Sabre Insurance Group's (LON:SBRE) Dividend Will Be Increased To £0.081
Apr 24
U.K. (FTSE) Insurance Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies18
- 7D-0.03%
- 3M-2.1%
- 1Y-16.3%
- YTD-3.0%
In the last week, the Insurance industry is flat overall, with Legal & General Group standing out by going down 4.2%. Unfortunately though, the industry is down 16% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the U.K. Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | UK£60.4b | UK£70.9b | UK£4.4b | 11.8x | 13.8x | 0.9x |
| Mon, 25 Mar 2024 | UK£64.3b | UK£69.5b | UK£4.4b | 12.9x | 14.6x | 0.9x |
| Wed, 21 Feb 2024 | UK£20.3b | UK£13.5b | UK£368.3m | 21.1x | 55.2x | 1.5x |
| Fri, 19 Jan 2024 | UK£19.7b | UK£13.3b | UK£393.0m | 20.4x | 50.2x | 1.5x |
| Sun, 17 Dec 2023 | UK£20.6b | UK£13.3b | UK£393.4m | 21.7x | 52.4x | 1.5x |
| Tue, 14 Nov 2023 | UK£20.5b | UK£13.6b | UK£400.4m | 20.9x | 51.3x | 1.5x |
| Thu, 12 Oct 2023 | UK£19.5b | UK£13.5b | UK£399.8m | 19.6x | 48.7x | 1.4x |
| Sat, 09 Sep 2023 | UK£19.7b | UK£13.3b | UK£187.5m | 18x | 105.2x | 1.5x |
| Mon, 07 Aug 2023 | UK£18.6b | UK£11.9b | -UK£14,615,592.00 | 30.5x | -1274.6x | 1.6x |
| Wed, 05 Jul 2023 | UK£18.9b | UK£11.8b | -UK£104,665,812.00 | 30.7x | -180.4x | 1.6x |
| Fri, 02 Jun 2023 | UK£20.3b | UK£11.8b | UK£129.2m | 32.1x | 157.4x | 1.7x |
| Sun, 30 Apr 2023 | UK£20.3b | UK£11.8b | UK£132.4m | 30.9x | 153.2x | 1.7x |
| Tue, 28 Mar 2023 | UK£18.2b | UK£11.8b | UK£114.4m | 27.6x | 159.2x | 1.5x |
| Thu, 23 Feb 2023 | UK£67.6b | UK£17.8b | UK£792.6m | 17.9x | 85.2x | 3.8x |
| Sat, 21 Jan 2023 | UK£68.7b | UK£17.4b | UK£738.5m | 16x | 93x | 4x |
| Mon, 19 Dec 2022 | UK£61.5b | UK£17.5b | UK£756.2m | 16.3x | 81.3x | 3.5x |
| Wed, 16 Nov 2022 | UK£58.9b | UK£17.7b | UK£790.4m | 15.8x | 74.6x | 3.3x |
| Fri, 14 Oct 2022 | UK£58.7b | UK£18.1b | UK£844.0m | 14.4x | 69.5x | 3.2x |
| Sun, 11 Sep 2022 | UK£58.5b | UK£18.0b | UK£976.0m | 16.8x | 60x | 3.3x |
| Tue, 09 Aug 2022 | UK£80.9b | UK£87.2b | UK£4.0b | 15.8x | 20.3x | 0.9x |
| Thu, 07 Jul 2022 | UK£77.3b | UK£87.6b | UK£4.4b | 14.6x | 17.6x | 0.9x |
| Sat, 04 Jun 2022 | UK£81.5b | UK£86.3b | UK£4.4b | 15.9x | 18.5x | 0.9x |
| Mon, 02 May 2022 | UK£85.9b | UK£86.2b | UK£4.4b | 16.4x | 19.6x | 1x |
| Wed, 30 Mar 2022 | UK£93.0b | UK£85.2b | UK£4.3b | 17.3x | 21.6x | 1.1x |
| Fri, 25 Feb 2022 | UK£89.9b | UK£128.6b | UK£5.9b | 12.7x | 15.3x | 0.7x |
| Sun, 23 Jan 2022 | UK£100.5b | UK£127.7b | UK£5.8b | 14.1x | 17.3x | 0.8x |
| Tue, 21 Dec 2021 | UK£94.0b | UK£128.8b | UK£5.9b | 13.6x | 16x | 0.7x |
| Thu, 18 Nov 2021 | UK£102.8b | UK£128.0b | UK£5.8b | 13.5x | 17.7x | 0.8x |
| Sat, 16 Oct 2021 | UK£101.1b | UK£127.0b | UK£5.8b | 13.9x | 17.5x | 0.8x |
| Mon, 13 Sep 2021 | UK£103.1b | UK£126.8b | UK£5.7b | 15.7x | 18x | 0.8x |
| Wed, 11 Aug 2021 | UK£104.6b | UK£126.8b | UK£5.7b | 16x | 18.3x | 0.8x |
| Sun, 06 Jun 2021 | UK£102.3b | UK£131.5b | UK£6.0b | 18.2x | 17x | 0.8x |
Price to Earnings Ratio
17.1x
Current Industry PE
- Investors are pessimistic on the British Insurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 13.8x which is lower than its 3-year average PE of 33.5x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 0.85x.
Past Earnings Growth
- The earnings for companies in the Insurance industry have declined 10% per year over the last three years,
- Revenues have also declined 19% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Financials industry?
| GB Market | 2.84% | |
| Financials | 2.23% | |
| Insurance | -0.03% | |
| Insurance Brokers | 5.56% | |
| General Insurance | 0.85% | |
| Life and Health Insurance | 0.48% | |
| Reinsurance | -0.77% | |
| Property and Casualty Insurance | -1.16% | |
Industry PE
- Investors are most optimistic about the Life and Health Insurance industry even though it's trading below its 3-year average PE ratio of 147x.
- Analysts are expecting annual earnings growth of 18.9%, which is lower than the prior year's growth of 39.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Life and Health Insurance industry, expecting annual earnings growth of 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 40% per year.
- In contrast, the Reinsurance industry is expected to see its earnings grow by 5.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HSX Hiscox | UK£12.09 | 3.0% +UK£113.1m | 2.3% | PE7.3x | |
| AV. Aviva | UK£4.64 | 0.9% +UK£96.2m | 9.6% | PE12x | |
| PRU Prudential | UK£7.24 | 0.2% +UK£54.8m | -40.3% | PE14.6x | |
| JUST Just Group | UK£1.03 | 4.0% +UK£41.5m | 16.6% | PE9.1x | |
| PHNX Phoenix Group Holdings | UK£4.85 | 0.8% +UK£38.0m | -18.0% | PS0.2x |
