Narrative Update • Jul 09

The Property and Casualty Insurance industry has stayed flat over the last week. As for the the longer term, the industry is up 26% over the past 12 months. Earnings are forecast to grow by 1.6% 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, 16 Jul 2026 | UK£26.8b | UK£13.8b | UK£2.1b | 12.7x | 12.6x | 1.9x |
| Sat, 13 Jun 2026 | UK£25.9b | UK£13.9b | UK£2.1b | 11.9x | 12.1x | 1.9x |
| Mon, 11 May 2026 | UK£24.4b | UK£13.7b | UK£2.1b | 11.5x | 11.5x | 1.8x |
| Wed, 08 Apr 2026 | UK£24.4b | UK£13.9b | UK£2.2b | 11x | 11.3x | 1.7x |
| Fri, 06 Mar 2026 | UK£23.6b | UK£13.9b | UK£2.2b | 10.8x | 10.8x | 1.7x |
| Sun, 01 Feb 2026 | UK£21.7b | UK£13.8b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Tue, 30 Dec 2025 | UK£21.1b | UK£13.9b | UK£2.2b | 9.7x | 9.5x | 1.5x |
| Thu, 27 Nov 2025 | UK£20.5b | UK£14.1b | UK£2.2b | 8.9x | 9.2x | 1.5x |
| Sat, 25 Oct 2025 | UK£22.1b | UK£14.0b | UK£2.2b | 9.8x | 9.9x | 1.6x |
| Mon, 22 Sep 2025 | UK£21.4b | UK£13.9b | UK£2.2b | 9.6x | 9.7x | 1.5x |
| Wed, 20 Aug 2025 | UK£22.0b | UK£13.9b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Fri, 18 Jul 2025 | UK£21.9b | UK£13.4b | UK£2.3b | 9.8x | 9.7x | 1.6x |
| Sun, 15 Jun 2025 | UK£25.6b | UK£18.1b | UK£2.4b | 9.4x | 10.8x | 1.4x |
| Tue, 13 May 2025 | UK£24.8b | UK£18.3b | UK£2.4b | 9.3x | 10.2x | 1.4x |
| Thu, 10 Apr 2025 | UK£22.8b | UK£18.6b | UK£2.5b | 10.2x | 9.2x | 1.2x |
| Sat, 08 Mar 2025 | UK£23.9b | UK£18.2b | UK£2.5b | 10.7x | 9.8x | 1.3x |
| Mon, 03 Feb 2025 | UK£22.6b | UK£16.4b | UK£2.7b | 11.2x | 8.4x | 1.4x |
| Wed, 01 Jan 2025 | UK£22.1b | UK£16.3b | UK£2.6b | 11x | 8.3x | 1.4x |
| Fri, 29 Nov 2024 | UK£20.8b | UK£16.2b | UK£2.6b | 9.6x | 7.9x | 1.3x |
| Sun, 27 Oct 2024 | UK£20.5b | UK£16.1b | UK£2.6b | 7.3x | 7.9x | 1.3x |
| Tue, 24 Sep 2024 | UK£21.6b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Thu, 22 Aug 2024 | UK£22.1b | UK£15.9b | UK£2.5b | 11.5x | 8.9x | 1.4x |
| Sat, 20 Jul 2024 | UK£20.8b | UK£14.8b | UK£2.2b | 11.8x | 9.6x | 1.4x |
| Mon, 17 Jun 2024 | UK£20.1b | UK£14.9b | UK£2.2b | 12.1x | 9.2x | 1.3x |
| Wed, 15 May 2024 | UK£21.0b | UK£15.0b | UK£2.2b | 12.2x | 9.5x | 1.4x |
| Fri, 12 Apr 2024 | UK£20.8b | UK£15.0b | UK£2.2b | 11.2x | 9.4x | 1.4x |
| Sun, 10 Mar 2024 | UK£20.9b | UK£15.3b | UK£1.8b | 7.5x | 11.4x | 1.4x |
| Tue, 06 Feb 2024 | UK£18.7b | UK£12.0b | UK£678.6m | 20.4x | 27.5x | 1.6x |
| Thu, 04 Jan 2024 | UK£19.4b | UK£11.9b | UK£675.1m | 21.9x | 28.8x | 1.6x |
| Sat, 02 Dec 2023 | UK£19.6b | UK£11.9b | UK£673.8m | 22.1x | 29x | 1.6x |
| Mon, 30 Oct 2023 | UK£17.7b | UK£12.2b | UK£693.3m | 19.8x | 25.6x | 1.5x |
| Wed, 27 Sep 2023 | UK£18.7b | UK£12.1b | UK£690.8m | 19.7x | 27.1x | 1.5x |
| Fri, 25 Aug 2023 | UK£18.0b | UK£11.3b | UK£739.6m | 19.4x | 24.3x | 1.6x |
| Sun, 23 Jul 2023 | UK£18.1b | UK£10.6b | UK£474.7m | 31.2x | 38x | 1.7x |
38x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 0.70% | |
| Financials | 3.03% | |
| Insurance | 2.27% | |
| Property and Casualty Insurance | -0.50% | |
| Life and Health Insurance | 5.69% | |
| Reinsurance | 0.82% | |
| General Insurance | 0.21% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SBRE Sabre Insurance Group | UK£1.86 | 1.6% +UK£7.3m | 23.9% | PE12x | |
| BEZ Beazley | UK£12.88 | 0.04% +UK£2.1m | 41.1% | PE11.3x | |
| PGH Personal Group Holdings | UK£4.03 | 0.7% +UK£945.2k | 39.4% | PE17.4x |