Narrative Update • Jul 09

Over the last 7 days, the Property and Casualty Insurance industry has remained flat. The past year has been better, since the industry has gained 27% in that time. As for the next few years, earnings are expected to grow by 1.6% 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 |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | UK£26.8b | UK£13.9b | UK£2.1b | 12.5x | 12.5x | 1.9x |
| Tue, 09 Jun 2026 | UK£25.2b | UK£13.9b | UK£2.1b | 11.7x | 11.7x | 1.8x |
| Thu, 07 May 2026 | UK£24.7b | UK£13.8b | UK£2.1b | 11.3x | 11.6x | 1.8x |
| Sat, 04 Apr 2026 | UK£24.3b | UK£14.0b | UK£2.2b | 10.9x | 11.2x | 1.7x |
| Mon, 02 Mar 2026 | UK£23.5b | UK£14.0b | UK£2.2b | 10.5x | 10.6x | 1.7x |
| Wed, 28 Jan 2026 | UK£21.6b | UK£13.8b | UK£2.2b | 9.5x | 9.9x | 1.6x |
| Fri, 26 Dec 2025 | UK£21.1b | UK£13.9b | UK£2.2b | 9.8x | 9.5x | 1.5x |
| Sun, 23 Nov 2025 | UK£20.8b | UK£14.2b | UK£2.3b | 8.8x | 9.2x | 1.5x |
| Tue, 21 Oct 2025 | UK£21.4b | UK£14.0b | UK£2.2b | 9.5x | 9.6x | 1.5x |
| Thu, 18 Sep 2025 | UK£21.5b | UK£13.8b | UK£2.2b | 9.5x | 9.7x | 1.6x |
| Sat, 16 Aug 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Mon, 14 Jul 2025 | UK£21.4b | UK£13.3b | UK£2.2b | 9.6x | 9.5x | 1.6x |
| Wed, 11 Jun 2025 | UK£26.0b | UK£18.1b | UK£2.4b | 9.6x | 10.9x | 1.4x |
| Fri, 09 May 2025 | UK£25.0b | UK£18.3b | UK£2.4b | 9.2x | 10.3x | 1.4x |
| Sun, 06 Apr 2025 | UK£23.1b | UK£18.5b | UK£2.5b | 10.7x | 9.4x | 1.2x |
| Tue, 04 Mar 2025 | UK£23.9b | UK£16.2b | UK£2.6b | 11x | 9.4x | 1.5x |
| Thu, 30 Jan 2025 | UK£22.7b | UK£16.4b | UK£2.7b | 11.2x | 8.5x | 1.4x |
| Sat, 28 Dec 2024 | UK£22.0b | UK£16.3b | UK£2.6b | 10.9x | 8.3x | 1.3x |
| Mon, 25 Nov 2024 | UK£19.8b | UK£16.3b | UK£2.7b | 6.8x | 7.5x | 1.2x |
| Wed, 23 Oct 2024 | UK£21.0b | UK£16.0b | UK£2.6b | 7.5x | 8.1x | 1.3x |
| Fri, 20 Sep 2024 | UK£22.0b | UK£15.9b | UK£2.5b | 7.7x | 8.6x | 1.4x |
| Sun, 18 Aug 2024 | UK£22.1b | UK£16.0b | UK£2.5b | 11.4x | 8.9x | 1.4x |
| Tue, 16 Jul 2024 | UK£20.7b | UK£14.7b | UK£2.2b | 11.9x | 9.6x | 1.4x |
| Thu, 13 Jun 2024 | UK£20.3b | UK£14.8b | UK£2.2b | 12.3x | 9.3x | 1.4x |
| Sat, 11 May 2024 | UK£21.3b | UK£15.0b | UK£2.2b | 12.2x | 9.6x | 1.4x |
| Mon, 08 Apr 2024 | UK£20.9b | UK£14.9b | UK£2.2b | 11.3x | 9.5x | 1.4x |
| Wed, 06 Mar 2024 | UK£21.3b | UK£12.4b | UK£1.0b | 21.9x | 20.7x | 1.7x |
| Fri, 02 Feb 2024 | UK£18.7b | UK£11.8b | UK£671.6m | 20.4x | 27.8x | 1.6x |
| Sun, 31 Dec 2023 | UK£19.4b | UK£11.9b | UK£671.6m | 21.9x | 28.9x | 1.6x |
| Tue, 28 Nov 2023 | UK£19.9b | UK£11.9b | UK£676.2m | 22.1x | 29.4x | 1.7x |
| Thu, 26 Oct 2023 | UK£17.9b | UK£12.2b | UK£692.6m | 20.2x | 25.8x | 1.5x |
| Sat, 23 Sep 2023 | UK£18.9b | UK£12.1b | UK£687.6m | 19.9x | 27.5x | 1.6x |
| Mon, 21 Aug 2023 | UK£17.9b | UK£11.3b | UK£736.0m | 19.3x | 24.3x | 1.6x |
| Wed, 19 Jul 2023 | UK£17.3b | UK£10.5b | UK£472.4m | 30.4x | 36.6x | 1.6x |
36.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -1.66% | |
| Financials | -0.013% | |
| Insurance | 0.21% | |
| Property and Casualty Insurance | -0.36% | |
| Life and Health Insurance | 1.56% | |
| Reinsurance | 0.23% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | -1.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HSX Hiscox | UK£18.56 | 0.1% +UK£6.4m | 50.4% | PE13.2x | |
| PGH Personal Group Holdings | UK£4.00 | 3.9% +UK£4.7m | 41.8% | PE17.3x |