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SCOR
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Accelerated P&C Reserve Building Will Enable Future Market Opportunities
Key Takeaways SCOR's strategic reserve building and market approach could enhance net earnings through opportunistic capital deployment. Focus on high-margin Life & Health segments and improved ALM aims to stabilize earnings and improve cost efficiency.
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€30.67
FV
8.9% undervalued
intrinsic discount
6.74%
Revenue growth p.a.
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3 days ago
author updated this narrative
AXA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Price Discipline In Retail P&C Will Increase Market Share In Germany And UK
Key Takeaways AXA anticipates growth in midmarket commercial insurance, enhancing revenues and margins in the U.S., Italy, and the U.K. and Ireland. Strategic AI investments and cost moderation are expected to boost earnings and shareholder returns through efficient operations and improved margins.
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€44.15
FV
10.9% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
3 days ago
author updated this narrative
COFACE
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Strong Solvency Ratio Will Support Acquisitions And Organic Expansion
Key Takeaways Acquisitions and tech investments may enhance efficiencies and profitability, boosting revenue streams and long-term growth potential. Strong client retention and financial solvency support consistent revenue and expansion opportunities through acquisitions and organic growth.
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€18.33
FV
13.9% undervalued
intrinsic discount
3.46%
Revenue growth p.a.
Set Fair Value
0
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