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United Fire Group Inc. (UFCS) Stock Fundamental Analysis & AI Rating 2026

UFCS Nasdaq Fire, Marine & Casualty Insurance CIK: 0000101199
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG BUY
82% Conf
Pending
Analysis scheduled

📊 UFCS Key Takeaways

Revenue: $1.4B
Net Margin: 8.5%
Free Cash Flow: $254.2M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $4.48
AI Rating: STRONG BUY with 82% confidence
United Fire Group Inc. (UFCS) receives a STRONG BUY rating with 82% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of 8.5%, and return on equity (ROE) of 12.6%, United Fire Group Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete UFCS stock analysis for 2026.

Is United Fire Group Inc. (UFCS) a Good Investment?

Claude

United Fire Group demonstrates fortress-like financial strength with zero long-term debt, exceptional free cash flow generation (18.3% margin), and robust revenue growth of 10.6% YoY paired with explosive 87.4% EPS growth. The company's solid underwriting profitability (8.5% net margin, 12.6% ROE) combined with low capital intensity and strong operational cash flow suggest sustainable value creation independent of market cycles.

Why Buy United Fire Group Inc. Stock? UFCS Key Strengths

Claude
  • + Zero long-term debt with fortress balance sheet (0.00x debt/equity)
  • + Exceptional free cash flow generation ($254.2M operating CF with only $15.5M CapEx)
  • + Strong earnings trajectory with 87.4% YoY EPS growth and 10.6% revenue growth
  • + Solid profitability metrics (8.5% net margin, 12.6% ROE) for insurance sector
  • + Low capital intensity enabling high returns on operational activity

UFCS Stock Risks: United Fire Group Inc. Investment Risks

Claude
  • ! Insurance industry inherent cyclicality tied to catastrophic events and loss frequency
  • ! Sustainability of 87.4% EPS growth unclear - may reflect claim-favorable period
  • ! Unknown composition of 25 insider Form 4 filings suggests potential insider selling pressure
  • ! Net investment income dependent on interest rate environment and portfolio yield
  • ! Underwriting discipline and reserve adequacy not visible in headline metrics

Key Metrics to Watch

Claude
  • * Combined ratio and loss ratio trends (indicators of underwriting profitability)
  • * Premium growth rate and customer retention rates
  • * Net investment income and portfolio yield changes
  • * Claims frequency, severity, and reserve adequacy ratios
  • * Free cash flow sustainability and capital deployment decisions

United Fire Group Inc. (UFCS) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$118.2M
EPS (Diluted)
$4.48
Free Cash Flow
$254.2M
Total Assets
$3.8B
Cash Position
$156.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

UFCS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 10.7%
Net Margin 8.5%
ROE 12.6%
ROA 3.1%
FCF Margin 18.3%

UFCS vs Finance Sector: How United Fire Group Inc. Compares

How United Fire Group Inc. compares to Finance sector averages

Net Margin
UFCS 8.5%
vs
Sector Avg 25.0%
UFCS Sector
ROE
UFCS 12.6%
vs
Sector Avg 12.0%
UFCS Sector
Current Ratio
UFCS 0.0x
vs
Sector Avg 1.2x
UFCS Sector
Debt/Equity
UFCS 0.0x
vs
Sector Avg 2.0x
UFCS Sector

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

Is United Fire Group Inc. Stock Overvalued? UFCS Valuation Analysis 2026

Based on fundamental analysis, United Fire Group Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
12.6%
Sector avg: 12%
Net Profit Margin
8.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

United Fire Group Inc. Balance Sheet: UFCS Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
75.5%
Interest Coverage
13.13x
Long-term Debt
$0.0

UFCS Revenue & Earnings Growth: 5-Year Financial Trend

UFCS 5-year financial data: Year 2021: Revenue $1.2B, Net Income $14.8M, EPS N/A. Year 2022: Revenue $1.1B, Net Income -$112.7M, EPS N/A. Year 2023: Revenue $1.1B, Net Income $80.6M, EPS N/A. Year 2024: Revenue $1.3B, Net Income $15.0M, EPS $0.59. Year 2025: Revenue $1.4B, Net Income -$29.7M, EPS $-1.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: United Fire Group Inc.'s revenue has grown significantly by 15% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.18 indicates the company is currently unprofitable.

UFCS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
18.3%
Free cash flow / Revenue

UFCS Quarterly Earnings & Performance

Quarterly financial performance data for United Fire Group Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $323.0M $19.7M $0.76
Q2 2025 $301.2M -$2.7M $-0.11
Q1 2025 $296.0M $13.5M $0.52
Q3 2024 $274.0M $694.0K $0.25
Q2 2024 $267.1M $694.0K $-0.11
Q1 2024 $267.1M $694.0K $0.03
Q3 2023 $235.6M $694.0K $-0.20
Q2 2023 $219.5M $694.0K $-0.42

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

United Fire Group Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$269.7M
Cash generated from operations
Capital Expenditures
$15.5M
Investment in assets
Dividends Paid
$16.3M
Returned to shareholders

UFCS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for United Fire Group Inc. (CIK: 0000101199)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A ufcs-20260407.htm View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →

Frequently Asked Questions about UFCS

What is the AI rating for UFCS?

United Fire Group Inc. (UFCS) has an AI rating of STRONG BUY with 82% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UFCS's key strengths?

Claude: Zero long-term debt with fortress balance sheet (0.00x debt/equity). Exceptional free cash flow generation ($254.2M operating CF with only $15.5M CapEx).

What are the risks of investing in UFCS?

Claude: Insurance industry inherent cyclicality tied to catastrophic events and loss frequency. Sustainability of 87.4% EPS growth unclear - may reflect claim-favorable period.

What is UFCS's revenue and growth?

United Fire Group Inc. reported revenue of $1.4B.

Does UFCS pay dividends?

United Fire Group Inc. pays dividends, with $16.3M distributed to shareholders in the trailing twelve months.

Where can I find UFCS SEC filings?

Official SEC filings for United Fire Group Inc. (CIK: 0000101199) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UFCS's EPS?

United Fire Group Inc. has a diluted EPS of $4.48.

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 UFCS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, United Fire Group Inc. has a STRONG BUY rating with 82% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is UFCS stock overvalued or undervalued?

Valuation metrics for UFCS: ROE of 12.6% (sector avg: 12%), net margin of 8.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy UFCS stock in 2026?

Our dual AI analysis gives United Fire Group Inc. a combined STRONG BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UFCS's free cash flow?

United Fire Group Inc.'s operating cash flow is $269.7M, with capital expenditures of $15.5M. FCF margin is 18.3%.

How does UFCS compare to other Finance stocks?

Vs Finance sector averages: Net margin 8.5% (avg: 25%), ROE 12.6% (avg: 12%), current ratio N/A (avg: 1.2).

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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 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI