Narrative Update • Jun 09

All of the companies in the Property and Casualty Insurance industry have been up over the last week, with the industry up 5.4%. In the past year, the industry is down 7.5%. 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | AU$72.7b | AU$60.0b | AU$5.1b | 16.9x | 14.2x | 1.2x |
| Sun, 10 May 2026 | AU$68.0b | AU$59.2b | AU$5.0b | 15.7x | 13.6x | 1.1x |
| Tue, 07 Apr 2026 | AU$66.3b | AU$60.4b | AU$5.2b | 15.7x | 12.9x | 1.1x |
| Thu, 05 Mar 2026 | AU$62.7b | AU$59.8b | AU$5.1b | 14x | 12.3x | 1x |
| Sat, 31 Jan 2026 | AU$65.9b | AU$65.3b | AU$5.7b | 11.7x | 11.6x | 1x |
| Mon, 29 Dec 2025 | AU$67.4b | AU$66.8b | AU$5.8b | 12.2x | 11.6x | 1x |
| Wed, 26 Nov 2025 | AU$67.6b | AU$68.3b | AU$5.9b | 12.7x | 11.4x | 1x |
| Fri, 24 Oct 2025 | AU$70.7b | AU$67.9b | AU$5.9b | 13.7x | 12x | 1x |
| Sun, 21 Sep 2025 | AU$72.4b | AU$67.4b | AU$5.9b | 14.2x | 12.3x | 1.1x |
| Tue, 19 Aug 2025 | AU$76.9b | AU$67.9b | AU$5.9b | 14.9x | 13x | 1.1x |
| Thu, 17 Jul 2025 | AU$76.4b | AU$65.6b | AU$5.2b | 15.7x | 14.6x | 1.2x |
| Sat, 14 Jun 2025 | AU$79.6b | AU$65.9b | AU$5.3b | 16.7x | 15.1x | 1.2x |
| Mon, 12 May 2025 | AU$76.5b | AU$66.2b | AU$5.3b | 15.8x | 14.5x | 1.2x |
| Wed, 09 Apr 2025 | AU$67.0b | AU$68.4b | AU$5.5b | 13.7x | 12.3x | 1x |
| Fri, 07 Mar 2025 | AU$70.5b | AU$66.6b | AU$5.3b | 14.5x | 13.3x | 1.1x |
| Sun, 02 Feb 2025 | AU$79.7b | AU$65.0b | AU$4.6b | 24.2x | 17.4x | 1.2x |
| Tue, 31 Dec 2024 | AU$74.1b | AU$64.9b | AU$4.6b | 22.6x | 16.2x | 1.1x |
| Thu, 28 Nov 2024 | AU$73.8b | AU$63.5b | AU$4.5b | 21.5x | 16.5x | 1.2x |
| Sat, 26 Oct 2024 | AU$66.6b | AU$62.8b | AU$4.4b | 19.7x | 15.1x | 1.1x |
| Mon, 23 Sep 2024 | AU$66.4b | AU$61.9b | AU$4.3b | 20.3x | 15.3x | 1.1x |
| Wed, 21 Aug 2024 | AU$65.0b | AU$56.0b | AU$4.2b | 23.5x | 15.4x | 1.2x |
| Fri, 19 Jul 2024 | AU$63.9b | AU$61.9b | AU$3.9b | 18.4x | 16.5x | 1x |
| Sun, 16 Jun 2024 | AU$63.9b | AU$62.5b | AU$3.9b | 17.7x | 16.4x | 1x |
| Tue, 14 May 2024 | AU$61.9b | AU$62.6b | AU$3.9b | 17.6x | 15.9x | 1x |
| Thu, 11 Apr 2024 | AU$62.0b | AU$68.5b | AU$3.9b | 17.5x | 15.9x | 0.9x |
| Sat, 09 Mar 2024 | AU$60.3b | AU$68.3b | AU$3.9b | 16.8x | 15.5x | 0.9x |
| Mon, 05 Feb 2024 | AU$56.8b | AU$50.9b | AU$3.6b | 15.8x | 15.7x | 1.1x |
| Wed, 03 Jan 2024 | AU$53.2b | AU$49.9b | AU$3.6b | 15.2x | 15x | 1.1x |
| Fri, 01 Dec 2023 | AU$55.0b | AU$50.6b | AU$3.6b | 15.5x | 15.3x | 1.1x |
| Sun, 29 Oct 2023 | AU$53.2b | AU$51.6b | AU$3.7b | 14.8x | 14.5x | 1x |
| Tue, 26 Sep 2023 | AU$55.2b | AU$51.2b | AU$3.6b | 15.5x | 15.1x | 1.1x |
| Thu, 24 Aug 2023 | AU$52.8b | AU$51.3b | AU$3.7b | 14.5x | 14.5x | 1x |
| Sat, 22 Jul 2023 | AU$55.5b | AU$44.1b | AU$2.6b | 22.1x | 21.7x | 1.3x |
| Mon, 19 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 | -1.74% | |
| Financials | -0.61% | |
| Insurance | 6.59% | |
| Property and Casualty Insurance | 5.41% | |
| Insurance Brokers | 23.95% | |
| Life and Health Insurance | 3.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QBE QBE Insurance Group | AU$24.28 | 8.4% +AU$2.8b | 4.7% | PE11.9x | |
| SUN Suncorp Group | AU$18.38 | 5.8% +AU$1.1b | -14.4% | PE19.8x | |
| IAG Insurance Australia Group | AU$7.92 | 5.0% +AU$886.5m | -11.6% | PE17x |