SLDESlide Insurance Holdings, Inc.
Fire, Marine & Casualty Insurance
- Revenue
- $1.2B
- 36% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $3.3B
- Employees
- 504
- $2M revenue each
- Net debt / EBITDA
- —
- −$673M net debt
- AI in 10-K
- 4.8
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo180% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo5% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo0% of assetsOver 40% of assets
- Shareholder dissentNo88% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$2M · 68th pctBottom quartile of its SIC industry
- Quiet on AINo4.8 per 10K words · 82nd pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$3.3B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$130M netNet sales over $10M in 12 months
Financials
| Metric | FY2024 | FY2025 | YoY |
|---|---|---|---|
| Revenue | $847M | $1.2B | 36% |
| Net income | $201M | $444M | 121% |
| Operating cash flow | $554M | $797M | 44% |
| Capex | $10M | $3M | 72% |
| Stock-based comp | $3M | $12M | 319% |
| Buybacks | $0 | $40M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $130M · 123
- Net
- −$130M
Pay vs performance
No pay-versus-performance disclosure yet.