Narrative Update • Jul 23

Over the last 7 days, the Property and Casualty Insurance industry has risen 2.6%, driven by gains from Admiral Group of 6.2%. This takes the industry's 12 month performance to a gain of 24%. As for the next few years, earnings are expected to grow by 1.4% 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | UK£27.0b | UK£13.8b | UK£2.2b | 12.4x | 12.5x | 2x |
| Sun, 28 Jun 2026 | UK£26.4b | UK£14.0b | UK£2.2b | 12x | 12.2x | 1.9x |
| Tue, 26 May 2026 | UK£26.1b | UK£13.8b | UK£2.1b | 12.1x | 12.2x | 1.9x |
| Thu, 23 Apr 2026 | UK£25.1b | UK£13.8b | UK£2.1b | 11.3x | 11.8x | 1.8x |
| Sat, 21 Mar 2026 | UK£23.9b | UK£13.9b | UK£2.1b | 10.9x | 11.1x | 1.7x |
| Mon, 16 Feb 2026 | UK£22.5b | UK£13.8b | UK£2.2b | 10.2x | 10.2x | 1.6x |
| Wed, 14 Jan 2026 | UK£20.3b | UK£14.0b | UK£2.2b | 9.3x | 9.1x | 1.5x |
| Fri, 12 Dec 2025 | UK£20.2b | UK£14.0b | UK£2.2b | 9.1x | 9.1x | 1.4x |
| Sun, 09 Nov 2025 | UK£21.7b | UK£14.1b | UK£2.3b | 9.6x | 9.6x | 1.5x |
| Tue, 07 Oct 2025 | UK£22.2b | UK£13.9b | UK£2.2b | 10.1x | 10x | 1.6x |
| Thu, 04 Sep 2025 | UK£21.5b | UK£14.0b | UK£2.2b | 9.2x | 9.7x | 1.5x |
| Sat, 02 Aug 2025 | UK£22.0b | UK£13.5b | UK£2.3b | 9.1x | 9.7x | 1.6x |
| Mon, 30 Jun 2025 | UK£25.8b | UK£18.0b | UK£2.4b | 10.2x | 10.9x | 1.4x |
| Wed, 28 May 2025 | UK£25.9b | UK£18.1b | UK£2.4b | 9.1x | 10.8x | 1.4x |
| Fri, 25 Apr 2025 | UK£24.6b | UK£18.2b | UK£2.4b | 8.8x | 10.2x | 1.3x |
| Sun, 23 Mar 2025 | UK£23.5b | UK£18.5b | UK£2.5b | 10.6x | 9.6x | 1.3x |
| Tue, 18 Feb 2025 | UK£22.9b | UK£16.3b | UK£2.6b | 10.9x | 8.7x | 1.4x |
| Thu, 16 Jan 2025 | UK£21.7b | UK£16.6b | UK£2.7b | 11.2x | 8x | 1.3x |
| Sat, 14 Dec 2024 | UK£22.4b | UK£16.3b | UK£2.6b | 10.6x | 8.5x | 1.4x |
| Mon, 11 Nov 2024 | UK£20.0b | UK£16.1b | UK£2.6b | 7.1x | 7.7x | 1.2x |
| Wed, 09 Oct 2024 | UK£20.8b | UK£16.0b | UK£2.6b | 7.7x | 8.1x | 1.3x |
| Fri, 06 Sep 2024 | UK£21.9b | UK£15.9b | UK£2.6b | 8.1x | 8.6x | 1.4x |
| Sun, 04 Aug 2024 | UK£20.5b | UK£14.9b | UK£2.2b | 11.2x | 9.4x | 1.4x |
| Tue, 02 Jul 2024 | UK£20.5b | UK£14.9b | UK£2.2b | 12.4x | 9.3x | 1.4x |
| Thu, 30 May 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 12.4x | 9.6x | 1.4x |
| Sat, 27 Apr 2024 | UK£20.7b | UK£15.0b | UK£2.2b | 11.6x | 9.4x | 1.4x |
| Mon, 25 Mar 2024 | UK£22.0b | UK£15.6b | UK£2.2b | 13x | 10x | 1.4x |
| Wed, 21 Feb 2024 | UK£19.2b | UK£11.9b | UK£675.7m | 21.1x | 28.5x | 1.6x |
| Fri, 19 Jan 2024 | UK£18.4b | UK£11.9b | UK£673.2m | 20.4x | 27.4x | 1.6x |
| Sun, 17 Dec 2023 | UK£19.3b | UK£11.9b | UK£674.0m | 21.7x | 28.6x | 1.6x |
| Tue, 14 Nov 2023 | UK£19.2b | UK£12.1b | UK£688.0m | 20.9x | 27.9x | 1.6x |
| Thu, 12 Oct 2023 | UK£18.0b | UK£12.1b | UK£686.8m | 19.6x | 26.2x | 1.5x |
| Sat, 09 Sep 2023 | UK£18.3b | UK£12.0b | UK£679.9m | 19.2x | 26.9x | 1.5x |
| Mon, 07 Aug 2023 | UK£17.2b | UK£10.7b | UK£473.2m | 38.1x | 36.3x | 1.6x |
36.3x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 2.36% | |
| Financials | 2.49% | |
| Insurance | 2.98% | |
| Property and Casualty Insurance | 2.59% | |
| Life and Health Insurance | 3.85% | |
| Reinsurance | 2.44% | |
| General Insurance | 1.98% | |
| 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£37.72 | 5.1% +UK£561.4m | 10.2% | PE15.4x |