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Brazilian (BOVESPA) General Insurance Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies3
  • 7D1.1%
  • 3M1.6%
  • 1Y1.7%
  • YTDn/a

Over the last 7 days, the General Insurance industry has risen 2.3%, driven by gains from Caixa Seguridade Participações of 3.1%. This takes the industry's 12 month performance to a gain of 4.6%. Earnings are forecast to grow by 4.8% annually.

Industry Valuation and Performance

Has the Brazilian General Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026R$152.4bR$59.4bR$16.7b9.3x9.1x2.6x
Sun, 08 Feb 2026R$160.3bR$57.1bR$16.8b9.9x9.6x2.8x
Tue, 06 Jan 2026R$150.3bR$57.1bR$16.6b9.7x9.1x2.6x
Thu, 04 Dec 2025R$146.8bR$57.1bR$16.6b9.6x8.8x2.6x
Sat, 01 Nov 2025R$140.4bR$55.5bR$16.4b9.9x8.6x2.5x
Mon, 29 Sep 2025R$138.5bR$55.5bR$16.4b10.1x8.5x2.5x
Wed, 27 Aug 2025R$137.1bR$55.2bR$16.4b9.6x8.4x2.5x
Fri, 25 Jul 2025R$139.2bR$53.8bR$15.4b10.3x9x2.6x
Sun, 22 Jun 2025R$145.3bR$53.8bR$15.4b10.8x9.4x2.7x
Tue, 20 May 2025R$151.6bR$53.7bR$15.4b11.2x9.8x2.8x
Thu, 17 Apr 2025R$151.2bR$52.3bR$15.1b9.8x10x2.9x
Sat, 15 Mar 2025R$149.8bR$52.3bR$15.1b9.4x9.9x2.9x
Mon, 10 Feb 2025R$145.5bR$52.1bR$14.7b9.8x9.9x2.8x
Wed, 08 Jan 2025R$136.4bR$52.1bR$14.7b8.9x9.3x2.6x
Fri, 06 Dec 2024R$138.1bR$52.1bR$14.7b9.6x9.4x2.7x
Sun, 03 Nov 2024R$134.5bR$51.2bR$14.3b9.8x9.4x2.6x
Tue, 01 Oct 2024R$136.0bR$51.2bR$14.3b9.4x9.5x2.7x
Thu, 29 Aug 2024R$139.2bR$51.2bR$14.3b8.8x9.8x2.7x
Sat, 27 Jul 2024R$130.8bR$49.9bR$14.3b8.4x9.1x2.6x
Mon, 24 Jun 2024R$126.4bR$49.9bR$14.3b8x8.8x2.5x
Wed, 22 May 2024R$134.7bR$49.9bR$14.3b8.2x9.4x2.7x
Fri, 19 Apr 2024R$129.9bR$48.6bR$13.8b8.4x9.4x2.7x
Sun, 17 Mar 2024R$133.9bR$48.6bR$13.8b8.7x9.7x2.8x
Tue, 13 Feb 2024R$123.4bR$47.4bR$13.6b8.2x9x2.6x
Thu, 11 Jan 2024R$132.7bR$69.8bR$13.4b11x9.9x1.9x
Sat, 09 Dec 2023R$124.2bR$69.8bR$13.4b10x9.3x1.8x
Mon, 06 Nov 2023R$121.5bR$68.1bR$12.5b9.8x9.7x1.8x
Wed, 04 Oct 2023R$122.9bR$68.1bR$12.5b10x9.8x1.8x
Fri, 01 Sep 2023R$120.0bR$68.1bR$12.5b9.6x9.6x1.8x
Sun, 30 Jul 2023R$122.0bR$66.3bR$11.4b14.5x10.7x1.8x
Tue, 27 Jun 2023R$117.1bR$66.3bR$11.4b13.8x10.3x1.8x
Thu, 25 May 2023R$114.9bR$66.3bR$11.4b11.5x10.1x1.7x
Sat, 22 Apr 2023R$123.0bR$63.6bR$10.3b13.7x12x1.9x
Mon, 20 Mar 2023R$114.3bR$63.6bR$10.3b13.8x11.1x1.8x
Price to Earnings Ratio

11.1x


Total Market Cap: R$114.3bTotal Earnings: R$10.3bTotal Revenue: R$63.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian General Insurance Industry Price to Earnings3Y Average 9.6x202420252026
Current Industry PE
    There are only 3 companies in the Brazilian Multi-line Insurance industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Multi-line Insurance industry have grown 18% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.3% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Brazilian General Insurance compare with similar industries?

BR Market-0.27%
Financials-0.55%
Insurance0.97%
General Insurance1.09%
Reinsurance-1.68%
Insurance Brokers-2.78%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CXSE3 Caixa Seguridade ParticipaçõesR$18.112.8%
+R$1.5b		14.3%PE12.7x
BBSE3 BB Seguridade ParticipaçõesR$34.370.5%
+R$330.0m		-13.7%PE7.4x

Latest News

CXSE3
R$18.11
Caixa Seguridade Participações
7D
2.8%
1Y
14.3%

CXSE3: Future Returns Will Depend On Margins And P E Expectations Remaining Firm

Analysts have nudged their price target for Caixa Seguridade Participações slightly higher from R$18.57 to R$18.68, supported by updated assumptions for revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: R$18.57 to R$18.68, a small upward adjustment in the modeled estimate.
PSSA3
R$48.94
Porto Seguro
7D
-0.6%
1Y
25.6%

PSSA3: Index Addition Will Coincide With Softer Outlook And Richer P/E Multiple

Analysts are keeping Porto Seguro's fair value estimate unchanged at R$46.00, while slightly adjusting their assumptions for discount rate, revenue growth, profit margin and future P/E. This leads to a more cautious, yet still steady, overall view on the stock.
BBSE3
R$34.37
BB Seguridade Participações
7D
0.5%
1Y
-13.7%

BBSE3: Higher Margin Outlook Will Offset Downgrade Concerns And Support Fair Pricing

Narrative Update on BB Seguridade Participações Analysts have trimmed their price target on BB Seguridade Participações from R$38.00 to R$37.75, citing updated assumptions that pair more cautious revenue growth expectations with slightly higher projected profit margins and a modestly higher future P/E. Analyst Commentary Recent commentary around the revised R$37.75 price target gives you a mixed but useful picture of how the market is thinking about BB Seguridade Participações right now.