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Overvaluation Will Exacerbate Catastrophe Risks And Insurtech Pressures

Published
20 Aug 24
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$164.83
1.9% undervalued intrinsic discount
08 Oct
US$161.68
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1Y
19.8%
7D
0.7%

Author's Valuation

US$164.831.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Increased 0.92%

Analysts have modestly raised their price target for Cincinnati Financial to $178 from $167, citing updated forecasts that factor in lower catastrophe loss ratios and greater reserve releases, even though premium growth has slowed. Analyst Commentary Recent updates from Street research highlight varying analyst perspectives on Cincinnati Financial's outlook, with both bullish and cautious views informing the revised price target.

Shared on07 May 25
Fair value Increased 8.07%

Shared on30 Apr 25
Fair value Increased 3.50%

AnalystConsensusTarget has increased revenue growth from 3.9% to 5.9%.

Shared on23 Apr 25
Fair value Increased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 4.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.16%

AnalystConsensusTarget has decreased revenue growth from -1.2% to 3.9% and decreased future PE multiple from 37.2x to 31.2x.