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U.K. (FTSE) Consumer Durables Industry Analysis
UpdatedDec 06, 2023
DataAggregated Company Financials
Companies25
- 7D2.4%
- 3M13.3%
- 1Y11.0%
- YTD9.7%
Over the last 7 days, the Consumer Durables industry has risen 2.4%, and Barratt Developments contributed the most with a gain of 4.7%. In the last 12 months, the industry was up 11%. Earnings are forecast to grow by 3.5% annually.
Industry Valuation and Performance
Has the U.K. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 06 Dec 2023 | UK£30.1b | UK£29.6b | UK£2.9b | 9.4x | 10.4x | 1x |
| Fri, 03 Nov 2023 | UK£26.9b | UK£31.2b | UK£2.8b | 8.2x | 9.6x | 0.9x |
| Sun, 01 Oct 2023 | UK£28.1b | UK£31.3b | UK£2.7b | 9x | 10.6x | 0.9x |
| Tue, 29 Aug 2023 | UK£26.4b | UK£31.3b | UK£2.7b | 8.1x | 9.6x | 0.8x |
| Thu, 27 Jul 2023 | UK£29.2b | UK£32.2b | UK£3.0b | 8.9x | 9.6x | 0.9x |
| Sat, 24 Jun 2023 | UK£25.8b | UK£32.2b | UK£3.0b | 9.7x | 8.5x | 0.8x |
| Mon, 22 May 2023 | UK£30.7b | UK£32.2b | UK£3.0b | 10.1x | 10.2x | 1x |
| Wed, 19 Apr 2023 | UK£30.6b | UK£32.2b | UK£3.0b | 11.9x | 10.1x | 0.9x |
| Fri, 17 Mar 2023 | UK£28.4b | UK£31.8b | UK£3.1b | 10.7x | 9.3x | 0.9x |
| Sun, 12 Feb 2023 | UK£30.9b | UK£31.0b | UK£3.2b | 10.9x | 9.8x | 1x |
| Tue, 10 Jan 2023 | UK£28.3b | UK£30.3b | UK£3.1b | 10.1x | 9.1x | 0.9x |
| Thu, 08 Dec 2022 | UK£26.4b | UK£30.2b | UK£3.1b | 9x | 8.5x | 0.9x |
| Sat, 05 Nov 2022 | UK£25.1b | UK£29.9b | UK£3.0b | 7.9x | 8.2x | 0.8x |
| Mon, 03 Oct 2022 | UK£23.4b | UK£30.7b | UK£3.3b | 6.8x | 7.2x | 0.8x |
| Wed, 31 Aug 2022 | UK£28.4b | UK£29.4b | UK£3.5b | 8.1x | 8.1x | 1x |
| Fri, 29 Jul 2022 | UK£32.5b | UK£29.6b | UK£3.5b | 10x | 9.2x | 1.1x |
| Sun, 26 Jun 2022 | UK£31.1b | UK£29.4b | UK£3.5b | 9.7x | 8.8x | 1.1x |
| Tue, 24 May 2022 | UK£33.5b | UK£29.5b | UK£3.6b | 9.8x | 9.3x | 1.1x |
| Thu, 21 Apr 2022 | UK£34.9b | UK£29.5b | UK£3.8b | 9.8x | 9.2x | 1.2x |
| Sat, 19 Mar 2022 | UK£37.6b | UK£29.4b | UK£3.8b | 11.1x | 10x | 1.3x |
| Mon, 14 Feb 2022 | UK£39.9b | UK£29.5b | UK£3.7b | 12.4x | 10.9x | 1.4x |
| Wed, 12 Jan 2022 | UK£44.2b | UK£29.7b | UK£3.6b | 12.9x | 12.2x | 1.5x |
| Fri, 10 Dec 2021 | UK£45.8b | UK£29.7b | UK£3.6b | 13.4x | 12.7x | 1.5x |
| Sun, 07 Nov 2021 | UK£42.8b | UK£28.6b | UK£3.5b | 14.1x | 12.3x | 1.5x |
| Tue, 05 Oct 2021 | UK£42.7b | UK£27.9b | UK£3.3b | 14.3x | 13.1x | 1.5x |
| Thu, 02 Sep 2021 | UK£48.3b | UK£27.2b | UK£3.0b | 21.1x | 16.1x | 1.8x |
| Sat, 31 Jul 2021 | UK£47.1b | UK£27.2b | UK£3.0b | 20.1x | 15.7x | 1.7x |
| Tue, 04 May 2021 | UK£49.3b | UK£25.2b | UK£2.6b | 22.3x | 19.1x | 2x |
| Fri, 05 Feb 2021 | UK£40.1b | UK£22.9b | UK£2.1b | 24.4x | 19.5x | 1.7x |
Price to Earnings Ratio
22.1x
Current Industry PE
- Investors are pessimistic on the British Consumer Durables 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 10.4x which is lower than its 3-year average PE of 12.3x.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 9.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.36% | |
| Consumer Discretionary | 0.87% | |
| Consumer Durables | 2.39% | |
| Household Appliances | 9.64% | |
| Home Furnishings | 3.71% | |
| Homebuilding | 2.50% | |
| Consumer Electronics | 0.71% | |
| Housewares and Specialties | -8.63% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 0.75x.
- Analysts are expecting annual earnings growth of 21.0%, which is higher than its past year's earnings decline of 38.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 27% over the next 5 years.
- However this is lower than its past earnings growth rate of 79% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings decline by 4.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BKG Berkeley Group Holdings | UK£48.71 | 4.8% +UK£238.5m | 27.5% | PE11.1x | |
| BDEV Barratt Developments | UK£5.32 | 4.6% +UK£228.8m | 30.9% | PE9.7x | |
| TW. Taylor Wimpey | UK£1.35 | 4.3% +UK£197.5m | 30.1% | PE8.5x | |
| PSN Persimmon | UK£12.99 | 3.1% +UK£126.1m | 2.2% | PE12.5x | |
| CRST Crest Nicholson Holdings | UK£1.99 | 10.4% +UK£48.2m | -13.7% | PE5.7x |
