Narrative Update • Jun 16

Over the last 7 days, the Property and Casualty Insurance industry has risen 2.4%, driven by gains from Admiral Group of 3.1%. This means that the industry has gained 19% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | UK£25.9b | UK£13.9b | UK£2.1b | 11.9x | 12.1x | 1.9x |
| Fri, 15 May 2026 | UK£24.8b | UK£13.9b | UK£2.1b | 11.4x | 11.6x | 1.8x |
| Sun, 12 Apr 2026 | UK£24.5b | UK£13.8b | UK£2.1b | 11.2x | 11.5x | 1.8x |
| Tue, 10 Mar 2026 | UK£23.6b | UK£13.9b | UK£2.1b | 10.8x | 11x | 1.7x |
| Thu, 05 Feb 2026 | UK£22.9b | UK£13.8b | UK£2.2b | 10.3x | 10.4x | 1.7x |
| Sat, 03 Jan 2026 | UK£20.8b | UK£13.9b | UK£2.2b | 9.5x | 9.4x | 1.5x |
| Mon, 01 Dec 2025 | UK£20.6b | UK£14.1b | UK£2.2b | 9x | 9.2x | 1.5x |
| Wed, 29 Oct 2025 | UK£22.0b | UK£14.1b | UK£2.2b | 9.8x | 9.8x | 1.6x |
| Fri, 26 Sep 2025 | UK£21.2b | UK£14.0b | UK£2.2b | 9.5x | 9.5x | 1.5x |
| Sun, 24 Aug 2025 | UK£22.3b | UK£13.9b | UK£2.2b | 9.6x | 10.1x | 1.6x |
| Tue, 22 Jul 2025 | UK£22.0b | UK£13.4b | UK£2.2b | 9.9x | 9.8x | 1.6x |
| Thu, 19 Jun 2025 | UK£26.0b | UK£18.2b | UK£2.4b | 9.7x | 10.8x | 1.4x |
| Sat, 17 May 2025 | UK£25.3b | UK£18.3b | UK£2.4b | 9.4x | 10.5x | 1.4x |
| Mon, 14 Apr 2025 | UK£23.7b | UK£18.4b | UK£2.4b | 10.9x | 9.7x | 1.3x |
| Wed, 12 Mar 2025 | UK£23.8b | UK£18.2b | UK£2.4b | 10.6x | 9.7x | 1.3x |
| Fri, 07 Feb 2025 | UK£23.0b | UK£16.4b | UK£2.7b | 11.3x | 8.6x | 1.4x |
| Sun, 05 Jan 2025 | UK£22.2b | UK£16.4b | UK£2.7b | 11x | 8.3x | 1.4x |
| Tue, 03 Dec 2024 | UK£21.4b | UK£16.3b | UK£2.6b | 10x | 8.1x | 1.3x |
| Thu, 31 Oct 2024 | UK£20.5b | UK£16.1b | UK£2.6b | 7.2x | 7.9x | 1.3x |
| Sat, 28 Sep 2024 | UK£21.8b | UK£15.8b | UK£2.5b | 8x | 8.6x | 1.4x |
| Mon, 26 Aug 2024 | UK£22.1b | UK£15.8b | UK£2.5b | 11.5x | 9x | 1.4x |
| Wed, 24 Jul 2024 | UK£20.6b | UK£14.8b | UK£2.2b | 11.8x | 9.5x | 1.4x |
| Fri, 21 Jun 2024 | UK£20.8b | UK£14.9b | UK£2.2b | 12.3x | 9.5x | 1.4x |
| Sun, 19 May 2024 | UK£21.0b | UK£14.9b | UK£2.2b | 12.4x | 9.6x | 1.4x |
| Tue, 16 Apr 2024 | UK£21.1b | UK£15.1b | UK£2.2b | 11.5x | 9.5x | 1.4x |
| Thu, 14 Mar 2024 | UK£21.3b | UK£15.4b | UK£1.8b | 7.5x | 11.6x | 1.4x |
| Sat, 10 Feb 2024 | UK£18.9b | UK£11.9b | UK£675.5m | 20.7x | 28x | 1.6x |
| Mon, 08 Jan 2024 | UK£19.5b | UK£11.9b | UK£672.5m | 21.9x | 29.1x | 1.6x |
| Wed, 06 Dec 2023 | UK£19.8b | UK£12.0b | UK£676.9m | 22.4x | 29.2x | 1.7x |
| Fri, 03 Nov 2023 | UK£18.2b | UK£12.2b | UK£690.1m | 20.4x | 26.3x | 1.5x |
| Sun, 01 Oct 2023 | UK£18.3b | UK£12.1b | UK£690.4m | 19.4x | 26.5x | 1.5x |
| Tue, 29 Aug 2023 | UK£18.0b | UK£11.3b | UK£741.0m | 19.5x | 24.3x | 1.6x |
| Thu, 27 Jul 2023 | UK£18.4b | UK£10.6b | UK£473.8m | 32x | 38.8x | 1.7x |
| Sat, 24 Jun 2023 | UK£17.3b | UK£10.7b | UK£476.6m | 31.7x | 36.4x | 1.6x |
36.4x
How does U.K. Property and Casualty Insurance compare with similar industries?
| GB Market | 2.65% | |
| Financials | 5.97% | |
| Insurance | 5.54% | |
| Property and Casualty Insurance | 2.45% | |
| Life and Health Insurance | 8.25% | |
| General Insurance | 5.22% | |
| Reinsurance | 4.12% | |
| 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£34.42 | 3.1% +UK£317.3m | 3.4% | PE14.1x | |
| HSX Hiscox | UK£17.82 | 3.8% +UK£209.2m | 39.9% | PE12.7x | |
| LRE Lancashire Holdings | UK£6.36 | 4.6% +UK£67.9m | 9.6% | PE7.1x | |
| SBRE Sabre Insurance Group | UK£1.65 | 4.4% +UK£17.1m | 18.5% | PE10.6x | |
| BEZ Beazley | UK£12.84 | 0.1% +UK£8.9m | 38.4% | PE11.2x |