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U.S. Reinsurance Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies8
  • 7D5.3%
  • 3M10.0%
  • 1Y10.3%
  • YTDn/a

In the last week, the Reinsurance industry is up 5.3%, with Reinsurance Group of America up 11%. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026US$44.5bUS$56.3bUS$5.3b7.2x8.4x0.8x
Wed, 07 Jan 2026US$43.7bUS$55.8bUS$3.3b10.2x13.1x0.8x
Fri, 05 Dec 2025US$41.1bUS$55.8bUS$3.3b10.6x12.3x0.7x
Sun, 02 Nov 2025US$39.7bUS$55.8bUS$3.4b11x11.7x0.7x
Tue, 30 Sep 2025US$41.9bUS$56.0bUS$3.7b11.4x11.3x0.7x
Thu, 28 Aug 2025US$41.4bUS$56.0bUS$3.7b16.7x11.3x0.7x
Sat, 26 Jul 2025US$41.2bUS$54.9bUS$3.8b15.5x10.9x0.8x
Mon, 23 Jun 2025US$61.3bUS$69.9bUS$4.5b15.1x13.7x0.9x
Wed, 21 May 2025US$62.8bUS$70.0bUS$4.3b12.8x14.8x0.9x
Fri, 18 Apr 2025US$60.3bUS$69.8bUS$5.7b10.4x10.7x0.9x
Sun, 16 Mar 2025US$56.2bUS$69.9bUS$5.7b9.7x9.9x0.8x
Tue, 11 Feb 2025US$58.2bUS$66.3bUS$6.3b7.3x9.2x0.9x
Thu, 09 Jan 2025US$61.4bUS$66.2bUS$9.4b5.7x6.5x0.9x
Sat, 07 Dec 2024US$64.1bUS$66.5bUS$9.1b5.8x7.1x1x
Mon, 04 Nov 2024US$59.9bUS$63.1bUS$8.0b6.4x7.4x0.9x
Wed, 02 Oct 2024US$62.5bUS$61.9bUS$8.7b6.6x7.2x1x
Fri, 30 Aug 2024US$61.2bUS$62.2bUS$8.4b6.6x7.3x1x
Sun, 28 Jul 2024US$58.1bUS$59.7bUS$8.7b5.7x6.7x1x
Tue, 25 Jun 2024US$55.2bUS$58.7bUS$8.4b5.5x6.6x0.9x
Thu, 23 May 2024US$57.1bUS$58.7bUS$8.4b5.6x6.8x1x
Sat, 20 Apr 2024US$53.6bUS$54.0bUS$8.1b5.7x6.6x1x
Mon, 18 Mar 2024US$54.7bUS$54.0bUS$8.1b5.8x6.7x1x
Wed, 14 Feb 2024US$51.4bUS$53.8bUS$7.7b6.3x6.6x1x
Fri, 12 Jan 2024US$60.5bUS$63.3bUS$6.6b8.3x9.2x1x
Sun, 10 Dec 2023US$60.4bUS$63.3bUS$6.6b8.4x9.1x1x
Tue, 07 Nov 2023US$57.0bUS$62.5bUS$6.0b10.5x9.5x0.9x
Thu, 05 Oct 2023US$55.0bUS$60.0bUS$3.7b14.7x15x0.9x
Sat, 02 Sep 2023US$54.4bUS$60.0bUS$3.7b13.2x14.9x0.9x
Mon, 31 Jul 2023US$50.1bUS$58.4bUS$2.9b13x17.5x0.9x
Wed, 28 Jun 2023US$48.5bUS$56.7bUS$1.8b11.6x27x0.9x
Fri, 26 May 2023US$50.1bUS$56.7bUS$1.8b11.8x27.9x0.9x
Sun, 23 Apr 2023US$48.3bUS$53.3bUS$633.7m14.5x76.2x0.9x
Tue, 21 Mar 2023US$45.1bUS$53.3bUS$636.6m13.4x70.8x0.8x
Thu, 16 Feb 2023US$49.3bUS$53.0bUS$510.9m19.3x96.5x0.9x
Price to Earnings Ratio

96.5x


Total Market Cap: US$49.3bTotal Earnings: US$510.9mTotal Revenue: US$53.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 16.6x202420252026
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 8.4x which is lower than its 3-year average PE of 16.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Reinsurance industry have grown 118% per year over the last three years.
  • Revenues for these companies have grown 2.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market-0.071%
Financials1.26%
Insurance1.63%
Reinsurance5.33%
Property and Casualty Insurance3.37%
Life and Health Insurance-0.27%
Insurance Brokers-1.43%
General Insurance-3.76%
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
RGA Reinsurance Group of AmericaUS$225.369.9%
+US$1.3b		12.4%PE17.1x
RNR RenaissanceRe HoldingsUS$300.565.6%
+US$94.9m		28.4%PE5.1x
SPNT SiriusPointUS$20.791.7%
+US$40.9m		47.9%PE13.1x
OXBR Oxbridge Re HoldingsUS$1.114.7%
+US$383.8k		-76.0%PS3.5x

Latest News

RGA
US$225.36
Reinsurance Group of America
7D
9.9%
1Y
12.4%
RNR
US$300.56
RenaissanceRe Holdings
7D
5.6%
1Y
28.4%
EG
US$328.39
Everest Group
7D
-1.0%
1Y
-1.5%
KG
US$11.99
Kestrel Group
7D
-4.1%
1Y
n/a
SPNT
US$20.79
SiriusPoint
7D
1.7%
1Y
47.9%

SPNT: Neutral Outlook Will Weigh Capital Simplification Against Execution Risks

Analysts have lifted their price target on SiriusPoint from US$21.00 to US$22.00, citing updated assumptions around revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on SiriusPoint, including a neutral initiation, points to a more balanced view, where potential upside is weighed against clear execution and valuation risks.
OXBR
US$1.11
Oxbridge Re Holdings
7D
4.7%
1Y
-76.0%