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Underwrites homeowners insurance in Florida using technology and data analytics to price and manage catastrophe risk.
Underwrites homeowners insurance in Florida using technology and data analytics to price and manage catastrophe risk.
Collects premiums from Florida homeowners and keeps what is left after paying claims, running costs and reinsurance, which is insurance bought from other insurers to cap hurricane losses. Results therefore swing with each storm season and with reinsurance prices. The business is concentrated in a single state.
Moat: narrow (data, process know-how). Data-driven underwriting for hurricane-exposed Florida property, but concentrated in one catastrophe-prone state.
Headquarters: Tampa, Florida, United States · Founded: 2021 · Employees: 504
Size Slide Insurance (SLDE) is a United States Information Technology company (Property/Casualty Insurance) with a market value of $3.04B, the 1544th largest of 3,117 United States companies the cockpit tracks. Shares closed at $25.94 on 6 Nov 2026.
Performance Over six months the shares gained 40.5%, against -4.5% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 41.7% over the last twelve months (peer median +14.5%); the operating margin is 50.7% (peer median 9.3%).
Valuation It trades at 2.34× book value against a peer median of 3.00× (7th cheapest of 19).
Price implies The share price implies a return on equity of about 10.8%; Slide Insurance delivers 51.4%, so the price asks less than the business earns today.
Short interest Short interest is 6.3% of the free float (15 Oct 2026).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.48B | $1.16B | $846M | $466M | $241M |
| Revenue growth | — | +37% | +82% | +93% | — |
| Net income | $583M | $444M | $201M | $87.4M | $22.3M |
| Free cash flow | $961M | $795M | $544M | $434M | $152M |
| Capital expenditure | $7.95M | $2.86M | $10.1M | $8.68M | $20.2M |
| Total debt | $36.1M | $43.3M | $48.3M | $42.3M | $32.1M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Slide Insurance SLDE | $3.04B | +41% | +42% | 51% | 2.34× | 10.8% |
| Universal Insurance UVE | $1.29B | +19% | +6% | 41% | 2.00× | 13.1% |
| HCI HCI | $2.31B | +22% | +23% | 34% | 2.15× | 17.3% |
| Heritage Insurance HRTG | $984M | +48% | +2% | 42% | 1.64× | 14.1% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SLDE | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.5% | +0.5% | 10th highest of 21 |
| 6-month return | +40.5% | -4.5% | 3rd highest of 20 |
| Return on equity | 51.4% | 10.6% | 3rd highest of 18 |
| Price / book | 2.34× | 3.00× | 7th cheapest of 19 |
| Trailing P/E | 5.9× | 33.4× | cheapest of 16 |
| ROE the price implies | 10.8% | 25.4% | 2nd least demanding of 19 |
| ROE delivered | 51.4% | 10.6% | 3rd highest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Slide Insurance SLDE | United States | $3.04B | +41% | +42% | 51% | 2.34× | 10.8% | 51.4% |
| Axcelis Technologies ACLS | United States | $3.06B | -39% | -3% | 9% | 2.88× | 35.3% | 8.9% |
| Liftoff Mobile LFTO | United States | $3.07B | n/a | +35% | n/a | n/a | n/a | n/a |
| Via Transportation VIA | United States | $3.07B | +118% | +29% | n/a | 4.97× | 34.9% | n/a |
| OSI Systems OSIS | United States | $3.09B | -15% | +3% | 18% | 3.95× | 35.2% | 18.4% |
| Cipher Digital CIFR | United States | $2.99B | -68% | -29% | -157% | 4.53× | 79.3% | -156.8% |
| Ondas ONDS | United States | $3.11B | -41% | +979% | 8% | 1.80× | 33.4% | 7.7% |
| ACM Research ACMR | United States | $3.11B | -25% | +27% | 11% | 1.67× | 25.0% | 10.6% |
| Teradata TDC | United States | $2.96B | +1% | +1% | 119% | 5.01× | 27.6% | 119.1% |
| Cellebrite DI CLBT | United States | $3.13B | -2% | +18% | 12% | 5.77× | 44.1% | 12.3% |
| Resideo Technologies REZI | United States | $2.95B | +6% | +3% | 15% | 1.16× | 14.4% | 15.2% |
| Extreme Networks EXTR | United States | $3.15B | 0% | +11% | 67% | 36.11× | 397.2% | 67.1% |
| People PPLI | United States | $3.16B | -4% | -29% | -6% | 0.72× | 7.9% | -5.5% |
| Freshworks FRSH | United States | $3.18B | +37% | +15% | 24% | 3.47× | 23.4% | 23.6% |
| Wix.com WIX | United States | $3.18B | -5% | +14% | n/a | n/a | n/a | n/a |
| SPS Commerce SPSC | United States | $2.90B | +45% | +7% | 9% | 3.12× | 19.1% | 8.8% |
| Alarm.com ALRM | United States | $3.19B | +37% | +9% | 14% | 3.69× | 22.9% | 14.2% |
| Bullish BLSH | United States | $3.20B | -51% | +34% | -56% | 1.33× | 12.4% | -55.7% |
| Bel Fuse BELFA | United States | $2.87B | -38% | +21% | 8% | 2.52× | 25.7% | 8.5% |
| Crane NXT CXT | United States | $3.31B | +27% | +17% | 11% | 2.62× | 21.4% | 11.5% |
| IPG Photonics IPGP | United States | $2.78B | -38% | +15% | 2% | 1.29× | 11.9% | 1.9% |