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U.S. Reinsurance Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies8
  • 7D2.2%
  • 3M-0.1%
  • 1Y2.8%
  • YTDn/a

In the last week, the Reinsurance industry is up 2.2%, with all of the companies up. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 3.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026US$42.4bUS$57.9bUS$5.9b5.6x7.1x0.7x
Sun, 22 Feb 2026US$44.8bUS$58.1bUS$5.9b5.6x7.6x0.8x
Tue, 20 Jan 2026US$41.6bUS$55.8bUS$3.3b10x12.4x0.7x
Thu, 18 Dec 2025US$43.1bUS$55.8bUS$3.3b10.7x12.9x0.8x
Sat, 15 Nov 2025US$41.6bUS$55.8bUS$3.3b10x12.4x0.7x
Mon, 13 Oct 2025US$42.3bUS$56.0bUS$3.7b11.3x11.4x0.8x
Wed, 10 Sep 2025US$41.0bUS$56.0bUS$3.7b16.4x11.2x0.7x
Fri, 08 Aug 2025US$40.2bUS$56.0bUS$3.7b15.6x11x0.7x
Sun, 06 Jul 2025US$42.2bUS$54.5bUS$3.4b15.5x12.2x0.8x
Tue, 03 Jun 2025US$62.2bUS$69.9bUS$4.5b13.2x13.9x0.9x
Thu, 01 May 2025US$62.9bUS$70.7bUS$5.5b10.7x11.5x0.9x
Sat, 29 Mar 2025US$58.6bUS$69.9bUS$5.7b9.9x10.3x0.8x
Mon, 24 Feb 2025US$55.3bUS$69.8bUS$6.3b7.3x8.8x0.8x
Wed, 22 Jan 2025US$61.5bUS$66.2bUS$9.4b5.7x6.5x0.9x
Fri, 20 Dec 2024US$58.0bUS$66.5bUS$9.1b5.5x6.4x0.9x
Sun, 17 Nov 2024US$62.5bUS$66.6bUS$9.1b5.8x6.9x0.9x
Tue, 15 Oct 2024US$62.7bUS$61.9bUS$8.7b6.5x7.2x1x
Thu, 12 Sep 2024US$59.5bUS$62.2bUS$8.4b6.4x7.1x1x
Sat, 10 Aug 2024US$55.5bUS$62.2bUS$8.4b5.6x6.6x0.9x
Mon, 08 Jul 2024US$54.1bUS$58.7bUS$8.4b5.3x6.5x0.9x
Wed, 05 Jun 2024US$56.1bUS$58.7bUS$8.4b5.5x6.7x1x
Fri, 03 May 2024US$53.2bUS$55.2bUS$8.3b5.4x6.4x1x
Sun, 31 Mar 2024US$55.8bUS$54.0bUS$8.1b6x6.9x1x
Tue, 27 Feb 2024US$51.9bUS$54.0bUS$8.3b5.8x6.3x1x
Thu, 25 Jan 2024US$62.4bUS$63.3bUS$6.6b8.7x9.4x1x
Sat, 23 Dec 2023US$59.2bUS$63.3bUS$6.6b8.9x9x0.9x
Mon, 20 Nov 2023US$61.9bUS$64.5bUS$6.5b8.4x9.5x1x
Wed, 18 Oct 2023US$58.3bUS$60.0bUS$3.7b15.2x15.9x1x
Fri, 15 Sep 2023US$55.5bUS$60.0bUS$3.7b13.9x15.2x0.9x
Sun, 13 Aug 2023US$53.8bUS$60.0bUS$3.7b14.1x14.7x0.9x
Tue, 11 Jul 2023US$49.4bUS$56.7bUS$1.8b11.9x27.5x0.9x
Thu, 08 Jun 2023US$49.8bUS$56.7bUS$1.8b12x27.7x0.9x
Sat, 06 May 2023US$48.6bUS$55.8bUS$2.1b14.2x23.7x0.9x
Mon, 03 Apr 2023US$46.5bUS$53.3bUS$635.7m13.6x73.1x0.9x
Price to Earnings Ratio

73.1x


Total Market Cap: US$46.5bTotal Earnings: US$635.7mTotal Revenue: US$53.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 13.3x202420252026
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 7.1x which is lower than its 3-year average PE of 13.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Reinsurance industry have grown 111% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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-1.62%
Financials0.57%
Insurance0.97%
Reinsurance2.20%
General Insurance2.73%
Life and Health Insurance1.70%
Insurance Brokers0.91%
Property and Casualty Insurance0.70%
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$323.892.5%
+US$320.3m		-11.9%PE8.3x
RGA Reinsurance Group of AmericaUS$204.261.9%
+US$246.5m		1.5%PE11.3x
RNR RenaissanceRe HoldingsUS$295.951.5%
+US$184.3m		19.9%PE4.9x
SPNT SiriusPointUS$21.295.1%
+US$121.7m		26.3%PE5.6x
GLRE Greenlight Capital ReUS$17.125.4%
+US$29.9m		25.1%PE7.8x

Latest News

EG
US$323.89
Everest Group
7D
2.5%
1Y
-11.9%

EG: Share Buybacks And Underwriting Discipline Will Support Future Repricing Resilience

Narrative Update The average Street price target for Everest Group has shifted within a tight range, with recent changes spanning from a $1 reduction to a $61 increase. Analysts have updated their views based on evolving pricing trends, loss cost expectations, and valuation assessments across the broader P&C insurance space.
OXBR
US$0.89
Oxbridge Re Holdings
7D
5.1%
1Y
-55.3%
RGA
US$204.26
Reinsurance Group of America
7D
1.9%
1Y
1.5%

RGA: Share Repurchases And Capital Strength Will Support Earnings Power

Analysts have lifted the blended fair value estimate for Reinsurance Group of America to about $249.56 from $236.89, reflecting a series of higher price targets across the Street tied to refreshed models, updated EPS frameworks and broader sector adjustments. Analyst Commentary Recent research updates on Reinsurance Group of America show a mix of optimism on execution and earnings power, alongside some caution on sector valuation and long term assumptions.
SPNT
US$21.29
SiriusPoint
7D
5.1%
1Y
26.3%

SPNT: Neutral Coverage And Capital Moves Will Set Up Bullish Repricing

Analysts trimmed their price target on SiriusPoint by $0.59 due to slightly lower profit margin assumptions and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral research coverage frames SiriusPoint as fairly balanced at current levels, with the trimmed price target reflecting fine tuning of profit margin expectations and a higher assumed future P/E multiple rather than a major shift in the core thesis.
RNR
US$295.95
RenaissanceRe Holdings
7D
1.5%
1Y
19.9%
GLRE
US$17.12
Greenlight Capital Re
7D
5.4%
1Y
25.1%
KG
US$10.85
Kestrel Group
7D
15.1%
1Y
n/a