If EPS Growth Is Important To You, AXA (EPA:CS) Presents An Opportunity
Dec 10
Have your own idea? Try our Stock Screener
French (CAC) Insurance Industry Analysis
UpdatedDec 10, 2024
DataAggregated Company Financials
Companies6
- 7D4.4%
- 3M-1.4%
- 1Y11.8%
- YTD13.0%
In the last week, the Insurance industry is up 3.0%, with AXA up 4.5%. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 8.9% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 10 Dec 2024 | €78.6b | €108.1b | €7.4b | 10x | 10.7x | 0.7x |
| Thu, 07 Nov 2024 | €78.7b | €109.0b | €7.6b | 10.1x | 10.3x | 0.7x |
| Sat, 05 Oct 2024 | €78.6b | €109.0b | €7.6b | 10.1x | 10.3x | 0.7x |
| Mon, 02 Sep 2024 | €78.4b | €109.0b | €7.6b | 10.1x | 10.3x | 0.7x |
| Wed, 31 Jul 2024 | €78.0b | €105.2b | €7.9b | 8.5x | 9.8x | 0.7x |
| Fri, 28 Jun 2024 | €73.3b | €105.3b | €7.9b | 7.8x | 9.2x | 0.7x |
| Sun, 26 May 2024 | €81.1b | €105.3b | €7.9b | 8.6x | 10.2x | 0.8x |
| Tue, 23 Apr 2024 | €82.2b | €105.2b | €8.1b | 9x | 10.2x | 0.8x |
| Thu, 21 Mar 2024 | €83.9b | €117.3b | €7.5b | 8.9x | 11.2x | 0.7x |
| Sat, 17 Feb 2024 | €75.2b | €124.0b | €8.1b | 6.5x | 9.2x | 0.6x |
| Mon, 15 Jan 2024 | €85.6b | €170.1b | €9.7b | 7.7x | 8.8x | 0.5x |
| Wed, 13 Dec 2023 | €86.8b | €170.1b | €9.7b | 7.4x | 8.9x | 0.5x |
| Fri, 10 Nov 2023 | €81.7b | €169.6b | €8.8b | 9.2x | 9.3x | 0.5x |
| Sun, 08 Oct 2023 | €82.6b | €169.6b | €8.8b | 9.2x | 9.4x | 0.5x |
| Tue, 05 Sep 2023 | €81.9b | €169.6b | €8.8b | 9.2x | 9.3x | 0.5x |
| Thu, 03 Aug 2023 | €81.7b | €171.2b | €8.8b | 9.2x | 9.2x | 0.5x |
| Sat, 01 Jul 2023 | €85.1b | €171.2b | €8.4b | 9.4x | 10.1x | 0.5x |
| Mon, 29 May 2023 | €85.1b | €171.2b | €8.4b | 9.5x | 10.1x | 0.5x |
| Wed, 26 Apr 2023 | €89.9b | €171.3b | €8.1b | 9x | 11.2x | 0.5x |
| Fri, 24 Mar 2023 | €87.8b | €171.7b | €8.8b | 9x | 10x | 0.5x |
| Sun, 19 Feb 2023 | €88.2b | €174.4b | €8.7b | 9x | 10.2x | 0.5x |
| Tue, 17 Jan 2023 | €87.3b | €174.4b | €8.7b | 9x | 10.1x | 0.5x |
| Thu, 15 Dec 2022 | €84.5b | €174.4b | €8.7b | 9x | 9.7x | 0.5x |
| Sat, 12 Nov 2022 | €81.9b | €174.2b | €8.9b | 8.7x | 9.2x | 0.5x |
| Mon, 10 Oct 2022 | €71.7b | €174.2b | €8.9b | 7.4x | 8.1x | 0.4x |
| Wed, 07 Sep 2022 | €73.7b | €174.2b | €8.9b | 7.6x | 8.3x | 0.4x |
| Fri, 05 Aug 2022 | €73.4b | €188.6b | €8.8b | 7.7x | 8.4x | 0.4x |
| Sun, 03 Jul 2022 | €70.6b | €187.7b | €9.2b | 8.1x | 7.6x | 0.4x |
| Tue, 31 May 2022 | €78.0b | €187.7b | €9.2b | 8.6x | 8.4x | 0.4x |
| Thu, 28 Apr 2022 | €82.4b | €185.4b | €9.3b | 9.1x | 8.9x | 0.4x |
| Sat, 26 Mar 2022 | €83.3b | €185.4b | €9.3b | 9.3x | 9x | 0.4x |
| Mon, 21 Feb 2022 | €86.7b | €172.0b | €7.8b | 10.6x | 11.2x | 0.5x |
| Wed, 19 Jan 2022 | €90.6b | €179.2b | €7.6b | 11.5x | 11.9x | 0.5x |
| Fri, 17 Dec 2021 | €83.6b | €179.2b | €7.6b | 10.9x | 11x | 0.5x |
Price to Earnings Ratio
11x
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 10.7x which is higher than its 3-year average PE of 9.7x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
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 16% 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 | 3.77% | |
| Financials | 5.23% | |
| Insurance | 4.42% | |
| General Insurance | 4.70% | |
| Reinsurance | 3.59% | |
| Insurance Brokers | 0% | |
| Life and Health Insurance | 0% | |
| Property and Casualty Insurance | -2.48% | |
Industry PE
- Investors are most optimistic about the General Insurance industry, which is trading close to its 3-year average PE ratio of 9.6x.
- Analysts are expecting annual earnings growth of 6.2%, which is lower than the prior year's growth of 47.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Reinsurance industry, expecting annual earnings growth of 57% over the next 5 years.
- In contrast, the Property and Casualty Insurance industry is expected to see its earnings growth to stay flat 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 | €34.07 | 4.7% +€3.2b | 13.3% | PE10x | |
| SCR SCOR | €24.22 | 3.6% +€150.4m | -11.5% | PS0.3x | |
| MLPHO Photonike Capital | €0.11 | 3.8% +€423.2k | -31.3% | n/a |