Narrative Update • Jun 09

In the last week, the Property and Casualty Insurance industry is up 1.9%, with all of the companies up. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 4.7% per annum.
Has the Australian Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | AU$71.1b | AU$59.9b | AU$5.1b | 16.6x | 13.9x | 1.2x |
| Fri, 08 May 2026 | AU$69.6b | AU$59.0b | AU$5.0b | 16.5x | 13.9x | 1.2x |
| Sun, 05 Apr 2026 | AU$66.3b | AU$60.5b | AU$5.2b | 15.7x | 12.8x | 1.1x |
| Tue, 03 Mar 2026 | AU$64.2b | AU$59.6b | AU$5.1b | 14.5x | 12.7x | 1.1x |
| Thu, 29 Jan 2026 | AU$64.7b | AU$65.4b | AU$5.7b | 11.4x | 11.3x | 1x |
| Sat, 27 Dec 2025 | AU$67.5b | AU$66.9b | AU$5.8b | 12.2x | 11.6x | 1x |
| Mon, 24 Nov 2025 | AU$68.0b | AU$68.2b | AU$5.9b | 12.9x | 11.4x | 1x |
| Wed, 22 Oct 2025 | AU$70.2b | AU$68.0b | AU$5.9b | 13.6x | 11.9x | 1x |
| Fri, 19 Sep 2025 | AU$72.2b | AU$67.1b | AU$5.8b | 14.1x | 12.3x | 1.1x |
| Sun, 17 Aug 2025 | AU$76.3b | AU$67.9b | AU$5.9b | 14.6x | 12.9x | 1.1x |
| Tue, 15 Jul 2025 | AU$76.6b | AU$65.3b | AU$5.2b | 15.8x | 14.7x | 1.2x |
| Thu, 12 Jun 2025 | AU$79.8b | AU$65.7b | AU$5.2b | 16.5x | 15.2x | 1.2x |
| Sat, 10 May 2025 | AU$76.5b | AU$66.3b | AU$5.3b | 15.8x | 14.4x | 1.2x |
| Mon, 07 Apr 2025 | AU$70.3b | AU$68.4b | AU$5.5b | 14.4x | 12.9x | 1x |
| Wed, 05 Mar 2025 | AU$71.4b | AU$67.2b | AU$5.4b | 14.4x | 13.3x | 1.1x |
| Fri, 31 Jan 2025 | AU$78.5b | AU$64.9b | AU$4.6b | 23.5x | 17.1x | 1.2x |
| Sun, 29 Dec 2024 | AU$74.4b | AU$65.0b | AU$4.6b | 22.7x | 16.2x | 1.1x |
| Tue, 26 Nov 2024 | AU$74.0b | AU$63.4b | AU$4.5b | 21.6x | 16.6x | 1.2x |
| Thu, 24 Oct 2024 | AU$66.7b | AU$62.7b | AU$4.4b | 19.9x | 15.1x | 1.1x |
| Sat, 21 Sep 2024 | AU$66.4b | AU$61.9b | AU$4.3b | 20.3x | 15.3x | 1.1x |
| Mon, 19 Aug 2024 | AU$63.9b | AU$63.2b | AU$4.5b | 18.6x | 14.2x | 1x |
| Wed, 17 Jul 2024 | AU$63.9b | AU$61.9b | AU$3.9b | 18.3x | 16.5x | 1x |
| Fri, 14 Jun 2024 | AU$64.0b | AU$62.4b | AU$3.9b | 17.8x | 16.5x | 1x |
| Sun, 12 May 2024 | AU$61.8b | AU$62.6b | AU$3.9b | 17.5x | 15.8x | 1x |
| Tue, 09 Apr 2024 | AU$62.9b | AU$68.7b | AU$3.9b | 17.6x | 16.1x | 0.9x |
| Thu, 07 Mar 2024 | AU$59.6b | AU$69.0b | AU$3.9b | 16.5x | 15.2x | 0.9x |
| Sat, 03 Feb 2024 | AU$56.8b | AU$50.6b | AU$3.6b | 15.8x | 15.8x | 1.1x |
| Mon, 01 Jan 2024 | AU$53.2b | AU$49.9b | AU$3.6b | 15.3x | 15x | 1.1x |
| Wed, 29 Nov 2023 | AU$55.0b | AU$50.6b | AU$3.6b | 15.2x | 15.3x | 1.1x |
| Fri, 27 Oct 2023 | AU$54.1b | AU$51.7b | AU$3.7b | 14.9x | 14.7x | 1x |
| Sun, 24 Sep 2023 | AU$55.3b | AU$51.2b | AU$3.6b | 15.6x | 15.2x | 1.1x |
| Tue, 22 Aug 2023 | AU$53.3b | AU$50.4b | AU$3.5b | 14.4x | 15.4x | 1.1x |
| Thu, 20 Jul 2023 | AU$54.2b | AU$44.0b | AU$2.6b | 21.4x | 21.2x | 1.2x |
| Sat, 17 Jun 2023 | AU$53.0b | AU$43.7b | AU$2.5b | 20.8x | 20.8x | 1.2x |
20.8x
How does Australian Property and Casualty Insurance compare with similar industries?
| AU Market | -1.58% | |
| Financials | -0.73% | |
| Insurance | 2.78% | |
| Property and Casualty Insurance | 3.24% | |
| Life and Health Insurance | 2.72% | |
| Insurance Brokers | -1.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QBE QBE Insurance Group | AU$23.42 | 5.8% +AU$1.9b | -0.04% | PE11.5x | |
| SUN Suncorp Group | AU$18.27 | 5.8% +AU$1.1b | -15.6% | PE19.7x | |
| IAG Insurance Australia Group | AU$7.87 | 4.2% +AU$746.5m | -11.2% | PE16.9x |