Narrative Update • Jun 17

Over the last 7 days, the Property and Casualty Insurance industry has remained flat. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 1.7% 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | UK£25.9b | UK£13.9b | UK£2.2b | 11.8x | 12x | 1.9x |
| Sat, 16 May 2026 | UK£25.5b | UK£13.9b | UK£2.2b | 12.1x | 11.9x | 1.8x |
| Mon, 13 Apr 2026 | UK£24.5b | UK£13.8b | UK£2.1b | 11.2x | 11.5x | 1.8x |
| Wed, 11 Mar 2026 | UK£23.9b | UK£13.9b | UK£2.1b | 10.9x | 11.2x | 1.7x |
| Fri, 06 Feb 2026 | UK£22.7b | UK£13.9b | UK£2.2b | 10.2x | 10.3x | 1.6x |
| Sun, 04 Jan 2026 | UK£20.8b | UK£13.9b | UK£2.2b | 9.5x | 9.4x | 1.5x |
| Tue, 02 Dec 2025 | UK£20.4b | UK£14.1b | UK£2.2b | 8.9x | 9.1x | 1.4x |
| Thu, 30 Oct 2025 | UK£22.0b | UK£14.1b | UK£2.2b | 9.7x | 9.8x | 1.6x |
| Sat, 27 Sep 2025 | UK£21.4b | UK£14.0b | UK£2.2b | 9.7x | 9.6x | 1.5x |
| Mon, 25 Aug 2025 | UK£22.3b | UK£13.9b | UK£2.2b | 9.6x | 10.1x | 1.6x |
| Wed, 23 Jul 2025 | UK£22.0b | UK£13.3b | UK£2.2b | 9.8x | 9.8x | 1.6x |
| Fri, 20 Jun 2025 | UK£26.0b | UK£18.2b | UK£2.4b | 9.7x | 10.9x | 1.4x |
| Sun, 18 May 2025 | UK£25.3b | UK£18.3b | UK£2.4b | 9.4x | 10.5x | 1.4x |
| Tue, 15 Apr 2025 | UK£24.2b | UK£18.3b | UK£2.4b | 11.5x | 10x | 1.3x |
| Thu, 13 Mar 2025 | UK£24.0b | UK£18.2b | UK£2.4b | 10.6x | 9.8x | 1.3x |
| Sat, 08 Feb 2025 | UK£22.9b | UK£16.4b | UK£2.7b | 11.3x | 8.6x | 1.4x |
| Mon, 06 Jan 2025 | UK£22.2b | UK£16.4b | UK£2.7b | 11x | 8.3x | 1.4x |
| Wed, 04 Dec 2024 | UK£21.4b | UK£16.2b | UK£2.6b | 9.9x | 8.2x | 1.3x |
| Fri, 01 Nov 2024 | UK£20.5b | UK£16.1b | UK£2.6b | 7.2x | 7.9x | 1.3x |
| Sun, 29 Sep 2024 | UK£21.7b | UK£15.8b | UK£2.5b | 8x | 8.6x | 1.4x |
| Tue, 27 Aug 2024 | UK£22.1b | UK£15.8b | UK£2.5b | 11.5x | 9x | 1.4x |
| Thu, 25 Jul 2024 | UK£20.5b | UK£14.8b | UK£2.2b | 11.7x | 9.5x | 1.4x |
| Sat, 22 Jun 2024 | UK£20.7b | UK£14.9b | UK£2.2b | 12.3x | 9.4x | 1.4x |
| Mon, 20 May 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 12.4x | 9.6x | 1.4x |
| Wed, 17 Apr 2024 | UK£21.1b | UK£15.1b | UK£2.2b | 11.5x | 9.5x | 1.4x |
| Fri, 15 Mar 2024 | UK£21.2b | UK£15.4b | UK£1.8b | 7.5x | 11.5x | 1.4x |
| Sun, 11 Feb 2024 | UK£18.9b | UK£11.9b | UK£675.5m | 20.7x | 28x | 1.6x |
| Tue, 09 Jan 2024 | UK£19.8b | UK£11.9b | UK£671.1m | 22.2x | 29.5x | 1.7x |
| Thu, 07 Dec 2023 | UK£20.0b | UK£12.0b | UK£676.9m | 22.6x | 29.6x | 1.7x |
| Sat, 04 Nov 2023 | UK£18.2b | UK£12.1b | UK£684.1m | 20.3x | 26.6x | 1.5x |
| Mon, 02 Oct 2023 | UK£18.3b | UK£12.1b | UK£690.4m | 19.4x | 26.5x | 1.5x |
| Wed, 30 Aug 2023 | UK£18.2b | UK£11.3b | UK£740.2m | 19.9x | 24.7x | 1.6x |
| Fri, 28 Jul 2023 | UK£18.3b | UK£10.6b | UK£474.6m | 32.3x | 38.6x | 1.7x |
| Sun, 25 Jun 2023 | UK£17.3b | UK£10.7b | UK£476.4m | 31.7x | 36.4x | 1.6x |
36.4x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 2.43% | |
| Financials | 7.84% | |
| Insurance | 4.62% | |
| Property and Casualty Insurance | 0.91% | |
| Life and Health Insurance | 7.53% | |
| General Insurance | 4.85% | |
| Reinsurance | 1.80% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HSX Hiscox | UK£17.64 | 0.9% +UK£51.5m | 39.8% | PE12.4x | |
| LRE Lancashire Holdings | UK£6.36 | 2.1% +UK£31.5m | 11.3% | PE6.9x | |
| BEZ Beazley | UK£12.85 | 0.2% +UK£11.8m | 38.9% | PE11x | |
| PGH Personal Group Holdings | UK£3.88 | 2.0% +UK£2.4m | 36.9% | PE16.8x |