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U.S. Reinsurance Industry Analysis

UpdatedJun 05, 2023
DataAggregated Company Financials
Companies13
  • 7D0.3%
  • 3M-3.5%
  • 1Y19.8%
  • YTD9.1%

Last week, the Reinsurance industry hasn't moved much but Enstar Group is up 4.5% in that time. The past year has been better, since the industry has gained 20% in that time. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Jun 2023US$49.6bUS$56.7bUS$1.8b11.8x27.6x0.9x
Thu, 04 May 2023US$48.5bUS$55.1bUS$1.7b14.5x29.2x0.9x
Sat, 01 Apr 2023US$46.5bUS$53.3bUS$636.6m13.6x73x0.9x
Mon, 27 Feb 2023US$48.8bUS$53.4bUS$606.3m18.6x80.5x0.9x
Wed, 25 Jan 2023US$46.4bUS$55.5b-US$31,328,728.0019.2x-1481.5x0.8x
Fri, 23 Dec 2022US$45.2bUS$55.5b-US$32,641,348.0017.7x-1386.2x0.8x
Sun, 20 Nov 2022US$44.9bUS$55.7b-US$32,641,348.0017.3x-1374.7x0.8x
Tue, 18 Oct 2022US$40.2bUS$56.1bUS$130.9m13.9x306.9x0.7x
Thu, 15 Sep 2022US$41.2bUS$56.1bUS$128.2m14.4x321.4x0.7x
Sat, 13 Aug 2022US$40.1bUS$56.2bUS$127.6m14.2x314x0.7x
Mon, 11 Jul 2022US$43.1bUS$56.6bUS$2.3b12.1x19.1x0.8x
Wed, 08 Jun 2022US$45.2bUS$56.6bUS$2.3b12.1x20x0.8x
Fri, 06 May 2022US$43.6bUS$56.7bUS$3.0b9.6x14.7x0.8x
Sun, 03 Apr 2022US$46.5bUS$56.7bUS$3.5b10.8x13.3x0.8x
Tue, 01 Mar 2022US$43.1bUS$56.8bUS$3.6b8.6x11.9x0.8x
Thu, 27 Jan 2022US$42.7bUS$51.5bUS$3.9b6.9x11.1x0.8x
Sat, 25 Dec 2021US$42.6bUS$51.4bUS$3.8b7.1x11.2x0.8x
Mon, 22 Nov 2021US$42.3bUS$51.4bUS$3.8b6.8x11.1x0.8x
Wed, 20 Oct 2021US$43.1bUS$48.4bUS$6.0b9.1x7.2x0.9x
Fri, 17 Sep 2021US$41.0bUS$48.4bUS$6.0b8.5x6.8x0.8x
Sun, 15 Aug 2021US$71.8bUS$58.1bUS$7.5b9.8x9.5x1.2x
Thu, 10 Jun 2021US$78.2bUS$55.8bUS$7.1b13x11x1.4x
Wed, 03 Mar 2021US$70.2bUS$51.9bUS$4.6b19x15.1x1.4x
Sat, 05 Dec 2020US$65.9bUS$49.4bUS$3.8b15.1x17.2x1.3x
Tue, 08 Sep 2020US$63.9bUS$48.0bUS$3.0b16.8x21.3x1.3x
Price to Earnings Ratio

19.7x


Total Market Cap: US$59.1bTotal Earnings: US$3.0bTotal Revenue: US$48.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average -73.1x202120222023
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 27.6x which is higher than its 3-year average PE of -73.2x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Reinsurance industry have declined 16% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market2.08%
Financials2.56%
Insurance1.68%
Reinsurance0.27%
Life and Health Insurance2.11%
General Insurance1.97%
Insurance Brokers1.81%
Property and Casualty Insurance1.53%
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
RNR RenaissanceRe HoldingsUS$193.812.5%
+US$242.1m
25.8%PS1.5x
ESGR Enstar GroupUS$251.672.7%
+US$103.4m
12.5%PB0.8x
OXBR Oxbridge Re HoldingsUS$1.5230.1%
+US$2.1m
-73.1%PS6.4x
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Latest News

SPNT

US$9.07

SiriusPoint

7D

-4.7%

1Y

64.0%

RNR

US$193.81

RenaissanceRe Holdings

7D

2.5%

1Y

25.8%

RE

US$342.53

Everest Re Group

7D

-2.2%

1Y

20.0%

MHLD

US$2.09

Maiden Holdings

7D

-1.9%

1Y

-5.4%

RGA

US$142.89

Reinsurance Group of America

7D

-0.5%

1Y

13.4%

BNRE

US$31.23

Brookfield Reinsurance

7D

-1.1%

1Y

-38.5%

OXBR

US$1.52

Oxbridge Re Holdings

7D

30.1%

1Y

-73.1%

ESGR

US$251.67

Enstar Group

7D

2.7%

1Y

12.5%