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U.K. (FTSE) Consumer Durables Industry Analysis

UpdatedDec 17, 2024
DataAggregated Company Financials
Companies21
  • 7D-3.5%
  • 3M-23.5%
  • 1Y-13.7%
  • YTD-15.1%

Over the last 7 days, the Consumer Durables industry has dropped 3.5%, driven by pullbacks in Berkeley Group Holdings and Persimmon of 5.5% and 5.3%, respectively. Meanwhile, Cairn Homes actually outperformed within the industry, gaining 5.9% in the last week. However, the industry is down 14% over the past year. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the U.K. Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024UK£27.0bUK£23.1bUK£1.5b13.5x17.9x1.2x
Fri, 15 Nov 2024UK£27.7bUK£23.1bUK£1.5b12.2x17.9x1.2x
Sun, 13 Oct 2024UK£31.9bUK£23.6bUK£1.6b12.4x19.5x1.4x
Tue, 10 Sep 2024UK£34.3bUK£23.7bUK£1.7b13x20.6x1.5x
Thu, 08 Aug 2024UK£34.2bUK£25.4bUK£1.9b13.4x17.8x1.3x
Sat, 06 Jul 2024UK£33.4bUK£25.5bUK£2.0b14x16.5x1.3x
Mon, 03 Jun 2024UK£33.5bUK£25.7bUK£2.1b14.5x16.2x1.3x
Wed, 01 May 2024UK£30.5bUK£25.7bUK£2.1b13.7x14.7x1.2x
Fri, 29 Mar 2024UK£31.2bUK£25.8bUK£2.1b13.8x14.8x1.2x
Sun, 25 Feb 2024UK£31.4bUK£26.8bUK£2.5b12.4x12.5x1.2x
Tue, 23 Jan 2024UK£33.0bUK£29.6bUK£2.9b9.9x11.5x1.1x
Thu, 21 Dec 2023UK£32.5bUK£29.6bUK£2.9b10.3x11.3x1.1x
Sat, 18 Nov 2023UK£29.6bUK£31.2bUK£2.8b8.7x10.6x1x
Mon, 16 Oct 2023UK£26.4bUK£31.3bUK£2.7b9.1x9.9x0.8x
Wed, 13 Sep 2023UK£27.7bUK£31.2bUK£2.7b8.4x10.2x0.9x
Fri, 11 Aug 2023UK£28.9bUK£31.8bUK£3.0b8.7x9.8x0.9x
Sun, 09 Jul 2023UK£25.3bUK£32.2bUK£3.0b8.7x8.3x0.8x
Tue, 06 Jun 2023UK£29.3bUK£32.2bUK£3.0b9.8x9.7x0.9x
Thu, 04 May 2023UK£31.0bUK£32.2bUK£3.0b10.4x10.3x1x
Sat, 01 Apr 2023UK£29.3bUK£32.2bUK£3.0b10.4x9.7x0.9x
Mon, 27 Feb 2023UK£29.8bUK£31.0bUK£3.1b11x9.5x1x
Wed, 25 Jan 2023UK£29.9bUK£30.4bUK£3.1b10.8x9.5x1x
Fri, 23 Dec 2022UK£26.7bUK£30.4bUK£3.1b9.4x8.6x0.9x
Sun, 20 Nov 2022UK£26.5bUK£29.9bUK£3.0b8.3x8.7x0.9x
Tue, 18 Oct 2022UK£23.3bUK£30.7bUK£3.3b6.8x7.1x0.8x
Thu, 15 Sep 2022UK£27.1bUK£30.2bUK£3.3b8x8.1x0.9x
Sat, 13 Aug 2022UK£32.4bUK£29.5bUK£3.5b9.3x9.1x1.1x
Mon, 11 Jul 2022UK£30.2bUK£29.4bUK£3.5b10.2x8.5x1x
Wed, 08 Jun 2022UK£34.7bUK£29.5bUK£3.6b10x9.6x1.2x
Fri, 06 May 2022UK£33.2bUK£29.6bUK£3.8b10.1x8.7x1.1x
Sun, 03 Apr 2022UK£34.7bUK£29.5bUK£3.8b10.4x9.1x1.2x
Tue, 01 Mar 2022UK£38.4bUK£29.5bUK£3.7b12.1x10.5x1.3x
Thu, 27 Jan 2022UK£38.7bUK£29.7bUK£3.6b12.7x10.7x1.3x
Sat, 25 Dec 2021UK£46.0bUK£29.7bUK£3.6b13.7x12.7x1.5x
Price to Earnings Ratio

12.7x


Total Market Cap: UK£46.0bTotal Earnings: UK£3.6bTotal Revenue: UK£29.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Consumer Durables Industry Price to Earnings3Y Average 12x202220232024
Current Industry PE
  • Investors are optimistic on the British Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.9x which is higher than its 3-year average PE of 12.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 25% per year over the last three years,
  • Revenues have also declined 8.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-1.18%
Consumer Discretionary-1.49%
Consumer Durables-3.55%
Home Furnishings2.23%
Household Appliances2.19%
Housewares and Specialties-3.02%
Homebuilding-3.47%
Consumer Electronics-13.10%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 10.2x.
    • Analysts are expecting annual earnings decline of 3.6%, which is less than its past year's earnings decline of 4.7%.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 73% over the next 5 years.
  • This is better than its past earnings decline of 85% per year.
  • In contrast, the Housewares and Specialties industry is expected to see its earnings decline by 3.6% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CRN Cairn HomesUK£1.914.5%
+UK£51.2m
72.3%PE12.9x
BOOT Henry BootUK£2.354.9%
+UK£14.7m
15.8%PE27.8x
IGR IG Design GroupUK£1.332.3%
+UK£2.9m
-8.6%PE10.2x
SPR Springfield PropertiesUK£0.901.1%
+UK£1.2m
6.5%PE14.1x
SDG Sanderson Design GroupUK£0.601.7%
+UK£719.9k
-48.7%PE9.5x
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Latest News

BOOT

UK£2.35

Henry Boot

7D

4.9%

1Y

15.8%

VID

UK£1.79

Videndum

7D

-33.3%

1Y

-48.7%

VTY

UK£6.53

Vistry Group

7D

-4.9%

1Y

-24.8%

VCP

UK£0.48

Victoria

7D

-17.4%

1Y

-85.4%

PSN

UK£12.39

Persimmon

7D

-3.3%

1Y

-8.9%

SPR

UK£0.90

Springfield Properties

7D

1.1%

1Y

6.5%

CRN

UK£1.91

Cairn Homes

7D

4.5%

1Y

72.3%

IGR

UK£1.33

IG Design Group

7D

2.3%

1Y

-8.6%

SDG

UK£0.60

Sanderson Design Group

7D

1.7%

1Y

-48.7%

BWY

UK£24.20

Bellway

7D

-3.9%

1Y

-4.4%

CFX

UK£8.00

Colefax Group

7D

1.3%

1Y

11.1%