Narrative Update • Jun 17

Over the last 7 days, the Property and Casualty Insurance industry has dropped 1.0%, driven by Admiral Group declining 1.9%. This takes the industry's 12 month performance to a gain of 18%. As for the next few years, earnings are expected to grow by 1.7% 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, 24 Jun 2026 | UK£25.8b | UK£14.0b | UK£2.2b | 11.8x | 11.9x | 1.8x |
| Fri, 22 May 2026 | UK£26.3b | UK£13.9b | UK£2.1b | 12.1x | 12.3x | 1.9x |
| Sun, 19 Apr 2026 | UK£25.0b | UK£13.8b | UK£2.1b | 11.4x | 11.7x | 1.8x |
| Tue, 17 Mar 2026 | UK£24.3b | UK£14.0b | UK£2.2b | 10.8x | 11.3x | 1.7x |
| Thu, 12 Feb 2026 | UK£22.1b | UK£13.8b | UK£2.2b | 10x | 10.1x | 1.6x |
| Sat, 10 Jan 2026 | UK£20.5b | UK£14.0b | UK£2.2b | 9.4x | 9.2x | 1.5x |
| Mon, 08 Dec 2025 | UK£20.2b | UK£14.0b | UK£2.2b | 8.8x | 9x | 1.4x |
| Wed, 05 Nov 2025 | UK£21.5b | UK£14.2b | UK£2.3b | 9.4x | 9.5x | 1.5x |
| Fri, 03 Oct 2025 | UK£22.0b | UK£14.0b | UK£2.2b | 9.9x | 9.9x | 1.6x |
| Sun, 31 Aug 2025 | UK£22.0b | UK£13.9b | UK£2.2b | 9.4x | 9.9x | 1.6x |
| Tue, 29 Jul 2025 | UK£21.8b | UK£13.4b | UK£2.3b | 9.8x | 9.6x | 1.6x |
| Thu, 26 Jun 2025 | UK£25.8b | UK£18.0b | UK£2.4b | 9.9x | 10.9x | 1.4x |
| Sat, 24 May 2025 | UK£25.8b | UK£18.1b | UK£2.4b | 9.2x | 10.8x | 1.4x |
| Mon, 21 Apr 2025 | UK£24.7b | UK£18.3b | UK£2.4b | 8.8x | 10.2x | 1.4x |
| Wed, 19 Mar 2025 | UK£24.0b | UK£18.2b | UK£2.4b | 11.1x | 9.8x | 1.3x |
| Fri, 14 Feb 2025 | UK£22.7b | UK£16.4b | UK£2.7b | 11.1x | 8.5x | 1.4x |
| Sun, 12 Jan 2025 | UK£21.2b | UK£16.6b | UK£2.7b | 11x | 7.9x | 1.3x |
| Tue, 10 Dec 2024 | UK£22.4b | UK£16.2b | UK£2.6b | 10.7x | 8.6x | 1.4x |
| Thu, 07 Nov 2024 | UK£20.2b | UK£16.1b | UK£2.6b | 7x | 7.8x | 1.3x |
| Sat, 05 Oct 2024 | UK£21.5b | UK£16.0b | UK£2.6b | 7.9x | 8.4x | 1.3x |
| Mon, 02 Sep 2024 | UK£22.0b | UK£15.8b | UK£2.5b | 11.6x | 8.9x | 1.4x |
| Wed, 31 Jul 2024 | UK£21.2b | UK£14.8b | UK£2.2b | 11.9x | 9.8x | 1.4x |
| Fri, 28 Jun 2024 | UK£20.8b | UK£14.9b | UK£2.2b | 12.4x | 9.5x | 1.4x |
| Sun, 26 May 2024 | UK£21.3b | UK£14.9b | UK£2.2b | 12.6x | 9.7x | 1.4x |
| Tue, 23 Apr 2024 | UK£21.0b | UK£15.1b | UK£2.2b | 11.6x | 9.4x | 1.4x |
| Thu, 21 Mar 2024 | UK£22.0b | UK£15.7b | UK£1.9b | 10.1x | 11.8x | 1.4x |
| Sat, 17 Feb 2024 | UK£19.4b | UK£11.9b | UK£676.5m | 21.1x | 28.7x | 1.6x |
| Mon, 15 Jan 2024 | UK£18.8b | UK£11.8b | UK£671.7m | 21.1x | 27.9x | 1.6x |
| Wed, 13 Dec 2023 | UK£19.8b | UK£12.0b | UK£678.3m | 22.5x | 29.2x | 1.7x |
| Fri, 10 Nov 2023 | UK£19.1b | UK£12.1b | UK£687.6m | 20.9x | 27.8x | 1.6x |
| Sun, 08 Oct 2023 | UK£18.0b | UK£12.1b | UK£688.9m | 19.4x | 26.2x | 1.5x |
| Tue, 05 Sep 2023 | UK£17.9b | UK£11.3b | UK£739.7m | 19.3x | 24.2x | 1.6x |
| Thu, 03 Aug 2023 | UK£16.9b | UK£10.7b | UK£476.5m | 30.6x | 35.4x | 1.6x |
| Sat, 01 Jul 2023 | UK£17.4b | UK£10.7b | UK£476.6m | 32.1x | 36.6x | 1.6x |
36.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -1.14% | |
| Financials | 1.56% | |
| Insurance | 0.47% | |
| Property and Casualty Insurance | -0.53% | |
| Life and Health Insurance | 1.23% | |
| Reinsurance | 0.77% | |
| General Insurance | 0.47% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HSX Hiscox | UK£17.96 | 0.8% +UK£45.0m | 41.2% | PE12.6x | |
| LRE Lancashire Holdings | UK£6.39 | 0.6% +UK£8.5m | 13.1% | PE7x | |
| BEZ Beazley | UK£12.85 | 0.04% +UK£3.0m | 39.2% | PE11x | |
| SBRE Sabre Insurance Group | UK£1.66 | 0.7% +UK£2.9m | 16.2% | PE10.7x |