Narrative Update • Jun 09

The Property and Casualty Insurance industry is up 2.8% in the last week, with Admiral Group up 5.5%. This takes the industry's 12 month performance to a gain of 18%. 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | UK£25.7b | UK£13.9b | UK£2.1b | 11.8x | 12x | 1.9x |
| Sun, 10 May 2026 | UK£24.4b | UK£13.7b | UK£2.1b | 11.5x | 11.5x | 1.8x |
| Tue, 07 Apr 2026 | UK£24.3b | UK£14.0b | UK£2.2b | 10.9x | 11.2x | 1.7x |
| Thu, 05 Mar 2026 | UK£23.1b | UK£14.1b | UK£2.2b | 10.4x | 10.3x | 1.6x |
| Sat, 31 Jan 2026 | UK£21.7b | UK£13.8b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Mon, 29 Dec 2025 | UK£21.1b | UK£13.9b | UK£2.2b | 9.8x | 9.5x | 1.5x |
| Wed, 26 Nov 2025 | UK£20.2b | UK£14.1b | UK£2.2b | 8.8x | 9x | 1.4x |
| Fri, 24 Oct 2025 | UK£21.9b | UK£14.0b | UK£2.2b | 9.7x | 9.8x | 1.6x |
| Sun, 21 Sep 2025 | UK£21.4b | UK£13.9b | UK£2.2b | 9.6x | 9.7x | 1.5x |
| Tue, 19 Aug 2025 | UK£22.0b | UK£13.9b | UK£2.2b | 9.6x | 9.9x | 1.6x |
| Thu, 17 Jul 2025 | UK£21.8b | UK£13.4b | UK£2.3b | 9.8x | 9.7x | 1.6x |
| Sat, 14 Jun 2025 | UK£25.6b | UK£18.1b | UK£2.4b | 9.4x | 10.8x | 1.4x |
| Mon, 12 May 2025 | UK£25.1b | UK£18.3b | UK£2.4b | 9.2x | 10.4x | 1.4x |
| Wed, 09 Apr 2025 | UK£23.2b | UK£18.6b | UK£2.5b | 10.4x | 9.4x | 1.2x |
| Fri, 07 Mar 2025 | UK£24.1b | UK£18.6b | UK£2.5b | 10.6x | 9.8x | 1.3x |
| Sun, 02 Feb 2025 | UK£22.6b | UK£16.4b | UK£2.7b | 11.2x | 8.4x | 1.4x |
| Tue, 31 Dec 2024 | UK£21.9b | UK£16.4b | UK£2.7b | 10.9x | 8.3x | 1.3x |
| Thu, 28 Nov 2024 | UK£19.7b | UK£16.2b | UK£2.6b | 6.8x | 7.5x | 1.2x |
| Sat, 26 Oct 2024 | UK£20.5b | UK£16.1b | UK£2.6b | 7.3x | 7.9x | 1.3x |
| Mon, 23 Sep 2024 | UK£21.6b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Wed, 21 Aug 2024 | UK£22.0b | UK£15.9b | UK£2.5b | 11.5x | 8.9x | 1.4x |
| Fri, 19 Jul 2024 | UK£20.8b | UK£14.7b | UK£2.2b | 12x | 9.6x | 1.4x |
| Sun, 16 Jun 2024 | UK£20.1b | UK£14.9b | UK£2.2b | 12.1x | 9.2x | 1.3x |
| Tue, 14 May 2024 | UK£21.0b | UK£15.0b | UK£2.2b | 12.2x | 9.5x | 1.4x |
| Thu, 11 Apr 2024 | UK£20.8b | UK£15.0b | UK£2.2b | 11.3x | 9.4x | 1.4x |
| Sat, 09 Mar 2024 | UK£20.9b | UK£14.0b | UK£3.0b | 7.5x | 6.9x | 1.5x |
| Mon, 05 Feb 2024 | UK£18.6b | UK£11.9b | UK£675.3m | 20.2x | 27.5x | 1.6x |
| Wed, 03 Jan 2024 | UK£19.5b | UK£11.9b | UK£675.5m | 21.9x | 28.8x | 1.6x |
| Fri, 01 Dec 2023 | UK£19.5b | UK£11.9b | UK£675.2m | 22x | 28.8x | 1.6x |
| Sun, 29 Oct 2023 | UK£17.7b | UK£12.2b | UK£693.3m | 19.8x | 25.6x | 1.5x |
| Tue, 26 Sep 2023 | UK£18.7b | UK£12.1b | UK£688.9m | 19.6x | 27.1x | 1.5x |
| Thu, 24 Aug 2023 | UK£17.9b | UK£11.3b | UK£736.8m | 19.5x | 24.3x | 1.6x |
| Sat, 22 Jul 2023 | UK£18.1b | UK£10.6b | UK£474.7m | 31.2x | 38x | 1.7x |
| Mon, 19 Jun 2023 | UK£17.9b | UK£10.6b | UK£475.1m | 31.8x | 37.6x | 1.7x |
37.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -0.78% | |
| Financials | -2.28% | |
| Insurance | 0.86% | |
| Property and Casualty Insurance | 2.39% | |
| Reinsurance | 6.10% | |
| General Insurance | 1.97% | |
| Insurance Brokers | 0% | 0 |
| Life and Health Insurance | -1.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£34.40 | 5.5% +UK£543.1m | 4.2% | PE14.1x | |
| LRE Lancashire Holdings | UK£6.23 | 3.7% +UK£53.4m | 9.4% | PE6.9x | |
| SBRE Sabre Insurance Group | UK£1.65 | 7.3% +UK£27.4m | 19.6% | PE10.6x |