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Expanding Natural Catastrophe Risks And Urbanization Will Reshape Reinsurance Prospects

Published
15 Feb 25
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
CHF 140.27
1.8% overvalued intrinsic discount
12 Sep
CHF 142.75
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1Y
23.2%
7D
1.3%

Author's Valuation

CHF 140.3

1.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Decreased 1.36%

Swiss Re’s fair value estimate was marginally lowered as analysts weighed improved revenue growth forecasts against a significantly lower future P/E multiple, resulting in a slight reduction of the consensus price target to CHF140.27. What's in the News California Governor Gavin Newsom is proposing legislation to inject $18B into the state's wildfire fund, nearly doubling its resources, following major wildfires in Los Angeles County earlier this year (Bloomberg, 2025-07-30).

Shared on01 May 25
Fair value Increased 4.18%

Shared on23 Apr 25
Fair value Increased 0.081%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 4.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 5.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 1.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 0.31%

AnalystConsensusTarget has decreased future PE multiple from 11.7x to 10.5x and increased shares outstanding growth rate from 0.0% to 0.0%.