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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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 06 Jun 2023 | US$49.6b | US$56.7b | US$1.8b | 11.8x | 27.6x | 0.9x |
| Thu, 04 May 2023 | US$48.5b | US$55.1b | US$1.7b | 14.5x | 29.2x | 0.9x |
| Sat, 01 Apr 2023 | US$46.5b | US$53.3b | US$636.6m | 13.6x | 73x | 0.9x |
| Mon, 27 Feb 2023 | US$48.8b | US$53.4b | US$606.3m | 18.6x | 80.5x | 0.9x |
| Wed, 25 Jan 2023 | US$46.4b | US$55.5b | -US$31,328,728.00 | 19.2x | -1481.5x | 0.8x |
| Fri, 23 Dec 2022 | US$45.2b | US$55.5b | -US$32,641,348.00 | 17.7x | -1386.2x | 0.8x |
| Sun, 20 Nov 2022 | US$44.9b | US$55.7b | -US$32,641,348.00 | 17.3x | -1374.7x | 0.8x |
| Tue, 18 Oct 2022 | US$40.2b | US$56.1b | US$130.9m | 13.9x | 306.9x | 0.7x |
| Thu, 15 Sep 2022 | US$41.2b | US$56.1b | US$128.2m | 14.4x | 321.4x | 0.7x |
| Sat, 13 Aug 2022 | US$40.1b | US$56.2b | US$127.6m | 14.2x | 314x | 0.7x |
| Mon, 11 Jul 2022 | US$43.1b | US$56.6b | US$2.3b | 12.1x | 19.1x | 0.8x |
| Wed, 08 Jun 2022 | US$45.2b | US$56.6b | US$2.3b | 12.1x | 20x | 0.8x |
| Fri, 06 May 2022 | US$43.6b | US$56.7b | US$3.0b | 9.6x | 14.7x | 0.8x |
| Sun, 03 Apr 2022 | US$46.5b | US$56.7b | US$3.5b | 10.8x | 13.3x | 0.8x |
| Tue, 01 Mar 2022 | US$43.1b | US$56.8b | US$3.6b | 8.6x | 11.9x | 0.8x |
| Thu, 27 Jan 2022 | US$42.7b | US$51.5b | US$3.9b | 6.9x | 11.1x | 0.8x |
| Sat, 25 Dec 2021 | US$42.6b | US$51.4b | US$3.8b | 7.1x | 11.2x | 0.8x |
| Mon, 22 Nov 2021 | US$42.3b | US$51.4b | US$3.8b | 6.8x | 11.1x | 0.8x |
| Wed, 20 Oct 2021 | US$43.1b | US$48.4b | US$6.0b | 9.1x | 7.2x | 0.9x |
| Fri, 17 Sep 2021 | US$41.0b | US$48.4b | US$6.0b | 8.5x | 6.8x | 0.8x |
| Sun, 15 Aug 2021 | US$71.8b | US$58.1b | US$7.5b | 9.8x | 9.5x | 1.2x |
| Thu, 10 Jun 2021 | US$78.2b | US$55.8b | US$7.1b | 13x | 11x | 1.4x |
| Wed, 03 Mar 2021 | US$70.2b | US$51.9b | US$4.6b | 19x | 15.1x | 1.4x |
| Sat, 05 Dec 2020 | US$65.9b | US$49.4b | US$3.8b | 15.1x | 17.2x | 1.3x |
| Tue, 08 Sep 2020 | US$63.9b | US$48.0b | US$3.0b | 16.8x | 21.3x | 1.3x |
Price to Earnings Ratio
19.7x
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 Market | 2.08% | |
| Financials | 2.56% | |
| Insurance | 1.68% | |
| Reinsurance | 0.27% | |
| Life and Health Insurance | 2.11% | |
| General Insurance | 1.97% | |
| Insurance Brokers | 1.81% | |
| Property and Casualty Insurance | 1.53% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RNR RenaissanceRe Holdings | US$193.81 | 2.5% +US$242.1m | 25.8% | PS1.5x | |
| ESGR Enstar Group | US$251.67 | 2.7% +US$103.4m | 12.5% | PB0.8x | |
| OXBR Oxbridge Re Holdings | US$1.52 | 30.1% +US$2.1m | -73.1% | PS6.4x |