Narrative Update • Jun 17

In the last week, Property and Casualty Insurance has been flat. As for the the longer term, the industry is up 18% 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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | UK£25.6b | UK£14.0b | UK£2.2b | 11.7x | 11.8x | 1.8x |
| Mon, 18 May 2026 | UK£25.5b | UK£13.9b | UK£2.2b | 12.1x | 11.9x | 1.8x |
| Wed, 15 Apr 2026 | UK£24.7b | UK£13.8b | UK£2.1b | 11.3x | 11.6x | 1.8x |
| Fri, 13 Mar 2026 | UK£24.1b | UK£13.9b | UK£2.1b | 10.9x | 11.2x | 1.7x |
| Sun, 08 Feb 2026 | UK£22.6b | UK£13.8b | UK£2.2b | 10.2x | 10.3x | 1.6x |
| Tue, 06 Jan 2026 | UK£20.5b | UK£13.9b | UK£2.2b | 9.6x | 9.3x | 1.5x |
| Thu, 04 Dec 2025 | UK£20.1b | UK£14.0b | UK£2.2b | 8.8x | 9x | 1.4x |
| Sat, 01 Nov 2025 | UK£22.0b | UK£14.2b | UK£2.3b | 9.7x | 9.8x | 1.6x |
| Mon, 29 Sep 2025 | UK£21.4b | UK£14.0b | UK£2.2b | 9.7x | 9.6x | 1.5x |
| Wed, 27 Aug 2025 | UK£22.1b | UK£13.9b | UK£2.2b | 9.5x | 10x | 1.6x |
| Fri, 25 Jul 2025 | UK£21.8b | UK£13.3b | UK£2.2b | 9.8x | 9.7x | 1.6x |
| Sun, 22 Jun 2025 | UK£26.2b | UK£18.2b | UK£2.4b | 9.7x | 10.9x | 1.4x |
| Tue, 20 May 2025 | UK£25.3b | UK£18.2b | UK£2.4b | 9.3x | 10.5x | 1.4x |
| Thu, 17 Apr 2025 | UK£24.9b | UK£18.3b | UK£2.4b | 9.8x | 10.3x | 1.4x |
| Sat, 15 Mar 2025 | UK£23.9b | UK£18.2b | UK£2.5b | 10.6x | 9.7x | 1.3x |
| Mon, 10 Feb 2025 | UK£22.9b | UK£16.4b | UK£2.7b | 11.3x | 8.6x | 1.4x |
| Wed, 08 Jan 2025 | UK£22.2b | UK£16.4b | UK£2.7b | 11.1x | 8.4x | 1.4x |
| Fri, 06 Dec 2024 | UK£22.3b | UK£16.2b | UK£2.6b | 10.1x | 8.5x | 1.4x |
| Sun, 03 Nov 2024 | UK£20.4b | UK£16.1b | UK£2.6b | 7.1x | 7.8x | 1.3x |
| Tue, 01 Oct 2024 | UK£21.5b | UK£15.8b | UK£2.5b | 8.1x | 8.5x | 1.4x |
| Thu, 29 Aug 2024 | UK£22.1b | UK£15.8b | UK£2.5b | 11.6x | 9x | 1.4x |
| Sat, 27 Jul 2024 | UK£20.9b | UK£14.8b | UK£2.2b | 11.8x | 9.6x | 1.4x |
| Mon, 24 Jun 2024 | UK£20.7b | UK£14.9b | UK£2.2b | 12.3x | 9.4x | 1.4x |
| Wed, 22 May 2024 | UK£21.2b | UK£14.9b | UK£2.2b | 12.7x | 9.7x | 1.4x |
| Fri, 19 Apr 2024 | UK£20.9b | UK£15.1b | UK£2.2b | 11.6x | 9.4x | 1.4x |
| Sun, 17 Mar 2024 | UK£21.3b | UK£15.4b | UK£1.8b | 7.6x | 11.6x | 1.4x |
| Tue, 13 Feb 2024 | UK£19.2b | UK£11.9b | UK£675.5m | 20.8x | 28.5x | 1.6x |
| Thu, 11 Jan 2024 | UK£18.7b | UK£11.9b | UK£672.0m | 20.9x | 27.8x | 1.6x |
| Sat, 09 Dec 2023 | UK£20.0b | UK£12.0b | UK£678.6m | 22.8x | 29.4x | 1.7x |
| Mon, 06 Nov 2023 | UK£18.2b | UK£12.1b | UK£684.3m | 20.3x | 26.6x | 1.5x |
| Wed, 04 Oct 2023 | UK£17.8b | UK£12.2b | UK£694.3m | 19x | 25.7x | 1.5x |
| Fri, 01 Sep 2023 | UK£18.4b | UK£11.3b | UK£738.4m | 20.3x | 24.9x | 1.6x |
| Sun, 30 Jul 2023 | UK£17.8b | UK£10.6b | UK£474.7m | 31.6x | 37.4x | 1.7x |
| Tue, 27 Jun 2023 | UK£17.5b | UK£10.7b | UK£476.5m | 32.3x | 36.8x | 1.6x |
36.8x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 0.86% | |
| Financials | 6.17% | |
| Insurance | 2.67% | |
| Property and Casualty Insurance | -0.56% | |
| Life and Health Insurance | 5.43% | |
| General Insurance | 2.51% | |
| Insurance Brokers | 0% | 0 |
| Reinsurance | -1.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HSX Hiscox | UK£17.80 | 1.1% +UK£61.1m | 40.3% | PE12.5x | |
| LRE Lancashire Holdings | UK£6.38 | 2.9% +UK£43.7m | 11.9% | PE7x | |
| BEZ Beazley | UK£12.85 | 0.1% +UK£8.9m | 37.5% | PE11x |