2.0x
HCIIP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HCIIP Overvalued or Undervalued?

Based on fundamental analysis, HCI Group, Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
28.7%
Sector avg: 12%
Net Profit Margin
33.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HCIIP Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.03x
Debt/Assets
55.9%
Interest Coverage
46.89x
Long-term Debt
$32.4M

HCIIP 5-Year Financial Trend & Growth Analysis

HCIIP 5-year financial data: Year 2021: Revenue $407.9M, Net Income $26.6M, EPS $0.82. Year 2022: Revenue $499.6M, Net Income $27.6M, EPS $0.07. Year 2023: Revenue $550.7M, Net Income $1.9M, EPS $0.75. Year 2024: Revenue $750.1M, Net Income -$58.5M, EPS $0.09. Year 2025: Revenue $900.9M, Net Income $79.0M, EPS $1.54.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HCI Group, Inc.'s revenue has grown significantly by 121% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.54 reflects profitable operations.

HCIIP Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
48.9%
Free cash flow / Revenue

HCIIP Quarterly Performance

Quarterly financial performance data for HCI Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $175.3M $5.7M $0.52
Q2 2025 $206.2M $54.1M $4.24
Q1 2025 $206.6M $47.6M $3.81
Q3 2024 $131.6M $5.7M $0.52
Q2 2024 $127.3M $12.4M $1.28
Q1 2024 $129.0M $15.3M $1.54
Q3 2023 $126.7M $13.2M $1.34
Q2 2023 $125.9M -$9.1M $-0.92

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HCIIP Capital Allocation

Operating Cash Flow
$444.4M
Cash generated from operations
Stock Buybacks
$1.5M
Shares repurchased (TTM)
Capital Expenditures
$3.6M
Investment in assets
Dividends Paid
$19.3M
Returned to shareholders

HCIIP SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for HCI Group, Inc. (CIK: 0001400810)

📋 Recent SEC Filings

Date Form Document Action
Feb 26, 2026 10-K hci-20251231.htm View →
Feb 25, 2026 8-K hci-20260225.htm View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Dec 23, 2025 4 xslF345X05/ownership.xml View →
Dec 23, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about HCIIP

What is the AI rating for HCIIP?

HCI Group, Inc. (HCIIP) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HCIIP's key strengths?

Claude: Exceptional profitability: 47.7% operating margin and 33.2% net margin with 28.7% ROE. Fortress balance sheet: Minimal debt (0.03x D/E), $1.2B cash exceeding stockholders equity, 46.9x interest coverage.

What are the risks of investing in HCIIP?

Claude: Revenue growth (20.1%) significantly outpacing net income growth (4.2%) indicates potential margin compression or cost pressures. Insurance industry cyclicality: Exposure to catastrophic claims, underwriting cycles, and claims volatility.

What is HCIIP's revenue and growth?

HCI Group, Inc. reported revenue of $900.9M.

Does HCIIP pay dividends?

HCI Group, Inc. pays dividends, with $19.3M distributed to shareholders in the trailing twelve months.

Where can I find HCIIP SEC filings?

Official SEC filings for HCI Group, Inc. (CIK: 0001400810) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HCIIP's EPS?

HCI Group, Inc. has a diluted EPS of $22.72.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HCIIP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, HCI Group, Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is HCIIP stock overvalued or undervalued?

Valuation metrics for HCIIP: ROE of 28.7% (sector avg: 12%), net margin of 33.2% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy HCIIP stock in 2026?

Our dual AI analysis gives HCI Group, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is HCIIP's free cash flow?

HCI Group, Inc.'s operating cash flow is $444.4M, with capital expenditures of $3.6M. FCF margin is 48.9%.

How does HCIIP compare to other Finance stocks?

Vs Finance sector averages: Net margin 33.2% (avg: 25%), ROE 28.7% (avg: 12%), current ratio N/A (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI