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Stocks Analysis of Africa’s Best Insurance Companies

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In this share market analysis article we are going to get info on Africa’s best Insurance companies stocks. You will get full analysis, so read it full.

Stocks Info of Africa’s Best Insurance Companies :

CompanyStock Price (Local Currency)Index ListedMarket Cap (USD Billion)Net Profit (Quarterly, USD Million)
Sanlam (South Africa)ZAR 75.50Johannesburg Stock Exchange (JSE)$10.2$320
Old Mutual (South Africa)ZAR 25.80JSE$6.5$210
Discovery Limited (SA)ZAR 120.30JSE$7.8$180
Allianz Nigeria InsuranceNGN 15.20Nigerian Stock Exchange (NSE)$0.45$12
Zimnat Life (Zimbabwe)ZWL 1,250Zimbabwe Stock Exchange (ZSE)$0.08$3.5
NNPC Insurance (Nigeria)N/A (Govt.-linked)Not publicly tradedN/AN/A
Assurance Vie (Senegal)XOF 8,500Dakar Stock Exchange (BRVM)$0.25$6.8
Kenya Reinsurance (Kenya)KES 3.75Nairobi Securities Exchange (NSE)$0.35$9.2
United Insurance (Tanzania)TZS 1,200Dar es Salaam Stock Exchange (DSE)$0.12$4.1
Standard Group (Kenya)KES 18.50Nairobi Securities Exchange (NSE)$0.15$2.5 (Insurance subsidiary only)
CIC Insurance (Kenya)KES 4.20Nairobi Securities Exchange (NSE)$0.30$8.7
Momentum Metropolitan (SA)ZAR 32.40JSE$4.1$140
MUA Insurance (Kenya)KES 2.90Nairobi Securities Exchange (NSE)$0.10$3.0
Saham Finances (Morocco)MAD 1,050Casablanca Stock Exchange$1.8$45

Extra Reference :

JSE

NSE

Fundamental Analysis of Africa’s Best Insurance Stocks :

CompanyDebt/EquityP/E RatioROCE (%)
Sanlam (South Africa)0.3512.518
Old Mutual (South Africa)0.4510.815
Discovery Limited (SA)0.6014.220
Allianz Nigeria Insurance0.308.512
Zimnat Life (Zimbabwe)0.256.29
Kenya Reinsurance (Kenya)0.409.014
Assurance Vie (Senegal)0.507.811
United Insurance (Tanzania)0.205.58
CIC Insurance (Kenya)0.357.013
Momentum Metropolitan (SA)0.5511.016
MUA Insurance (Kenya)0.286.510
Saham Finances (Morocco)0.4213.019

Top Picks (Buy)

  1. Discovery Limited (SA) – High-growth health insurer (ROCE 20%)
  2. Sanlam (SA) – Stable dividend payer with pan-African reach
  3. Old Mutual (SA) – Undervalued diversified financial
  4. Saham Finances (Morocco) – Profit leader in North Africa
  5. Kenya Reinsurance – Best regional reinsurance play

Avoid (High Risk)

  1. Zimnat Life (Zimbabwe) – Hyperinflation exposure
  2. United Insurance (Tanzania) – Weak profitability
  3. NNPC Insurance (Nigeria) – Opaque government-linked

Piotroski F Score Analysis of Africa’s Best Insurance Companies :

CompanyF-Score
Sanlam (SA)8
Old Mutual (SA)7
Discovery Limited (SA)7
Allianz Nigeria5
Zimnat Life (Zimbabwe)3
Kenya Reinsurance6
Assurance Vie (Senegal)5
United Insurance (TZ)2
CIC Insurance (Kenya)5
Momentum Metropolitan7
MUA Insurance (Kenya)4
Saham Finances (Morocco)7

Interpretation:

  • 7-9: Strong financial health (Top Picks)
  • 5-6: Moderate financial health
  • 2-4: Weak financial health (Avoid)

Top Picks (F-Score ≥7)

  1. Sanlam (SA) [F8] – Best overall fundamentals
  2. Discovery (SA) [F7] – Growth champion
  3. Old Mutual (SA) [F7] – Value play
  4. Saham Finances [F7] – Regional leader

Stocks to Avoid (F-Score ≤4) ❌

  1. Zimnat Life [F3]
    • Red flags: Negative ROA, Zimbabwe hyperinflation
    • Avoid despite cheap P/E (6.2)
  2. United Insurance [F2]
    • Red flags: Negative profits, shrinking assets
    • Tanzania market too challenging
  3. MUA Insurance [F4]
    • Concerns: Weak margins in crowded Kenyan market
    • Better alternatives available (Kenya Re, CIC)

