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U.S. Property and Casualty Insurance Industry Analysis

UpdatedMay 05, 2026
DataAggregated Company Financials
Companies68
  • 7D-1.5%
  • 3M-1.1%
  • 1Y-4.7%
  • YTDn/a

Over the last 7 days, the Property and Casualty Insurance industry has remained flat, although notably American International Group gained 6.3%. Unfortunately though, the industry is down 3.8% over the past 12 months. Looking forward, earnings are forecast to decline by 4.7% 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
Tue, 05 May 2026US$737.0bUS$545.1bUS$77.2b10.1x9.5x1.4x
Thu, 02 Apr 2026US$730.3bUS$539.5bUS$71.4b10.2x10.2x1.4x
Sat, 28 Feb 2026US$770.6bUS$541.3bUS$71.3b11.5x10.8x1.4x
Mon, 26 Jan 2026US$731.4bUS$535.1bUS$65.9b12.2x11.1x1.4x
Wed, 24 Dec 2025US$784.1bUS$534.3bUS$65.3b12.9x12x1.5x
Fri, 21 Nov 2025US$755.4bUS$534.3bUS$65.3b12.4x11.6x1.4x
Sun, 19 Oct 2025US$731.3bUS$528.1bUS$60.1b13.1x12.2x1.4x
Tue, 16 Sep 2025US$763.1bUS$524.7bUS$59.2b13.3x12.9x1.5x
Thu, 14 Aug 2025US$746.6bUS$524.0bUS$59.2b13.4x12.6x1.4x
Sat, 12 Jul 2025US$751.1bUS$509.5bUS$51.1b13.6x14.7x1.5x
Mon, 09 Jun 2025US$793.1bUS$508.3bUS$50.8b14.4x15.6x1.6x
Wed, 07 May 2025US$778.2bUS$504.7bUS$51.3b14.4x15.2x1.5x
Fri, 04 Apr 2025US$797.8bUS$498.1bUS$55.7b13.9x14.3x1.6x
Sun, 02 Mar 2025US$724.5bUS$472.0bUS$53.5b13x13.5x1.5x
Tue, 28 Jan 2025US$671.4bUS$463.4bUS$56.4b12.4x11.9x1.4x
Thu, 26 Dec 2024US$689.0bUS$462.2bUS$56.1b12.6x12.3x1.5x
Sat, 23 Nov 2024US$725.1bUS$462.2bUS$56.1b13.2x12.9x1.6x
Mon, 21 Oct 2024US$711.5bUS$448.4bUS$51.2b13.5x13.9x1.6x
Wed, 18 Sep 2024US$704.5bUS$443.0bUS$49.2b13.6x14.3x1.6x
Fri, 16 Aug 2024US$656.2bUS$443.1bUS$49.2b13x13.3x1.5x
Sun, 14 Jul 2024US$620.7bUS$431.7bUS$44.6b13.4x13.9x1.4x
Tue, 11 Jun 2024US$609.7bUS$420.3bUS$43.8b12.8x13.9x1.5x
Thu, 09 May 2024US$610.0bUS$420.1bUS$44.9b12.4x13.6x1.5x
Sat, 06 Apr 2024US$609.4bUS$406.3bUS$38.1b14.4x16x1.5x
Mon, 04 Mar 2024US$582.8bUS$406.1bUS$37.8b15.1x15.4x1.4x
Wed, 31 Jan 2024US$559.6bUS$399.7bUS$29.8b14x18.8x1.4x
Fri, 29 Dec 2023US$513.3bUS$396.7bUS$28.9b13.2x17.7x1.3x
Sun, 26 Nov 2023US$516.0bUS$396.5bUS$28.8b12.6x17.9x1.3x
Tue, 24 Oct 2023US$456.1bUS$365.0bUS$22.4b14.3x20.4x1.2x
Thu, 21 Sep 2023US$462.8bUS$361.2bUS$21.3b14.8x21.7x1.3x
Sat, 19 Aug 2023US$440.8bUS$361.0bUS$21.2b13.9x20.8x1.2x
Mon, 17 Jul 2023US$413.1bUS$347.3bUS$16.8b16.6x24.7x1.2x
Wed, 14 Jun 2023US$425.0bUS$340.2bUS$14.1b18.1x30.1x1.2x
Fri, 12 May 2023US$439.5bUS$339.8bUS$14.5b20.1x30.2x1.3x
Price to Earnings Ratio

30.2x


Total Market Cap: US$439.5bTotal Earnings: US$14.5bTotal Revenue: US$339.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Property and Casualty Insurance Industry Price to Earnings3Y Average 15.5x202420252026
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 9.5x which is lower than its 3-year average PE of 15.5x.
  • 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 74% 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 Market0.58%
Financials-0.55%
Insurance-1.68%
Property and Casualty Insurance-1.48%
Life and Health Insurance0.62%
General Insurance-0.49%
Reinsurance-0.53%
Insurance Brokers-4.40%
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
AIG American International GroupUS$77.564.6%
+US$1.5b		-6.6%PE13x
ALL AllstateUS$219.872.6%
+US$1.3b		9.8%PE4.7x
AFG American Financial GroupUS$131.401.4%
+US$153.7m		1.8%PE13x
THG Hanover Insurance GroupUS$183.282.3%
+US$106.5m		8.9%PE8.9x
KMPR KemperUS$33.551.2%
+US$24.1m		-45.1%PE13.7x

Latest News

ERIE
US$210.65
Erie Indemnity
7D
-8.9%
1Y
-41.6%
CNA
US$44.22
CNA Financial
7D
-7.9%
1Y
-8.0%
AIG
US$77.56
American International Group
7D
4.6%
1Y
-6.6%
THG
US$183.28
Hanover Insurance Group
7D
2.3%
1Y
8.9%
ALL
US$219.87
Allstate
7D
2.6%
1Y
9.8%
WRB
US$66.32
W. R. Berkley
7D
0.2%
1Y
-8.5%

WRB: 2026 Execution Risks And Competition Will Pressure Future Share Re Rating

Analysts have made a modest upward revision to the average price target for W. R.
MKL
US$1,751.37
Markel Group
7D
-7.6%
1Y
-6.2%
ACGL
US$93.65
Arch Capital Group
7D
-2.8%
1Y
1.2%
PGR
US$199.24
Progressive
7D
-1.4%
1Y
-29.4%

Progressive Stock Crash Explained: Strong Business, Falling Shares?

Apr 29
AFG
US$131.40
American Financial Group
7D
1.4%
1Y
1.8%

American Financial Group: Baby Bonds With Investment Grade And Yields Over 7% Opportunity

Apr 29
CINF
US$159.57
Cincinnati Financial
7D
-3.7%
1Y
10.9%
PRHI
US$0.70
Presurance Holdings
7D
3.1%
1Y
-6.2%
KMPR
US$33.55
Kemper
7D
1.2%
1Y
-45.1%

KMPR: Index Move And Buybacks Will Face Cautious Execution Outlook

Analysts have trimmed their price target on Kemper by $8, reflecting updated views on revenue growth assumptions, profitability expectations, and valuation multiples highlighted in recent research from UBS and Citizens. Analyst Commentary Bearish analysts framing the new, lower price target are signalling greater caution around Kemper's ability to meet prior expectations on revenue growth and margins, and around what they are willing to pay for that profile.
L
US$105.15
Loews
7D
-5.4%
1Y
21.5%