Narrative Update • Jun 24
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Dutch (AEX) Insurance Industry Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies3
- 7D1.8%
- 3M17.0%
- 1Y27.8%
- YTD12.4%
Over the last 7 days, the Insurance industry has remained flat, although notably NN Group gained 3.3%. The past year has been better, since the industry has gained 28% in that time. Looking forward, earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the Dutch Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | €44.8b | €43.7b | €2.5b | 18.1x | 17.9x | 1x |
| Sun, 24 May 2026 | €44.6b | €43.7b | €2.5b | 18x | 17.8x | 1x |
| Tue, 21 Apr 2026 | €42.6b | €43.7b | €2.5b | 17.4x | 17x | 1x |
| Thu, 19 Mar 2026 | €39.3b | €35.5b | €2.5b | 16.2x | 15.7x | 1.1x |
| Sat, 14 Feb 2026 | €39.8b | €29.4b | €3.5b | 11.8x | 11.4x | 1.4x |
| Mon, 12 Jan 2026 | €39.8b | €43.9b | €3.6b | 12x | 11.1x | 0.9x |
| Wed, 10 Dec 2025 | €39.8b | €43.9b | €3.6b | 11.7x | 11.1x | 0.9x |
| Fri, 07 Nov 2025 | €38.3b | €43.9b | €3.6b | 11.4x | 10.7x | 0.9x |
| Sun, 05 Oct 2025 | €38.1b | €43.9b | €3.6b | 11.3x | 10.6x | 0.9x |
| Tue, 02 Sep 2025 | €38.2b | €43.9b | €3.6b | 11.7x | 10.7x | 0.9x |
| Thu, 31 Jul 2025 | €37.8b | €40.6b | €3.1b | 12.1x | 12.1x | 0.9x |
| Sat, 28 Jun 2025 | €36.6b | €40.6b | €3.1b | 11.7x | 11.7x | 0.9x |
| Mon, 26 May 2025 | €35.7b | €40.6b | €3.1b | 11.6x | 11.4x | 0.9x |
| Wed, 23 Apr 2025 | €33.6b | €40.6b | €3.1b | 11.1x | 10.7x | 0.8x |
| Fri, 21 Mar 2025 | €34.5b | €40.7b | €2.4b | 10.1x | 14.6x | 0.8x |
| Sun, 16 Feb 2025 | €32.3b | €38.6b | €1.8b | 11.8x | 18.2x | 0.8x |
| Tue, 14 Jan 2025 | €30.3b | €38.6b | €1.8b | 11.1x | 17.1x | 0.8x |
| Thu, 12 Dec 2024 | €31.2b | €38.6b | €1.8b | 11.3x | 17.6x | 0.8x |
| Sat, 09 Nov 2024 | €31.8b | €38.6b | €1.8b | 11.5x | 17.9x | 0.8x |
| Mon, 07 Oct 2024 | €30.5b | €38.6b | €1.8b | 11.2x | 17.2x | 0.8x |
| Wed, 04 Sep 2024 | €30.4b | €38.6b | €1.8b | 11.3x | 17.1x | 0.8x |
| Fri, 02 Aug 2024 | €31.4b | €36.0b | €1.9b | 10.2x | 16.1x | 0.9x |
| Sun, 30 Jun 2024 | €31.4b | €36.0b | €1.9b | 9.8x | 16.1x | 0.9x |
| Tue, 28 May 2024 | €33.1b | €36.0b | €1.9b | 10.3x | 17x | 0.9x |
| Thu, 25 Apr 2024 | €31.7b | €36.0b | €1.9b | 10x | 16.3x | 0.9x |
| Sat, 23 Mar 2024 | €20.5b | €19.7b | €2.2b | 9.3x | 9.3x | 1x |
| Mon, 19 Feb 2024 | €19.3b | €33.0b | €2.9b | 16.4x | 6.7x | 0.6x |
| Wed, 17 Jan 2024 | €19.1b | €33.0b | €2.9b | 16.4x | 6.6x | 0.6x |
| Fri, 15 Dec 2023 | €19.0b | €33.0b | €2.9b | 15.8x | 6.6x | 0.6x |
| Sun, 12 Nov 2023 | €15.9b | €33.0b | €2.9b | 13.6x | 5.5x | 0.5x |
| Tue, 10 Oct 2023 | €16.5b | €33.0b | €2.9b | 14x | 5.7x | 0.5x |
| Thu, 07 Sep 2023 | €17.9b | €33.0b | €2.9b | 15.4x | 6.2x | 0.5x |
| Sat, 05 Aug 2023 | €18.5b | €20.8b | €1.1b | 18.1x | 16.8x | 0.9x |
| Mon, 03 Jul 2023 | €15.6b | €20.8b | €1.1b | 15.9x | 14.2x | 0.8x |
Price to Earnings Ratio
14.2x
Current Industry PE
- There are only 3 companies in the Dutch Insurance industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Insurance industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 28% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Dutch Financials industry?
| NL Market | -3.04% | |
| Financials | -1.68% | |
| Insurance | 1.77% | |
| Life and Health Insurance | 2.26% | |
| General Insurance | 0.67% | |
Industry PE
- Investors are most optimistic about the General Insurance industry which is trading above its 3-year average PE ratio of 11.7x.
- Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 53.1% per year.
- Investors are most pessimistic about the Life and Health Insurance industry, which is trading below its 3-year average of 18.7x.
Forecasted Growth
- Analysts are most optimistic on the General Insurance industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 53% per year.
- In contrast, the Life and Health Insurance industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| NN NN Group | €76.54 | 3.3% +€645.0m | 36.5% | PE18.1x | |
| ASRNL ASR Nederland | €66.04 | 0.7% +€90.0m | 19.5% | PE28.4x | |
| AGN Aegon | €7.42 | 0.4% +€45.4m | 24.1% | PE12.2x |