Valuation Resources

Insurance Companies and Carriers

SIC 6300 | NAICS 524100

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.

Select from the following sections or scroll below to view available resources:
  • Industry Analysis, Trends, Statistics, and Forecasts
  • Financial Statements and Financial Ratios
  • Compensation and Salary Surveys
  • Business Valuation Resources

For guides to other industries, see our index of over 400 industries.

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Industry Analysis, Trends, Statistics, and Forecasts

Property & Casualty Insurance  (view report)
Life Insurance & Annuities  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:

  • Market size, product segments, and major markets
  • Key statistics, market trends, and external drivers
  • Operating conditions and current performance
  • Competitive landscape and environment
  • Major company profiles and market shares
  • Five-year outlook and revenue forecast

A.M. Best
Information resources available from this organization include:

Insurance Information Centers
Online information centers provide news, data, and analysis for various segments of the industry, with content categories including life/health, property/casualty, ratings and criteria, consumer products, captive insurers, reinsurance, and title and mortgage guarantee. Selected information is available free online with registration.

Industry Research - Best’s Special Reports & Briefings
Special reports and briefings provide in-depth analysis of a wide range of topics affecting various segments of the industry, with topics covered including industry trends, financial reporting, stock performance, merger and acquisition activity, and more. Complimentary reports and briefings are available free online with registration.

American Council of Life Insurers
Life Insurers Fact Book
Annual fact book publication provides information on trends and statistics for the life insurance industry, with topics covered in individual chapters including key life insurer statistics, organizational structure, employment, assets, liabilities, income, expenditures, reinsurance, life insurance, annuities, disability income and long-term care insurance, and company rankings. Current and prior publications can be downloaded and viewed online.

Insurance Information Institute
Fact Book
Annual publication provides a variety of information for the life/health and property/casualty sectors, with topics addressed in individual chapters including world markets, U.S. market, distribution channels, life/health insurer financial data, property/casualty insurer financial data, property/casualty by product line, retirement products, loss experiences, and factors affecting costs. Detailed table of contents can be viewed free online.

GIA Research
Insurance Research Portal
Comprehensive reports provide in-depth analysis of various segments of the industry in the U.S. and other countries, with product segments analyzed separately in individual reports including life, pension, health, and disability; non-life/P&C; automotive/vehicle; homeowner; workers' compensation; medical malpractice; and more. Summary description of the reports and detailed table of contents are available online or by request.

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Financial Statements and Financial Ratios

Industry Financial Ratios
Insurance Carriers  Search for "5241" to see reports for specific product lines

Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:

  • Income and expenses in dollars and percentages
  • Balance sheets in dollars and percentages
  • Profitability and return on investment ratios
  • Liquidity and working capital ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

A.M. Best
Best's Aggregates & Averages - Life/Health / Property/Casualty / aggavgpc
Annual publications provide current and historical financial statistics for the life/health and property/casualty insurance industries on an aggregate basis, with financial data provided for each of these industries including income statements, balance sheets, and key financial and operating performance measures. Publications are available in print or online versions, with the latter version accessible online as Microsoft Excel spreadsheets.

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Compensation and Salary Surveys

Property & Casualty Insurance Compensation Survey
Annual salary survey provides compensation data for executive, salaried, and hourly personnel employed by property and casualty carriers, with data provided for each job position (including current and prior year base salaries, target and actual annual cash incentives, total cash received, long-term/deferred awards, and total overall compensation) broken out by firm type (mutual vs. non-mutual), company size, and geographic region.

ERI Economic Research Institute
Insurance Salary Surveys
Annual salary surveys provide compensation data for executive, salaried, and hourly personnel by product line (e.g., all product lines combined; life and annuity; health, medical, dental, and disability; and property and casualty), with survey results for each report available on a national and regional level. Complete listing of all job positions included in each survey and sample pages for selected job positions are available free online.

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Business Valuation Resources

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data

Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.

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Related Industries:
Hospitals and Medical Centers
Insurance Agencies and Brokers
Managed Healthcare, HMO, and PPO Companies
Physicians and Medical Practices


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