Narrative Update • Jul 31

Over the last 7 days, the Insurance industry has remained flat. As for the the longer term, the industry is up 9.3% over the past 12 months. As for the next few years, earnings are expected to grow by 6.0% per annum.
Has the French Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | €99.9b | €113.9b | €8.7b | 11.8x | 11.5x | 0.9x |
| Tue, 07 Jul 2026 | €98.8b | €112.0b | €8.4b | 11.6x | 11.8x | 0.9x |
| Thu, 04 Jun 2026 | €88.0b | €112.0b | €8.4b | 11x | 10.5x | 0.8x |
| Sat, 02 May 2026 | €92.3b | €112.3b | €8.3b | 11.6x | 11.1x | 0.8x |
| Mon, 30 Mar 2026 | €85.7b | €112.3b | €8.3b | 10.7x | 10.3x | 0.8x |
| Wed, 25 Feb 2026 | €87.8b | €111.3b | €8.2b | 11.2x | 10.7x | 0.8x |
| Fri, 23 Jan 2026 | €84.0b | €111.3b | €8.2b | 10.8x | 10.2x | 0.8x |
| Sun, 21 Dec 2025 | €91.5b | €111.3b | €8.2b | 11.8x | 11.1x | 0.8x |
| Tue, 18 Nov 2025 | €85.4b | €111.3b | €8.2b | 10.9x | 10.4x | 0.8x |
| Thu, 16 Oct 2025 | €91.8b | €111.3b | €7.9b | 11.7x | 11.6x | 0.8x |
| Sat, 13 Sep 2025 | €91.4b | €111.3b | €7.9b | 10.7x | 11.5x | 0.8x |
| Mon, 11 Aug 2025 | €97.7b | €111.3b | €7.9b | 11.2x | 12.3x | 0.9x |
| Wed, 09 Jul 2025 | €98.0b | €109.5b | €7.4b | 60.9x | 13.2x | 0.9x |
| Fri, 06 Jun 2025 | €100.3b | €109.5b | €7.4b | 61.4x | 13.6x | 0.9x |
| Sun, 04 May 2025 | €99.7b | €109.6b | €7.4b | 598.8x | 13.5x | 0.9x |
| Tue, 01 Apr 2025 | €93.3b | €109.6b | €7.4b | 602.9x | 12.6x | 0.9x |
| Thu, 27 Feb 2025 | €88.5b | €108.1b | €7.4b | 11.3x | 12x | 0.8x |
| Sat, 25 Jan 2025 | €83.2b | €108.1b | €7.4b | 10.6x | 11.3x | 0.8x |
| Mon, 23 Dec 2024 | €77.3b | €108.1b | €7.4b | 9.9x | 10.5x | 0.7x |
| Wed, 20 Nov 2024 | €78.6b | €108.1b | €7.4b | 10x | 10.7x | 0.7x |
| Fri, 18 Oct 2024 | €82.2b | €109.0b | €7.6b | 10.6x | 10.8x | 0.8x |
| Sun, 15 Sep 2024 | €82.0b | €109.0b | €7.6b | 10.6x | 10.8x | 0.8x |
| Tue, 13 Aug 2024 | €73.6b | €109.0b | €7.6b | 9.5x | 9.7x | 0.7x |
| Thu, 11 Jul 2024 | €77.2b | €105.2b | €7.9b | 8.3x | 9.7x | 0.7x |
| Sat, 08 Jun 2024 | €80.0b | €105.3b | €7.9b | 8.4x | 10.1x | 0.8x |
| Mon, 06 May 2024 | €76.8b | €105.2b | €8.1b | 9x | 9.5x | 0.7x |
| Wed, 03 Apr 2024 | €84.4b | €105.1b | €8.1b | 9x | 10.5x | 0.8x |
| Fri, 01 Mar 2024 | €79.5b | €124.0b | €8.1b | 6.9x | 9.8x | 0.6x |
| Sun, 28 Jan 2024 | €89.4b | €170.1b | €9.7b | 7.8x | 9.2x | 0.5x |
| Tue, 26 Dec 2023 | €85.8b | €170.1b | €9.7b | 7.6x | 8.8x | 0.5x |
| Thu, 23 Nov 2023 | €82.9b | €170.1b | €9.7b | 7.4x | 8.5x | 0.5x |
| Sat, 21 Oct 2023 | €80.5b | €169.6b | €8.8b | 9.1x | 9.1x | 0.5x |
| Mon, 18 Sep 2023 | €86.2b | €169.6b | €8.8b | 9.5x | 9.8x | 0.5x |
| Wed, 16 Aug 2023 | €81.7b | €169.5b | €8.8b | 9.2x | 9.3x | 0.5x |
9.3x
Which industries have driven the changes within the French Financials industry?
| FR Market | 2.37% | |
| Financials | 1.92% | |
| Insurance | 0.30% | |
| Property and Casualty Insurance | 1.79% | |
| Reinsurance | 0.58% | |
| General Insurance | 0.24% | |
| Life and Health Insurance | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CS AXA | €45.05 | 0.2% +€222.5m | 8.8% | PE11.9x | |
| COFA COFACE | €16.10 | 1.9% +€44.8m | 0.3% | PE11.7x | |
| SCR SCOR | €34.50 | 0.6% +€35.8m | 22.5% | PE7.5x |