Narrative Update • Jun 09

In the last week, the Consumer Services industry is up 3.5%, with Pearson up 3.3%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 14% per annum.
Has the U.K. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | UK£8.0b | UK£4.2b | UK£285.2m | 17.4x | 28.1x | 1.9x |
| Sat, 09 May 2026 | UK£7.7b | UK£4.1b | UK£292.8m | 16.2x | 26.3x | 1.9x |
| Mon, 06 Apr 2026 | UK£7.3b | UK£4.1b | UK£292.7m | 12.8x | 24.8x | 1.8x |
| Wed, 04 Mar 2026 | UK£7.1b | UK£4.1b | UK£292.7m | 17x | 24.3x | 1.7x |
| Fri, 30 Jan 2026 | UK£7.1b | UK£4.1b | UK£402.3m | 13.6x | 17.7x | 1.7x |
| Sun, 28 Dec 2025 | UK£7.8b | UK£4.1b | UK£400.1m | 15.2x | 19.5x | 1.9x |
| Tue, 25 Nov 2025 | UK£7.5b | UK£4.1b | UK£526.1m | 15.6x | 14.3x | 1.8x |
| Thu, 23 Oct 2025 | UK£8.4b | UK£4.1b | UK£525.0m | 16.2x | 16.1x | 2.1x |
| Sat, 20 Sep 2025 | UK£8.0b | UK£4.2b | UK£536.6m | 13.8x | 15x | 1.9x |
| Mon, 18 Aug 2025 | UK£8.3b | UK£4.2b | UK£533.9m | 14.8x | 15.6x | 2x |
| Wed, 16 Jul 2025 | UK£8.5b | UK£4.2b | UK£524.1m | 15.4x | 16.2x | 2x |
| Fri, 13 Jun 2025 | UK£8.7b | UK£4.2b | UK£524.4m | 16.2x | 16.6x | 2x |
| Sun, 11 May 2025 | UK£9.4b | UK£4.2b | UK£522.1m | 16x | 18.1x | 2.2x |
| Tue, 08 Apr 2025 | UK£9.1b | UK£4.2b | UK£521.5m | 16.5x | 17.5x | 2.2x |
| Thu, 06 Mar 2025 | UK£10.6b | UK£4.2b | UK£517.7m | 28.8x | 20.4x | 2.5x |
| Sat, 01 Feb 2025 | UK£10.8b | UK£4.2b | UK£432.2m | 32.2x | 24.9x | 2.5x |
| Mon, 30 Dec 2024 | UK£10.3b | UK£4.2b | UK£432.0m | 29.5x | 23.8x | 2.4x |
| Wed, 27 Nov 2024 | UK£9.9b | UK£4.2b | UK£423.8m | 36x | 23.3x | 2.3x |
| Fri, 25 Oct 2024 | UK£8.5b | UK£4.2b | UK£423.4m | 32.5x | 20.2x | 2x |
| Sun, 22 Sep 2024 | UK£8.3b | UK£4.2b | UK£423.2m | 33.3x | 19.5x | 2x |
| Tue, 20 Aug 2024 | UK£8.4b | UK£4.2b | UK£431.3m | 19.8x | 19.6x | 2x |
| Thu, 18 Jul 2024 | UK£8.2b | UK£4.4b | UK£460.3m | 17.7x | 17.9x | 1.9x |
| Sat, 15 Jun 2024 | UK£7.9b | UK£4.4b | UK£456.8m | 16.8x | 17.3x | 1.8x |
| Mon, 13 May 2024 | UK£8.1b | UK£4.4b | UK£464.4m | 17.7x | 17.5x | 1.9x |
| Wed, 10 Apr 2024 | UK£8.4b | UK£4.4b | UK£468.4m | 18x | 18x | 1.9x |
| Fri, 08 Mar 2024 | UK£8.5b | UK£4.4b | UK£465.8m | 18.3x | 18.3x | 2x |
| Sun, 04 Feb 2024 | UK£8.0b | UK£4.6b | UK£370.7m | 22.7x | 21.5x | 1.7x |
| Tue, 02 Jan 2024 | UK£8.4b | UK£4.7b | UK£372.5m | 30.2x | 22.5x | 1.8x |
| Thu, 30 Nov 2023 | UK£8.3b | UK£4.7b | UK£359.3m | 37.6x | 23.1x | 1.8x |
| Sat, 28 Oct 2023 | UK£8.2b | UK£4.7b | UK£359.3m | 36.7x | 22.8x | 1.7x |
| Mon, 25 Sep 2023 | UK£8.2b | UK£4.7b | UK£359.9m | 30.7x | 22.7x | 1.7x |
| Wed, 23 Aug 2023 | UK£7.2b | UK£4.4b | UK£315.3m | 38.5x | 22.8x | 1.6x |
| Fri, 21 Jul 2023 | UK£7.6b | UK£4.3b | UK£270.1m | 44.4x | 28.1x | 1.8x |
| Sun, 18 Jun 2023 | UK£7.4b | UK£4.3b | UK£270.1m | 51.4x | 27.5x | 1.7x |
27.5x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -1.01% | |
| Consumer Discretionary | 1.59% | |
| Consumer Services | 3.45% | |
| Specialized Consumer Services | 5.91% | |
| Education Services | 3.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PSON Pearson | UK£11.49 | 3.3% +UK£219.7m | 5.9% | PE20.6x | |
| MEGP ME Group International | UK£1.12 | 12.2% +UK£45.9m | -47.7% | PE7.5x | |
| ATG Auction Technology Group | UK£4.26 | 1.3% +UK£6.5m | -11.4% | PS3x |