Narrative Update • Jun 09

In the last week, the Property and Casualty Insurance industry is up 2.8%, with Admiral Group up 6.9%. This means that the industry has gained 18% over the past year. Looking forward, 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, 11 Jun 2026 | UK£25.6b | UK£13.9b | UK£2.1b | 11.7x | 12x | 1.8x |
| Sat, 09 May 2026 | UK£24.4b | UK£13.7b | UK£2.1b | 11.5x | 11.5x | 1.8x |
| Mon, 06 Apr 2026 | UK£24.3b | UK£14.0b | UK£2.2b | 10.9x | 11.2x | 1.7x |
| Wed, 04 Mar 2026 | UK£23.1b | UK£14.1b | UK£2.2b | 10.4x | 10.3x | 1.6x |
| Fri, 30 Jan 2026 | UK£21.7b | UK£13.7b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Sun, 28 Dec 2025 | UK£21.1b | UK£13.9b | UK£2.2b | 9.8x | 9.5x | 1.5x |
| Tue, 25 Nov 2025 | UK£20.8b | UK£14.2b | UK£2.3b | 8.8x | 9.2x | 1.5x |
| Thu, 23 Oct 2025 | UK£21.8b | UK£14.0b | UK£2.2b | 9.7x | 9.8x | 1.6x |
| Sat, 20 Sep 2025 | UK£21.4b | UK£13.9b | UK£2.2b | 9.6x | 9.7x | 1.5x |
| Mon, 18 Aug 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Wed, 16 Jul 2025 | UK£21.5b | UK£13.4b | UK£2.3b | 9.7x | 9.5x | 1.6x |
| Fri, 13 Jun 2025 | UK£25.7b | UK£18.1b | UK£2.4b | 9.5x | 10.8x | 1.4x |
| Sun, 11 May 2025 | UK£25.1b | UK£18.3b | UK£2.4b | 9.2x | 10.4x | 1.4x |
| Tue, 08 Apr 2025 | UK£22.2b | UK£18.7b | UK£2.5b | 10.3x | 9x | 1.2x |
| Thu, 06 Mar 2025 | UK£23.8b | UK£17.5b | UK£2.2b | 10.6x | 10.6x | 1.4x |
| Sat, 01 Feb 2025 | UK£22.6b | UK£16.4b | UK£2.7b | 11.2x | 8.5x | 1.4x |
| Mon, 30 Dec 2024 | UK£22.0b | UK£16.3b | UK£2.6b | 10.9x | 8.3x | 1.3x |
| Wed, 27 Nov 2024 | UK£19.6b | UK£16.3b | UK£2.6b | 6.8x | 7.4x | 1.2x |
| Fri, 25 Oct 2024 | UK£20.9b | UK£16.1b | UK£2.6b | 7.3x | 8.1x | 1.3x |
| Sun, 22 Sep 2024 | UK£21.6b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Tue, 20 Aug 2024 | UK£22.1b | UK£15.9b | UK£2.5b | 11.5x | 8.9x | 1.4x |
| Thu, 18 Jul 2024 | UK£20.9b | UK£14.7b | UK£2.2b | 12x | 9.7x | 1.4x |
| Sat, 15 Jun 2024 | UK£20.1b | UK£14.9b | UK£2.2b | 12.1x | 9.2x | 1.3x |
| Mon, 13 May 2024 | UK£21.3b | UK£15.0b | UK£2.2b | 12.2x | 9.6x | 1.4x |
| Wed, 10 Apr 2024 | UK£20.6b | UK£14.9b | UK£2.2b | 11.3x | 9.4x | 1.4x |
| Fri, 08 Mar 2024 | UK£21.1b | UK£14.0b | UK£3.0b | 7.4x | 6.9x | 1.5x |
| Sun, 04 Feb 2024 | UK£18.6b | UK£11.9b | UK£675.3m | 20.2x | 27.5x | 1.6x |
| Tue, 02 Jan 2024 | UK£19.4b | UK£11.9b | UK£672.4m | 21.9x | 28.8x | 1.6x |
| Thu, 30 Nov 2023 | UK£19.6b | UK£11.9b | UK£673.6m | 22x | 29.1x | 1.6x |
| Sat, 28 Oct 2023 | UK£17.7b | UK£12.2b | UK£693.3m | 19.8x | 25.6x | 1.5x |
| Mon, 25 Sep 2023 | UK£18.9b | UK£12.1b | UK£688.1m | 19.9x | 27.5x | 1.6x |
| Wed, 23 Aug 2023 | UK£17.7b | UK£11.3b | UK£736.2m | 19.5x | 24.1x | 1.6x |
| Fri, 21 Jul 2023 | UK£18.0b | UK£10.6b | UK£474.8m | 31.2x | 37.9x | 1.7x |
| Sun, 18 Jun 2023 | UK£17.9b | UK£10.6b | UK£475.2m | 31.8x | 37.6x | 1.7x |
37.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -1.01% | |
| Financials | -3.42% | |
| Insurance | -2.53% | |
| Property and Casualty Insurance | 2.78% | |
| Reinsurance | 5.33% | |
| General Insurance | 1.40% | |
| Insurance Brokers | 0% | 0 |
| Life and Health Insurance | -8.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£34.28 | 6.9% +UK£671.3m | 3.1% | PE14x | |
| LRE Lancashire Holdings | UK£6.16 | 4.0% +UK£57.0m | 5.9% | PE6.8x | |
| SBRE Sabre Insurance Group | UK£1.60 | 5.4% +UK£20.0m | 16.1% | PE10.3x | |
| BEZ Beazley | UK£12.83 | 0.08% +UK£5.9m | 36.3% | PE11.1x |