Earnings PotentialThe stock has a strong setup to outperform, supported by peer-leading P&C growth and scale that promote double-digit earnings growth over the long term.
Investor SentimentWith solid P&C operating momentum, the regulatory overhang removed, Health estimates now reset, and an undemanding valuation, investor sentiment should improve going forward.
Market DynamicsModerating rates could counter-intuitively represent a tailwind for customer acquisition platforms.