With EPS Growth And More, Lancashire Holdings (LON:LRE) Is Interesting
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Has the U.K. Insurance Industry valuation changed over the past few years?
|Sun, 05 Dec 2021||UK£94.8b||UK£128.5b||UK£5.8b||13.4x|
|Tue, 02 Nov 2021||UK£103.0b||UK£127.3b||UK£5.8b||13.8x|
|Thu, 30 Sep 2021||UK£101.6b||UK£128.0b||UK£5.8b||15.6x|
|Sat, 28 Aug 2021||UK£104.1b||UK£126.8b||UK£5.7b||16.1x|
|Sun, 04 Jul 2021||UK£97.2b||UK£126.8b||UK£5.7b||16.8x|
|Wed, 07 Apr 2021||UK£104.1b||UK£131.5b||UK£6.0b||16.8x|
|Sat, 09 Jan 2021||UK£94.2b||UK£136.6b||UK£6.1b||13.2x|
|Fri, 02 Oct 2020||UK£78.0b||UK£130.1b||UK£6.1b||11.7x|
|Mon, 06 Jul 2020||UK£79.9b||UK£117.1b||UK£5.9b||10.6x|
|Thu, 09 Apr 2020||UK£72.2b||UK£150.1b||UK£6.6b||10.2x|
|Wed, 01 Jan 2020||UK£100.0b||UK£178.4b||UK£7.1b||12.7x|
|Sat, 05 Oct 2019||UK£96.0b||UK£164.2b||UK£7.5b||13.2x|
|Tue, 09 Jul 2019||UK£104.5b||UK£139.2b||UK£7.5b||14.1x|
|Mon, 01 Apr 2019||UK£100.3b||UK£102.0b||UK£7.1b||14.6x|
|Thu, 03 Jan 2019||UK£86.6b||UK£74.3b||UK£6.7b||16.1x|
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 14.0x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Insurance industry have declined 4.7% per year over the last three years, while revenues for these companies have grown 20% per year. This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Which industries have driven the changes within the U.K. Insurance industry?
|Property and Casualty Insurance||0.39%|
|Life and Health Insurance||-0.59%|
Industry PE: Investors are most optimistic about the Insurance Brokers industry which is trading above its 3-year average PE ratio of 52.1x. This is likely because analysts are expecting annual earnings growth of 79%, which is higher than its past year's earnings decline of 59% per year. Meanwhile, investors are most pessimistic about the Life and Health Insurance industry, which is trading close to its 3-year average of 12.8x.
Forecasted Growth: Analysts are most optimistic on the Insurance Brokers industry, expecting annual earnings growth of 79% over the next 5 years. This is better than its past earnings decline of 59% per year. Meanwhile, the Property and Casualty Insurance industry is expected to see its earnings decline by 4.2% per year over the next few years.
Which companies have driven the market over the last 7 days?
Sabre Insurance Group
Phoenix Group Holdings
Randall & Quilter Investment Holdings
Direct Line Insurance Group
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