Narrative Update • Jul 30

In the last week, General Insurance has been flat. As for the the longer term, the industry is up 6.1% over the past 12 months. Earnings are forecast to grow by 6.4% annually.
Has the French General Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | €90.9b | €96.8b | €7.7b | 11.9x | 11.9x | 0.9x |
| Wed, 01 Jul 2026 | €90.1b | €94.7b | €7.3b | 12.4x | 12.4x | 1x |
| Fri, 29 May 2026 | €81.6b | €94.7b | €7.3b | 11.2x | 11.2x | 0.9x |
| Sun, 26 Apr 2026 | €84.3b | €94.7b | €7.3b | 11.6x | 11.6x | 0.9x |
| Tue, 24 Mar 2026 | €77.8b | €94.7b | €7.3b | 10.7x | 10.7x | 0.8x |
| Thu, 19 Feb 2026 | €77.7b | €93.2b | €7.1b | 10.9x | 10.9x | 0.8x |
| Sat, 17 Jan 2026 | €78.7b | €93.2b | €7.1b | 11x | 11x | 0.8x |
| Mon, 15 Dec 2025 | €82.4b | €93.2b | €7.1b | 11.6x | 11.6x | 0.9x |
| Wed, 12 Nov 2025 | €78.0b | €93.2b | €7.1b | 10.9x | 10.9x | 0.8x |
| Fri, 10 Oct 2025 | €83.0b | €93.2b | €7.1b | 11.6x | 11.6x | 0.9x |
| Sun, 07 Sep 2025 | €82.4b | €93.2b | €7.1b | 11.6x | 11.6x | 0.9x |
| Tue, 05 Aug 2025 | €87.0b | €93.2b | €7.1b | 12.2x | 12.2x | 0.9x |
| Thu, 03 Jul 2025 | €88.4b | €91.3b | €7.1b | 12.4x | 12.4x | 1x |
| Sat, 31 May 2025 | €90.3b | €91.3b | €7.1b | 12.7x | 12.7x | 1x |
| Mon, 28 Apr 2025 | €88.3b | €91.3b | €7.1b | 12.4x | 12.4x | 1x |
| Wed, 26 Mar 2025 | €87.3b | €91.3b | €7.1b | 12.2x | 12.2x | 1x |
| Fri, 21 Feb 2025 | €78.3b | €90.6b | €7.2b | 10.9x | 10.9x | 0.9x |
| Sun, 19 Jan 2025 | €75.2b | €90.6b | €7.2b | 10.5x | 10.5x | 0.8x |
| Tue, 17 Dec 2024 | €71.7b | €90.6b | €7.2b | 10x | 10x | 0.8x |
| Thu, 14 Nov 2024 | €70.3b | €90.6b | €7.2b | 9.8x | 9.8x | 0.8x |
| Sat, 12 Oct 2024 | €74.1b | €90.6b | €7.2b | 10.3x | 10.3x | 0.8x |
| Mon, 09 Sep 2024 | €72.8b | €90.6b | €7.2b | 10.1x | 10.1x | 0.8x |
| Wed, 07 Aug 2024 | €68.3b | €90.6b | €7.2b | 9.5x | 9.5x | 0.8x |
| Fri, 05 Jul 2024 | €70.6b | €87.0b | €7.0b | 10.1x | 10.1x | 0.8x |
| Sun, 02 Jun 2024 | €72.7b | €87.0b | €7.0b | 10.4x | 10.4x | 0.8x |
| Tue, 30 Apr 2024 | €75.2b | €87.0b | €7.0b | 10.7x | 10.7x | 0.9x |
| Thu, 28 Mar 2024 | €76.3b | €87.0b | €7.0b | 10.9x | 10.9x | 0.9x |
| Sat, 24 Feb 2024 | €71.1b | €102.0b | €6.5b | 11x | 11x | 0.7x |
| Mon, 22 Jan 2024 | €67.2b | €102.0b | €6.5b | 10.4x | 10.4x | 0.7x |
| Wed, 20 Dec 2023 | €64.1b | €102.0b | €6.5b | 9.9x | 9.9x | 0.6x |
| Fri, 17 Nov 2023 | €60.9b | €102.0b | €6.5b | 9.4x | 9.4x | 0.6x |
| Sun, 15 Oct 2023 | €61.2b | €102.0b | €6.5b | 9.5x | 9.5x | 0.6x |
| Tue, 12 Sep 2023 | €61.1b | €102.0b | €6.5b | 9.4x | 9.4x | 0.6x |
| Thu, 10 Aug 2023 | €61.5b | €102.0b | €6.5b | 9.5x | 9.5x | 0.6x |
9.5x
How does French General Insurance compare with similar industries?
| FR Market | 0.95% | |
| Financials | 2.25% | |
| Insurance | -0.41% | |
| General Insurance | -0.55% | |
| Reinsurance | 1.48% | |
| Property and Casualty Insurance | 0.44% | |
| 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 | €44.94 | 0.2% +€226.1m | 14.3% | PE12.7x |