Narrative Update • Jun 09

In the last week, the Property and Casualty Insurance industry is up 6.2%, with all of the companies up. In the past year, the industry is down 5.1%. Looking forward, earnings are forecast to grow by 4.7% annually.
Has the Australian Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | AU$74.4b | AU$59.9b | AU$5.1b | 17.2x | 14.6x | 1.2x |
| Tue, 12 May 2026 | AU$68.3b | AU$59.2b | AU$5.0b | 15.7x | 13.6x | 1.2x |
| Thu, 09 Apr 2026 | AU$67.1b | AU$59.9b | AU$5.1b | 15.5x | 13.2x | 1.1x |
| Sat, 07 Mar 2026 | AU$62.4b | AU$60.0b | AU$5.1b | 14.3x | 12.2x | 1x |
| Mon, 02 Feb 2026 | AU$65.9b | AU$65.6b | AU$5.7b | 11.7x | 11.5x | 1x |
| Wed, 31 Dec 2025 | AU$67.8b | AU$66.9b | AU$5.8b | 12.2x | 11.6x | 1x |
| Fri, 28 Nov 2025 | AU$66.6b | AU$67.8b | AU$5.9b | 12.5x | 11.3x | 1x |
| Sun, 26 Oct 2025 | AU$70.5b | AU$67.9b | AU$5.9b | 13.6x | 11.9x | 1x |
| Tue, 23 Sep 2025 | AU$72.8b | AU$67.4b | AU$5.9b | 14.2x | 12.4x | 1.1x |
| Thu, 21 Aug 2025 | AU$77.2b | AU$68.3b | AU$5.9b | 14.8x | 13x | 1.1x |
| Sat, 19 Jul 2025 | AU$77.4b | AU$65.6b | AU$5.2b | 15.8x | 14.8x | 1.2x |
| Mon, 16 Jun 2025 | AU$79.6b | AU$65.7b | AU$5.3b | 16.7x | 15.1x | 1.2x |
| Wed, 14 May 2025 | AU$75.1b | AU$66.2b | AU$5.3b | 15.6x | 14.2x | 1.1x |
| Fri, 11 Apr 2025 | AU$70.0b | AU$67.5b | AU$5.4b | 14.4x | 13x | 1x |
| Sun, 09 Mar 2025 | AU$69.7b | AU$66.8b | AU$5.3b | 14.3x | 13.1x | 1x |
| Tue, 04 Feb 2025 | AU$77.7b | AU$65.2b | AU$4.6b | 23.5x | 16.9x | 1.2x |
| Thu, 02 Jan 2025 | AU$73.1b | AU$65.2b | AU$4.6b | 22.3x | 15.9x | 1.1x |
| Sat, 30 Nov 2024 | AU$75.3b | AU$63.4b | AU$4.5b | 22.4x | 16.9x | 1.2x |
| Mon, 28 Oct 2024 | AU$66.6b | AU$62.9b | AU$4.4b | 19.7x | 15.1x | 1.1x |
| Wed, 25 Sep 2024 | AU$65.7b | AU$61.7b | AU$4.3b | 19.5x | 15.2x | 1.1x |
| Fri, 23 Aug 2024 | AU$63.4b | AU$56.1b | AU$4.4b | 19.4x | 14.5x | 1.1x |
| Sun, 21 Jul 2024 | AU$63.8b | AU$62.2b | AU$3.9b | 18.3x | 16.4x | 1x |
| Tue, 18 Jun 2024 | AU$63.8b | AU$62.6b | AU$3.9b | 17.7x | 16.3x | 1x |
| Thu, 16 May 2024 | AU$62.0b | AU$62.4b | AU$3.9b | 17.5x | 15.9x | 1x |
| Sat, 13 Apr 2024 | AU$62.6b | AU$69.2b | AU$3.9b | 17.5x | 15.9x | 0.9x |
| Mon, 11 Mar 2024 | AU$60.3b | AU$68.5b | AU$3.9b | 16.8x | 15.5x | 0.9x |
| Wed, 07 Feb 2024 | AU$56.6b | AU$51.0b | AU$3.6b | 15.6x | 15.6x | 1.1x |
| Fri, 05 Jan 2024 | AU$53.0b | AU$50.2b | AU$3.6b | 15.3x | 14.8x | 1.1x |
| Sun, 03 Dec 2023 | AU$54.9b | AU$50.4b | AU$3.6b | 15.5x | 15.3x | 1.1x |
| Tue, 31 Oct 2023 | AU$52.9b | AU$51.5b | AU$3.7b | 14.7x | 14.4x | 1x |
| Thu, 28 Sep 2023 | AU$54.8b | AU$51.5b | AU$3.7b | 15.4x | 15x | 1.1x |
| Sat, 26 Aug 2023 | AU$51.9b | AU$51.3b | AU$3.6b | 14.4x | 14.2x | 1x |
| Mon, 24 Jul 2023 | AU$55.5b | AU$44.1b | AU$2.6b | 22.1x | 21.6x | 1.3x |
| Wed, 21 Jun 2023 | AU$54.5b | AU$44.0b | AU$2.6b | 21.3x | 21.3x | 1.2x |
21.3x
How does Australian Property and Casualty Insurance compare with similar industries?
| AU Market | 1.68% | |
| Financials | 1.05% | |
| Insurance | 6.98% | |
| Property and Casualty Insurance | 6.19% | |
| Insurance Brokers | 22.13% | |
| Life and Health Insurance | 3.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QBE QBE Insurance Group | AU$24.06 | 6.1% +AU$2.1b | 3.4% | PE11.9x | |
| SUN Suncorp Group | AU$18.73 | 6.7% +AU$1.2b | -12.6% | PE20.1x | |
| IAG Insurance Australia Group | AU$8.00 | 5.8% +AU$1.0b | -10.9% | PE17.2x |