With rising quarterly revenue growth and earnings improvements, it's not surprising that analysts' consensus one-year price target for RGA is above $65. With a forward PE of only 7 and a price-to-earnings-to growth ratio (PEG ratio) of only 1.10 RGA looks like a bargain among insurers and reinsurers. A more famous name in the insurance business is Chubb (CB - Get Report) which provides property and casualty insurance to businesses and individuals. For the immediate future that should be a profitable business as long as they collect their premiums and invest them wisely. Chubb has a trailing-12-month ROA of 3.37% and a positive ROE of nearly 12%. Along with a 79% year-over-year quarterly earnings growth and $2.08 billion in levered free cash flow, an investor can appreciate how CB can sustain a 2.2% dividend with a low 24% payout ratio. As the five-year chart below illustrates, the price-per-share of CB and its rising diluted quarterly EPS have done very well for shareholders and investors. CB data by YCharts
Chubb took a hit from Sandy to the tune of about $880 million, which is part of the reason the stock has dropped below its 52-week high of $81.80. Like most of the other companies impacted by the October Super-Storm it had the reserves and reinsurance in place to cover the financial blow.