Narrative Update • Jun 12

In the last week, the Diversified Financial industry is up 3.7%, with Wise Group up 6.1%. Meanwhile, Boku actually underperformed within the industry, shrinking 8.0% in the last week. In contrast, the industry has lost 4.9% in the last 12 months. Earnings are forecast to grow by 17% annually.
Has the U.K. Diversified Financial Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | UK£23.1b | UK£19.4b | UK£2.3b | 12x | 9.9x | 1.2x |
| Sat, 16 May 2026 | UK£23.6b | UK£18.7b | UK£3.5b | 14.6x | 6.8x | 1.3x |
| Mon, 13 Apr 2026 | UK£24.3b | UK£18.7b | UK£3.5b | 16.2x | 7x | 1.3x |
| