These Analysts Think AXA SA's (EPA:CS) Sales Are Under Threat
Aug 05
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French (CAC) Insurance Industry Analysis
UpdatedSep 29, 2025
DataAggregated Company Financials
Companies6
- 7D1.6%
- 3M-0.5%
- 1Y18.9%
- YTD18.2%
In the last week, the Insurance industry is up 1.6%, with AXA up 1.5%. During this same period, the Fin.Ouest Africain underperformed, falling 17%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 4.6% per annum.
Industry Valuation and Performance
Has the French Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Sep 2025 | €92.7b | €111.3b | €7.9b | 11.9x | 11.7x | 0.8x |
| Wed, 27 Aug 2025 | €89.5b | €111.3b | €7.9b | 10.6x | 11.3x | 0.8x |
| Fri, 25 Jul 2025 | €99.8b | €109.5b | €7.4b | 61.1x | 13.5x | 0.9x |
| Sun, 22 Jun 2025 | €100.4b | €109.5b | €7.4b | 61.6x | 13.6x | 0.9x |
| Tue, 20 May 2025 | €98.5b | €109.5b | €7.4b | 56.3x | 13.3x | 0.9x |
| Thu, 17 Apr 2025 | €92.4b | €109.6b | €7.4b | 565.6x | 12.5x | 0.8x |
| Sat, 15 Mar 2025 | €90.0b | €96.7b | €8.0b | 600.9x | 11.3x | 0.9x |
| Mon, 10 Feb 2025 | €86.9b | €108.1b | €7.4b | 11.1x | 11.8x | 0.8x |
| Wed, 08 Jan 2025 | €80.2b | €108.1b | €7.4b | 10.2x | 10.9x | 0.7x |
| Fri, 06 Dec 2024 | €77.7b | €108.1b | €7.4b | 9.9x | 10.5x | 0.7x |
| Sun, 03 Nov 2024 | €78.3b | €109.0b | €7.6b | 10.1x | 10.3x | 0.7x |
| Tue, 01 Oct 2024 | €78.9b | €109.0b | €7.6b | 10.2x | 10.3x | 0.7x |
| Thu, 29 Aug 2024 | €78.2b | €109.0b | €7.6b | 10.1x | 10.2x | 0.7x |
| Sat, 27 Jul 2024 | €77.5b | €105.2b | €7.9b | 8.3x | 9.8x | 0.7x |
| Mon, 24 Jun 2024 | €74.1b | €105.3b | €7.9b | 8.1x | 9.3x | 0.7x |
| Wed, 22 May 2024 | €82.1b | €105.3b | €7.9b | 9.6x | 10.3x | 0.8x |
| Fri, 19 Apr 2024 | €82.0b | €105.2b | €8.1b | 9x | 10.2x | 0.8x |
| Sun, 17 Mar 2024 | €83.3b | €117.3b | €7.5b | 8.9x | 11.1x | 0.7x |
| Tue, 13 Feb 2024 | €74.6b | €124.0b | €8.1b | 6.7x | 9.2x | 0.6x |
| Thu, 11 Jan 2024 | €85.6b | €170.1b | €9.7b | 7.7x | 8.8x | 0.5x |
| Sat, 09 Dec 2023 | €86.6b | €170.1b | €9.7b | 7.5x | 8.9x | 0.5x |
| Mon, 06 Nov 2023 | €82.9b | €169.6b | €8.8b | 9.3x | 9.4x | 0.5x |
| Wed, 04 Oct 2023 | €81.9b | €169.6b | €8.8b | 9.1x | 9.3x | 0.5x |
| Fri, 01 Sep 2023 | €82.2b | €169.6b | €8.8b | 9.2x | 9.3x | 0.5x |
| Sun, 30 Jul 2023 | €83.7b | €171.3b | €8.4b | 9.3x | 10x | 0.5x |
| Tue, 27 Jun 2023 | €83.6b | €171.2b | €8.4b | 9.3x | 9.9x | 0.5x |
| Thu, 25 May 2023 | €85.0b | €171.2b | €8.4b | 9.5x | 10.1x | 0.5x |
| Sat, 22 Apr 2023 | €89.8b | €171.3b | €8.1b | 9x | 11.1x | 0.5x |
| Mon, 20 Mar 2023 | €84.5b | €171.7b | €8.8b | 8.9x | 9.6x | 0.5x |
| Wed, 15 Feb 2023 | €87.8b | €174.4b | €8.7b | 9x | 10.1x | 0.5x |
| Fri, 13 Jan 2023 | €86.7b | €174.4b | €8.7b | 9x | 10x | 0.5x |
| Sun, 11 Dec 2022 | €84.3b | €174.4b | €8.7b | 8.9x | 9.7x | 0.5x |
| Tue, 08 Nov 2022 | €81.2b | €174.2b | €8.9b | 8.6x | 9.1x | 0.5x |
| Thu, 06 Oct 2022 | €72.6b | €174.2b | €8.9b | 7.5x | 8.2x | 0.4x |
Price to Earnings Ratio
8.2x
Current Industry PE
- Investors are optimistic on the French Insurance industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.7x which is higher than its 3-year average PE of 10.4x.
- The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have declined 3.7% per year over the last three years,
- Revenues have also declined 14% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the French Financials industry?
| FR Market | 0.44% | |
| Financials | 0.34% | |
| Insurance | 1.60% | |
| Reinsurance | 3.25% | |
| General Insurance | 1.52% | |
| Property and Casualty Insurance | 0.77% | |
| Life and Health Insurance | 0% | 0 |
Industry PE
- Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 10.3x.
- Analysts are expecting annual earnings growth of 4.4%, which is lower than the prior year's growth of 7.4% per year.
- Investors are most pessimistic about the Reinsurance industry, which is trading below its 3-year average of 119x.
Forecasted Growth
- Analysts are most optimistic on the Reinsurance industry, expecting annual earnings growth of 9.5% over the next 5 years.
- In contrast, the Property and Casualty Insurance industry is expected to see its earnings grow by 2.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CS AXA | €40.56 | 1.3% +€1.1b | 17.5% | PE11.9x | |
| SCR SCOR | €29.74 | 2.8% +€143.1m | 48.3% | PE9.8x | |
| COFA COFACE | €15.70 | 0.4% +€10.5m | 6.9% | PE9.6x |