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, 26 Aug 2024	€60.1b	€84.6b	€6.5b	9.8x	9.2x	0.7x
Wed, 24 Jul 2024	€59.8b	€81.7b	€6.7b	9.2x	9x	0.7x
Fri, 21 Jun 2024	€66.6b	€95.0b	€7.4b	9.8x	9.1x	0.7x
Sun, 19 May 2024	€61.5b	€81.7b	€6.7b	9.5x	9.2x	0.8x
Tue, 16 Apr 2024	€64.4b	€90.2b	€7.4b	9.7x	8.7x	0.7x
Thu, 14 Mar 2024	€63.2b	€94.1b	€7.0b	9.5x	9x	0.7x
Sat, 10 Feb 2024	€42.8b	€108.5b	€5.8b	7.7x	7.4x	0.4x
Mon, 08 Jan 2024	€42.3b	€114.5b	€5.8b	12.9x	7.3x	0.4x
Wed, 06 Dec 2023	€41.0b	€116.6b	€5.7b	13.1x	7.2x	0.4x
Fri, 03 Nov 2023	€41.0b	€116.6b	€5.7b	12.9x	7.2x	0.4x
Sun, 01 Oct 2023	€41.5b	€116.9b	€5.7b	13.4x	7.3x	0.4x
Tue, 29 Aug 2023	€40.6b	€116.8b	€5.7b	13x	7.1x	0.3x
Thu, 27 Jul 2023	€41.1b	€110.0b	€4.2b	15.1x	9.8x	0.4x
Sat, 24 Jun 2023	€39.6b	€110.0b	€4.2b	14.9x	9.5x	0.4x
Mon, 22 May 2023	€41.5b	€110.0b	€4.2b	15.4x	9.9x	0.4x
Wed, 19 Apr 2023	€41.7b	€110.0b	€4.2b	15.3x	10x	0.4x
Fri, 17 Mar 2023	€38.7b	€115.7b	€4.0b	10.6x	9.7x	0.3x
Sun, 12 Feb 2023	€40.7b	€114.9b	€3.9b	11.7x	10.3x	0.4x
Tue, 10 Jan 2023	€38.8b	€114.9b	€3.9b	11.6x	9.8x	0.3x
Thu, 08 Dec 2022	€39.2b	€114.9b	€3.9b	11.7x	9.9x	0.3x
Sat, 05 Nov 2022	€48.0b	€145.9b	€5.7b	10.4x	8.4x	0.3x
Mon, 03 Oct 2022	€42.9b	€145.9b	€5.7b	9.4x	7.5x	0.3x
Wed, 31 Aug 2022	€44.7b	€145.9b	€5.7b	9.8x	7.8x	0.3x
Fri, 29 Jul 2022	€43.8b	€162.3b	€5.8b	8.4x	7.6x	0.3x
Sun, 26 Jun 2022	€48.7b	€162.3b	€5.8b	9.3x	8.4x	0.3x
Tue, 24 May 2022	€52.6b	€162.3b	€5.8b	10x	9.1x	0.3x
Thu, 21 Apr 2022	€55.6b	€163.0b	€5.7b	10.3x	9.7x	0.3x
Sat, 19 Mar 2022	€54.8b	€167.0b	€5.8b	10.3x	9.5x	0.3x
Mon, 14 Feb 2022	€56.1b	€163.8b	€5.4b	10.7x	10.4x	0.3x
Wed, 12 Jan 2022	€56.4b	€163.2b	€5.5b	10x	10.2x	0.3x
Fri, 10 Dec 2021	€55.3b	€163.2b	€5.5b	9.7x	10x	0.3x
Sun, 07 Nov 2021	€58.5b	€163.7b	€5.5b	10.5x	10.7x	0.4x
Tue, 05 Oct 2021	€56.5b	€163.7b	€5.5b	10.2x	10.3x	0.3x
Thu, 02 Sep 2021	€54.6b	€163.7b	€5.5b	10.1x	10x	0.3x

Current Industry PE

Investors are relatively neutral on the Italian Insurance industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 9.0x.

The industry is trading close to its 3-year average PS ratio of 0.40x.

Past Earnings Growth

The earnings for companies in the Insurance industry have grown 6.0% per year over the last three years.
Meanwhile revenues for these companies have declined 20% 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	1.71%
Financials	1.72%
Insurance	2.57%
Insurance Brokers	11.43%
General Insurance	2.97%
Property and Casualty Insurance	1.74%
Life and Health Insurance	0%
Reinsurance	0%

Industry PE

Investors are most optimistic about the Property and Casualty Insurance industry even though it's trading below its 3-year average PE ratio of 20.0x.

Analysts are expecting annual earnings growth of 38.9%, which is higher than its past year's earnings growth of 17.3% per year.

Forecasted Growth

Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 99% over the next 5 years.

In contrast, the General Insurance industry is expected to see its earnings grow by 6.3% per year 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
G Assicurazioni Generali	€24.02	3.4% +€1.1b	29.1%	PE10.6x
PST Poste Italiane	€12.50	1.5% +€239.5m	23.8%	PE9x
UNI Unipol Gruppo	€9.42	0.9% +€61.0m	88.0%	PE5.6x
REVO REVO Insurance	€9.36	1.7% +€3.8m	15.6%	PE16.2x
YOLO Yolo Group	€1.56	11.4% +€2.0m	-57.8%	PS2.1x