Narrative Update • Jul 29

Over the last 7 days, the General Insurance industry has remained flat, although notably NÜRNBERGER Beteiligungs-AG declined by 3.1%. The past year has been better, since the industry has gained 20% in that time. 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | €193.3b | €166.1b | €14.6b | 13.7x | 13.3x | 1.2x |
| Sun, 28 Jun 2026 | €183.3b | €166.1b | €14.6b | 13x | 12.6x | 1.1x |
| Tue, 26 May 2026 | €177.3b | €166.1b | €14.6b | 14.1x | 12.2x | 1.1x |
| Thu, 23 Apr 2026 | €179.4b | €163.7b | €13.1b | 13.9x | 13.7x | 1.1x |
| Sat, 21 Mar 2026 | €160.5b | €163.7b | €13.1b | 12.5x | 12.3x | 1x |
| Mon, 16 Feb 2026 | €168.0b | €151.9b | €12.7b | 13.4x | 13.2x | 1.1x |
| Wed, 14 Jan 2026 | €174.4b | €151.9b | €12.7b | 13.9x | 13.7x | 1.1x |
| Fri, 12 Dec 2025 | €175.8b | €151.9b | €12.7b | 14x | 13.8x | 1.2x |
| Sun, 09 Nov 2025 | €162.7b | €159.0b | €12.3b | 13.3x | 13.2x | 1x |
| Tue, 07 Oct 2025 | €168.3b | €159.0b | €12.3b | 13.7x | 13.7x | 1.1x |
| Thu, 04 Sep 2025 | €164.2b | €159.3b | €12.3b | 13.4x | 13.3x | 1x |
| Sat, 02 Aug 2025 | €157.8b | €156.8b | €11.6b | 14.7x | 13.5x | 1x |
| Mon, 30 Jun 2025 | €160.8b | €156.8b | €11.6b | 14.1x | 13.8x | 1x |
| Wed, 28 May 2025 | €165.9b | €155.1b | €11.7b | 14.8x | 14.2x | 1.1x |
| Fri, 25 Apr 2025 | €163.4b | €154.4b | €11.7b | 14x | 14x | 1.1x |
| Sun, 23 Mar 2025 | €161.2b | €154.0b | €11.8b | 12.6x | 13.6x | 1x |
| Tue, 18 Feb 2025 | €149.4b | €151.4b | €11.4b | 13.3x | 13.1x | 1x |
| Thu, 16 Jan 2025 | €138.0b | €151.4b | €11.4b | 12.3x | 12.1x | 0.9x |
| Sat, 14 Dec 2024 | €139.3b | €151.4b | €11.4b | 12.3x | 12.2x | 0.9x |
| Mon, 11 Nov 2024 | €130.4b | €157.3b | €10.9b | 13.6x | 11.9x | 0.8x |
| Wed, 09 Oct 2024 | €131.8b | €157.3b | €10.9b | 13.8x | 12.1x | 0.8x |
| Fri, 06 Sep 2024 | €130.5b | €157.3b | €10.9b | 14.3x | 12x | 0.8x |
| Sun, 04 Aug 2024 | €115.5b | €150.5b | €10.6b | 15x | 10.9x | 0.8x |
| Tue, 02 Jul 2024 | €122.2b | €150.5b | €10.6b | 14.2x | 11.5x | 0.8x |
| Thu, 30 May 2024 | €122.6b | €150.5b | €10.6b | 15x | 11.5x | 0.8x |
| Sat, 27 Apr 2024 | €122.8b | €148.5b | €10.0b | 13.5x | 12.2x | 0.8x |
| Mon, 25 Mar 2024 | €125.9b | €157.6b | €10.1b | 11.7x | 12.5x | 0.8x |
| Wed, 21 Feb 2024 | €115.1b | €159.0b | €9.8b | 11.2x | 11.7x | 0.7x |
| Fri, 19 Jan 2024 | €113.6b | €159.0b | €9.8b | 11.4x | 11.6x | 0.7x |
| Sun, 17 Dec 2023 | €112.0b | €159.0b | €9.8b | 11.3x | 11.4x | 0.7x |
| Tue, 14 Nov 2023 | €103.5b | €160.6b | €9.6b | 11.3x | 10.8x | 0.6x |
| Thu, 12 Oct 2023 | €106.2b | €170.9b | €9.9b | 11.2x | 10.7x | 0.6x |
| Sat, 09 Sep 2023 | €106.0b | €181.9b | €9.9b | 12.5x | 10.7x | 0.6x |
| Mon, 07 Aug 2023 | €100.7b | €165.9b | €9.7b | 12x | 10.3x | 0.6x |
10.3x
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 | €431.50 | 1.7% +€2.6b | 24.3% | PE13.7x | |
| TLX Talanx | €114.80 | 1.3% +€387.1m | -1.5% | PE11.2x | |
| RLV RheinLand Holding | €30.20 | 0.7% +€768.0k | -3.2% | PE14.4x |