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U.S. Property and Casualty Insurance Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies68
  • 7D1.1%
  • 3M-1.3%
  • 1Y-2.5%
  • YTDn/a

Chubb is up 1.2%, leading the way for the Property and Casualty Insurance industry, which has gained 1.1%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to decline by 4.3% per year.

Industry Valuation and Performance

Has the U.S. Property and Casualty Insurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026US$741.1bUS$546.1bUS$77.6b10.2x9.5x1.4x
Tue, 21 Apr 2026US$752.9bUS$541.4bUS$73.0b10.9x10.3x1.4x
Thu, 19 Mar 2026US$745.5bUS$539.6bUS$71.5b10.5x10.4x1.4x
Sat, 14 Feb 2026US$767.4bUS$543.3bUS$71.6b11.8x10.7x1.4x
Mon, 12 Jan 2026US$757.7bUS$534.3bUS$65.3b12.5x11.6x1.4x
Wed, 10 Dec 2025US$750.0bUS$534.3bUS$65.3b12.5x11.5x1.4x
Fri, 07 Nov 2025US$732.5bUS$533.8bUS$65.1b12.5x11.3x1.4x
Sun, 05 Oct 2025US$777.2bUS$524.7bUS$59.2b13.7x13.1x1.5x
Tue, 02 Sep 2025US$760.9bUS$524.7bUS$59.2b13.4x12.8x1.5x
Thu, 31 Jul 2025US$737.4bUS$519.2bUS$55.7b13.5x13.2x1.4x
Sat, 28 Jun 2025US$767.3bUS$509.6bUS$51.1b14.1x15x1.5x
Mon, 26 May 2025US$773.9bUS$508.3bUS$50.9b14.5x15.2x1.5x
Wed, 23 Apr 2025US$733.0bUS$498.9bUS$54.9b13.7x13.3x1.5x
Fri, 21 Mar 2025US$726.3bUS$471.1bUS$53.5b13.9x13.6x1.5x
Sun, 16 Feb 2025US$684.4bUS$471.3bUS$53.8b12.8x12.7x1.5x
Tue, 14 Jan 2025US$650.4bUS$462.2bUS$56.1b11.8x11.6x1.4x
Thu, 12 Dec 2024US$695.7bUS$462.2bUS$56.1b12.6x12.4x1.5x
Sat, 09 Nov 2024US$697.5bUS$461.9bUS$56.2b12.5x12.4x1.5x
Mon, 07 Oct 2024US$701.4bUS$443.0bUS$49.2b13.9x14.3x1.6x
Wed, 04 Sep 2024US$697.3bUS$443.0bUS$49.2b13.8x14.2x1.6x
Fri, 02 Aug 2024US$643.8bUS$442.1bUS$48.8b13.2x13.2x1.5x
Sun, 30 Jun 2024US$600.2bUS$420.3bUS$43.8b13.1x13.7x1.4x
Tue, 28 May 2024US$611.0bUS$420.3bUS$43.8b12.6x13.9x1.5x
Thu, 25 Apr 2024US$606.7bUS$413.0bUS$40.5b14x15x1.5x
Sat, 23 Mar 2024US$605.9bUS$406.3bUS$38.1b14.6x15.9x1.5x
Mon, 19 Feb 2024US$580.4bUS$405.4bUS$37.0b14.4x15.7x1.4x
Wed, 17 Jan 2024US$533.4bUS$396.7bUS$28.9b13.1x18.4x1.3x
Fri, 15 Dec 2023US$519.8bUS$396.7bUS$28.9b12.7x18x1.3x
Sun, 12 Nov 2023US$495.5bUS$395.4bUS$28.5b12.4x17.4x1.3x
Tue, 10 Oct 2023US$456.3bUS$360.9bUS$21.5b14.5x21.3x1.3x
Thu, 07 Sep 2023US$441.0bUS$361.2bUS$21.3b14x20.7x1.2x
Sat, 05 Aug 2023US$441.4bUS$360.0bUS$20.9b15.9x21.1x1.2x
Mon, 03 Jul 2023US$427.6bUS$343.4bUS$15.9b16.5x26.9x1.2x
Wed, 31 May 2023US$416.4bUS$340.2bUS$14.1b17.7x29.5x1.2x
Price to Earnings Ratio

29.5x


Total Market Cap: US$416.4bTotal Earnings: US$14.1bTotal Revenue: US$340.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Property and Casualty Insurance Industry Price to Earnings3Y Average 15.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Property and Casualty Insurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 9.6x which is lower than its 3-year average PE of 15.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Property and Casualty Insurance industry have grown 77% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Property and Casualty Insurance compare with similar industries?

US Market1.06%
Financials1.29%
Insurance1.64%
Property and Casualty Insurance1.15%
General Insurance3.99%
Insurance Brokers2.53%
Life and Health Insurance2.21%
Reinsurance0.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CB ChubbUS$327.891.2%
+US$1.5b		14.6%PE11.3x
TRV Travelers CompaniesUS$306.462.2%
+US$1.4b		13.1%PE8.6x
ACGL Arch Capital GroupUS$96.302.5%
+US$807.3m		4.6%PE6.9x
L LoewsUS$108.872.9%
+US$631.7m		23.9%PE13.7x
ERIE Erie IndemnityUS$224.235.2%
+US$584.6m		-35.7%PE20.5x

Latest News

UFCS
US$47.17
United Fire Group
7D
-1.9%
1Y
69.7%
KWY
US$10.06
Kingsway
7D
-6.5%
1Y
-15.0%
HIG
US$136.02
Hartford Insurance Group
7D
1.6%
1Y
5.5%
CB
US$327.89
Chubb
7D
1.2%
1Y
14.6%
ALL
US$216.60
Allstate
7D
-0.4%
1Y
6.6%
PGR
US$199.51
Progressive
7D
-0.1%
1Y
-28.1%
PLGO
US$22.79
Pelagos Insurance Capital
7D
-1.6%
1Y
38.6%
Narrative Update • May 21

PLGO: Buybacks And Book Value Trends Will Shape Future Return Potential

Pelagos Insurance Capital's analyst price target has been raised from $22.39 to $23.33 as analysts highlight recent target increases on the stock and point to solid book value trends and an operating earnings beat as support for the higher fair value range. Analyst Commentary Recent research on Pelagos Insurance Capital centers on how the stock reflects its book value profile and the support from operating earnings, particularly the Q1 operating earnings beat that analysts have highlighted.
AIG
US$77.05
American International Group
7D
1.2%
1Y
-5.6%
HG
US$31.55
Hamilton Insurance Group
7D
-0.9%
1Y
53.1%
KNSL
US$310.19
Kinsale Capital Group
7D
-0.4%
1Y
-33.1%
ACGL
US$96.30
Arch Capital Group
7D
2.5%
1Y
4.6%
L
US$108.87
Loews
7D
2.9%
1Y
23.9%
TRV
US$306.46
Travelers Companies
7D
2.2%
1Y
13.1%
WRB
US$67.54
W. R. Berkley
7D
1.6%
1Y
-7.6%
Narrative Update • May 15

WRB: Capital Returns And Underwriting Discipline Will Support Future Earnings Resilience

The analyst price target for W. R.
XZO
US$12.97
Exzeo Group
7D
-4.4%
1Y
n/a
ERIE
US$224.23
Erie Indemnity
7D
5.2%
1Y
-35.7%