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U.S. Reinsurance Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies8
  • 7D1.2%
  • 3M6.1%
  • 1Y9.5%
  • YTDn/a

The Reinsurance industry has stayed flat over the last week. The past year has been better, since the industry has gained 12% in that time. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$44.0bUS$57.7bUS$6.6b5.6x6.7x0.8x
Sun, 24 May 2026US$44.0bUS$57.7bUS$6.6b5.6x6.7x0.8x
Tue, 21 Apr 2026US$46.7bUS$57.9bUS$5.9b6.2x7.9x0.8x
Thu, 19 Mar 2026US$42.5bUS$57.9bUS$5.9b5.4x7.2x0.7x
Sat, 14 Feb 2026US$45.0bUS$57.7bUS$5.6b7.2x8x0.8x
Mon, 12 Jan 2026US$42.8bUS$55.8bUS$3.3b10.1x12.8x0.8x
Wed, 10 Dec 2025US$41.0bUS$55.8bUS$3.3b10.3x12.3x0.7x
Fri, 07 Nov 2025US$41.1bUS$55.8bUS$3.3b9.8x12.3x0.7x
Sun, 05 Oct 2025US$43.1bUS$56.0bUS$3.7b11.4x11.6x0.8x
Tue, 02 Sep 2025US$41.6bUS$56.0bUS$3.7b16.7x11.4x0.7x
Thu, 31 Jul 2025US$41.5bUS$54.9bUS$3.8b15.3x11x0.8x
Sat, 28 Jun 2025US$62.1bUS$69.9bUS$4.5b16x13.9x0.9x
Mon, 26 May 2025US$60.6bUS$70.0bUS$4.3b12.6x14.2x0.9x
Wed, 23 Apr 2025US$59.6bUS$69.8bUS$5.7b10.5x10.5x0.9x
Fri, 21 Mar 2025US$57.0bUS$69.9bUS$5.7b9.8x10.1x0.8x
Sun, 16 Feb 2025US$57.0bUS$69.7bUS$6.4b7.2x8.9x0.8x
Tue, 14 Jan 2025US$59.6bUS$66.2bUS$9.4b5.5x6.3x0.9x
Thu, 12 Dec 2024US$61.7bUS$66.5bUS$9.1b5.8x6.8x0.9x
Sat, 09 Nov 2024US$61.7bUS$65.2bUS$9.0b5.8x6.8x0.9x
Mon, 07 Oct 2024US$63.7bUS$61.9bUS$8.7b6.7x7.3x1x
Wed, 04 Sep 2024US$61.6bUS$62.2bUS$8.4b6.6x7.3x1x
Fri, 02 Aug 2024US$59.0bUS$60.4bUS$8.5b5.5x6.9x1x
Sun, 30 Jun 2024US$55.2bUS$58.7bUS$8.4b5.5x6.6x0.9x
Tue, 28 May 2024US$56.9bUS$58.7bUS$8.4b5.6x6.8x1x
Thu, 25 Apr 2024US$54.9bUS$54.0bUS$8.1b5.8x6.8x1x
Sat, 23 Mar 2024US$54.2bUS$54.0bUS$8.1b5.7x6.7x1x
Mon, 19 Feb 2024US$51.9bUS$53.8bUS$7.7b6.3x6.7x1x
Wed, 17 Jan 2024US$61.8bUS$63.3bUS$6.6b8.6x9.3x1x
Fri, 15 Dec 2023US$61.2bUS$63.3bUS$6.6b8.9x9.3x1x
Sun, 12 Nov 2023US$59.3bUS$64.5bUS$6.5b8.2x9.1x0.9x
Tue, 10 Oct 2023US$56.3bUS$60.0bUS$3.7b14.9x15.4x0.9x
Thu, 07 Sep 2023US$54.1bUS$60.0bUS$3.7b13.3x14.8x0.9x
Sat, 05 Aug 2023US$53.9bUS$59.3bUS$3.3b12.9x16.1x0.9x
Mon, 03 Jul 2023US$48.9bUS$56.7bUS$1.8b11.8x27.2x0.9x
Price to Earnings Ratio

27.2x


Total Market Cap: US$48.9bTotal Earnings: US$1.8bTotal Revenue: US$56.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 10.1x202420252026
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 6.7x which is lower than its 3-year average PE of 10.1x.
  • 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 54% 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 Market-2.68%
Financials0.038%
Insurance1.87%
Reinsurance1.23%
General Insurance3.81%
Property and Casualty Insurance3.08%
Insurance Brokers0.53%
Life and Health Insurance-0.062%
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$307.142.7%
+US$339.8m		27.1%PE4.8x
EG Everest GroupUS$343.022.2%
+US$292.4m		1.1%PE6.8x
SPNT SiriusPointUS$23.061.3%
+US$35.3m		10.4%PE5.6x
GLRE Greenlight Capital ReUS$16.080.06%
+US$331.7k		10.1%PE6.6x

Latest News

RGA
US$208.50
Reinsurance Group of America
7D
-1.0%
1Y
4.9%
Narrative Update • Jun 24

RGA: Share Repurchases And Margin Outlook Will Support Future Earnings Power

Analysts have nudged their average price target on Reinsurance Group of America higher by about $4 to $252, citing a blend of updated return assumptions, slightly lower modeled revenue growth, modestly higher profit margins, and a revised future P/E outlook, as reflected in recent target moves from Evercore ISI, Piper Sandler, Barclays, and UBS. Analyst Commentary Recent Street research around Reinsurance Group of America points to a mix of optimism on execution and valuation, along with a few watchpoints around growth assumptions and earnings durability.
RNR
US$307.14
RenaissanceRe Holdings
7D
2.7%
1Y
27.1%
OXBR
US$0.94
Oxbridge Re Holdings
7D
-1.6%
1Y
-46.6%
GLRE
US$16.08
Greenlight Capital Re
7D
0.06%
1Y
10.1%
Seeking Alpha • Jun 23

Greenlight Capital: Still A Discount For A Reason

Summary Greenlight Capital Re remains a 'Hold' as improvements in combined ratio and capital allocation are offset by inconsistent underwriting and underwhelming investment returns. GLRE’s Q1 2026 net income of ~$36M was driven by improved combined ratio and investment performance, but future quarters hinge on underwriting, not Solasglas returns. Share buybacks have accelerated, with a new $40M repurchase plan, yet persistent discount-to-book value reflects skepticism about recurring margin improvements. GLRE’s hybrid reinsurer/hedge fund profile continues to weigh on valuation, with investor caution prevailing until underwriting gains prove sustainable. Read the full article on Seeking Alpha
SPNT
US$23.06
SiriusPoint
7D
1.3%
1Y
10.4%
EG
US$343.02
Everest Group
7D
2.2%
1Y
1.1%
KG
US$10.91
Kestrel Group
7D
-9.0%
1Y
-55.8%