Narrative Update • Jun 09

In the last week, the Property and Casualty Insurance industry is up 6.2%, with all of the companies up. However, the industry is down 5.1% over the past year. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | AU$74.4b | AU$59.9b | AU$5.1b | 17.2x | 14.6x | 1.2x |
| Wed, 13 May 2026 | AU$68.3b | AU$59.2b | AU$5.0b | 16x | 13.6x | 1.2x |
| Fri, 10 Apr 2026 | AU$67.7b | AU$59.9b | AU$5.1b | 15.4x | 13.3x | 1.1x |
| Sun, 08 Mar 2026 | AU$62.4b | AU$60.0b | AU$5.1b | 14.3x | 12.2x | 1x |
| Tue, 03 Feb 2026 | AU$65.4b | AU$65.6b | AU$5.7b | 11.6x | 11.4x | 1x |
| Thu, 01 Jan 2026 | AU$67.8b | AU$67.0b | AU$5.8b | 12.2x | 11.6x | 1x |
| Sat, 29 Nov 2025 | AU$66.2b | AU$67.8b | AU$5.9b | 12.1x | 11.2x | 1x |
| Mon, 27 Oct 2025 | AU$70.5b | AU$67.9b | AU$5.9b | 13.6x | 11.9x | 1x |
| Wed, 24 Sep 2025 | AU$72.6b | AU$67.4b | AU$5.9b | 14.2x | 12.4x | 1.1x |
| Fri, 22 Aug 2025 | AU$76.3b | AU$68.4b | AU$6.0b | 15x | 12.8x | 1.1x |
| Sun, 20 Jul 2025 | AU$77.4b | AU$65.7b | AU$5.2b | 15.8x | 14.8x | 1.2x |
| Tue, 17 Jun 2025 | AU$79.3b | AU$65.6b | AU$5.2b | 16.6x | 15.1x | 1.2x |
| Thu, 15 May 2025 | AU$75.7b | AU$65.8b | AU$5.3b | 15.7x | 14.4x | 1.1x |
| Sat, 12 Apr 2025 | AU$69.4b | AU$67.2b | AU$5.4b | 14.2x | 12.9x | 1x |
| Mon, 10 Mar 2025 | AU$69.7b | AU$66.8b | AU$5.3b | 14.3x | 13.1x | 1x |
| Wed, 05 Feb 2025 | AU$77.3b | AU$65.0b | AU$4.6b | 23.4x | 16.9x | 1.2x |
| Fri, 03 Jan 2025 | AU$73.1b | AU$65.0b | AU$4.6b | 22.5x | 15.9x | 1.1x |
| Sun, 01 Dec 2024 | AU$75.3b | AU$63.3b | AU$4.5b | 22.4x | 16.9x | 1.2x |
| Tue, 29 Oct 2024 | AU$66.9b | AU$62.9b | AU$4.4b | 19.9x | 15.1x | 1.1x |
| Thu, 26 Sep 2024 | AU$64.9b | AU$61.6b | AU$4.3b | 19.4x | 15x | 1.1x |
| Sat, 24 Aug 2024 | AU$64.1b | AU$62.3b | AU$4.4b | 19.6x | 14.6x | 1x |
| Mon, 22 Jul 2024 | AU$63.8b | AU$62.2b | AU$3.9b | 18.3x | 16.4x | 1x |
| Wed, 19 Jun 2024 | AU$64.4b | AU$62.5b | AU$3.9b | 17.8x | 16.5x | 1x |
| Fri, 17 May 2024 | AU$62.9b | AU$62.2b | AU$3.9b | 17.7x | 16.2x | 1x |
| Sun, 14 Apr 2024 | AU$62.6b | AU$69.2b | AU$3.9b | 17.5x | 15.9x | 0.9x |
| Tue, 12 Mar 2024 | AU$60.1b | AU$68.5b | AU$3.9b | 16.7x | 15.4x | 0.9x |
| Thu, 08 Feb 2024 | AU$57.2b | AU$50.9b | AU$3.6b | 15.7x | 15.8x | 1.1x |
| Sat, 06 Jan 2024 | AU$53.9b | AU$50.3b | AU$3.6b | 15.5x | 15x | 1.1x |
| Mon, 04 Dec 2023 | AU$54.9b | AU$50.4b | AU$3.6b | 15.5x | 15.3x | 1.1x |
| Wed, 01 Nov 2023 | AU$54.0b | AU$51.5b | AU$3.7b | 14.8x | 14.7x | 1x |
| Fri, 29 Sep 2023 | AU$55.4b | AU$51.4b | AU$3.7b | 15.5x | 15.1x | 1.1x |
| Sun, 27 Aug 2023 | AU$51.9b | AU$51.3b | AU$3.7b | 14.4x | 14.2x | 1x |
| Tue, 25 Jul 2023 | AU$55.6b | AU$44.1b | AU$2.6b | 22.1x | 21.7x | 1.3x |
| Thu, 22 Jun 2023 | AU$54.7b | AU$44.0b | AU$2.6b | 21.3x | 21.4x | 1.2x |
21.4x
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 |