Narrative Update • Jun 16

Over the last 7 days, the Reinsurance industry has remained flat. The past year has been better, since the industry has gained 29% in that time. Earnings are forecast to grow by 22% annually.
Has the Brazilian Reinsurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | R$4.6b | R$5.2b | R$350.4m | 13.2x | 13.2x | 0.9x |
| Fri, 19 Jun 2026 | R$4.2b | R$5.2b | R$350.4m | 12x | 12x | 0.8x |
| Sun, 17 May 2026 | R$4.3b | R$5.1b | R$350.4m | 12.2x | 12.2x | 0.8x |
| Tue, 14 Apr 2026 | R$4.6b | R$5.2b | R$390.9m | 11.7x | 11.7x | 0.9x |
| Thu, 12 Mar 2026 | R$4.6b | R$5.2b | R$390.9m | 11.7x | 11.7x | 0.9x |
| Sat, 07 Feb 2026 | R$4.7b | R$5.1b | R$535.3m | 8.7x | 8.7x | 0.9x |
| Mon, 05 Jan 2026 | R$4.3b | R$5.1b | R$535.3m | 8x | 8x | 0.8x |
| Wed, 03 Dec 2025 | R$4.2b | R$5.1b | R$535.3m | 7.8x | 7.8x | 0.8x |
| Fri, 31 Oct 2025 | R$4.0b | R$5.6b | R$615.5m | 6.5x | 6.5x | 0.7x |
| Sun, 28 Sep 2025 | R$3.8b | R$4.6b | R$615.5m | 6.2x | 6.2x | 0.8x |
| Tue, 26 Aug 2025 | R$3.9b | R$4.6b | R$615.5m | 6.3x | 6.3x | 0.8x |
| Thu, 24 Jul 2025 | R$3.7b | R$5.9b | R$703.0m | 5.2x | 5.2x | 0.6x |
| Sat, 21 Jun 2025 | R$3.9b | R$5.9b | R$703.0m | 5.5x | 5.5x | 0.7x |
| Mon, 19 May 2025 | R$3.9b | R$6.5b | R$805.7m | 4.9x | 4.9x | 0.6x |
| Wed, 16 Apr 2025 | R$3.8b | R$6.5b | R$805.7m | 4.8x | 4.8x | 0.6x |
| Fri, 14 Mar 2025 | R$3.7b | R$6.5b | R$805.7m | 4.6x | 4.6x | 0.6x |
| Sun, 09 Feb 2025 | R$4.3b | R$6.4b | R$517.8m | 8.2x | 8.2x | 0.7x |
| Tue, 07 Jan 2025 | R$3.4b | R$6.4b | R$517.8m | 6.9x | 6.6x | 0.5x |
| Thu, 05 Dec 2024 | R$3.2b | R$6.4b | R$517.8m | 6.3x | 6.2x | 0.5x |
| Sat, 02 Nov 2024 | R$3.5b | R$6.4b | R$368.9m | 9.2x | 9.6x | 0.6x |
| Mon, 30 Sep 2024 | R$3.7b | R$6.4b | R$368.9m | 10.1x | 10.1x | 0.6x |
| Wed, 28 Aug 2024 | R$4.0b | R$5.6b | R$368.9m | 10.9x | 10.9x | 0.7x |
| Fri, 26 Jul 2024 | R$2.3b | R$5.8b | R$137.5m | 16.9x | 16.9x | 0.4x |
| Sun, 23 Jun 2024 | R$2.6b | R$5.8b | R$137.5m | 18.8x | 18.8x | 0.4x |
| Tue, 21 May 2024 | R$2.9b | R$5.6b | R$137.5m | 20.7x | 20.7x | 0.5x |
| Thu, 18 Apr 2024 | R$3.2b | R$6.2b | -R$123,853,000.00 | n/a | -25.8x | 0.5x |
| Sat, 16 Mar 2024 | R$3.2b | R$8.9b | R$37.6m | 84.9x | 84.9x | 0.4x |
| Mon, 12 Feb 2024 | R$3.3b | R$8.9b | R$37.6m | 86.6x | 86.6x | 0.4x |
| Wed, 10 Jan 2024 | R$3.4b | R$8.9b | R$37.6m | 90.8x | 90.8x | 0.4x |
| Fri, 08 Dec 2023 | R$4.4b | R$8.9b | R$37.6m | 114.6x | 116.1x | 0.5x |
| Sun, 05 Nov 2023 | R$3.5b | R$9.6b | -R$308,868,000.00 | n/a | -11.2x | 0.4x |
| Tue, 03 Oct 2023 | R$3.6b | R$9.6b | -R$308,868,000.00 | n/a | -11.7x | 0.4x |
| Thu, 31 Aug 2023 | R$3.9b | R$9.6b | -R$308,868,000.00 | n/a | -12.6x | 0.4x |
| Sat, 29 Jul 2023 | R$3.4b | R$10.0b | -R$702,276,000.00 | n/a | -4.8x | 0.3x |
-4.8x
How does Brazilian Reinsurance compare with similar industries?
| BR Market | -1.72% | |
| Financials | -2.05% | |
| Insurance | 0.94% | |
| Reinsurance | 0.74% | |
| General Insurance | 0.97% | |
| Insurance Brokers | -2.23% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||