Narrative Update • Jul 09

Over the last 7 days, the Property and Casualty Insurance industry has remained flat. As for the the longer term, the industry is up 22% over the past 12 months. As for the next few years, earnings are expected to grow by 1.6% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | UK£26.4b | UK£13.9b | UK£2.1b | 12.5x | 12.3x | 1.9x |
| Fri, 19 Jun 2026 | UK£25.6b | UK£14.0b | UK£2.2b | 11.7x | 11.8x | 1.8x |
| Sun, 17 May 2026 | UK£25.5b | UK£13.9b | UK£2.2b | 12.1x | 11.9x | 1.8x |
| Tue, 14 Apr 2026 | UK£24.7b | UK£13.8b | UK£2.1b | 11.3x | 11.6x | 1.8x |
| Thu, 12 Mar 2026 | UK£23.9b | UK£13.9b | UK£2.1b | 10.9x | 11.2x | 1.7x |
| Sat, 07 Feb 2026 | UK£22.6b | UK£13.9b | UK£2.2b | 10.1x | 10.3x | 1.6x |
| Mon, 05 Jan 2026 | UK£20.8b | UK£13.9b | UK£2.2b | 9.5x | 9.4x | 1.5x |
| Wed, 03 Dec 2025 | UK£20.3b | UK£14.1b | UK£2.2b | 8.8x | 9x | 1.4x |
| Fri, 31 Oct 2025 | UK£22.3b | UK£14.2b | UK£2.3b | 9.8x | 9.9x | 1.6x |
| Sun, 28 Sep 2025 | UK£21.4b | UK£14.0b | UK£2.2b | 9.7x | 9.6x | 1.5x |
| Tue, 26 Aug 2025 | UK£22.3b | UK£13.9b | UK£2.2b | 9.6x | 10.1x | 1.6x |
| Thu, 24 Jul 2025 | UK£21.9b | UK£13.3b | UK£2.2b | 9.8x | 9.8x | 1.7x |
| Sat, 21 Jun 2025 | UK£26.2b | UK£18.2b | UK£2.4b | 9.7x | 10.9x | 1.4x |
| Mon, 19 May 2025 | UK£25.3b | UK£18.3b | UK£2.4b | 9.4x | 10.5x | 1.4x |
| Wed, 16 Apr 2025 | UK£24.7b | UK£18.3b | UK£2.4b | 9.6x | 10.2x | 1.3x |
| Fri, 14 Mar 2025 | UK£23.6b | UK£18.2b | UK£2.4b | 10.6x | 9.6x | 1.3x |
| Sun, 09 Feb 2025 | UK£22.9b | UK£16.4b | UK£2.7b | 11.3x | 8.6x | 1.4x |
| Tue, 07 Jan 2025 | UK£22.2b | UK£16.3b | UK£2.7b | 11.2x | 8.4x | 1.4x |
| Thu, 05 Dec 2024 | UK£21.7b | UK£16.2b | UK£2.6b | 10.2x | 8.3x | 1.3x |
| Sat, 02 Nov 2024 | UK£20.4b | UK£16.1b | UK£2.6b | 7.1x | 7.8x | 1.3x |
| Mon, 30 Sep 2024 | UK£21.7b | UK£15.8b | UK£2.5b | 8x | 8.6x | 1.4x |
| Wed, 28 Aug 2024 | UK£22.1b | UK£15.8b | UK£2.4b | 11.5x | 9x | 1.4x |
| Fri, 26 Jul 2024 | UK£20.5b | UK£14.8b | UK£2.2b | 11.5x | 9.5x | 1.4x |
| Sun, 23 Jun 2024 | UK£20.7b | UK£14.9b | UK£2.2b | 12.3x | 9.4x | 1.4x |
| Tue, 21 May 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 12.5x | 9.6x | 1.4x |
| Thu, 18 Apr 2024 | UK£20.7b | UK£15.1b | UK£2.2b | 11.5x | 9.3x | 1.4x |
| Sat, 16 Mar 2024 | UK£21.3b | UK£15.4b | UK£1.8b | 7.6x | 11.6x | 1.4x |
| Mon, 12 Feb 2024 | UK£18.9b | UK£11.9b | UK£675.5m | 20.7x | 28x | 1.6x |
| Wed, 10 Jan 2024 | UK£19.5b | UK£11.9b | UK£672.6m | 22.2x | 29x | 1.6x |
| Fri, 08 Dec 2023 | UK£20.0b | UK£12.0b | UK£677.2m | 22.6x | 29.5x | 1.7x |
| Sun, 05 Nov 2023 | UK£18.2b | UK£12.1b | UK£684.3m | 20.3x | 26.6x | 1.5x |
| Tue, 03 Oct 2023 | UK£18.3b | UK£12.2b | UK£693.0m | 18.9x | 26.4x | 1.5x |
| Thu, 31 Aug 2023 | UK£18.3b | UK£11.3b | UK£736.5m | 20.1x | 24.8x | 1.6x |
| Sat, 29 Jul 2023 | UK£17.8b | UK£10.6b | UK£474.6m | 31.7x | 37.4x | 1.7x |
37.4x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 0.56% | |
| Financials | 0.42% | |
| Insurance | 0.37% | |
| Property and Casualty Insurance | -0.91% | |
| General Insurance | 2.00% | |
| Life and Health Insurance | 0.39% | |
| Insurance Brokers | 0% | 0 |
| Reinsurance | -0.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SBRE Sabre Insurance Group | UK£1.85 | 0.1% +UK£488.6k | 24.5% | PE11.9x |