Narrative Update • Aug 25

In the last week, the General Insurance industry is up 2.4%, with all of the companies up. This means that the industry has gained 36% over the past year. Earnings are forecast to grow by 3.8% annually.
Has the Italian General Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | €87.1b | €70.8b | €6.2b | 13.3x | 14x | 1.2x |
| Wed, 29 Jul 2026 | €84.4b | €68.7b | €5.6b | 14.2x | 15x | 1.2x |
| Fri, 26 Jun 2026 | €81.4b | €68.7b | €5.6b | 13.5x | 14.4x | 1.2x |
| Sun, 24 May 2026 | €73.7b | €68.7b | €5.6b | 12.2x | 13.1x | 1.1x |
| Tue, 21 Apr 2026 | €72.3b | €68.8b | €5.6b | 12.3x | 12.9x | 1.1x |
| Thu, 19 Mar 2026 | €66.4b | €68.5b | €5.6b | 11.1x | 11.8x | 1x |
| Sat, 14 Feb 2026 | €65.9b | €67.3b | €5.0b | 12.8x | 13.2x | 1x |
| Mon, 12 Jan 2026 | €67.5b | €67.3b | €5.0b | 13.4x | 13.5x | 1x |
| Wed, 10 Dec 2025 | €67.3b | €67.3b | €5.0b | 13.1x | 13.5x | 1x |
| Fri, 07 Nov 2025 | €64.3b | €67.3b | €5.0b | 12.7x | 12.9x | 1x |
| Sun, 05 Oct 2025 | €62.7b | €67.3b | €5.0b | 12.3x | 12.6x | 0.9x |
| Tue, 02 Sep 2025 | €63.7b | €67.3b | €5.0b | 12.3x | 12.8x | 0.9x |
| Thu, 31 Jul 2025 | €62.0b | €66.4b | €4.9b | 12.2x | 12.7x | 0.9x |
| Sat, 28 Jun 2025 | €57.5b | €66.3b | €4.8b | 11.7x | 12x | 0.9x |
| Mon, 26 May 2025 | €62.1b | €66.3b | €4.8b | 12.4x | 12.9x | 0.9x |
| Wed, 23 Apr 2025 | €58.2b | €66.3b | €4.8b | 11.4x | 12.1x | 0.9x |
| Fri, 21 Mar 2025 | €60.5b | €66.2b | €4.8b | 11.7x | 12.5x | 0.9x |
| Sun, 16 Feb 2025 | €58.7b | €72.4b | €4.6b | 11.6x | 12.8x | 0.8x |
| Tue, 14 Jan 2025 | €51.8b | €71.3b | €4.7b | 9.8x | 11x | 0.7x |
| Thu, 12 Dec 2024 | €51.4b | €71.3b | €4.7b | 9.6x | 10.9x | 0.7x |
| Sat, 09 Nov 2024 | €46.6b | €71.3b | €4.7b | 8.9x | 9.9x | 0.7x |
| Mon, 07 Oct 2024 | €46.7b | €71.3b | €4.7b | 8.8x | 9.9x | 0.7x |
| Wed, 04 Sep 2024 | €45.1b | €71.3b | €4.7b | 8.3x | 9.6x | 0.6x |
| Fri, 02 Aug 2024 | €43.0b | €68.7b | €4.8b | 8x | 9x | 0.6x |
| Sun, 30 Jun 2024 | €49.8b | €81.9b | €5.5b | 9.8x | 9.1x | 0.6x |
| Tue, 28 May 2024 | €50.4b | €80.7b | €5.4b | 10x | 9.3x | 0.6x |
| Thu, 25 Apr 2024 | €49.4b | €80.7b | €5.4b | 9.8x | 9.1x | 0.6x |
| Sat, 23 Mar 2024 | €49.6b | €78.0b | €5.1b | 10x | 9.8x | 0.6x |
| Mon, 19 Feb 2024 | €44.7b | €108.4b | €5.8b | 7.7x | 7.7x | 0.4x |
| Wed, 17 Jan 2024 | €40.9b | €108.5b | €5.8b | 7.3x | 7x | 0.4x |
| Fri, 15 Dec 2023 | €39.0b | €108.5b | €5.8b | 7x | 6.7x | 0.4x |
| Sun, 12 Nov 2023 | €39.1b | €110.5b | €5.7b | 7.4x | 6.9x | 0.4x |
| Tue, 10 Oct 2023 | €38.2b | €110.5b | €5.7b | 7.3x | 6.7x | 0.3x |
| Thu, 07 Sep 2023 | €38.6b | €110.7b | €5.7b | 7.5x | 6.8x | 0.3x |
6.8x
How does Italian General Insurance compare with similar industries?
| IT Market | 0.19% | |
| Financials | 0.28% | |
| Insurance | 1.83% | |
| General Insurance | 1.82% | |
| Property and Casualty Insurance | 2.22% | |
| Life and Health Insurance | 0% | 0 |
| Insurance Brokers | -1.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| G Assicurazioni Generali | €44.13 | 1.6% +€1.1b | 31.7% | PE14.7x | |
| UNI Unipol Assicurazioni | €28.47 | 1.2% +€251.0m | 59.5% | PE11.9x |