What changed
$RGA — BUY 📊
Reinsurance Group of America, Incorporated provides life and health, and asset-intensive reinsurance in the United States, Latin America, Canada, Europe, the Middle East, Africa, A
🎯 Q1 FY26 | Rev $6B | EPS $6.97 vs $6.01 🟢
💡 Consensus expected a normal quarter with EPS of $6.01, implying full-year ~$24. Actual Q1 annualized points to $28+, indicating both cyclical tailwinds and structural earnings improvement. The market is pricing a low-teens multiple on stale estimates, while a re-rating toward historical P/E on raised numbers is warranted.
📉 Reward/Risk: 2.2:1
🏢 Business Quality: 8/10 - Dominant global life reinsurer with deep mortality underwriting expertise, diversified block of business, and conservative balance sheet; ROE historically 10-15%, defensible moat.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/RGA0619
Why it matters
Reinsurance Group of America, Incorporated provides life and health, and asset-intensive reinsurance in the United States, Latin America, Canada, Europe, the Middle East, Africa, A