Narrative Update • Jul 09

The Property and Casualty Insurance industry has stayed flat over the last week. As for the the longer term, the industry is up 26% over the past 12 months. Looking forward, earnings are forecast to grow by 1.6% 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, 13 Jul 2026 | UK£26.8b | UK£13.9b | UK£2.1b | 12.5x | 12.5x | 1.9x |
| Wed, 10 Jun 2026 | UK£25.3b | UK£13.9b | UK£2.1b | 11.7x | 11.8x | 1.8x |
| Fri, 08 May 2026 | UK£24.7b | UK£13.8b | UK£2.1b | 11.3x | 11.6x | 1.8x |
| Sun, 05 Apr 2026 | UK£24.3b | UK£14.0b | UK£2.2b | 10.9x | 11.2x | 1.7x |
| Tue, 03 Mar 2026 | UK£23.5b | UK£14.0b | UK£2.2b | 10.5x | 10.6x | 1.7x |
| Thu, 29 Jan 2026 | UK£21.6b | UK£13.7b | UK£2.2b | 9.6x | 9.9x | 1.6x |
| Sat, 27 Dec 2025 | UK£21.1b | UK£13.9b | UK£2.2b | 9.7x | 9.5x | 1.5x |
| Mon, 24 Nov 2025 | UK£20.8b | UK£14.2b | UK£2.3b | 8.8x | 9.2x | 1.5x |
| Wed, 22 Oct 2025 | UK£21.4b | UK£14.0b | UK£2.2b | 9.6x | 9.6x | 1.5x |
| Fri, 19 Sep 2025 | UK£21.4b | UK£13.9b | UK£2.2b | 9.6x | 9.7x | 1.5x |
| Sun, 17 Aug 2025 | UK£21.9b | UK£13.9b | UK£2.2b | 9.7x | 9.9x | 1.6x |
| Tue, 15 Jul 2025 | UK£21.6b | UK£13.4b | UK£2.3b | 9.7x | 9.6x | 1.6x |
| Thu, 12 Jun 2025 | UK£26.0b | UK£18.1b | UK£2.4b | 9.5x | 10.9x | 1.4x |
| Sat, 10 May 2025 | UK£25.1b | UK£18.3b | UK£2.4b | 9.2x | 10.4x | 1.4x |
| Mon, 07 Apr 2025 | UK£23.1b | UK£18.5b | UK£2.5b | 10.7x | 9.4x | 1.2x |
| Wed, 05 Mar 2025 | UK£23.7b | UK£16.2b | UK£2.5b | 10.7x | 9.3x | 1.5x |
| Fri, 31 Jan 2025 | UK£22.7b | UK£16.4b | UK£2.7b | 11.3x | 8.5x | 1.4x |
| Sun, 29 Dec 2024 | UK£22.0b | UK£16.3b | UK£2.6b | 10.9x | 8.3x | 1.3x |
| Tue, 26 Nov 2024 | UK£19.9b | UK£16.3b | UK£2.6b | 6.8x | 7.5x | 1.2x |
| Thu, 24 Oct 2024 | UK£20.9b | UK£16.1b | UK£2.6b | 7.4x | 8x | 1.3x |
| Sat, 21 Sep 2024 | UK£21.6b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Mon, 19 Aug 2024 | UK£22.1b | UK£16.0b | UK£2.5b | 11.4x | 8.9x | 1.4x |
| Wed, 17 Jul 2024 | UK£20.7b | UK£14.7b | UK£2.2b | 11.9x | 9.6x | 1.4x |
| Fri, 14 Jun 2024 | UK£20.4b | UK£14.9b | UK£2.2b | 12.2x | 9.4x | 1.4x |
| Sun, 12 May 2024 | UK£21.3b | UK£15.0b | UK£2.2b | 12.2x | 9.6x | 1.4x |
| Tue, 09 Apr 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 11.3x | 9.6x | 1.4x |
| Thu, 07 Mar 2024 | UK£21.3b | UK£12.3b | UK£1.0b | 21.7x | 20.7x | 1.7x |
| Sat, 03 Feb 2024 | UK£18.6b | UK£11.9b | UK£675.3m | 20.2x | 27.5x | 1.6x |
| Mon, 01 Jan 2024 | UK£19.4b | UK£11.9b | UK£671.6m | 21.9x | 28.9x | 1.6x |
| Wed, 29 Nov 2023 | UK£19.8b | UK£11.9b | UK£672.8m | 22.1x | 29.4x | 1.7x |
| Fri, 27 Oct 2023 | UK£17.8b | UK£12.2b | UK£693.6m | 20x | 25.7x | 1.5x |
| Sun, 24 Sep 2023 | UK£18.9b | UK£12.1b | UK£688.1m | 19.9x | 27.5x | 1.6x |
| Tue, 22 Aug 2023 | UK£17.9b | UK£11.3b | UK£735.9m | 19.3x | 24.3x | 1.6x |
| Thu, 20 Jul 2023 | UK£17.9b | UK£10.6b | UK£474.2m | 30.8x | 37.6x | 1.7x |
37.6x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | -1.38% | |
| Financials | -0.88% | |
| Insurance | -0.31% | |
| Property and Casualty Insurance | 0.25% | |
| Reinsurance | 1.53% | |
| Life and Health Insurance | 0.46% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | -2.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£36.10 | 0.3% +UK£36.6m | 9.9% | PE14.8x | |
| PGH Personal Group Holdings | UK£4.05 | 5.2% +UK£6.3m | 40.6% | PE17.5x | |
| SBRE Sabre Insurance Group | UK£1.84 | 1.3% +UK£5.9m | 20.9% | PE11.8x |