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Australian (ASX) Insurance Industry Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies10
- 7D-2.1%
- 3M-5.3%
- 1Y-10.7%
- YTD-7.4%
Over the last 7 days, the Insurance industry has dropped 2.1%, driven by pullbacks in QBE Insurance Group and Insurance Australia Group of 2.2% and 3.7%, respectively. On the other hand Generation Development Group is actually up 6.2%. However, the industry is down 11% over the past year. Earnings are forecast to grow by 6.8% annually.
Industry Valuation and Performance
Has the Australian Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | AU$89.9b | AU$76.7b | AU$6.2b | 16x | 14.4x | 1.2x |
| Wed, 28 Jan 2026 | AU$93.2b | AU$82.3b | AU$7.0b | 18x | 13.3x | 1.1x |
| Fri, 26 Dec 2025 | AU$96.2b | AU$83.5b | AU$7.1b | 17.9x | 13.5x | 1.2x |
| Sun, 23 Nov 2025 | AU$97.6b | AU$84.8b | AU$7.2b | 17.8x | 13.5x | 1.2x |
| Tue, 21 Oct 2025 | AU$98.8b | AU$84.6b | AU$7.2b | 19.8x | 13.7x | 1.2x |
| Thu, 18 Sep 2025 | AU$104.1b | AU$83.6b | AU$7.1b | 19.7x | 14.6x | 1.2x |
| Sat, 16 Aug 2025 | AU$108.0b | AU$84.1b | AU$7.0b | 20.9x | 15.4x | 1.3x |
| Mon, 14 Jul 2025 | AU$106.6b | AU$81.5b | AU$6.3b | 20.4x | 16.9x | 1.3x |
| Wed, 11 Jun 2025 | AU$110.5b | AU$81.9b | AU$6.4b | 20x | 17.4x | 1.3x |
| Fri, 09 May 2025 | AU$104.1b | AU$82.4b | AU$6.4b | 19.7x | 16.3x | 1.3x |
| Sun, 06 Apr 2025 | AU$98.3b | AU$84.6b | AU$6.6b | 19.8x | 15x | 1.2x |
| Tue, 04 Mar 2025 | AU$100.0b | AU$83.5b | AU$6.5b | 19.5x | 15.5x | 1.2x |
| Thu, 30 Jan 2025 | AU$103.0b | AU$80.3b | AU$5.2b | 27.1x | 20x | 1.3x |
| Sat, 28 Dec 2024 | AU$99.4b | AU$80.4b | AU$5.2b | 26.6x | 19.3x | 1.2x |
| Mon, 25 Nov 2024 | AU$98.6b | AU$78.8b | AU$5.0b | 26.5x | 19.6x | 1.3x |
| Wed, 23 Oct 2024 | AU$90.9b | AU$77.9b | AU$5.0b | 25.4x | 18.3x | 1.2x |
| Fri, 20 Sep 2024 | AU$92.9b | AU$77.5b | AU$5.0b | 26.5x | 18.7x | 1.2x |
| Sun, 18 Aug 2024 | AU$92.9b | AU$78.0b | AU$5.8b | 23.4x | 16x | 1.2x |
| Tue, 16 Jul 2024 | AU$91.5b | AU$76.6b | AU$5.2b | 22.2x | 17.7x | 1.2x |
| Thu, 13 Jun 2024 | AU$90.7b | AU$77.4b | AU$5.2b | 20.6x | 17.4x | 1.2x |
| Sat, 11 May 2024 | AU$88.7b | AU$77.4b | AU$5.2b | 19.7x | 17x | 1.1x |
| Mon, 08 Apr 2024 | AU$89.0b | AU$83.6b | AU$5.2b | 20.3x | 17x | 1.1x |
| Wed, 06 Mar 2024 | AU$86.6b | AU$84.1b | AU$5.3b | 19.8x | 16.5x | 1x |
| Fri, 02 Feb 2024 | AU$83.1b | AU$64.7b | AU$4.7b | 20.1x | 17.8x | 1.3x |
| Sun, 31 Dec 2023 | AU$78.6b | AU$63.7b | AU$4.6b | 18.6x | 17.1x | 1.2x |
| Tue, 28 Nov 2023 | AU$80.1b | AU$64.4b | AU$4.7b | 18.9x | 17.2x | 1.2x |
| Thu, 26 Oct 2023 | AU$78.2b | AU$65.4b | AU$4.7b | 18.9x | 16.6x | 1.2x |
| Sat, 23 Sep 2023 | AU$80.1b | AU$65.0b | AU$4.7b | 19x | 17x | 1.2x |
| Mon, 21 Aug 2023 | AU$78.1b | AU$62.8b | AU$4.3b | 29.8x | 18.1x | 1.2x |
| Wed, 19 Jul 2023 | AU$79.1b | AU$56.2b | AU$3.4b | 29.6x | 23.5x | 1.4x |
| Fri, 16 Jun 2023 | AU$77.9b | AU$56.2b | AU$3.4b | 31.4x | 23.2x | 1.4x |
| Sun, 14 May 2023 | AU$74.0b | AU$56.7b | AU$3.4b | 29.9x | 21.9x | 1.3x |
| Tue, 11 Apr 2023 | AU$73.5b | AU$56.6b | AU$3.4b | 35x | 21.8x | 1.3x |
| Thu, 09 Mar 2023 | AU$74.3b | AU$56.8b | AU$3.4b | 34.7x | 22x | 1.3x |
Price to Earnings Ratio
22x
Current Industry PE
- Investors are pessimistic on the Australian Insurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 14.4x which is lower than its 3-year average PE of 17.4x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have grown 23% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Financials industry?
| AU Market | 1.41% | |
| Financials | -1.24% | |
| Insurance | -2.12% | |
| Insurance Brokers | -1.41% | |
| Life and Health Insurance | -1.48% | |
| Property and Casualty Insurance | -2.39% | |
Industry PE
- Investors are most optimistic about the Life and Health Insurance industry, which is trading close to its 3-year average PE ratio of 29.1x.
- Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 14.3% per year.
- Investors are most pessimistic about the Property and Casualty Insurance industry, which is trading below its 3-year average of 15.3x.
Forecasted Growth
- Analysts are most optimistic on the Life and Health Insurance industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Property and Casualty Insurance industry is expected to see its earnings grow by 4.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GDG Generation Development Group | AU$4.65 | 6.2% +AU$107.9m | -11.9% | PS3.4x | |
| CVW ClearView Wealth | AU$0.63 | 16.8% +AU$56.2m | 37.4% | PE74.7x | |
| AUB AUB Group | AU$25.32 | 0.8% +AU$27.3m | -19.0% | PE17.4x |