Narrative Update • Jun 22

Over the last 7 days, the Insurance Brokers industry has risen 4.9%, driven by gains from every company within the industry. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 7.4% per annum.
Has the Australian Insurance Brokers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | AU$10.2b | AU$3.4b | AU$544.5m | 19.1x | 18.7x | 3x |
| Sat, 18 Jul 2026 | AU$9.7b | AU$3.4b | AU$544.5m | 18.3x | 17.7x | 2.8x |
| Mon, 15 Jun 2026 | AU$9.4b | AU$3.4b | AU$544.5m | 17.9x | 17.3x | 2.8x |
| Wed, 13 May 2026 | AU$7.6b | AU$3.4b | AU$544.5m | 14.5x | 13.9x | 2.2x |
| Fri, 10 Apr 2026 | AU$7.9b | AU$3.4b | AU$544.5m | 15x | 14.5x | 2.3x |
| Sun, 08 Mar 2026 | AU$8.0b | AU$3.4b | AU$544.5m | 15.1x | 14.7x | 2.3x |
| Tue, 03 Feb 2026 | AU$9.6b | AU$3.2b | AU$515.0m | 19.2x | 18.6x | 3x |
| Thu, 01 Jan 2026 | AU$9.4b | AU$3.2b | AU$515.0m | 18.7x | 18.3x | 2.9x |
| Sat, 29 Nov 2025 | AU$10.1b | AU$3.2b | AU$515.0m | 20.7x | 19.6x | 3.1x |
| Mon, 27 Oct 2025 | AU$10.3b | AU$3.2b | AU$515.0m | 20.2x | 20x | 3.2x |
| Wed, 24 Sep 2025 | AU$10.5b | AU$3.2b | AU$515.0m | 20.6x | 20.4x | 3.2x |
| Fri, 22 Aug 2025 | AU$10.8b | AU$3.0b | AU$344.3m | 32.4x | 31.5x | 3.6x |
| Sun, 20 Jul 2025 | AU$10.7b | AU$3.0b | AU$344.3m | 32.6x | 31.1x | 3.6x |
| Tue, 17 Jun 2025 | AU$10.6b | AU$3.0b | AU$344.3m | 32.5x | 30.9x | 3.6x |
| Thu, 15 May 2025 | AU$10.4b | AU$3.0b | AU$344.3m | 31.7x | 30.2x | 3.5x |
| Sat, 12 Apr 2025 | AU$9.8b | AU$3.0b | AU$344.3m | 29.5x | 28.5x | 3.3x |
| Mon, 10 Mar 2025 | AU$9.5b | AU$3.0b | AU$344.3m | 28.5x | 27.6x | 3.2x |
| Wed, 05 Feb 2025 | AU$9.7b | AU$2.8b | AU$365.1m | 26.4x | 26.7x | 3.5x |
| Fri, 03 Jan 2025 | AU$10.0b | AU$2.8b | AU$365.1m | 27.4x | 27.5x | 3.6x |
| Sun, 01 Dec 2024 | AU$10.2b | AU$2.8b | AU$365.1m | 28x | 28x | 3.6x |
| Tue, 29 Oct 2024 | AU$9.8b | AU$2.8b | AU$365.1m | 27x | 26.9x | 3.5x |
| Thu, 26 Sep 2024 | AU$12.0b | AU$3.1b | AU$422.2m | 27.3x | 28.4x | 3.8x |
| Sat, 24 Aug 2024 | AU$13.0b | AU$3.0b | AU$399.8m | 34.7x | 32.6x | 4.4x |
| Mon, 22 Jul 2024 | AU$12.8b | AU$2.9b | AU$385.0m | 33.9x | 33.4x | 4.4x |
| Wed, 19 Jun 2024 | AU$12.0b | AU$2.9b | AU$385.0m | 31x | 31.1x | 4.1x |
| Fri, 17 May 2024 | AU$11.9b | AU$2.9b | AU$385.0m | 31.4x | 31x | 4.1x |
| Sun, 14 Apr 2024 | AU$11.4b | AU$2.9b | AU$385.0m | 30.5x | 29.6x | 3.9x |
| Tue, 12 Mar 2024 | AU$11.4b | AU$2.9b | AU$385.0m | 28.5x | 29.7x | 4x |
| Thu, 08 Feb 2024 | AU$11.6b | AU$2.6b | AU$310.2m | 34.7x | 37.4x | 4.5x |
| Sat, 06 Jan 2024 | AU$11.1b | AU$2.6b | AU$310.7m | 39.9x | 35.7x | 4.3x |
| Mon, 04 Dec 2023 | AU$10.9b | AU$2.6b | AU$310.7m | 40x | 35.2x | 4.2x |
| Wed, 01 Nov 2023 | AU$10.1b | AU$2.6b | AU$310.7m | 37.1x | 32.6x | 3.9x |
| Fri, 29 Sep 2023 | AU$10.8b | AU$2.6b | AU$310.7m | 39.8x | 34.6x | 4.2x |
| Sun, 27 Aug 2023 | AU$10.8b | AU$2.6b | AU$310.7m | 40.7x | 34.8x | 4.2x |
34.8x
How does Australian Insurance Brokers compare with similar industries?
| AU Market | -1.54% | |
| Financials | -3.34% | |
| Insurance | -2.25% | |
| Insurance Brokers | 5.28% | |
| Life and Health Insurance | -1.42% | |
| Property and Casualty Insurance | -3.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SDF Steadfast Group | AU$5.65 | 7.2% +AU$421.6m | -10.6% | PE17.6x | |
| AUB AUB Group | AU$29.16 | 0.03% +AU$1.3m | -12.1% | PE20.2x |