Italian (Borsa Italiana) Insurance Industry Analysis

Industry Valuation and Performance

Has the Italian Insurance Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 24 Aug 2026	€85.6b	€71.3b	€6.3b	14.4x	13.7x	1.2x
Wed, 22 Jul 2026	€82.8b	€69.1b	€5.7b	15.3x	14.6x	1.2x
Fri, 19 Jun 2026	€81.3b	€69.1b	€5.7b	15.3x	14.4x	1.2x
Sun, 17 May 2026	€74.3b	€69.1b	€5.7b	13.9x	13.1x	1.1x
Tue, 14 Apr 2026	€70.3b	€69.2b	€5.6b	13.1x	12.5x	1x
Thu, 12 Mar 2026	€64.3b	€68.1b	€5.4b	12.9x	12x	0.9x
Sat, 07 Feb 2026	€68.4b	€67.7b	€5.0b	13.9x	13.7x	1x
Mon, 05 Jan 2026	€69.6b	€67.7b	€5.0b	14.1x	13.9x	1x
Wed, 03 Dec 2025	€67.0b	€67.7b	€5.0b	13.6x	13.4x	1x
Fri, 31 Oct 2025	€92.2b	€81.5b	€7.1b	12.9x	12.9x	1.1x
Sun, 28 Sep 2025	€90.3b	€81.5b	€7.1b	12.7x	12.7x	1.1x
Tue, 26 Aug 2025	€92.4b	€81.5b	€7.1b	13x	12.9x	1.1x
Thu, 24 Jul 2025	€85.0b	€80.5b	€7.0b	12x	12.1x	1.1x
Sat, 21 Jun 2025	€82.2b	€80.3b	€6.9b	11.9x	11.9x	1x
Mon, 19 May 2025	€89.3b	€80.3b	€6.9b	12.9x	12.9x	1.1x
Wed, 16 Apr 2025	€78.3b	€80.1b	€6.8b	11.5x	11.5x	1x
Fri, 14 Mar 2025	€80.7b	€84.6b	€6.6b	12.2x	12.3x	1x
Sun, 09 Feb 2025	€76.6b	€84.8b	€6.7b	11.6x	11.4x	0.9x
Tue, 07 Jan 2025	€69.0b	€84.8b	€6.7b	10.5x	10.3x	0.8x
Thu, 05 Dec 2024	€68.9b	€84.8b	€6.7b	10.5x	10.3x	0.8x
Sat, 02 Nov 2024	€64.7b	€84.6b	€6.5b	10.3x	9.9x	0.8x
Mon, 30 Sep 2024	€64.3b	€84.6b	€6.5b	10.3x	9.9x	0.8x
Wed, 28 Aug 2024	€60.5b	€84.6b	€6.5b	9.8x	9.3x	0.7x
Fri, 26 Jul 2024	€59.4b	€81.7b	€6.7b	9.2x	8.9x	0.7x
Sun, 23 Jun 2024	€66.2b	€95.0b	€7.4b	9.8x	9x	0.7x
Tue, 21 May 2024	€59.8b	€81.7b	€6.7b	9.3x	9x	0.7x
Thu, 18 Apr 2024	€63.3b	€90.2b	€7.4b	9.5x	8.6x	0.7x
Sat, 16 Mar 2024	€64.3b	€90.7b	€7.0b	9.8x	9.2x	0.7x
Mon, 12 Feb 2024	€42.8b	€108.5b	€5.8b	7.7x	7.4x	0.4x
Wed, 10 Jan 2024	€42.4b	€114.5b	€5.8b	12.6x	7.3x	0.4x
Fri, 08 Dec 2023	€41.2b	€116.6b	€5.7b	12.9x	7.2x	0.4x
Sun, 05 Nov 2023	€40.9b	€116.6b	€5.7b	12.9x	7.2x	0.4x
Tue, 03 Oct 2023	€41.5b	€116.9b	€5.7b	13.3x	7.3x	0.4x
Thu, 31 Aug 2023	€41.4b	€116.8b	€5.7b	13x	7.2x	0.4x

Current Industry PE

Investors are optimistic on the Italian Insurance industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 13.6x which is higher than its 3-year average PE of 10.8x.

