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U.S. Reinsurance Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies8
  • 7D0.7%
  • 3M5.3%
  • 1Y2.2%
  • YTDn/a

The Reinsurance industry is up 1.6% in the last week, with Everest Group up 2.3%. Meanwhile, Kestrel Group actually underperformed within the industry, shrinking 5.0% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Reinsurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025US$43.8bUS$55.8bUS$3.3b11x13.1x0.8x
Sun, 23 Nov 2025US$40.2bUS$55.8bUS$3.3b10x12x0.7x
Tue, 21 Oct 2025US$41.6bUS$56.0bUS$3.7b11.2x11.2x0.7x
Thu, 18 Sep 2025US$40.2bUS$56.0bUS$3.7b11.5x10.8x0.7x
Sat, 16 Aug 2025US$40.9bUS$56.0bUS$3.7b16.2x11.2x0.7x
Mon, 14 Jul 2025US$41.7bUS$54.5bUS$3.4b14.4x12.1x0.8x
Wed, 11 Jun 2025US$61.8bUS$69.9bUS$4.5b13.2x13.8x0.9x
Fri, 09 May 2025US$61.0bUS$69.8bUS$4.9b10.9x12.4x0.9x
Sun, 06 Apr 2025US$56.5bUS$69.9bUS$5.7b9.9x10x0.8x
Tue, 04 Mar 2025US$58.1bUS$69.9bUS$5.8b8.4x9.9x0.8x
Thu, 30 Jan 2025US$62.1bUS$65.3bUS$7.7b6x8.1x1x
Sat, 28 Dec 2024US$60.2bUS$66.5bUS$9.1b5.6x6.6x0.9x
Mon, 25 Nov 2024US$64.2bUS$66.5bUS$9.1b6x7.1x1x
Wed, 23 Oct 2024US$62.8bUS$61.9bUS$8.7b6.4x7.2x1x
Fri, 20 Sep 2024US$61.3bUS$61.9bUS$8.7b6.6x7x1x
Sun, 18 Aug 2024US$58.6bUS$62.2bUS$8.4b6.3x7x0.9x
Tue, 16 Jul 2024US$56.5bUS$58.7bUS$8.4b5.7x6.7x1x
Thu, 13 Jun 2024US$54.7bUS$58.7bUS$8.4b5.4x6.5x0.9x
Sat, 11 May 2024US$55.7bUS$57.3bUS$7.9b5.8x7x1x
Mon, 08 Apr 2024US$54.0bUS$54.0bUS$8.1b5.9x6.6x1x
Wed, 06 Mar 2024US$52.4bUS$54.0bUS$8.2b6.4x6.4x1x
Fri, 02 Feb 2024US$63.4bUS$64.5bUS$7.8b8.7x8.2x1x
Sun, 31 Dec 2023US$59.5bUS$63.3bUS$6.6b8.1x9x0.9x
Tue, 28 Nov 2023US$62.0bUS$63.3bUS$6.6b8.6x9.4x1x
Thu, 26 Oct 2023US$56.9bUS$60.0bUS$3.7b14.7x15.6x0.9x
Sat, 23 Sep 2023US$56.5bUS$60.0bUS$3.7b14.2x15.4x0.9x
Mon, 21 Aug 2023US$52.7bUS$60.0bUS$3.7b13.6x14.4x0.9x
Wed, 19 Jul 2023US$50.6bUS$56.7bUS$1.8b11.9x28.2x0.9x
Fri, 16 Jun 2023US$49.2bUS$56.7bUS$1.8b11.8x27.4x0.9x
Sun, 14 May 2023US$49.3bUS$56.7bUS$1.8b11.9x27.3x0.9x
Tue, 11 Apr 2023US$47.2bUS$53.3bUS$633.7m13.8x74.4x0.9x
Thu, 09 Mar 2023US$48.5bUS$53.4bUS$606.3m19.2x79.9x0.9x
Sat, 04 Feb 2023US$47.0bUS$56.1bUS$205.8m19.3x228.3x0.8x
Mon, 02 Jan 2023US$44.8bUS$55.5b-US$31,329,482.0017.8x-1431.1x0.8x
Price to Earnings Ratio

-1431.1x


Total Market Cap: US$44.8bTotal Earnings: -US$31,329,482.00Total Revenue: US$55.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average -32.1x20242025
Current Industry PE
  • Investors are pessimistic on the American Reinsurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.1x which is higher than its 3-year average PE of -33.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • Total earnings for the Reinsurance industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Reinsurance compare with similar industries?

US Market1.34%
Financials1.62%
Insurance0.89%
Reinsurance0.74%
Insurance Brokers1.67%
Property and Casualty Insurance0.78%
Life and Health Insurance0.24%
General Insurance-0.23%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EG Everest GroupUS$336.211.5%
+US$205.7m		-6.6%PE25.8x
SPNT SiriusPointUS$22.662.5%
+US$65.4m		59.4%PE14.3x
RGA Reinsurance Group of AmericaUS$206.520.4%
+US$53.9m		-2.3%PE15.7x
GLRE Greenlight Capital ReUS$14.641.5%
+US$7.2m		5.9%PS0.8x

Latest News

RNR
US$278.36
RenaissanceRe Holdings
7D
-0.06%
1Y
11.1%

RNR: Future Returns Will Weigh Calm Cat Seasons Against Softening Reinsurance Cycle

Analysts have nudged their price target on RenaissanceRe Holdings slightly higher to approximately $289 from about $289 previously, citing modestly improved profit margin expectations and updated sector modeling despite growing concerns about a potential softening reinsurance cycle. Analyst Commentary Street research on RenaissanceRe Holdings has grown more polarized, with several bullish analysts lifting price targets while others highlight mounting cyclical and valuation risks.
RGA
US$206.52
Reinsurance Group of America
7D
0.4%
1Y
-2.3%

RGA: Normalizing Investment Income And Strong Claims Experience Will Drive Earnings Upside

Analysts have modestly lifted their fair value estimate for Reinsurance Group of America to about $281 from roughly $275 per share, citing slightly faster expected revenue growth, improved profit margins, and a lower future P E multiple, even as they balance these positives against rising risk factors and valuation concerns. Analyst Commentary Recent Street research presents a mixed picture, with some newly highlighted risks offset by a continued constructive stance from bullish analysts who see scope for earnings outperformance and multiple support.
EG
US$336.21
Everest Group
7D
1.5%
1Y
-6.6%

EG: Improved Reserve Protection Will Support Future Margin Expansion Despite Reserve Charge

Analysts have modestly lifted their price target on Everest Group, reflecting greater confidence in reserve adequacy and resilient earnings despite a $478M reserve charge and mixed sector sentiment. Analyst Commentary Street commentary on Everest Group reflects a more balanced stance, with incremental optimism around earnings durability and reserve visibility, offset by lingering concerns on casualty trends and long term return on capital.
KG
US$10.44
Kestrel Group
7D
-3.1%
1Y
n/a
GLRE
US$14.64
Greenlight Capital Re
7D
1.5%
1Y
5.9%
SPNT
US$22.66
SiriusPoint
7D
2.5%
1Y
59.4%
OXBR
US$1.21
Oxbridge Re Holdings
7D
-3.2%
1Y
-74.8%