Narrative Update • Jun 04

The Consumer Services is pretty flat in the last 7 days, but Pearson has stood out, gaining 4.3%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 14% annually.
Has the U.K. Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | UK£8.1b | UK£4.2b | UK£284.9m | 17.9x | 28.3x | 1.9x |
| Mon, 04 May 2026 | UK£7.9b | UK£4.1b | UK£292.4m | 16.1x | 26.9x | 1.9x |
| Wed, 01 Apr 2026 | UK£7.2b | UK£4.1b | UK£293.0m | 12x | 24.5x | 1.7x |
| Fri, 27 Feb 2026 | UK£7.1b | UK£4.1b | UK£400.1m | 13.7x | 17.9x | 1.8x |
| Sun, 25 Jan 2026 | UK£7.3b | UK£4.1b | UK£401.1m | 13.9x | 18.2x | 1.8x |
| Tue, 23 Dec 2025 | UK£7.8b | UK£4.1b | UK£399.7m | 15.2x | 19.6x | 1.9x |
| Thu, 20 Nov 2025 | UK£7.4b | UK£4.1b | UK£526.1m | 15.6x | 14.1x | 1.8x |
| Sat, 18 Oct 2025 | UK£8.4b | UK£4.1b | UK£524.9m | 16.2x | 16x | 2.1x |
| Mon, 15 Sep 2025 | UK£8.1b | UK£4.2b | UK£536.4m | 14x | 15.1x | 1.9x |
| Wed, 13 Aug 2025 | UK£8.3b | UK£4.2b | UK£534.0m | 14.9x | 15.6x | 2x |
| Fri, 11 Jul 2025 | UK£8.6b | UK£4.2b | UK£523.9m | 15.6x | 16.3x | 2x |
| Sun, 08 Jun 2025 | UK£8.8b | UK£4.2b | UK£524.5m | 14.9x | 16.8x | 2.1x |
| Tue, 06 May 2025 | UK£9.6b | UK£4.2b | UK£522.2m | 16.2x | 18.4x | 2.3x |
| Thu, 03 Apr 2025 | UK£9.8b | UK£4.2b | UK£521.1m | 18x | 18.8x | 2.3x |
| Sat, 01 Mar 2025 | UK£10.7b | UK£4.2b | UK£518.2m | 28.6x | 20.6x | 2.5x |
| Mon, 27 Jan 2025 | UK£10.3b | UK£4.2b | UK£432.1m | 31.1x | 23.8x | 2.4x |
| Wed, 25 Dec 2024 | UK£10.3b | UK£4.2b | UK£432.1m | 29.7x | 23.7x | 2.4x |
| Fri, 22 Nov 2024 | UK£9.6b | UK£4.2b | UK£423.8m | 35.1x | 22.7x | 2.3x |
| Sun, 20 Oct 2024 | UK£8.5b | UK£4.2b | UK£423.4m | 32.6x | 20.1x | 2x |
| Tue, 17 Sep 2024 | UK£8.5b | UK£4.2b | UK£422.1m | 20.1x | 20.1x | 2x |
| Thu, 15 Aug 2024 | UK£8.3b | UK£4.2b | UK£431.5m | 19.7x | 19.3x | 2x |
| Sat, 13 Jul 2024 | UK£8.3b | UK£4.4b | UK£458.1m | 17.9x | 18.1x | 1.9x |
| Mon, 10 Jun 2024 | UK£8.0b | UK£4.4b | UK£456.8m | 17x | 17.4x | 1.8x |
| Wed, 08 May 2024 | UK£8.1b | UK£4.4b | UK£464.4m | 17.7x | 17.5x | 1.9x |
| Fri, 05 Apr 2024 | UK£8.5b | UK£4.4b | UK£468.4m | 18.3x | 18.2x | 2x |
| Sun, 03 Mar 2024 | UK£8.5b | UK£4.4b | UK£465.8m | 18.4x | 18.3x | 2x |
| Tue, 30 Jan 2024 | UK£8.2b | UK£4.7b | UK£372.5m | 27.8x | 22.1x | 1.7x |
| Thu, 28 Dec 2023 | UK£8.3b | UK£4.7b | UK£372.5m | 30.1x | 22.4x | 1.8x |
| Sat, 25 Nov 2023 | UK£8.6b | UK£4.7b | UK£359.3m | 38x | 23.9x | 1.8x |
| Mon, 23 Oct 2023 | UK£8.1b | UK£4.7b | UK£359.3m | 38.6x | 22.5x | 1.7x |
| Wed, 20 Sep 2023 | UK£8.2b | UK£4.7b | UK£359.9m | 30.1x | 22.9x | 1.7x |
| Fri, 18 Aug 2023 | UK£7.2b | UK£4.4b | UK£315.3m | 38.5x | 22.8x | 1.6x |
| Sun, 16 Jul 2023 | UK£7.4b | UK£4.3b | UK£270.1m | 45.1x | 27.4x | 1.7x |
| Tue, 13 Jun 2023 | UK£7.3b | UK£4.3b | UK£270.1m | 52.6x | 27x | 1.7x |
27x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.73% | |
| Consumer Discretionary | 0.21% | |
| Consumer Services | 1.52% | |
| Education Services | 4.05% | |
| Specialized Consumer Services | -14.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PSON Pearson | UK£11.60 | 4.3% +UK£286.0m | 5.8% | PE20.8x | |
| ATG Auction Technology Group | UK£4.28 | 0.1% +UK£726.7k | -10.1% | PS3x |