Narrative Update • Jun 26

All of the companies in the General Insurance industry have been up over the last week, with the industry up 3.6%. This means that the industry has gained 12% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
Has the U.K. General Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | UK£21.3b | UK£29.4b | UK£791.6m | 26.4x | 26.9x | 0.7x |
| Thu, 04 Jun 2026 | UK£19.0b | UK£29.4b | UK£791.6m | 23.6x | 24.1x | 0.6x |
| Sat, 02 May 2026 | UK£19.8b | UK£29.4b | UK£795.1m | 24.6x | 24.9x | 0.7x |
| Mon, 30 Mar 2026 | UK£18.2b | UK£28.7b | UK£791.0m | 14.8x | 23x | 0.6x |
| Wed, 25 Feb 2026 | UK£20.0b | UK£24.3b | UK£618.0m | 20x | 32.4x | 0.8x |
| Fri, 23 Jan 2026 | UK£20.0b | UK£24.3b | UK£618.0m | 19.9x | 32.4x | 0.8x |
| Sun, 21 Dec 2025 | UK£20.7b | UK£24.3b | UK£618.0m | 20.5x | 33.6x | 0.9x |
| Tue, 18 Nov 2025 | UK£19.7b | UK£24.3b | UK£618.0m | 19.5x | 31.9x | 0.8x |
| Thu, 16 Oct 2025 | UK£20.7b | UK£24.3b | UK£618.0m | 20.6x | 33.5x | 0.9x |
| Sat, 13 Sep 2025 | UK£20.5b | UK£24.3b | UK£612.6m | 21.1x | 33.5x | 0.8x |
| Mon, 11 Aug 2025 | UK£19.9b | UK£22.8b | UK£651.6m | 19.6x | 30.5x | 0.9x |
| Wed, 09 Jul 2025 | UK£18.8b | UK£22.8b | UK£651.6m | 19x | 28.9x | 0.8x |
| Fri, 06 Jun 2025 | UK£16.5b | UK£23.0b | UK£650.7m | 17.7x | 25.4x | 0.7x |
| Sun, 04 May 2025 | UK£15.5b | UK£23.6b | UK£472.0m | 16.5x | 32.7x | 0.7x |
| Tue, 01 Apr 2025 | UK£15.1b | UK£23.8b | UK£502.6m | 15.8x | 30x | 0.6x |
| Thu, 27 Feb 2025 | UK£14.3b | UK£23.7b | UK£1.1b | 9.9x | 12.5x | 0.6x |
| Sat, 25 Jan 2025 | UK£13.8b | UK£23.7b | UK£1.1b | 9.5x | 12.1x | 0.6x |
| Mon, 23 Dec 2024 | UK£12.5b | UK£23.7b | UK£1.1b | 9.6x | 10.9x | 0.5x |
| Wed, 20 Nov 2024 | UK£13.2b | UK£23.7b | UK£1.1b | 8.8x | 11.6x | 0.6x |
| Fri, 18 Oct 2024 | UK£13.2b | UK£23.7b | UK£1.1b | 8.8x | 11.6x | 0.6x |
| Sun, 15 Sep 2024 | UK£13.4b | UK£23.6b | UK£1.2b | 9x | 11.4x | 0.6x |
| Tue, 13 Aug 2024 | UK£13.1b | UK£22.5b | UK£937.4m | 10x | 14x | 0.6x |
| Thu, 11 Jul 2024 | UK£13.1b | UK£22.5b | UK£937.4m | 10.3x | 14x | 0.6x |
| Sat, 08 Jun 2024 | UK£13.1b | UK£22.5b | UK£937.4m | 10.3x | 13.9x | 0.6x |
| Mon, 06 May 2024 | UK£12.9b | UK£22.5b | UK£925.0m | 21.2x | 14x | 0.6x |
| Wed, 03 Apr 2024 | UK£13.6b | UK£22.4b | UK£974.1m | 23x | 14x | 0.6x |
| Fri, 01 Mar 2024 | UK£277.5m | UK£811.0m | -UK£59,859,000.00 | 25.8x | -4.6x | 0.3x |
| Sun, 28 Jan 2024 | UK£328.0m | UK£811.0m | -UK£59,859,000.00 | 26.4x | -5.5x | 0.4x |
| Tue, 26 Dec 2023 | UK£304.4m | UK£811.0m | -UK£59,859,000.00 | 28.1x | -5.1x | 0.4x |
| Thu, 23 Nov 2023 | UK£295.8m | UK£811.0m | -UK£59,859,000.00 | 29.2x | -4.9x | 0.4x |
| Sat, 21 Oct 2023 | UK£271.3m | UK£811.0m | -UK£59,859,000.00 | 26.9x | -4.5x | 0.3x |
| Mon, 18 Sep 2023 | UK£270.2m | UK£732.3m | -UK£262,517,000.00 | n/a | -1x | 0.4x |
| Wed, 16 Aug 2023 | UK£299.0m | UK£732.3m | -UK£262,517,000.00 | n/a | -1.1x | 0.4x |
| Fri, 14 Jul 2023 | UK£297.0m | UK£732.3m | -UK£262,517,000.00 | n/a | -1.1x | 0.4x |
-1.1x
How does U.K. General Insurance compare with similar industries?
| GB Market | 1.66% | |
| Financials | 4.52% | |
| Insurance | 3.30% | |
| General Insurance | 5.11% | |
| Life and Health Insurance | 4.17% | |
| Property and Casualty Insurance | 1.14% | |
| Insurance Brokers | 0% | 0 |
| Reinsurance | -9.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AV. Aviva | UK£6.76 | 4.0% +UK£769.7m | 10.1% | PE26.4x | |
| HUW Helios Underwriting | UK£2.16 | 2.1% +UK£3.1m | -3.1% | PE7.2x |