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U.K. (FTSE) Property and Casualty Insurance Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies6
  • 7D1.2%
  • 3M8.5%
  • 1Y24.3%
  • YTDn/a

Over the last 7 days, the Property and Casualty Insurance industry has risen 1.2%, driven by gains from Admiral Group of 5.1%. Meanwhile, Lancashire Holdings actually underperformed within the industry, shrinking 7.7% in the last week. In the last 12 months, the industry was up 24%. Earnings are forecast to grow by 1.4% annually.

Industry Valuation and Performance

Has the U.K. Property and Casualty Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026UK£27.0bUK£13.8bUK£2.2b12.3x12.5x2x
Mon, 29 Jun 2026UK£26.4bUK£14.0bUK£2.2b12x12.2x1.9x
Wed, 27 May 2026UK£25.8bUK£13.8bUK£2.1b12.1x12.1x1.9x
Fri, 24 Apr 2026UK£24.9bUK£13.8bUK£2.1b11.2x11.7x1.8x
Sun, 22 Mar 2026UK£23.9bUK£13.9bUK£2.1b10.9x11.1x1.7x
Tue, 17 Feb 2026UK£22.6bUK£13.8bUK£2.2b10.2x10.2x1.6x
Thu, 15 Jan 2026UK£20.3bUK£14.0bUK£2.2b9.3x9.1x1.5x
Sat, 13 Dec 2025UK£20.4bUK£14.0bUK£2.2b9.1x9.2x1.5x
Mon, 10 Nov 2025UK£21.7bUK£14.1bUK£2.3b9.6x9.6x1.5x
Wed, 08 Oct 2025UK£22.3bUK£14.0bUK£2.2b10.1x10x1.6x
Fri, 05 Sep 2025UK£21.4bUK£14.0bUK£2.2b9.3x9.6x1.5x
Sun, 03 Aug 2025UK£22.0bUK£13.5bUK£2.3b9.1x9.6x1.6x
Tue, 01 Jul 2025UK£25.7bUK£18.0bUK£2.4b10.2x10.9x1.4x
Thu, 29 May 2025UK£25.8bUK£18.2bUK£2.4b9.1x10.8x1.4x
Sat, 26 Apr 2025UK£24.4bUK£18.2bUK£2.4b8.7x10.1x1.3x
Mon, 24 Mar 2025UK£23.5bUK£18.5bUK£2.5b10.6x9.6x1.3x
Wed, 19 Feb 2025UK£22.8bUK£16.3bUK£2.6b10.9x8.6x1.4x
Fri, 17 Jan 2025UK£22.1bUK£16.5bUK£2.7b11.3x8.2x1.3x
Sun, 15 Dec 2024UK£22.4bUK£16.3bUK£2.6b10.6x8.5x1.4x
Tue, 12 Nov 2024UK£20.1bUK£16.1bUK£2.6b6.9x7.7x1.2x
Thu, 10 Oct 2024UK£21.0bUK£16.0bUK£2.6b7.8x8.2x1.3x
Sat, 07 Sep 2024UK£21.6bUK£15.9bUK£2.6b7.9x8.4x1.4x
Mon, 05 Aug 2024UK£20.5bUK£14.9bUK£2.2b11.2x9.4x1.4x
Wed, 03 Jul 2024UK£20.4bUK£14.9bUK£2.2b12.3x9.3x1.4x
Fri, 31 May 2024UK£21.2bUK£14.9bUK£2.2b12.4x9.7x1.4x
Sun, 28 Apr 2024UK£20.7bUK£15.0bUK£2.2b11.6x9.4x1.4x
Tue, 26 Mar 2024UK£21.6bUK£15.3bUK£2.2b11.7x9.9x1.4x
Thu, 22 Feb 2024UK£19.3bUK£11.9bUK£675.4m21x28.6x1.6x
Sat, 20 Jan 2024UK£18.6bUK£11.9bUK£673.1m20.6x27.7x1.6x
Mon, 18 Dec 2023UK£19.3bUK£11.9bUK£674.0m21.7x28.6x1.6x
Wed, 15 Nov 2023UK£19.1bUK£12.0bUK£680.5m20.8x28.1x1.6x
Fri, 13 Oct 2023UK£17.9bUK£12.2bUK£691.3m19.6x25.9x1.5x
Sun, 10 Sep 2023UK£18.3bUK£12.0bUK£680.6m19.2x26.9x1.5x
Tue, 08 Aug 2023UK£17.2bUK£10.6bUK£472.9m38.4x36.4x1.6x
Price to Earnings Ratio

36.4x


Total Market Cap: UK£17.2bTotal Earnings: UK£472.9mTotal Revenue: UK£10.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Property and Casualty Insurance Industry Price to Earnings3Y Average 13.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the British Property and Casualty Insurance industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.4x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Property and Casualty Insurance industry have grown 66% per year over the last three years.
  • Revenues for these companies have grown 9.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Property and Casualty Insurance compare with similar industries?

GB Market1.17%
Financials0.65%
Insurance1.13%
Property and Casualty Insurance1.18%
Life and Health Insurance1.53%
General Insurance0.45%
Insurance Brokers0%0
Reinsurance-1.03%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ADM Admiral GroupUK£37.725.1%
+UK£561.4m		10.2%PE15.4x

Latest News

LRE
UK£6.03
Lancashire Holdings
7D
-7.7%
1Y
-3.1%
ADM
UK£37.72
Admiral Group
7D
5.1%
1Y
10.2%
Narrative Update • Jul 23

ADM: Rich Pricing Will Be Tested By Motor Margins And AV AI Risks

The analyst fair value estimate for Admiral Group has been revised modestly higher to £25.88 from £25.31, reflecting a mix of higher Street price targets and updated views on UK motor pricing, Autonomous Vehicles and AI related risks, and the balance between volume and margin assumptions. Analyst Commentary Recent Street commentary on Admiral Group highlights a split view, with some seeing a more balanced risk and reward profile while others flag execution and valuation risks around UK motor pricing, Autonomous Vehicles and AI related uncertainties, and the balance between policy volumes and margins.
PGH
UK£3.93
Personal Group Holdings
7D
-0.6%
1Y
18.9%
HSX
UK£18.09
Hiscox
7D
-1.7%
1Y
42.7%
Narrative Update • Jul 22

HSX: Higher Price Assumptions Will Likely Expose Elevated Execution Risk

The analyst price target for Hiscox has been raised from £1,800 to £2,050. Analysts cite adjusted fair value estimates, updated revenue growth and margin assumptions, and a series of higher Street targets as support for the new level.
SBRE
UK£1.83
Sabre Insurance Group
7D
-2.2%
1Y
22.2%
Narrative Update • Jun 26

SBRE: Share Buybacks And Dividends Will Signal Excessive Future Risk

Analysts have adjusted their price target for Sabre Insurance Group to £1.52, compared with a prior fair value of £1.12, citing updates to assumptions on the discount rate, revenue growth, profit margin and future P/E. What’s in the News for Sabre Insurance Group Sabre Insurance Group plc commenced share repurchases on June 2, 2026, under a shareholder mandated program approved at the Annual General Meeting on May 21, 2026.
BEZ
UK£12.91
Beazley
7D
-0.2%
1Y
46.5%
Narrative Update • Jun 26

nan

Analysts have adjusted their price target for Beazley to £11.29 from £8.54, citing model updates that reflect revised assumptions for revenue growth, profit margins and the stock's future P/E multiple. What's in the News There are currently no recent news items for Beazley available from the provided sources.