Narrative Update • May 08
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French (CAC) Insurance Industry Analysis
UpdatedMay 09, 2026
DataAggregated Company Financials
Companies6
- 7D0.1%
- 3M3.6%
- 1Y-0.9%
- YTD0.7%
Over the last 7 days, the Insurance industry has risen 3.7%, driven by gains from AXA of 0.2%. This takes the industry's 12 month performance to a gain of 3.2%. As for the next few years, earnings are expected to grow by 6.1% 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | €92.4b | €112.1b | €8.4b | 11.6x | 11x | 0.8x |
| Mon, 06 Apr 2026 | €91.2b | €112.3b | €8.3b | 11.4x | 10.9x | 0.8x |
| Wed, 04 Mar 2026 | €85.5b | €102.2b | €10.7b | 9.9x | 8x | 0.8x |
| Fri, 30 Jan 2026 | €83.7b | €111.3b | €8.2b | 10.7x | 10.2x | 0.8x |
| Sun, 28 Dec 2025 | €91.4b | €111.3b | €8.2b | 11.8x | 11.1x | 0.8x |
| Tue, 25 Nov 2025 | €85.2b | €111.3b | €8.2b | 10.9x | 10.3x | 0.8x |
| Thu, 23 Oct 2025 | €89.9b | €111.3b | €7.9b | 11.5x | 11.4x | 0.8x |
| Sat, 20 Sep 2025 | €90.9b | €111.3b | €7.9b | 11.7x | 11.5x | 0.8x |
| Mon, 18 Aug 2025 | €98.3b | €111.3b | €7.9b | 11.4x | 12.4x | 0.9x |
| Wed, 16 Jul 2025 | €97.8b | €109.5b | €7.4b | 60.8x | 13.2x | 0.9x |
| Fri, 13 Jun 2025 | €98.8b | €109.5b | €7.4b | 61.3x | 13.4x | 0.9x |
| Sun, 11 May 2025 | €98.3b | €109.5b | €7.4b | 315.1x | 13.3x | 0.9x |
| Tue, 08 Apr 2025 | €82.9b | €109.6b | €7.4b | 494.2x | 11.2x | 0.8x |
| Thu, 06 Mar 2025 | €88.8b | €108.1b | €7.4b | 11.3x | 12x | 0.8x |
| Sat, 01 Feb 2025 | €84.8b | €108.1b | €7.4b | 10.9x | 11.5x | 0.8x |
| Mon, 30 Dec 2024 | €78.5b | €108.1b | €7.4b | 10x | 10.6x | 0.7x |
| Wed, 27 Nov 2024 | €77.6b | €108.1b | €7.4b | 9.9x | 10.5x | 0.7x |
| Fri, 25 Oct 2024 | €80.5b | €109.0b | €7.6b | 10.4x | 10.6x | 0.7x |
| Sun, 22 Sep 2024 | €82.4b | €109.0b | €7.6b | 10.7x | 10.8x | 0.8x |
| Tue, 20 Aug 2024 | €76.2b | €109.0b | €7.6b | 9.8x | 10x | 0.7x |
| Thu, 18 Jul 2024 | €76.3b | €105.2b | €7.9b | 8.4x | 9.6x | 0.7x |
| Sat, 15 Jun 2024 | €71.3b | €105.3b | €7.9b | 7.8x | 9x | 0.7x |
| Mon, 13 May 2024 | €82.5b | €105.2b | €8.1b | 9.6x | 10.2x | 0.8x |
| Wed, 10 Apr 2024 | €82.1b | €105.1b | €8.1b | 9x | 10.2x | 0.8x |
| Fri, 08 Mar 2024 | €80.2b | €117.4b | €7.5b | 8.6x | 10.7x | 0.7x |
| Sun, 04 Feb 2024 | €88.5b | €170.1b | €9.7b | 7.8x | 9.1x | 0.5x |
| Tue, 02 Jan 2024 | €85.4b | €170.1b | €9.7b | 7.6x | 8.8x | 0.5x |
| Thu, 30 Nov 2023 | €83.4b | €170.1b | €9.7b | 7.4x | 8.6x | 0.5x |
| Sat, 28 Oct 2023 | €81.0b | €169.6b | €8.8b | 9.2x | 9.2x | 0.5x |
| Mon, 25 Sep 2023 | €84.7b | €169.6b | €8.8b | 9.4x | 9.6x | 0.5x |
| Wed, 23 Aug 2023 | €81.1b | €169.6b | €8.8b | 9.1x | 9.2x | 0.5x |
| Fri, 21 Jul 2023 | €86.1b | €171.2b | €8.4b | 9.5x | 10.2x | 0.5x |
| Sun, 18 Jun 2023 | €83.2b | €171.2b | €8.4b | 9.3x | 9.9x | 0.5x |
| Tue, 16 May 2023 | €86.4b | €171.3b | €8.1b | 9x | 10.7x | 0.5x |
Price to Earnings Ratio
10.7x
Current Industry PE
- Investors are relatively neutral on the French Insurance industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 10.6x.
- The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 13% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the French Financials industry?
| FR Market | 0.50% | |
| Financials | 1.42% | |
| Insurance | 0.12% | |
| Property and Casualty Insurance | 1.43% | |
| General Insurance | 0.24% | |
| Life and Health Insurance | 0% | 0 |
| Reinsurance | -2.33% | |
Industry PE
- Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 10.7x.
- Analysts are expecting annual earnings growth of 6.7%, which is higher than its past year's earnings growth of 2.0% per year.
- Investors are most pessimistic about the Reinsurance industry, which is trading below its 3-year average of 123x.
Forecasted Growth
- Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 6.7% over the next 5 years.
- This is better than its past earnings growth rate of 2.0% per year.
- In contrast, the Reinsurance 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CS AXA | €41.04 | 0.2% +€205.5m | -1.5% | PE11.6x | |
| COFA COFACE | €15.99 | 1.5% +€35.9m | -7.4% | PE10.8x |