The 3-year average PS ratio of 0.83x is lower than the industry's current PS ratio of 1.2x.

Past Earnings Growth

The earnings for companies in the Insurance industry have grown 3.1% per year over the last three years.
Meanwhile revenues for these companies have declined 15% per year.
This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Italian Financials industry?


IT Market	-1.55%
Financials	-2.42%
Insurance	-2.74%
Insurance Brokers	0%	0
Life and Health Insurance	0%	0
General Insurance	-2.73%
Property and Casualty Insurance	-3.19%

Industry PE

Investors are most optimistic about the Property and Casualty Insurance industry which is trading above its 3-year average PE ratio of 22.8x.

Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings growth of 20.0% per year.

Forecasted Growth

Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 98% over the next 5 years.

In contrast, the General Insurance industry is expected to see its earnings grow by 3.9% per year over the next few years.

	Company	Last Price	7D	1Y	Valuation
No data available

Company

Last Price

Valuation

No data available

Banca Monte dei Paschi di Siena S.p.A. (BIT:BMPS) proposed to acquire Banca Generali S.p.A. (BIT:BGN) from Assicurazioni Generali S.p.A. (BIT:G) and others for €9.3 billion.

Banca Monte dei Paschi di Siena S.p.A. (BIT:BMPS) proposed to acquire Banca Generali S.p.A. (BIT:BGN) from Assicurazioni Generali S.p.A. (BIT:G) and others for €9.3 billion on August 20, 2026. Under the terms of the acquisition, Banca Monte dei Paschi di Siena S.p.A. will acquire all of the ordinary shares of Banca Generali S.p.A. through a voluntary full public exchange offer. The consideration consists of €9.32 billion based on a 6.958 exchange rate of Banca Monte dei Paschi di Siena S.p.A. As part of consideration, €9.32 billion is paid towards common equity of Banca Generali S.p.A. In a related transaction, Banca Monte dei Paschi di Siena S.p.A. will acquire stake in Banco BPM S.p.A and Assicurazioni Generali S.p.A. In any event on closing of the offer, if Banca Monte dei Paschi di Siena S.p.A. achieves at least 90% of Banca Generali S.p.A.'s share capital, Banca Monte dei Paschi di Siena S.p.A. intends to achieve the delisting of the Banca Generali S.p.A. Shares from Euronext Milan. The transaction is subject to approval by the shareholders of Banca Monte dei Paschi di Siena S.p.A., approval by Commissione Nazionale per le Società e la Borsa (CONSOB) and obtaining a minimum acceptance of 50% of the Banco BPM S.p.A.'s share capital plus one share. The deal has been approved by the board of directors of Banca Monte dei Paschi di Siena S.p.A. The transaction is expected to close by mid-February 2027. The combined Offers are expected to generate around 11% accretion in 2028 EPS taking into account the full realisation of expected synergies. Bonelli Erede Pappalardo Studio Legale, White & Case LLP, and Clifford Chance LLP acted as legal advisors for Banca Monte dei Paschi di Siena S.p.A. UBS Europe SE, Keefe, Bruyette & Woods, Inc., Vitale&Co. S.P.A., and BofA Securities Europe SA acted as financial advisors for Banca Monte dei Paschi di Siena S.p.A. PricewaterhouseCoopers Advisory S.p.A. acted as fairness opinion provider to Banca Monte dei Paschi di Siena S.p.A.

Italian (Borsa Italiana) Insurance Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Banca Monte dei Paschi di Siena S.p.A. (BIT:BMPS) proposed to acquire Banca Generali S.p.A. (BIT:BGN) from Assicurazioni Generali S.p.A. (BIT:G) and others for €9.3 billion.

UNI: Capital Increase And Index Inclusion Will Shape Fairly Balanced Outlook

First half 2026 earnings released: EPS: €0.47 (vs €0.44 in 1H 2025)