Narrative Update • Jun 09

The Property and Casualty Insurance industry is up 2.9% in the last week, with Admiral Group up 5.2%. This means that the industry has gained 21% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | UK£25.8b | UK£13.9b | UK£2.1b | 11.9x | 12.1x | 1.9x |
| Tue, 12 May 2026 | UK£24.4b | UK£13.7b | UK£2.1b | 11.5x | 11.5x | 1.8x |
| Thu, 09 Apr 2026 | UK£24.4b | UK£13.9b | UK£2.1b | 11.2x | 11.4x | 1.8x |
| Sat, 07 Mar 2026 | UK£23.5b | UK£13.9b | UK£2.1b | 10.8x | 11.2x | 1.7x |
| Mon, 02 Feb 2026 | UK£21.7b | UK£13.8b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Wed, 31 Dec 2025 | UK£21.3b | UK£13.9b | UK£2.2b | 9.8x | 9.6x | 1.5x |
| Fri, 28 Nov 2025 | UK£20.6b | UK£14.1b | UK£2.2b | 9x | 9.2x | 1.5x |
| Sun, 26 Oct 2025 | UK£22.1b | UK£14.0b | UK£2.2b | 9.8x | 9.9x | 1.6x |
| Tue, 23 Sep 2025 | UK£21.5b | UK£13.9b | UK£2.2b | 9.7x | 9.7x | 1.5x |
| Thu, 21 Aug 2025 | UK£22.4b | UK£13.9b | UK£2.2b | 9.7x | 10.1x | 1.6x |
| Sat, 19 Jul 2025 | UK£22.0b | UK£13.4b | UK£2.3b | 9.8x | 9.7x | 1.6x |
| Mon, 16 Jun 2025 | UK£25.6b | UK£18.1b | UK£2.4b | 9.4x | 10.8x | 1.4x |
| Wed, 14 May 2025 | UK£25.0b | UK£18.3b | UK£2.4b | 9.3x | 10.4x | 1.4x |
| Fri, 11 Apr 2025 | UK£23.5b | UK£18.5b | UK£2.4b | 10.6x | 9.6x | 1.3x |
| Sun, 09 Mar 2025 | UK£23.9b | UK£18.2b | UK£2.5b | 10.7x | 9.8x | 1.3x |
| Tue, 04 Feb 2025 | UK£22.6b | UK£16.4b | UK£2.7b | 11.1x | 8.4x | 1.4x |
| Thu, 02 Jan 2025 | UK£22.1b | UK£16.4b | UK£2.7b | 11x | 8.3x | 1.4x |
| Sat, 30 Nov 2024 | UK£21.1b | UK£16.2b | UK£2.6b | 10.1x | 8x | 1.3x |
| Mon, 28 Oct 2024 | UK£20.5b | UK£16.1b | UK£2.6b | 7.3x | 7.9x | 1.3x |
| Wed, 25 Sep 2024 | UK£21.4b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Fri, 23 Aug 2024 | UK£22.2b | UK£15.9b | UK£2.5b | 11.5x | 9x | 1.4x |
| Sun, 21 Jul 2024 | UK£20.4b | UK£14.8b | UK£2.2b | 11.8x | 9.5x | 1.4x |
| Tue, 18 Jun 2024 | UK£20.4b | UK£14.9b | UK£2.2b | 12.5x | 9.3x | 1.4x |
| Thu, 16 May 2024 | UK£20.9b | UK£14.9b | UK£2.2b | 12.2x | 9.6x | 1.4x |
| Sat, 13 Apr 2024 | UK£20.7b | UK£15.1b | UK£2.2b | 11.2x | 9.3x | 1.4x |
| Mon, 11 Mar 2024 | UK£20.9b | UK£15.3b | UK£1.8b | 7.5x | 11.4x | 1.4x |
| Wed, 07 Feb 2024 | UK£18.7b | UK£11.9b | UK£676.5m | 20.3x | 27.6x | 1.6x |
| Fri, 05 Jan 2024 | UK£19.7b | UK£11.9b | UK£673.5m | 22x | 29.3x | 1.7x |
| Sun, 03 Dec 2023 | UK£19.6b | UK£11.9b | UK£672.9m | 22.1x | 29.1x | 1.6x |
| Tue, 31 Oct 2023 | UK£17.7b | UK£12.2b | UK£691.3m | 19.9x | 25.7x | 1.5x |
| Thu, 28 Sep 2023 | UK£18.4b | UK£12.1b | UK£692.0m | 19.4x | 26.6x | 1.5x |
| Sat, 26 Aug 2023 | UK£18.0b | UK£11.4b | UK£741.7m | 19.5x | 24.2x | 1.6x |
| Mon, 24 Jul 2023 | UK£18.1b | UK£10.6b | UK£474.7m | 31.2x | 38x | 1.7x |
| Wed, 21 Jun 2023 | UK£17.8b | UK£10.6b | UK£475.8m | 32.4x | 37.5x | 1.7x |
37.5x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 1.05% | |
| Financials | 1.57% | |
| Insurance | 3.47% | |
| Property and Casualty Insurance | 2.85% | |
| Reinsurance | 6.64% | |
| General Insurance | 4.24% | |
| Life and Health Insurance | 3.44% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£34.64 | 5.2% +UK£518.7m | 5.0% | PE14.2x | |
| HSX Hiscox | UK£17.61 | 2.6% +UK£140.2m | 37.7% | PE12.6x | |
| LRE Lancashire Holdings | UK£6.20 | 2.7% +UK£40.0m | 9.3% | PE6.9x | |
| SBRE Sabre Insurance Group | UK£1.65 | 4.8% +UK£18.6m | 20.6% | PE10.6x |