Narrative Update • Jul 29

The General Insurance industry is up 1.6% in the last week, with Allianz up 1.7%. This means that the industry has gained 20% over the past year. Earnings are forecast to grow by 3.3% annually.
Has the German General Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | €193.3b | €166.1b | €14.6b | 13.7x | 13.3x | 1.2x |
| Mon, 29 Jun 2026 | €183.3b | €166.1b | €14.6b | 13x | 12.6x | 1.1x |
| Wed, 27 May 2026 | €176.7b | €166.1b | €14.6b | 14.1x | 12.1x | 1.1x |
| Fri, 24 Apr 2026 | €179.5b | €163.7b | €13.1b | 13.9x | 13.7x | 1.1x |
| Sun, 22 Mar 2026 | €160.7b | €163.7b | €13.1b | 12.5x | 12.3x | 1x |
| Tue, 17 Feb 2026 | €169.7b | €151.9b | €12.7b | 13.5x | 13.3x | 1.1x |
| Thu, 15 Jan 2026 | €173.5b | €151.9b | €12.7b | 13.8x | 13.6x | 1.1x |
| Sat, 13 Dec 2025 | €174.5b | €151.9b | €12.7b | 13.9x | 13.7x | 1.1x |
| Mon, 10 Nov 2025 | €162.7b | €159.0b | €12.3b | 13.3x | 13.2x | 1x |
| Wed, 08 Oct 2025 | €168.9b | €159.0b | €12.3b | 13.8x | 13.7x | 1.1x |
| Fri, 05 Sep 2025 | €164.8b | €159.0b | €12.3b | 13.4x | 13.4x | 1x |
| Sun, 03 Aug 2025 | €157.8b | €156.8b | €11.6b | 14.7x | 13.5x | 1x |
| Tue, 01 Jul 2025 | €160.9b | €156.8b | €11.6b | 14.1x | 13.8x | 1x |
| Thu, 29 May 2025 | €164.0b | €155.1b | €11.7b | 14.7x | 14x | 1.1x |
| Sat, 26 Apr 2025 | €164.6b | €154.4b | €11.7b | 14.1x | 14.1x | 1.1x |
| Mon, 24 Mar 2025 | €161.2b | €154.0b | €11.8b | 12.6x | 13.6x | 1x |
| Wed, 19 Feb 2025 | €150.3b | €151.4b | €11.4b | 13.3x | 13.2x | 1x |
| Fri, 17 Jan 2025 | €139.1b | €151.4b | €11.4b | 12.4x | 12.2x | 0.9x |
| Sun, 15 Dec 2024 | €139.3b | €151.4b | €11.4b | 12.3x | 12.2x | 0.9x |
| Tue, 12 Nov 2024 | €131.9b | €157.3b | €10.9b | 13.6x | 12.1x | 0.8x |
| Thu, 10 Oct 2024 | €133.1b | €157.3b | €10.9b | 13.8x | 12.2x | 0.8x |
| Sat, 07 Sep 2024 | €128.8b | €157.3b | €10.9b | 14.7x | 11.8x | 0.8x |
| Mon, 05 Aug 2024 | €115.5b | €150.5b | €10.6b | 15x | 10.9x | 0.8x |
| Wed, 03 Jul 2024 | €122.2b | €150.5b | €10.6b | 14.3x | 11.5x | 0.8x |
| Fri, 31 May 2024 | €123.3b | €150.5b | €10.6b | 15x | 11.6x | 0.8x |
| Sun, 28 Apr 2024 | €122.8b | €148.5b | €10.0b | 13.5x | 12.2x | 0.8x |
| Tue, 26 Mar 2024 | €127.1b | €157.6b | €10.1b | 11.7x | 12.6x | 0.8x |
| Thu, 22 Feb 2024 | €115.8b | €159.0b | €9.8b | 11.5x | 11.8x | 0.7x |
| Sat, 20 Jan 2024 | €114.3b | €159.0b | €9.8b | 11.4x | 11.6x | 0.7x |
| Mon, 18 Dec 2023 | €112.0b | €159.0b | €9.8b | 11.3x | 11.4x | 0.7x |
| Wed, 15 Nov 2023 | €105.0b | €160.6b | €9.6b | 11.4x | 10.9x | 0.7x |
| Fri, 13 Oct 2023 | €106.0b | €170.9b | €9.9b | 11.2x | 10.7x | 0.6x |
| Sun, 10 Sep 2023 | €106.0b | €181.9b | €9.9b | 12.5x | 10.7x | 0.6x |
| Tue, 08 Aug 2023 | €101.1b | €165.9b | €9.7b | 11.8x | 10.4x | 0.6x |
10.4x
How does German General Insurance compare with similar industries?
| DE Market | 3.03% | |
| Financials | 2.79% | |
| Insurance | 1.91% | |
| General Insurance | 1.58% | |
| Reinsurance | 2.61% | |
| Life and Health Insurance | 0.14% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALV Allianz | €432.50 | 1.3% +€1.9b | 29.5% | PE13.7x | |
| TLX Talanx | €115.30 | 0.2% +€51.6m | 1.1% | PE11.2x | |
| NBG6 NÜRNBERGER Beteiligungs-AG | €125.00 | 1.2% +€17.3m | 146.1% | PE32.4x | |
| DFV DFV Deutsche Familienversicherung | €7.80 | 4.0% +€4.4m | 28.9% | PE11.9x |