Is Now The Time To Put Arch Capital Group (NASDAQ:ACGL) On Your Watchlist?
May 27
U.S. Property and Casualty Insurance Industry Analysis
UpdatedMay 31, 2023
DataAggregated Company Financials
Companies66
- 7D-2.6%
- 3M-9.3%
- 1Y-5.1%
- YTD-7.1%
Over the last 7 days, the Property and Casualty Insurance industry has dropped 2.6%, driven by a pullback from Progressive of 4.0%. Overall the industry is down 5.1% in 12 months. Looking forward, earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the U.S. Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Jun 2023 | US$416.4b | US$340.2b | US$14.1b | 17.7x | 29.5x | 1.2x |
| Sat, 29 Apr 2023 | US$438.5b | US$334.0b | US$15.7b | 19.2x | 28x | 1.3x |
| Mon, 27 Mar 2023 | US$418.8b | US$329.5b | US$14.6b | 17x | 28.7x | 1.3x |
| Wed, 22 Feb 2023 | US$463.6b | US$332.4b | US$14.7b | 17.3x | 31.6x | 1.4x |
| Fri, 20 Jan 2023 | US$447.3b | US$328.1b | US$18.7b | 14.3x | 23.9x | 1.4x |
| Sun, 18 Dec 2022 | US$439.7b | US$327.5b | US$18.7b | 13.4x | 23.5x | 1.3x |
| Tue, 15 Nov 2022 | US$436.2b | US$327.5b | US$18.7b | 13.8x | 23.3x | 1.3x |
| Thu, 13 Oct 2022 | US$402.7b | US$324.3b | US$22.7b | 14.2x | 17.7x | 1.2x |
| Sat, 10 Sep 2022 | US$419.0b | US$324.3b | US$22.7b | 14x | 18.5x | 1.3x |
| Mon, 08 Aug 2022 | US$400.8b | US$310.3b | US$23.3b | 15.9x | 17.2x | 1.3x |
| Wed, 06 Jul 2022 | US$423.9b | US$331.3b | US$34.9b | 12.1x | 12.1x | 1.3x |
| Fri, 03 Jun 2022 | US$442.0b | US$331.3b | US$34.9b | 12.1x | 12.7x | 1.3x |
| Sun, 01 May 2022 | US$425.7b | US$331.4b | US$37.4b | 10.9x | 11.4x | 1.3x |
| Tue, 29 Mar 2022 | US$417.9b | US$298.3b | US$36.6b | 11.7x | 11.4x | 1.4x |
| Thu, 24 Feb 2022 | US$428.5b | US$332.1b | US$40.5b | 10.2x | 10.6x | 1.3x |
| Sat, 22 Jan 2022 | US$419.5b | US$330.9b | US$43.3b | 10.8x | 9.7x | 1.3x |
| Mon, 20 Dec 2021 | US$402.6b | US$321.8b | US$41.9b | 10.8x | 9.6x | 1.3x |
| Wed, 17 Nov 2021 | US$409.5b | US$321.8b | US$41.9b | 10.7x | 9.8x | 1.3x |
| Fri, 15 Oct 2021 | US$407.6b | US$315.8b | US$44.5b | 9.6x | 9.2x | 1.3x |
| Sun, 12 Sep 2021 | US$400.0b | US$316.1b | US$44.4b | 9.5x | 9x | 1.3x |
| Tue, 10 Aug 2021 | US$408.5b | US$316.1b | US$44.4b | 9.6x | 9.2x | 1.3x |
| Mon, 03 May 2021 | US$410.9b | US$305.1b | US$39.6b | 9.4x | 10.4x | 1.3x |
| Thu, 04 Feb 2021 | US$355.4b | US$284.1b | US$25.7b | 11.7x | 13.8x | 1.3x |
| Sun, 08 Nov 2020 | US$313.5b | US$274.5b | US$19.7b | 12.4x | 15.9x | 1.1x |
| Sat, 01 Aug 2020 | US$319.1b | US$268.0b | US$17.6b | 14.1x | 18.1x | 1.2x |
Price to Earnings Ratio
16.2x
Current Industry PE
- Investors are optimistic on the American Property and Casualty Insurance industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 29.5x which is higher than its 3-year average PE of 15.9x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Property and Casualty Insurance industry have declined 7.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does U.S. Property and Casualty Insurance compare with similar industries?
| US Market | 1.13% | |
| Financials | -0.37% | |
| Insurance | -1.79% | |
| Property and Casualty Insurance | -2.59% | |
| Life and Health Insurance | -0.78% | |
| Insurance Brokers | -0.80% | |
| Reinsurance | -2.20% | |
| General Insurance | -2.54% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ERIE Erie Indemnity | US$220.66 | 1.1% +US$130.7m | 31.5% | PE36.5x | |
| FAF First American Financial | US$55.99 | 2.2% +US$123.9m | -7.6% | PE27.4x | |
| AGO Assured Guaranty | US$52.94 | 2.0% +US$61.1m | -10.0% | PE22.7x | |
| STC Stewart Information Services | US$46.12 | 4.9% +US$58.8m | -16.9% | PE13.1x | |
| MBI MBIA | US$8.12 | 4.4% +US$18.7m | -42.0% | PS5.4x |
