Narrative Update • Jun 10

In the last week, the Property and Casualty Insurance industry is up 2.5%, with Admiral Group up 4.7%. This takes the industry's 12 month performance to a gain of 19%. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | UK£25.8b | UK£13.9b | UK£2.1b | 11.9x | 12.1x | 1.9x |
| Wed, 13 May 2026 | UK£24.4b | UK£13.8b | UK£2.1b | 11.4x | 11.5x | 1.8x |
| Fri, 10 Apr 2026 | UK£24.6b | UK£13.8b | UK£2.1b | 11.3x | 11.5x | 1.8x |
| Sun, 08 Mar 2026 | UK£23.5b | UK£13.9b | UK£2.1b | 10.8x | 11x | 1.7x |
| Tue, 03 Feb 2026 | UK£22.1b | UK£13.8b | UK£2.2b | 9.9x | 10x | 1.6x |
| Thu, 01 Jan 2026 | UK£21.1b | UK£14.0b | UK£2.2b | 9.8x | 9.5x | 1.5x |
| Sat, 29 Nov 2025 | UK£20.6b | UK£14.1b | UK£2.2b | 9x | 9.2x | 1.5x |
| Mon, 27 Oct 2025 | UK£22.1b | UK£14.0b | UK£2.2b | 9.8x | 9.9x | 1.6x |
| Wed, 24 Sep 2025 | UK£21.3b | UK£13.9b | UK£2.2b | 9.7x | 9.6x | 1.5x |
| Fri, 22 Aug 2025 | UK£22.4b | UK£14.0b | UK£2.2b | 9.6x | 10.1x | 1.6x |
| Sun, 20 Jul 2025 | UK£22.0b | UK£13.4b | UK£2.3b | 9.8x | 9.7x | 1.6x |
| Tue, 17 Jun 2025 | UK£25.9b | UK£18.1b | UK£2.4b | 9.5x | 10.9x | 1.4x |
| Thu, 15 May 2025 | UK£25.2b | UK£18.3b | UK£2.4b | 9.3x | 10.4x | 1.4x |
| Sat, 12 Apr 2025 | UK£23.7b | UK£18.4b | UK£2.4b | 10.9x | 9.7x | 1.3x |
| Mon, 10 Mar 2025 | UK£23.9b | UK£18.2b | UK£2.5b | 10.7x | 9.8x | 1.3x |
| Wed, 05 Feb 2025 | UK£22.4b | UK£16.4b | UK£2.7b | 11.3x | 8.4x | 1.4x |
| Fri, 03 Jan 2025 | UK£22.3b | UK£16.5b | UK£2.7b | 11x | 8.3x | 1.4x |
| Sun, 01 Dec 2024 | UK£21.1b | UK£16.2b | UK£2.6b | 10.1x | 8.1x | 1.3x |
| Tue, 29 Oct 2024 | UK£20.6b | UK£16.1b | UK£2.6b | 7.2x | 8x | 1.3x |
| Thu, 26 Sep 2024 | UK£21.5b | UK£15.8b | UK£2.5b | 7.7x | 8.5x | 1.4x |
| Sat, 24 Aug 2024 | UK£22.1b | UK£15.8b | UK£2.5b | 11.5x | 9x | 1.4x |
| Mon, 22 Jul 2024 | UK£20.4b | UK£14.8b | UK£2.2b | 11.8x | 9.4x | 1.4x |
| Wed, 19 Jun 2024 | UK£20.5b | UK£14.9b | UK£2.2b | 12.3x | 9.4x | 1.4x |
| Fri, 17 May 2024 | UK£21.1b | UK£14.9b | UK£2.2b | 12.4x | 9.6x | 1.4x |
| Sun, 14 Apr 2024 | UK£20.7b | UK£15.1b | UK£2.2b | 11.2x | 9.3x | 1.4x |
| Tue, 12 Mar 2024 | UK£21.3b | UK£15.4b | UK£1.8b | 7.5x | 11.6x | 1.4x |
| Thu, 08 Feb 2024 | UK£18.7b | UK£11.9b | UK£675.7m | 20.3x | 27.7x | 1.6x |
| Sat, 06 Jan 2024 | UK£19.5b | UK£11.9b | UK£671.9m | 21.9x | 29.1x | 1.6x |
| Mon, 04 Dec 2023 | UK£19.6b | UK£11.9b | UK£672.9m | 22.1x | 29.1x | 1.6x |
| Wed, 01 Nov 2023 | UK£17.7b | UK£12.2b | UK£692.1m | 19.9x | 25.5x | 1.4x |
| Fri, 29 Sep 2023 | UK£18.3b | UK£12.1b | UK£688.8m | 19.3x | 26.6x | 1.5x |
| Sun, 27 Aug 2023 | UK£18.0b | UK£11.3b | UK£741.0m | 19.5x | 24.3x | 1.6x |
| Tue, 25 Jul 2023 | UK£17.9b | UK£10.6b | UK£475.1m | 31.2x | 37.8x | 1.7x |
| Thu, 22 Jun 2023 | UK£17.7b | UK£10.7b | UK£476.6m | 32.1x | 37.1x | 1.7x |
37.1x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 0.98% | |
| Financials | 1.40% | |
| Insurance | 3.04% | |
| Property and Casualty Insurance | 2.47% | |
| Reinsurance | 6.64% | |
| General Insurance | 4.11% | |
| Life and Health Insurance | 2.80% | |
| Insurance Brokers | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ADM Admiral Group | UK£34.60 | 4.6% +UK£463.8m | 3.7% | PE14.2x | |
| HSX Hiscox | UK£17.55 | 1.3% +UK£74.0m | 36.4% | PE12.5x | |
| LRE Lancashire Holdings | UK£6.21 | 2.6% +UK£37.6m | 7.6% | PE6.9x | |
| SBRE Sabre Insurance Group | UK£1.66 | 4.7% +UK£18.1m | 20.8% | PE10.7x | |
| BEZ Beazley | UK£12.84 | 0.08% +UK£5.9m | 38.1% | PE11.1x |