Narrative Update • Jun 16

In the last week, the Agricultural Products industry is up 4.3%, with AEP Plantations up 8.3%. This takes the industry's 12 month performance to a gain of 32%. Earnings are forecast to be flat in the coming years.
Has the U.K. Agricultural Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | UK£2.0b | UK£1.7b | UK£146.9m | 20x | 13.6x | 1.2x |
| Fri, 24 Jul 2026 | UK£1.9b | UK£1.7b | UK£150.4m | 19.4x | 12.6x | 1.1x |
| Sun, 21 Jun 2026 | UK£1.7b | UK£1.7b | UK£150.6m | 22.4x | 11.5x | 1x |
| Tue, 19 May 2026 | UK£2.2b | UK£1.7b | UK£148.4m | 25x | 14.8x | 1.3x |
| Thu, 16 Apr 2026 | UK£1.9b | UK£1.7b | UK£158.6m | 10.9x | 11.8x | 1.1x |
| Sat, 14 Mar 2026 | UK£1.8b | UK£1.7b | UK£159.1m | 10x | 11x | 1x |
| Mon, 09 Feb 2026 | UK£1.6b | UK£1.7b | UK£156.0m | 8.8x | 10.2x | 1x |
| Wed, 07 Jan 2026 | UK£1.5b | UK£1.7b | UK£158.1m | 8.3x | 9.6x | 0.9x |
| Fri, 05 Dec 2025 | UK£1.5b | UK£1.7b | UK£154.2m | 8.2x | 9.9x | 0.9x |
| Sun, 02 Nov 2025 | UK£1.6b | UK£1.7b | UK£156.8m | 8.4x | 10.1x | 0.9x |
| Tue, 30 Sep 2025 | UK£1.6b | UK£1.7b | UK£156.4m | 8.7x | 10.3x | 1x |
| Thu, 28 Aug 2025 | UK£1.5b | UK£1.7b | UK£141.1m | 9.1x | 10.9x | 0.9x |
| Sat, 26 Jul 2025 | UK£1.4b | UK£1.6b | UK£126.2m | 8.6x | 10.8x | 0.8x |
| Mon, 23 Jun 2025 | UK£1.2b | UK£1.6b | UK£125.2m | 7.7x | 9.9x | 0.8x |
| Wed, 21 May 2025 | UK£1.2b | UK£1.6b | UK£116.9m | 7.7x | 10.5x | 0.7x |
| Fri, 18 Apr 2025 | UK£1.1b | UK£1.7b | UK£100.6m | 7.4x | 11.4x | 0.7x |
| Sun, 16 Mar 2025 | UK£1.1b | UK£1.7b | UK£64.8m | 10x | 17.6x | 0.7x |
| Tue, 11 Feb 2025 | UK£1.2b | UK£1.7b | UK£71.9m | 10.5x | 16.3x | 0.7x |
| Thu, 09 Jan 2025 | UK£1.1b | UK£1.7b | UK£72.1m | 9.4x | 15.1x | 0.6x |
| Sat, 07 Dec 2024 | UK£1.1b | UK£1.8b | UK£73.4m | 9.9x | 15.2x | 0.6x |
| Mon, 04 Nov 2024 | UK£1.1b | UK£1.8b | UK£72.1m | 9.7x | 15.1x | 0.6x |
| Wed, 02 Oct 2024 | UK£1.1b | UK£1.8b | UK£69.7m | 10.2x | 15.8x | 0.6x |
| Fri, 30 Aug 2024 | UK£1.1b | UK£1.7b | UK£71.3m | 11.3x | 14.9x | 0.6x |
| Sun, 28 Jul 2024 | UK£2.9b | UK£5.2b | UK£550.5m | 8.8x | 5.3x | 0.6x |
| Tue, 25 Jun 2024 | UK£2.9b | UK£5.2b | UK£539.0m | 8.9x | 5.4x | 0.6x |
| Thu, 23 May 2024 | UK£2.7b | UK£5.1b | UK£530.6m | 9x | 5.1x | 0.5x |
| Sat, 20 Apr 2024 | UK£2.7b | UK£4.8b | UK£579.9m | 10.6x | 4.7x | 0.6x |
| Mon, 18 Mar 2024 | UK£1.0b | UK£1.8b | UK£79.2m | 12.5x | 12.9x | 0.6x |
| Wed, 14 Feb 2024 | UK£2.0b | UK£4.4b | UK£531.9m | 12.1x | 3.8x | 0.5x |
| Fri, 12 Jan 2024 | UK£2.0b | UK£4.5b | UK£548.7m | 9.1x | 3.6x | 0.4x |
| Sun, 10 Dec 2023 | UK£2.0b | UK£4.5b | UK£540.1m | 8.8x | 3.6x | 0.4x |
| Tue, 07 Nov 2023 | UK£1.6b | UK£4.2b | UK£292.0m | 8.8x | 5.6x | 0.4x |
| Thu, 05 Oct 2023 | UK£1.6b | UK£4.1b | UK£289.6m | 8.8x | 5.6x | 0.4x |
| Sat, 02 Sep 2023 | UK£1.6b | UK£4.2b | UK£309.9m | 6.8x | 5.3x | 0.4x |
5.3x
How does U.K. Agricultural Products compare with similar industries?
| GB Market | 1.40% | |
| Consumer Staples | 3.06% | |
| Food | 3.05% | |
| Agricultural Products | 4.29% | |
| Packaged Foods and Meats | 2.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AEP AEP Plantations | UK£1.93 | 3.8% +UK£26.7m | 56.0% | PE11.1x | |
| MPE M.P. Evans Group | UK£17.58 | 1.5% +UK£13.5m | 30.2% | PE11.2x | |
| RE. R.E.A. Holdings | UK£1.11 | 2.8% +UK£1.3m | 13.0% | PS0.3x | |
| CAM Camellia | UK£59.00 | 0.9% +UK£1.3m | 3.1% | PS0.6x | |
| PACS PACSCo | UK£0.0039 | 2.7% +UK£7.2k | -22.7% | PE-0.4x |