Narrative Update • Jun 26

Over the last 7 days, the Property and Casualty Insurance industry has risen 3.0%, driven by gains from every company within the industry. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 12% annually.
Has the South African Property and Casualty Insurance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | R166.7b | R103.2b | R9.1b | 17.7x | 18.4x | 1.6x |
| Mon, 01 Jun 2026 | R150.5b | R103.2b | R9.1b | 16x | 16.6x | 1.5x |
| Wed, 29 Apr 2026 | R155.8b | R103.2b | R9.1b | 16.6x | 17.2x | 1.5x |
| Fri, 27 Mar 2026 | R154.3b | R103.2b | R9.1b | 16.4x | 17x | 1.5x |
| Sun, 22 Feb 2026 | R167.9b | R89.4b | R8.7b | 18.8x | 19.3x | 1.9x |
| Tue, 20 Jan 2026 | R153.9b | R89.4b | R8.7b | 17.2x | 17.7x | 1.7x |
| Thu, 18 Dec 2025 | R158.2b | R89.4b | R8.7b | 17.7x | 18.2x | 1.8x |
| Sat, 15 Nov 2025 | R161.2b | R89.4b | R8.7b | 18x | 18.5x | 1.8x |
| Mon, 13 Oct 2025 | R159.4b | R89.4b | R8.7b | 17.8x | 18.3x | 1.8x |
| Wed, 10 Sep 2025 | R157.3b | R86.3b | R8.2b | 19x | 19.1x | 1.8x |
| Fri, 08 Aug 2025 | R164.0b | R83.5b | R7.9b | 20.3x | 20.8x | 2x |
| Sun, 06 Jul 2025 | R168.6b | R83.5b | R7.9b | 20.8x | 21.4x | 2x |
| Tue, 03 Jun 2025 | R163.2b | R83.5b | R7.9b | 20.2x | 20.7x | 2x |
| Thu, 01 May 2025 | R162.1b | R83.5b | R7.9b | 20x | 20.5x | 1.9x |
| Sat, 29 Mar 2025 | R150.4b | R83.5b | R7.9b | 18.6x | 19.1x | 1.8x |
| Mon, 24 Feb 2025 | R150.0b | R78.6b | R7.0b | 20.5x | 21.3x | 1.9x |
| Wed, 22 Jan 2025 | R147.3b | R78.6b | R7.0b | 20x | 20.9x | 1.9x |
| Fri, 20 Dec 2024 | R150.0b | R78.6b | R7.0b | 20.4x | 21.3x | 1.9x |
| Sun, 17 Nov 2024 | R140.2b | R78.6b | R7.0b | 19.2x | 19.9x | 1.8x |
| Tue, 15 Oct 2024 | R136.2b | R78.6b | R7.0b | 18.6x | 19.3x | 1.7x |
| Thu, 12 Sep 2024 | R117.5b | R73.9b | R6.3b | 18.3x | 18.5x | 1.6x |
| Sat, 10 Aug 2024 | R108.7b | R71.5b | R5.9b | 18x | 18.4x | 1.5x |
| Mon, 08 Jul 2024 | R108.6b | R71.5b | R5.9b | 17.9x | 18.4x | 1.5x |
| Wed, 05 Jun 2024 | R95.2b | R71.5b | R5.9b | 15.8x | 16.1x | 1.3x |
| Fri, 03 May 2024 | R95.4b | R71.5b | R5.9b | 15.8x | 16.2x | 1.3x |
| Sun, 31 Mar 2024 | R98.0b | R71.5b | R5.9b | 16.2x | 16.6x | 1.4x |
| Tue, 27 Feb 2024 | R97.7b | R55.0b | R5.6b | 17.1x | 17.3x | 1.8x |
| Thu, 25 Jan 2024 | R96.2b | R55.0b | R5.6b | 16.9x | 17x | 1.8x |
| Sat, 23 Dec 2023 | R97.8b | R55.0b | R5.6b | 17.1x | 17.3x | 1.8x |
| Mon, 20 Nov 2023 | R98.3b | R55.0b | R5.6b | 17.2x | 17.4x | 1.8x |
| Wed, 18 Oct 2023 | R95.8b | R55.0b | R5.6b | 16.8x | 17x | 1.7x |
| Fri, 15 Sep 2023 | R95.2b | R52.0b | R5.0b | 19.8x | 19.1x | 1.8x |
| Sun, 13 Aug 2023 | R92.4b | R55.4b | R4.3b | 21.5x | 21.7x | 1.7x |
| Tue, 11 Jul 2023 | R32.0b | R32.1b | R2.0b | 16x | 16x | 1x |
16x
How does South African Property and Casualty Insurance compare with similar industries?
| ZA Market | 1.26% | |
| Financials | 0.64% | |
| Insurance | 0.78% | |
| Property and Casualty Insurance | 3.80% | |
| Insurance Brokers | 0% | 0 |
| General Insurance | 0% | 0 |
| Life and Health Insurance | -0.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OUT OUTsurance Group | R79.85 | 4.8% +R5.7b | 1.4% | PE24.7x | |
| SNT Santam | R394.49 | 1.0% +R441.3m | -8.1% | PE10.6x |