Narrative Update • Aug 05

Over the last 7 days, the Property and Casualty Insurance industry has dropped 1.7%, driven by Lancashire Holdings declining 2.6%. In the past year, the industry has gained 19%. Earnings are forecast to grow by 4.3% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | UK£27.3b | UK£13.7b | UK£2.0b | 13.6x | 13.6x | 2x |
| Sun, 05 Jul 2026 | UK£26.9b | UK£13.9b | UK£2.1b | 12.5x | 12.5x | 1.9x |
| Tue, 02 Jun 2026 | UK£25.2b | UK£13.8b | UK£2.1b | 11.9x | 11.8x | 1.8x |
| Thu, 30 Apr 2026 | UK£24.9b | UK£13.8b | UK£2.1b | 11.1x | 11.6x | 1.8x |
| Sat, 28 Mar 2026 | UK£23.6b | UK£14.0b | UK£2.2b | 10.8x | 10.9x | 1.7x |
| Mon, 23 Feb 2026 | UK£22.7b | UK£13.9b | UK£2.2b | 10.2x | 10.2x | 1.6x |
| Wed, 21 Jan 2026 | UK£22.7b | UK£13.9b | UK£2.2b | 10x | 10.2x | 1.6x |
| Fri, 19 Dec 2025 | UK£21.0b | UK£14.0b | UK£2.2b | 9.7x | 9.4x | 1.5x |
| Sun, 16 Nov 2025 | UK£21.2b | UK£14.1b | UK£2.3b | 9.1x | 9.4x | 1.5x |
| Tue, 14 Oct 2025 | UK£22.4b | UK£14.0b | UK£2.2b | 10x | 10x | 1.6x |
| Thu, 11 Sep 2025 | UK£20.9b | UK£13.9b | UK£2.2b | 9.2x | 9.5x | 1.5x |
| Sat, 09 Aug 2025 | UK£22.2b | UK£13.5b | UK£2.2b | 9.8x | 10.2x | 1.6x |
| Mon, 07 Jul 2025 | UK£21.8b | UK£13.3b | UK£2.2b | 9.5x | 9.8x | 1.6x |
| Wed, 04 Jun 2025 | UK£26.0b | UK£18.1b | UK£2.4b | 9.3x | 10.9x | 1.4x |
| Fri, 02 May 2025 | UK£24.7b | UK£18.3b | UK£2.4b | 8.7x | 10.2x | 1.3x |
| Sun, 30 Mar 2025 | UK£23.8b | UK£18.5b | UK£2.5b | 10.6x | 9.7x | 1.3x |
| Tue, 25 Feb 2025 | UK£22.4b | UK£16.3b | UK£2.6b | 10.7x | 8.5x | 1.4x |
| Thu, 23 Jan 2025 | UK£22.3b | UK£16.5b | UK£2.7b | 11.5x | 8.3x | 1.4x |
| Sat, 21 Dec 2024 | UK£21.7b | UK£16.3b | UK£2.6b | 10.5x | 8.2x | 1.3x |
| Mon, 18 Nov 2024 | UK£19.6b | UK£16.3b | UK£2.6b | 6.8x | 7.4x | 1.2x |
| Wed, 16 Oct 2024 | UK£21.5b | UK£16.0b | UK£2.6b | 7.8x | 8.4x | 1.3x |
| Fri, 13 Sep 2024 | UK£21.8b | UK£16.0b | UK£2.6b | 7.6x | 8.5x | 1.4x |
| Sun, 11 Aug 2024 | UK£20.8b | UK£15.5b | UK£2.5b | 11x | 8.5x | 1.3x |
| Tue, 09 Jul 2024 | UK£21.0b | UK£14.8b | UK£2.2b | 12.2x | 9.7x | 1.4x |
| Thu, 06 Jun 2024 | UK£21.2b | UK£14.8b | UK£2.2b | 12.7x | 9.7x | 1.4x |
| Sat, 04 May 2024 | UK£20.4b | UK£15.0b | UK£2.2b | 11.7x | 9.2x | 1.4x |
| Mon, 01 Apr 2024 | UK£21.7b | UK£15.0b | UK£2.2b | 11.7x | 9.9x | 1.5x |
| Wed, 28 Feb 2024 | UK£19.9b | UK£11.9b | UK£673.8m | 21x | 29.6x | 1.7x |
| Fri, 26 Jan 2024 | UK£18.6b | UK£11.9b | UK£673.0m | 20.5x | 27.7x | 1.6x |
| Sun, 24 Dec 2023 | UK£19.4b | UK£11.9b | UK£673.1m | 21.9x | 28.9x | 1.6x |
| Tue, 21 Nov 2023 | UK£19.3b | UK£12.0b | UK£679.7m | 21.4x | 28.5x | 1.6x |
| Thu, 19 Oct 2023 | UK£17.9b | UK£12.2b | UK£692.3m | 19.8x | 25.9x | 1.5x |
| Sat, 16 Sep 2023 | UK£19.0b | UK£12.0b | UK£682.2m | 19.8x | 27.8x | 1.6x |
| Mon, 14 Aug 2023 | UK£17.7b | UK£11.1b | UK£745.2m | 18.3x | 23.7x | 1.6x |
23.7x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 0.17% | |
| Financials | -1.03% | |
| Insurance | -1.11% | |
| Property and Casualty Insurance | 1.05% | |
| General Insurance | 2.24% | |
| Insurance Brokers | 0% | 0 |
| Reinsurance | -1.75% | |
| Life and Health Insurance | -3.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£39.00 | 3.2% +UK£366.1m | 14.3% | PE16x | |
| BEZ Beazley | UK£12.91 | 0.04% +UK£3.0m | 39.9% | PE15.1x |