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U.S. Reinsurance Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies8
  • 7D2.6%
  • 3M-1.1%
  • 1Y3.6%
  • YTDn/a

Over the last 7 days, the Reinsurance industry has risen 2.6%, driven by gains in Everest Group and RenaissanceRe Holdings of 3.2% and 2.9%, respectively. This means that the industry has gained 3.6% over the past year. 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
Sun, 07 Jun 2026US$40.6bUS$57.7bUS$6.6b5.3x6.2x0.7x
Tue, 05 May 2026US$44.0bUS$56.4bUS$6.5b6x6.8x0.8x
Thu, 02 Apr 2026US$42.7bUS$57.9bUS$5.9b5.7x7.2x0.7x
Sat, 28 Feb 2026US$44.2bUS$57.9bUS$5.9b5.6x7.5x0.8x
Mon, 26 Jan 2026US$41.9bUS$55.8bUS$3.3b9.9x12.5x0.8x
Wed, 24 Dec 2025US$44.0bUS$55.8bUS$3.3b11x13.2x0.8x
Fri, 21 Nov 2025US$40.5bUS$55.8bUS$3.3b9.8x12.1x0.7x
Sun, 19 Oct 2025US$41.6bUS$56.0bUS$3.7b11.1x11.2x0.7x
Tue, 16 Sep 2025US$41.9bUS$56.0bUS$3.7b11.4x11.3x0.7x
Thu, 14 Aug 2025US$40.2bUS$56.0bUS$3.7b16.3x11x0.7x
Sat, 12 Jul 2025US$42.0bUS$54.5bUS$3.4b14.4x12.2x0.8x
Mon, 09 Jun 2025US$62.4bUS$69.9bUS$4.5b13.1x14x0.9x
Wed, 07 May 2025US$60.5bUS$69.8bUS$4.9b10.9x12.3x0.9x
Fri, 04 Apr 2025US$62.6bUS$69.9bUS$5.7b10.5x11.1x0.9x
Sun, 02 Mar 2025US$58.1bUS$69.9bUS$5.9b8.5x9.9x0.8x
Tue, 28 Jan 2025US$62.0bUS$66.2bUS$9.4b5.7x6.6x0.9x
Thu, 26 Dec 2024US$59.9bUS$66.5bUS$9.1b5.6x6.6x0.9x
Sat, 23 Nov 2024US$63.4bUS$66.5bUS$9.1b6x7x1x
Mon, 21 Oct 2024US$63.2bUS$61.9bUS$8.7b6.5x7.2x1x
Wed, 18 Sep 2024US$61.7bUS$61.9bUS$8.7b6.6x7.1x1x
Fri, 16 Aug 2024US$57.6bUS$62.2bUS$8.4b6.3x6.9x0.9x
Sun, 14 Jul 2024US$56.5bUS$58.7bUS$8.4b5.6x6.7x1x
Tue, 11 Jun 2024US$55.4bUS$58.7bUS$8.4b5.4x6.6x0.9x
Thu, 09 May 2024US$55.2bUS$57.2bUS$7.9b5.7x7x1x
Sat, 06 Apr 2024US$53.8bUS$54.0bUS$8.1b5.9x6.6x1x
Mon, 04 Mar 2024US$52.6bUS$54.0bUS$8.2b6.1x6.4x1x
Wed, 31 Jan 2024US$63.1bUS$63.3bUS$6.6b9x9.5x1x
Fri, 29 Dec 2023US$59.3bUS$63.3bUS$6.6b9x9x0.9x
Sun, 26 Nov 2023US$62.0bUS$63.3bUS$6.6b8.5x9.4x1x
Tue, 24 Oct 2023US$56.5bUS$60.0bUS$3.7b14.7x15.5x0.9x
Thu, 21 Sep 2023US$56.7bUS$60.0bUS$3.7b14.2x15.5x0.9x
Sat, 19 Aug 2023US$52.7bUS$60.0bUS$3.7b13.6x14.4x0.9x
Mon, 17 Jul 2023US$49.8bUS$56.7bUS$1.8b11.7x27.7x0.9x
Wed, 14 Jun 2023US$49.7bUS$56.7bUS$1.8b11.8x27.7x0.9x
Price to Earnings Ratio

27.7x


Total Market Cap: US$49.7bTotal Earnings: US$1.8bTotal Revenue: US$56.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 10.4x202420252026
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 6.2x which is lower than its 3-year average PE of 10.4x.
  • 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 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-2.90%
Financials0.59%
Insurance3.85%
Reinsurance2.62%
Property and Casualty Insurance4.21%
Insurance Brokers4.00%
Life and Health Insurance2.91%
General Insurance2.03%
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$334.413.2%
+US$410.8m		-3.4%PE6.6x
RNR RenaissanceRe HoldingsUS$288.482.9%
+US$346.6m		16.9%PE4.5x
RGA Reinsurance Group of AmericaUS$204.962.1%
+US$276.5m		-0.5%PE11x
SPNT SiriusPointUS$21.721.7%
+US$43.5m		12.1%PE5.3x
KG Kestrel GroupUS$11.936.1%
+US$5.4m		-53.5%PE2.2x

Latest News

EG
US$334.41
Everest Group
7D
3.2%
1Y
-3.4%
GLRE
US$15.53
Greenlight Capital Re
7D
-0.9%
1Y
7.8%
SPNT
US$21.72
SiriusPoint
7D
1.7%
1Y
12.1%
Narrative Update • Jun 01

SPNT: Reorganization And Buy Rating Will Shape Earnings And Margin Delivery

Narrative Update on SiriusPoint Analysts have kept their SiriusPoint price target steady at $23.00, with the unchanged fair value supported by expectations for revenue growth alongside slightly firmer profit margins and a modestly lower assumed future P/E multiple. Analyst Commentary Recent Street commentary on SiriusPoint has focused on how current expectations and the US$23.00 target line up with execution and valuation risks.
RGA
US$204.96
Reinsurance Group of America
7D
2.1%
1Y
-0.5%
Narrative Update • May 26

RGA: Extended EPS Horizon And Buybacks Will Shape Future Cash Flow Expectations

Analysts have adjusted their price targets for Reinsurance Group of America, with recent revisions ranging from around $215 to $267. These changes reflect updated views on the company's earnings outlook, valuation methodologies, and sector-wide factors.
RNR
US$288.48
RenaissanceRe Holdings
7D
2.9%
1Y
16.9%
Seeking Alpha • May 23

RenaissanceRe: Investment Grade Preferred Equity Yields Almost 7%

Summary RenaissanceRe delivered robust Q1 results, with $285M net income to common shareholders and a 22% annualized operating ROE, despite unrealized investment losses. RNR's preferred shares, particularly Series F, offer a compelling 6.85% stripped yield, underpinned by a low payout ratio and over $10B in common equity. Over $2.2B in fixed income investments mature within a year, allowing RNR to redeploy into higher-yielding securities as rates rise, potentially boosting EPS. I maintain initial long positions in both RNR's Series F preferred and common shares, favoring the strong balance sheet and ongoing share buybacks. Read the full article on Seeking Alpha
OXBR
US$0.92
Oxbridge Re Holdings
7D
-10.7%
1Y
-46.2%
KG
US$11.93
Kestrel Group
7D
6.1%
1Y
-53.5%