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RGA

RGA

Medium conviction

Reinsurance Group of America, Incorporated

Financial Services · NYSE

$15.1B mkt cap

Brief updated Jul 8, 2026

Reinsurance Group of America, Inc. (RGA) primarily operates within the reinsurance sector. The company delivers a comprehensive portfolio of life and health reinsurance products, spanning both individual and group coverages. These include diverse life insurance options such as term, credit, universa

Decifer Research·Data summary

RGA is a medium-conviction name in Financial Services

RGA sits at the intersection of key themes currently active in the market. The scoring engine rates it medium based on how well the active market forces line up with its business, plus available fundamental data. Financial metrics and analyst consensus provide additional context.

Why now

The market forces active right now are aligned with the company's core business exposure. The timing reflects the intersection of theme strength and available catalyst data.

Key risks

Data availability limits full scoring across all dimensions. Market forces can reverse rapidly; theme exposure does not guarantee the price follows. Fundamental valuation data may not reflect the most recent quarterly results.

What to watch

Monitor conviction score changes, especially the macro and analyst dimensions. Earnings guidance updates and analyst consensus shifts are the primary near-term catalysts.

55Medium conviction Conviction
macro
0/25
analyst
18/38
momentum
15/20
forward catalyst
0/15
valuation
8/23
highs
12/12
news catalyst
6/12
options flow
0/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)216.0%
Gross margin2033.0%
Operating margin655.0%
Net margin498.0%
P/E ratio12.3x
Return on equity947.0%
FCF yield3696.0%
Debt / equity0.5x
EV / sales0.7x
Valuation
Analyst consensusBUY
DCF fair value$493
Next EPS estimate$6.82
Macro context

'Qatar Says US-Iran Hotline Essential To Reopen Strait of Hormuz' - FT

Qatar emphasizes the need for a US-Iran hotline to reopen the Strait of Hormuz, indicating heightened tensions in the region that could impact global oil supply and shipping routes. This development suggests an increased risk of conflict or disruption in a critical waterway.

Jun 24, 2026

Redditors Say This Is The Best Defense Stock To Buy After Iran War

The conflict with Iran has led to increased interest in defense stocks, with Redditors identifying a particular stock as a top pick, indicating a potential shift in market sentiment towards defense and aerospace companies. This escalation in geopolitical tensions could lead to increased defense spending and market volatility.

Jun 24, 2026

'Qatar Says US-Iran Hotline Essential To Reopen Strait of Hormuz' - FT

Qatar emphasizes the need for a US-Iran hotline to reopen the Strait of Hormuz, indicating heightened tensions in the region that could impact global oil supply and shipping routes. This development suggests an increased risk of conflict or disruption in the critical waterway.

Jun 24, 2026

'Qatar Says US-Iran Hotline Essential To Reopen Strait of Hormuz' - FT

Qatar emphasizes the need for a US-Iran hotline to reopen the Strait of Hormuz, indicating heightened tensions in the region that could impact global oil supplies and shipping lanes. This development suggests an increased risk of conflict or disruption in a critical waterway.

Jun 24, 2026

Analyst intelligence
13 Buy7 Hold2 Sell
Earnings intelligence

Earnings surprises

+15.6%

2026-05

+34.1%

2026-02

+10.6%

2025-10

-15.4%

2025-07

+6.6%

2025-05

Generated Wed, 08 Jul 2026 05:00:08 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.