Narrative Update • Aug 19

In the last week, Property and Casualty Insurance has been flat. As for the the longer term, the industry is up 29% over the past 12 months. Earnings are forecast to grow by 5.9% 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 |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | UK£27.9b | UK£13.7b | UK£1.9b | 13.9x | 14.5x | 2x |
| Wed, 29 Jul 2026 | UK£27.1b | UK£13.9b | UK£2.2b | 12.4x | 12.6x | 1.9x |
| Fri, 26 Jun 2026 | UK£26.2b | UK£14.0b | UK£2.2b | 12x | 12.1x | 1.9x |
| Sun, 24 May 2026 | UK£26.1b | UK£13.8b | UK£2.1b | 12.1x | 12.2x | 1.9x |
| Tue, 21 Apr 2026 | UK£25.1b | UK£13.8b | UK£2.1b | 11.4x | 11.8x | 1.8x |
| Thu, 19 Mar 2026 | UK£24.6b | UK£14.0b | UK£2.2b | 11.1x | 11.4x | 1.8x |
| Sat, 14 Feb 2026 | UK£22.5b | UK£13.8b | UK£2.2b | 10.2x | 10.2x | 1.6x |
| Mon, 12 Jan 2026 | UK£20.5b | UK£14.0b | UK£2.2b | 9.4x | 9.2x | 1.5x |
| Wed, 10 Dec 2025 | UK£20.0b | UK£14.0b | UK£2.2b | 8.9x | 9x | 1.4x |
| Fri, 07 Nov 2025 | UK£21.5b | UK£14.2b | UK£2.3b | 9.5x | 9.5x | 1.5x |
| Sun, 05 Oct 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 10x | 9.9x | 1.6x |
| Tue, 02 Sep 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 9.4x | 9.9x | 1.6x |
| Thu, 31 Jul 2025 | UK£21.7b | UK£13.5b | UK£2.3b | 9.6x | 9.6x | 1.6x |
| Sat, 28 Jun 2025 | UK£25.8b | UK£18.0b | UK£2.4b | 10.2x | 10.9x | 1.4x |
| Mon, 26 May 2025 | UK£25.8b | UK£18.1b | UK£2.4b | 9.2x | 10.8x | 1.4x |
| Wed, 23 Apr 2025 | UK£24.8b | UK£18.2b | UK£2.4b | 8.8x | 10.3x | 1.4x |
| Fri, 21 Mar 2025 | UK£23.7b | UK£18.2b | UK£2.4b | 11x | 9.7x | 1.3x |
| Sun, 16 Feb 2025 | UK£22.7b | UK£16.3b | UK£2.6b | 11x | 8.6x | 1.4x |
| Tue, 14 Jan 2025 | UK£21.2b | UK£16.6b | UK£2.7b | 10.9x | 7.8x | 1.3x |
| Thu, 12 Dec 2024 | UK£22.2b | UK£16.2b | UK£2.6b | 10.6x | 8.5x | 1.4x |
| Sat, 09 Nov 2024 | UK£20.0b | UK£16.1b | UK£2.6b | 7.1x | 7.7x | 1.2x |
| Mon, 07 Oct 2024 | UK£21.5b | UK£16.0b | UK£2.6b | 7.9x | 8.4x | 1.3x |
| Wed, 04 Sep 2024 | UK£22.2b | UK£15.9b | UK£2.5b | 11.7x | 9x | 1.4x |
| Fri, 02 Aug 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 11.7x | 9.6x | 1.4x |
| Sun, 30 Jun 2024 | UK£20.9b | UK£14.9b | UK£2.2b | 12.4x | 9.5x | 1.4x |
| Tue, 28 May 2024 | UK£18.5b | UK£11.6b | UK£2.0b | 9.9x | 9.4x | 1.6x |
| Thu, 25 Apr 2024 | UK£21.2b | UK£15.0b | UK£2.2b | 11.6x | 9.5x | 1.4x |
| Sat, 23 Mar 2024 | UK£21.9b | UK£15.6b | UK£2.2b | 13x | 10x | 1.4x |
| Mon, 19 Feb 2024 | UK£19.4b | UK£11.9b | UK£676.5m | 21.1x | 28.7x | 1.6x |
| Wed, 17 Jan 2024 | UK£18.9b | UK£11.9b | UK£675.5m | 21.4x | 28x | 1.6x |
| Fri, 15 Dec 2023 | UK£19.5b | UK£11.9b | UK£671.0m | 21.8x | 29.1x | 1.6x |
| Sun, 12 Nov 2023 | UK£19.0b | UK£12.1b | UK£689.4m | 20.8x | 27.5x | 1.6x |
| Tue, 10 Oct 2023 | UK£17.9b | UK£12.1b | UK£688.9m | 19.3x | 26x | 1.5x |
| Thu, 07 Sep 2023 | UK£17.9b | UK£11.4b | UK£744.2m | 19.6x | 24.1x | 1.6x |
24.1x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -0.15% | |
| Financials | -0.074% | |
| Insurance | 0.083% | |
| Property and Casualty Insurance | 0.47% | |
| General Insurance | 0.30% | |
| Insurance Brokers | 0% | 0 |
| Life and Health Insurance | -0.20% | |
| Reinsurance | -0.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£40.24 | 0.6% +UK£73.2m | 11.7% | PE18.4x | |
| HSX Hiscox | UK£18.42 | 0.5% +UK£31.9m | 41.9% | PE12.4x | |
| LRE Lancashire Holdings | UK£6.16 | 1.2% +UK£18.2m | 2.5% | PE6.2x | |
| BEZ Beazley | UK£12.97 | 0.08% +UK£6.0m | 66.8% | PE15.4x | |
| SBRE Sabre Insurance Group | UK£1.71 | 0.1% +UK£483.9k | 20.3% | PE11.2x |