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
🎯 Q2 2026 | Rev $6B | EPS $6.97 vs $6.01 🟢
💡 Consensus models underestimated the structural benefits of higher interest rates and favorable mortality trends. The market may be pricing in mean-reversion that is unlikely given current tailwinds.
📉 Reward/risk: 2.3:1
🏢 Business Quality: 8/10
📊 Valuation: cheap — annualized P/E 7.5x vs 5-year average 10x and peer average 9x; P/B likely below 1x; fair value range $250–$280 based on 9–10x multiple.
🔮 Catalyst: Post-earnings analyst revisions and potential guidance raise at upcoming investor day
💰 Entry: $210.37, stop $195, target $245
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/RGA0624
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