Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Reinsurance Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies8
  • 7D1.5%
  • 3M9.9%
  • 1Y25.2%
  • YTDn/a

In the last week, the Reinsurance industry is up 1.5%, with Reinsurance Group of America up 4.2%. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Aug 2026US$47.1bUS$57.8bUS$6.5b6.5x7.3x0.8x
Thu, 09 Jul 2026US$47.2bUS$57.7bUS$6.6b5.9x7.2x0.8x
Sat, 06 Jun 2026US$40.6bUS$57.7bUS$6.6b5.3x6.2x0.7x
Mon, 04 May 2026US$44.0bUS$56.4bUS$6.5b6.1x6.8x0.8x
Wed, 01 Apr 2026US$42.1bUS$57.9bUS$5.9b5.7x7.1x0.7x
Fri, 27 Feb 2026US$44.2bUS$57.9bUS$5.9b5.6x7.5x0.8x
Sun, 25 Jan 2026US$41.9bUS$55.8bUS$3.3b9.9x12.5x0.8x
Tue, 23 Dec 2025US$43.5bUS$55.8bUS$3.3b11x13x0.8x
Thu, 20 Nov 2025US$40.9bUS$55.8bUS$3.3b9.9x12.2x0.7x
Sat, 18 Oct 2025US$41.3bUS$56.0bUS$3.7b11.1x11.1x0.7x
Mon, 15 Sep 2025US$41.9bUS$56.0bUS$3.7b16.5x11.5x0.7x
Wed, 13 Aug 2025US$40.3bUS$56.0bUS$3.7b16x11x0.7x
Fri, 11 Jul 2025US$42.0bUS$54.5bUS$3.4b14.4x12.2x0.8x
Sun, 08 Jun 2025US$62.4bUS$69.9bUS$4.5b13.1x14x0.9x
Tue, 06 May 2025US$61.5bUS$69.8bUS$5.0b10.8x12.4x0.9x
Thu, 03 Apr 2025US$62.2bUS$69.9bUS$5.7b11x11x0.9x
Sat, 01 Mar 2025US$57.4bUS$69.9bUS$5.9b8.6x9.8x0.8x
Mon, 27 Jan 2025US$62.0bUS$66.2bUS$9.4b5.6x6.6x0.9x
Wed, 25 Dec 2024US$59.9bUS$66.5bUS$9.1b5.6x6.6x0.9x
Fri, 22 Nov 2024US$62.6bUS$66.5bUS$9.1b6x6.9x0.9x
Sun, 20 Oct 2024US$63.2bUS$61.9bUS$8.7b6.5x7.2x1x
Tue, 17 Sep 2024US$60.5bUS$62.2bUS$8.4b6.6x7.2x1x
Thu, 15 Aug 2024US$55.7bUS$62.2bUS$8.4b5.7x6.6x0.9x
Sat, 13 Jul 2024US$56.0bUS$58.7bUS$8.4b5.6x6.7x1x
Mon, 10 Jun 2024US$55.4bUS$58.7bUS$8.4b5.5x6.6x0.9x
Wed, 08 May 2024US$55.2bUS$57.2bUS$7.9b5.7x7x1x
Fri, 05 Apr 2024US$54.8bUS$54.0bUS$8.1b5.8x6.7x1x
Sun, 03 Mar 2024US$52.6bUS$54.0bUS$8.2b6.1x6.4x1x
Tue, 30 Jan 2024US$63.2bUS$63.3bUS$6.6b8.6x9.6x1x
Thu, 28 Dec 2023US$59.3bUS$63.3bUS$6.6b9x9x0.9x
Sat, 25 Nov 2023US$62.0bUS$63.3bUS$6.6b8.5x9.4x1x
Mon, 23 Oct 2023US$57.0bUS$60.0bUS$3.7b14.7x15.6x0.9x
Wed, 20 Sep 2023US$56.7bUS$60.0bUS$3.7b14.1x15.5x0.9x
Fri, 18 Aug 2023US$53.5bUS$60.0bUS$3.7b14.1x14.6x0.9x
Price to Earnings Ratio

14.6x


Total Market Cap: US$53.5bTotal Earnings: US$3.7bTotal Revenue: US$60.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 9.3x202420252026
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 7.3x which is lower than its 3-year average PE of 9.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Reinsurance industry have grown 21% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

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

US Market2.74%
Financials0.52%
Insurance0.57%
Reinsurance1.45%
Property and Casualty Insurance0.88%
Insurance Brokers0.62%
General Insurance0.20%
Life and Health Insurance-0.49%
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$242.102.4%
+US$324.2m		30.0%PE10.5x
KG Kestrel GroupUS$8.600.9%
+US$625.9k		-70.2%PS1.5x

Latest News

RGA
US$242.10
Reinsurance Group of America
7D
2.4%
1Y
30.0%
KG
US$8.60
Kestrel Group
7D
0.9%
1Y
-70.2%
EG
US$369.90
Everest Group
7D
-0.6%
1Y
12.0%
GLRE
US$15.35
Greenlight Capital Re
7D
-7.8%
1Y
18.1%
OXBR
US$1.31
Oxbridge Re Holdings
7D
-5.8%
1Y
-22.7%
RNR
US$318.42
RenaissanceRe Holdings
7D
-0.9%
1Y
32.4%
Narrative Update • Aug 04

RNR: Future Returns Will Balance Buybacks With Softer Catastrophe Pricing Trends

RenaissanceRe Holdings' fair value estimate has shifted from $339.00 to $346.40 as analysts raise price targets across the sector, citing stronger profit margins, a lower assumed future P/E, and updated views on premium trends and alternative investment yields. Analyst Commentary Recent Street research on RenaissanceRe Holdings shows a clear cluster of higher price targets, with a mix of upbeat and more cautious views on growth, valuation and execution.
SPNT
US$22.68
SiriusPoint
7D
-4.1%
1Y
23.7%