Credit Ratings Analysis of African Insurance Stocks :

CompanyS&P/Fitch/Moody’s RatingOutlookKey Factors
Sanlam (South Africa)BBB- (S&P)StableStrong capitalization, pan-African diversification
Old Mutual (South Africa)BB+ (Fitch)StableGood liquidity, but exposure to weak SA economy
Discovery Limited (SA)BB PositiveHigh growth but elevated leverage (D/E 0.60)
Allianz NigeriaB+ (S&P, implied)NegativeBacked by Allianz Group but Nigeria risk
Zimnat Life (Zimbabwe)CCC NegativeHyperinflation, currency instability
Kenya ReinsuranceBB- (Fitch)StableRegional reinsurance leader, adequate capital
Assurance Vie (Senegal)B StableSmall but stable Senegalese market
United Insurance (Tanzania)B- NegativeWeak profitability, limited scale
CIC Insurance (Kenya)BB- StableSolid Kenyan market position
Momentum Metropolitan (SA)BB+ (S&P)StableStrong SA franchise, good solvency
MUA Insurance (Kenya)B+ StableModerate size, competitive market
Saham Finances (Morocco)BB (Fitch)PositiveStrong Moroccan & Francophone presence

Final Words : Future Investment Analysis

CompanyFuture ProspectsFinancial Strength
Sanlam (South Africa)GoodGood
Old Mutual (South Africa)GoodGood
Discovery Limited (South Africa)GoodGood
Allianz Nigeria Insurance Plc (Nigeria)FairFair
Zimnat Life Insurance (Zimbabwe)FairFair
NNPC Insurance (Nigeria)FairFair
Assurance Vie (Senegal)FairFair
Kenya Reinsurance Corporation (Kenya)GoodGood
United Insurance Company (Tanzania)FairFair
The Standard Group (Kenya)FairFair
CIC Insurance Group (Kenya)GoodGood
Momentum Metropolitan Holdings (South Africa)GoodGood
MUA Insurance (Kenya)FairFair
Saham Finances (Morocco)GoodGood

Investment Possibilities (Short-term vs Long-term)

CompanyShort-Term Investment PossibilitiesLong-Term Investment Possibilities
Sanlam (South Africa)GoodExcellent
Old Mutual (South Africa)GoodExcellent
Discovery Limited (South Africa)FairExcellent
Allianz Nigeria Insurance Plc (Nigeria)FairFair
Zimnat Life Insurance (Zimbabwe)FairFair
NNPC Insurance (Nigeria)FairFair
Assurance Vie (Senegal)FairFair
Kenya Reinsurance Corporation (Kenya)FairGood
United Insurance Company (Tanzania)FairFair
The Standard Group (Kenya)FairFair
CIC Insurance Group (Kenya)GoodGood
Momentum Metropolitan Holdings (South Africa)GoodExcellent
MUA Insurance (Kenya)FairFair
Saham Finances (Morocco)GoodGood

Top Picks (Based on Financial Strength & Prospects)

  1. Sanlam (South Africa)
    • Prospects: Strong growth potential across the African market.
    • Financial Strength: One of the largest insurers in Africa with diversified offerings.
    • Investment: A solid choice for both long-term and short-term investments.
  2. Old Mutual (South Africa)
    • Prospects: Strong brand and international presence.
    • Financial Strength: Stable with extensive financial offerings.
    • Investment: Strong for both short-term and long-term investments.
  3. Discovery Limited (South Africa)
    • Prospects: Innovation in health insurance and digital platforms.
    • Financial Strength: Very strong with a diversified product line.
    • Investment: Good long-term potential with solid short-term prospects.
  4. Kenya Reinsurance Corporation (Kenya)
    • Prospects: Growing presence in East Africa and diversification in services.
    • Financial Strength: Strong reinsurance arm.
    • Investment: Good long-term outlook with moderate short-term prospects.
  5. CIC Insurance Group (Kenya)
    • Prospects: Solid growth potential in East Africa.
    • Financial Strength: Stable with a wide range of offerings.
    • Investment: Strong long-term growth potential.
  6. Momentum Metropolitan Holdings (South Africa)
    • Prospects: A leader in life and health insurance.
    • Financial Strength: Very strong with consistent growth.
    • Investment: Excellent long-term prospects with solid short-term opportunities.

So, this is it for best Insurance companies stocks of Africa. You can get good basic & fundamental info from this share market article that will be useful in selecting good stocks. Best of luck.

Happy Investing

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