Narrative Update • Jun 16

Over the last 7 days, the Agricultural Products industry has risen 4.9%, driven by gains in AEP Plantations and M.P. Evans Group of 7.0% and 5.0%, respectively. In the last 12 months, the industry was up 35%. In the next few years earnings are forecast to be pretty stable.
Has the U.K. Agricultural Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | UK£2.0b | UK£1.7b | UK£148.0m | 19.9x | 13.3x | 1.2x |
| Fri, 17 Jul 2026 | UK£1.9b | UK£1.7b | UK£148.6m | 19.2x | 12.5x | 1.1x |
| Sun, 14 Jun 2026 | UK£1.8b | UK£1.7b | UK£148.6m | 22.5x | 12x | 1.1x |
| Tue, 12 May 2026 | UK£2.1b | UK£1.7b | UK£146.3m | 23.6x | 14.2x | 1.2x |
| Thu, 09 Apr 2026 | UK£1.9b | UK£1.7b | UK£160.5m | 11.2x | 11.6x | 1.1x |
| Sat, 07 Mar 2026 | UK£1.7b | UK£1.7b | UK£157.2m | 9.7x | 10.9x | 1x |
| Mon, 02 Feb 2026 | UK£1.6b | UK£1.7b | UK£155.9m | 8.8x | 10.2x | 1x |
| Wed, 31 Dec 2025 | UK£1.5b | UK£1.7b | UK£158.3m | 8.1x | 9.4x | 0.9x |
| Fri, 28 Nov 2025 | UK£1.5b | UK£1.7b | UK£155.5m | 8.2x | 9.9x | 0.9x |
| Sun, 26 Oct 2025 | UK£1.5b | UK£1.7b | UK£154.7m | 8x | 9.8x | 0.9x |
| Tue, 23 Sep 2025 | UK£1.6b | UK£1.7b | UK£155.5m | 8.5x | 10.2x | 0.9x |
| Thu, 21 Aug 2025 | UK£1.5b | UK£1.7b | UK£141.5m | 8.9x | 10.7x | 0.9x |
| Sat, 19 Jul 2025 | UK£1.3b | UK£1.6b | UK£126.4m | 8.5x | 10.6x | 0.8x |
| Mon, 16 Jun 2025 | UK£1.3b | UK£1.6b | UK£124.0m | 7.6x | 10.3x | 0.8x |
| Wed, 14 May 2025 | UK£1.2b | UK£1.6b | UK£118.0m | 7.6x | 10.3x | 0.7x |
| Fri, 11 Apr 2025 | UK£1.1b | UK£1.7b | UK£81.4m | 7.5x | 13.8x | 0.7x |
| Sun, 09 Mar 2025 | UK£1.1b | UK£1.7b | UK£64.9m | 10.4x | 17.5x | 0.7x |
| Tue, 04 Feb 2025 | UK£1.2b | UK£1.7b | UK£71.9m | 10x | 16x | 0.7x |
| Thu, 02 Jan 2025 | UK£1.1b | UK£1.7b | UK£70.9m | 9.9x | 15.9x | 0.7x |
| Sat, 30 Nov 2024 | UK£1.1b | UK£1.8b | UK£73.7m | 9.9x | 15.2x | 0.6x |
| Mon, 28 Oct 2024 | UK£1.1b | UK£1.8b | UK£71.9m | 9.4x | 15x | 0.6x |
| Wed, 25 Sep 2024 | UK£1.1b | UK£1.7b | UK£69.5m | 9.8x | 15.4x | 0.6x |
| Fri, 23 Aug 2024 | UK£1.1b | UK£1.7b | UK£66.1m | 11.3x | 16.1x | 0.6x |
| Sun, 21 Jul 2024 | UK£2.9b | UK£5.1b | UK£541.4m | 8.9x | 5.3x | 0.6x |
| Tue, 18 Jun 2024 | UK£2.9b | UK£5.2b | UK£533.3m | 8.9x | 5.4x | 0.6x |
| Thu, 16 May 2024 | UK£2.7b | UK£5.1b | UK£524.7m | 9.2x | 5.2x | 0.5x |
| Sat, 13 Apr 2024 | UK£2.6b | UK£4.8b | UK£584.5m | 11.1x | 4.5x | 0.5x |
| Mon, 11 Mar 2024 | UK£1.0b | UK£1.8b | UK£78.6m | 12.8x | 13.1x | 0.6x |
| Wed, 07 Feb 2024 | UK£2.0b | UK£4.5b | UK£536.6m | 12.3x | 3.7x | 0.5x |
| Fri, 05 Jan 2024 | UK£2.0b | UK£4.5b | UK£535.4m | 9x | 3.7x | 0.4x |
| Sun, 03 Dec 2023 | UK£2.0b | UK£4.5b | UK£547.3m | 9.2x | 3.6x | 0.4x |
| Tue, 31 Oct 2023 | UK£1.6b | UK£4.2b | UK£293.2m | 8.8x | 5.5x | 0.4x |
| Thu, 28 Sep 2023 | UK£1.6b | UK£4.2b | UK£295.7m | 9x | 5.5x | 0.4x |
| Sat, 26 Aug 2023 | UK£1.6b | UK£4.3b | UK£314.0m | 6.8x | 5.2x | 0.4x |
5.2x
How does U.K. Agricultural Products compare with similar industries?
| GB Market | -1.22% | |
| Consumer Staples | -2.05% | |
| Food | -1.07% | |
| Agricultural Products | 4.88% | |
| Packaged Foods and Meats | -1.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AEP AEP Plantations | UK£1.92 | 8.8% +UK£58.0m | 56.9% | PE11x | |
| MPE M.P. Evans Group | UK£17.42 | 3.6% +UK£31.2m | 32.5% | PE11x | |
| CAM Camellia | UK£57.25 | 0.4% +UK£631.9k | 0% | PS0.5x |