Here's Why We Think Korean Reinsurance (KRX:003690) Might Deserve Your Attention Today
Sep 26
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South Korean (KOSPI) Insurance Industry Analysis
UpdatedSep 27, 2025
DataAggregated Company Financials
Companies15
- 7D-1.2%
- 3M12.1%
- 1Y36.5%
- YTD44.3%
Over the last 7 days, the Insurance industry has dropped 1.5%, driven by Samsung Life Insurance declining 0.9%. Over the past 12 months, the industry was up 35%. Earnings are forecast to grow by 8.3% annually.
Industry Valuation and Performance
Has the South Korean Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Sep 2025 | ₩69.3t | ₩139.4t | ₩8.1t | 6.4x | 8.6x | 0.5x |
| Mon, 25 Aug 2025 | ₩64.5t | ₩125.4t | ₩8.4t | 6.8x | 7.7x | 0.5x |
| Wed, 23 Jul 2025 | ₩65.1t | ₩127.8t | ₩8.3t | 7.1x | 7.9x | 0.5x |
| Fri, 20 Jun 2025 | ₩59.8t | ₩127.8t | ₩8.3t | 6x | 7.2x | 0.5x |
| Sun, 18 May 2025 | ₩47.4t | ₩126.9t | ₩8.7t | 5.5x | 5.5x | 0.4x |
| Tue, 15 Apr 2025 | ₩43.9t | ₩126.6t | ₩8.9t | 4.9x | 4.9x | 0.3x |
| Thu, 13 Mar 2025 | ₩45.9t | ₩123.6t | ₩9.0t | 4.3x | 5.1x | 0.4x |
| Sat, 08 Feb 2025 | ₩46.1t | ₩126.1t | ₩8.8t | 4.1x | 5.2x | 0.4x |
| Mon, 06 Jan 2025 | ₩46.5t | ₩126.1t | ₩8.8t | 4.2x | 5.3x | 0.4x |
| Wed, 04 Dec 2024 | ₩54.0t | ₩125.7t | ₩9.0t | 3.8x | 6x | 0.4x |
| Fri, 01 Nov 2024 | ₩48.9t | ₩122.9t | ₩8.5t | 4.6x | 5.7x | 0.4x |
| Sun, 29 Sep 2024 | ₩48.2t | ₩122.9t | ₩8.5t | 4.5x | 5.7x | 0.4x |
| Tue, 27 Aug 2024 | ₩50.0t | ₩122.0t | ₩7.8t | 5.4x | 6.4x | 0.4x |
| Thu, 25 Jul 2024 | ₩48.2t | ₩120.4t | ₩7.6t | 5.8x | 6.3x | 0.4x |
| Sat, 22 Jun 2024 | ₩47.8t | ₩120.4t | ₩7.6t | 5.2x | 6.3x | 0.4x |
| Mon, 20 May 2024 | ₩48.0t | ₩122.6t | ₩8.1t | 4.5x | 6x | 0.4x |
| Wed, 17 Apr 2024 | ₩41.1t | ₩121.4t | ₩8.0t | 4.1x | 5.1x | 0.3x |
| Fri, 15 Mar 2024 | ₩48.0t | ₩148.7t | ₩6.4t | 7.4x | 7.5x | 0.3x |
| Sun, 11 Feb 2024 | ₩44.9t | ₩152.5t | ₩6.0t | 6.6x | 7.5x | 0.3x |
| Tue, 09 Jan 2024 | ₩40.4t | ₩163.6t | ₩6.9t | 5.3x | 5.8x | 0.2x |
| Thu, 07 Dec 2023 | ₩42.7t | ₩163.6t | ₩7.0t | 5.6x | 6.1x | 0.3x |
| Sat, 04 Nov 2023 | ₩41.9t | ₩166.7t | ₩6.6t | 5.9x | 6.3x | 0.3x |
| Mon, 02 Oct 2023 | ₩43.1t | ₩166.7t | ₩6.6t | 5.9x | 6.5x | 0.3x |
| Wed, 30 Aug 2023 | ₩40.9t | ₩169.7t | ₩7.0t | 5.3x | 5.8x | 0.2x |
| Fri, 28 Jul 2023 | ₩39.9t | ₩169.4t | ₩6.9t | 4.8x | 5.8x | 0.2x |
| Sun, 25 Jun 2023 | ₩38.4t | ₩169.4t | ₩6.9t | 4.9x | 5.6x | 0.2x |
| Tue, 23 May 2023 | ₩39.8t | ₩165.0t | ₩6.4t | 6x | 6.2x | 0.2x |
| Thu, 20 Apr 2023 | ₩39.0t | ₩165.0t | ₩6.5t | 5.7x | 6x | 0.2x |
| Sat, 18 Mar 2023 | ₩38.1t | ₩156.0t | ₩6.9t | 4.7x | 5.5x | 0.2x |
| Mon, 13 Feb 2023 | ₩37.4t | ₩152.5t | ₩5.8t | 4.2x | 6.4x | 0.2x |
| Wed, 11 Jan 2023 | ₩37.7t | ₩152.5t | ₩5.8t | 4.4x | 6.5x | 0.2x |
| Fri, 09 Dec 2022 | ₩37.0t | ₩152.5t | ₩5.9t | 4.4x | 6.3x | 0.2x |
| Sun, 06 Nov 2022 | ₩34.9t | ₩148.2t | ₩5.8t | 3.9x | 6x | 0.2x |
| Tue, 04 Oct 2022 | ₩32.3t | ₩148.2t | ₩5.8t | 3.5x | 5.6x | 0.2x |
Price to Earnings Ratio
5.6x
Current Industry PE
- Investors are optimistic on the South Korean Insurance industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 8.6x which is higher than its 3-year average PE of 6.3x.
- The industry is trading close to its 3-year average PS ratio of 0.33x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have grown 12% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.0% 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 South Korean Financials industry?
| KR Market | -1.80% | |
| Financials | -3.32% | |
| Insurance | -1.23% | |
| Life and Health Insurance | -1.11% | |
| Property and Casualty Insurance | -1.14% | |
| Reinsurance | -3.63% | |
| Insurance Brokers | -3.71% | |
Industry PE
- Investors are most optimistic about the Insurance Brokers industry which is trading above its 3-year average PE ratio of 7.2x.
- Analysts are expecting annual earnings growth of 97.8%, which is higher than its past year's earnings growth of 55.7% per year.
- Investors are most pessimistic about the Reinsurance industry, which is trading close to its 3-year average of 5.8x.
Forecasted Growth
- Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 98% over the next 5 years.
- This is better than its past earnings growth rate of 56% per year.
- In contrast, the Reinsurance industry is expected to see its earnings grow by 4.7% 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 | |
|---|---|---|---|---|---|
| A001450 Hyundai Marine & Fire Insurance | ₩29.40k | 4.4% +₩98.0b | -12.6% | PE3.6x | |
| A082640 Tong Yang Life Insurance | ₩8.20k | 1.7% +₩21.8b | 48.3% | PE5.3x | |
| A244920 Aplus Asset Advisor | ₩7.28k | 1.4% +₩2.3b | 70.1% | PS0.3x |
