Narrative Update • Jun 17

The Property and Casualty Insurance industry has stayed flat over the last week. The past year has been better, since the industry has gained 20% in that time. As for the next few years, earnings are expected to grow by 1.7% per annum.
Has the U.K. Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | UK£26.1b | UK£14.0b | UK£2.2b | 11.8x | 12x | 1.9x |
| Sat, 23 May 2026 | UK£26.1b | UK£13.8b | UK£2.1b | 12.1x | 12.2x | 1.9x |
| Mon, 20 Apr 2026 | UK£25.0b | UK£13.8b | UK£2.1b | 11.4x | 11.7x | 1.8x |
| Wed, 18 Mar 2026 | UK£24.6b | UK£13.9b | UK£2.1b | 11.1x | 11.5x | 1.8x |
| Fri, 13 Feb 2026 | UK£22.6b | UK£13.8b | UK£2.2b | 10.2x | 10.3x | 1.6x |
| Sun, 11 Jan 2026 | UK£20.5b | UK£14.0b | UK£2.2b | 9.4x | 9.2x | 1.5x |
| Tue, 09 Dec 2025 | UK£20.0b | UK£14.0b | UK£2.2b | 8.8x | 9x | 1.4x |
| Thu, 06 Nov 2025 | UK£21.8b | UK£14.2b | UK£2.3b | 9.6x | 9.6x | 1.5x |
| Sat, 04 Oct 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 10x | 9.9x | 1.6x |
| Mon, 01 Sep 2025 | UK£22.0b | UK£13.9b | UK£2.2b | 9.4x | 10x | 1.6x |
| Wed, 30 Jul 2025 | UK£21.9b | UK£13.4b | UK£2.3b | 9.8x | 9.7x | 1.6x |
| Fri, 27 Jun 2025 | UK£25.9b | UK£18.0b | UK£2.4b | 10x | 10.9x | 1.4x |
| Sun, 25 May 2025 | UK£25.8b | UK£18.1b | UK£2.4b | 9.2x | 10.8x | 1.4x |
| Tue, 22 Apr 2025 | UK£24.7b | UK£18.3b | UK£2.4b | 8.8x | 10.2x | 1.4x |
| Thu, 20 Mar 2025 | UK£24.0b | UK£18.2b | UK£2.4b | 11.1x | 9.8x | 1.3x |
| Sat, 15 Feb 2025 | UK£22.7b | UK£16.3b | UK£2.6b | 11x | 8.6x | 1.4x |
| Mon, 13 Jan 2025 | UK£21.2b | UK£16.6b | UK£2.7b | 11x | 7.9x | 1.3x |
| Wed, 11 Dec 2024 | UK£22.2b | UK£16.2b | UK£2.6b | 10.6x | 8.5x | 1.4x |
| Fri, 08 Nov 2024 | UK£20.0b | UK£16.0b | UK£2.6b | 7.1x | 7.7x | 1.2x |
| Sun, 06 Oct 2024 | UK£21.5b | UK£16.0b | UK£2.6b | 7.9x | 8.4x | 1.3x |
| Tue, 03 Sep 2024 | UK£22.1b | UK£15.8b | UK£2.5b | 11.6x | 9x | 1.4x |
| Thu, 01 Aug 2024 | UK£21.4b | UK£14.8b | UK£2.2b | 11.7x | 9.8x | 1.4x |
| Sat, 29 Jun 2024 | UK£20.9b | UK£14.9b | UK£2.2b | 12.4x | 9.5x | 1.4x |
| Mon, 27 May 2024 | UK£18.5b | UK£11.6b | UK£2.0b | 9.9x | 9.4x | 1.6x |
| Wed, 24 Apr 2024 | UK£21.4b | UK£15.1b | UK£2.2b | 11.6x | 9.6x | 1.4x |
| Fri, 22 Mar 2024 | UK£22.0b | UK£15.9b | UK£2.2b | 12.3x | 10x | 1.4x |
| Sun, 18 Feb 2024 | UK£19.4b | UK£11.9b | UK£676.5m | 21.1x | 28.7x | 1.6x |
| Tue, 16 Jan 2024 | UK£19.0b | UK£11.9b | UK£672.3m | 21.4x | 28.3x | 1.6x |
| Thu, 14 Dec 2023 | UK£19.9b | UK£12.0b | UK£679.1m | 22.5x | 29.2x | 1.7x |
| Sat, 11 Nov 2023 | UK£19.0b | UK£12.2b | UK£690.2m | 20.8x | 27.5x | 1.6x |
| Mon, 09 Oct 2023 | UK£18.0b | UK£12.1b | UK£688.9m | 19.4x | 26.2x | 1.5x |
| Wed, 06 Sep 2023 | UK£18.1b | UK£11.4b | UK£741.3m | 19.5x | 24.4x | 1.6x |
| Fri, 04 Aug 2023 | UK£17.2b | UK£10.7b | UK£473.7m | 38x | 36.2x | 1.6x |
| Sun, 02 Jul 2023 | UK£17.4b | UK£10.7b | UK£476.6m | 32.1x | 36.6x | 1.6x |
36.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -0.91% | |
| Financials | -0.48% | |
| Insurance | 0.13% | |
| Property and Casualty Insurance | 0.76% | |
| Reinsurance | 1.55% | |
| Insurance Brokers | 0% | 0 |
| Life and Health Insurance | -0.13% | |
| General Insurance | -0.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£34.60 | 1.0% +UK£103.7m | 4.3% | PE14.2x | |
| HSX Hiscox | UK£18.10 | 1.3% +UK£74.0m | 42.7% | PE12.7x | |
| LRE Lancashire Holdings | UK£6.45 | 0.9% +UK£13.3m | 13.7% | PE7x | |
| SBRE Sabre Insurance Group | UK£1.66 | 1.5% +UK£5.9m | 15.6% | PE10.7x |