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U.K. (FTSE) Capital Markets Industry Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies164
  • 7D3.6%
  • 3M5.8%
  • 1Y25.5%
  • YTD2.1%

The Capital Markets industry is up 3.3% in the last week, with 3i Group up 5.4%. In the same time, Jupiter Fund Management was down 6.9%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

Has the U.K. Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025UK£172.9bUK£64.8bUK£9.7b11.9x17.7x2.7x
Thu, 19 Dec 2024UK£169.5bUK£64.7bUK£9.6b11.7x17.6x2.6x
Sat, 16 Nov 2024UK£161.6bUK£64.6bUK£9.6b12.1x16.9x2.5x
Mon, 14 Oct 2024UK£158.0bUK£64.1bUK£9.2b12.3x17.1x2.5x
Wed, 11 Sep 2024UK£154.6bUK£64.0bUK£9.0b12.7x17.3x2.4x
Fri, 09 Aug 2024UK£149.6bUK£64.2bUK£9.2b13.1x16.3x2.3x
Sun, 07 Jul 2024UK£149.8bUK£54.0bUK£8.5b15.4x17.6x2.8x
Tue, 04 Jun 2024UK£148.0bUK£54.0bUK£8.4b16.7x17.7x2.7x
Thu, 02 May 2024UK£138.4bUK£53.9bUK£8.7b15.8x15.9x2.6x
Sat, 30 Mar 2024UK£140.0bUK£53.8bUK£8.6b16.9x16.2x2.6x
Mon, 26 Feb 2024UK£131.7bUK£47.6bUK£8.5b14.3x15.4x2.8x
Wed, 24 Jan 2024UK£137.7bUK£48.6bUK£8.8b15.2x15.7x2.8x
Fri, 22 Dec 2023UK£140.6bUK£48.6bUK£8.8b15.5x16x2.9x
Sun, 19 Nov 2023UK£130.5bUK£48.6bUK£8.8b13.6x14.8x2.7x
Tue, 17 Oct 2023UK£125.7bUK£48.7bUK£8.8b12.7x14.3x2.6x
Thu, 14 Sep 2023UK£127.2bUK£48.8bUK£9.0b14.2x14.1x2.6x
Sat, 12 Aug 2023UK£126.8bUK£48.5bUK£8.9b14x14.2x2.6x
Mon, 10 Jul 2023UK£118.0bUK£33.2bUK£8.8b13.8x13.4x3.6x
Wed, 07 Jun 2023UK£132.2bUK£30.3bUK£9.0b14.4x14.7x4.4x
Fri, 05 May 2023UK£127.0bUK£29.6bUK£8.2b14.5x15.5x4.3x
Sun, 02 Apr 2023UK£123.1bUK£29.5bUK£8.2b14.1x15x4.2x
Tue, 28 Feb 2023UK£127.3bUK£29.9bUK£10.0b14.7x12.8x4.3x
Thu, 26 Jan 2023UK£122.7bUK£30.1bUK£9.9b14.6x12.5x4.1x
Sat, 24 Dec 2022UK£117.8bUK£30.1bUK£9.9b13.7x12x3.9x
Mon, 21 Nov 2022UK£120.8bUK£31.0bUK£10.6b12.3x11.4x3.9x
Wed, 19 Oct 2022UK£108.5bUK£31.5bUK£11.4b11.9x9.5x3.4x
Fri, 16 Sep 2022UK£116.6bUK£31.6bUK£11.6b10.5x10x3.7x
Sun, 14 Aug 2022UK£126.1bUK£30.7bUK£11.2b10.5x11.3x4.1x
Tue, 12 Jul 2022UK£128.8bUK£54.8bUK£13.3b9.2x9.7x2.4x
Thu, 09 Jun 2022UK£132.5bUK£54.3bUK£13.0b9.4x10.2x2.4x
Sat, 07 May 2022UK£132.8bUK£52.9bUK£11.8b9.9x11.2x2.5x
Mon, 04 Apr 2022UK£147.2bUK£52.5bUK£11.6b10.2x12.7x2.8x
Wed, 02 Mar 2022UK£130.9bUK£54.8bUK£12.0b10.5x10.9x2.4x
Fri, 28 Jan 2022UK£143.1bUK£59.8bUK£12.2b10.5x11.8x2.4x
Price to Earnings Ratio

11.8x


Total Market Cap: UK£143.1bTotal Earnings: UK£12.2bTotal Revenue: UK£59.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Capital Markets Industry Price to Earnings3Y Average 14.8x202320242025
Current Industry PE
  • Investors are optimistic on the British Capital Markets industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.7x which is higher than its 3-year average PE of 14.8x.
  • The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have declined 7.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

GB Market3.53%
Financials5.22%
Capital Markets3.64%
Investment Banking and Brokerage5.84%
Asset Management4.92%
Financial Exchanges and Data1.31%
Diversified Capital Markets0%0
Industry PE
  • Investors are most optimistic about the Financial Exchanges and Data industry which is trading above its 3-year average PE ratio of 69.0x.
    • Analysts are expecting annual earnings growth of 22.5%, which is higher than its past year's earnings growth of 1.9% per year.
  • Investors are most pessimistic about the Asset Management industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Financial Exchanges and Data industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 1.9% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings grow by 8.2% 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
III 3i GroupUK£37.856.5%
+UK£2.2b
59.8%PE8.7x
LSEG London Stock Exchange GroupUK£117.001.1%
+UK£689.4m
27.1%PE91.1x
STJ St. James's PlaceUK£9.0411.8%
+UK£515.5m
39.3%PS0.2x
PHLL Petershill PartnersUK£2.7812.3%
+UK£329.9m
68.6%PE10.7x
SDR SchrodersUK£3.266.0%
+UK£288.9m
-21.9%PE13.6x
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Latest News

PHLL

UK£2.78

Petershill Partners

7D

12.3%

1Y

68.6%

BPT

UK£3.63

Bridgepoint Group

7D

8.7%

1Y

34.3%

IGG

UK£10.49

IG Group Holdings

7D

5.5%

1Y

36.1%

LIO

UK£4.03

Liontrust Asset Management

7D

-3.7%

1Y

-29.2%

IPX

UK£2.05

Impax Asset Management Group

7D

-2.9%

1Y

-59.1%

III

UK£37.85

3i Group

7D

6.5%

1Y

59.8%

REC

UK£0.45

Record

7D

-9.9%

1Y

-36.5%

JUP

UK£0.76

Jupiter Fund Management

7D

-4.9%

1Y

0.07%

SIHL

US$0.37

Symphony International Holdings

7D

-11.7%

1Y

-11.0%

STJ

UK£9.04

St. James's Place

7D

11.8%

1Y

39.3%

LSEG

UK£117.00

London Stock Exchange Group

7D

1.1%

1Y

27.1%

QLT

UK£1.54

Quilter

7D

10.2%

1Y

56.5%

PEEL

UK£0.91

Peel Hunt

7D

-8.1%

1Y

-22.9%

SDR

UK£3.26

Schroders

7D

6.0%

1Y

-21.9%

CLIG

UK£3.51

City of London Investment Group

7D

-5.1%

1Y

5.4%