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German (DAX) Insurance Industry Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies8
  • 7D-2.8%
  • 3M1.0%
  • 1Y3.2%
  • YTD4.3%

Over the last 7 days, the Insurance industry has dropped 2.8%, driven by a pullback from NÜRNBERGER Beteiligungs-AG of 1.3%. This takes the industry's 12 month performance to a gain of 3.2%.

Industry Valuation and Performance

Has the German Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sat, 04 Dec 2021€143.4b€263.3b€13.2b11.8x
Mon, 01 Nov 2021€150.4b€260.6b€13.2b11.8x
Wed, 29 Sep 2021€145.3b€260.6b€13.2b10.8x
Fri, 27 Aug 2021€148.8b€258.9b€13.2b10.9x
Sat, 03 Jul 2021€147.8b€258.9b€13.2b10.6x
Tue, 06 Apr 2021€157.0b€260.0b€11.5b11.4x
Fri, 08 Jan 2021€143.2b€250.7b€9.9b11.9x
Thu, 01 Oct 2020€123.2b€242.7b€10.0b9.9x
Sun, 05 Jul 2020€136.7b€241.6b€10.7b10.8x
Wed, 08 Apr 2020€116.8b€238.3b€12.1b8.8x
Tue, 31 Dec 2019€163.0b€243.2b€13.2b11.5x
Fri, 04 Oct 2019€154.3b€232.4b€13.1b11.5x
Mon, 08 Jul 2019€150.0b€226.1b€12.4b13x
Sun, 31 Mar 2019€140.9b€221.6b€11.7b12.1x
Wed, 02 Jan 2019€126.5b€215.9b€11.8b10.7x
PE Ratio

10.7x

Total Market Cap: €126.5bTotal Earnings: €11.8bTotal Revenue: €215.9b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 11.2x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Insurance industry have grown 3.6% per year over the last three years, and revenues for these companies have grown 5.6% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the German Insurance industry?

General Insurance-2.48%
Reinsurance-3.18%
Life and Health Insurance-4.00%

Industry PE: Investors are most optimistic about the Reinsurance industry, which is trading close to its 3-year average PE ratio of 16.4x. However analysts are expecting annual earnings growth of 11%, which is lower than the prior year's growth of 50% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Life and Health Insurance industry, which is trading below its 3-year average of 6.8x.

Forecasted Growth: Analysts are most optimistic on the Reinsurance industry, expecting annual earnings growth of 11% over the next 5 years. However this is lower than its past earnings growth rate of 50% per year. Meanwhile, the Life and Health Insurance industry is expected to see its earnings decline by 3.5% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
ALV Allianz3.6%+€2.8b-0.1%PE9.3x
MUV2 Münchener Rückversicherungs-Gesellschaft in München4.1%+€1.4b1.8%PE15.2x
HNR1 Hannover Rück1.7%+€313.6m13.8%PE17.7x
TLX Talanx2.9%+€288.2m26.6%PE11.6x
WUW Wüstenrot & Württembergische1.4%+€22.5m1.2%PE5.8x
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TLX

€40.08

Talanx

7D

2.9%

1Y

26.6%