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WA
Consensus Narrative from 6 Analysts
Latin American Integration And Corporate & Specialty Growth Propel Insurer's Profitability Surge
Key Takeaways Successful Liberty LatAm acquisition boosts Retail International revenue, strengthening overall earnings projections with positive growth impacts anticipated by 2025. Robust underwriting and adherence to prudent financial practices support revenue stability, margin improvements, and a positive outlook for future shareholder returns.
View narrative€81.88
FV
0.4% overvalued intrinsic discount7.83%
Revenue growth p.a.
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WA
Consensus Narrative from 15 Analysts
Favorable P&C Reinsurance Market Will Strengthen Future Prospects
Key Takeaways Favorable P&C market and improved combined ratio boost profitability prospects, enhancing revenue, margins, and earnings. Strong cash flow and reinvestment yields signal better investment returns, complemented by positive equity trends elevating net income and ROI.
View narrative€267.13
FV
3.1% undervalued intrinsic discount2.22%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 17 Analysts
Resilient Investment Strategy And Price Adjustments Will Strengthen Future Market Position In Reinsurance
Key Takeaways Strategic price adjustments for natural disaster risks enhance sustainable profitability and pricing power, driving potential revenue growth. Strong life reinsurance growth and investment strategy resilience support sustained revenue and earnings enhancement.
View narrative€521.94
FV
0.9% overvalued intrinsic discount11.74%
Revenue growth p.a.
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WA
Consensus Narrative from 16 Analysts
Effective Pricing In Property & Casualty And Positive Net Inflows Will Support Future Profitability
Key Takeaways Allianz's growth driven by P&C volume, Life and Health, and asset management indicates strong future revenue potential. Effective pricing actions and improved operating profit suggest enhanced net margins and profitability prospects.
View narrative€325.03
FV
2.9% undervalued intrinsic discount24.07%
Revenue growth p.a.
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1 day ago author updated this narrative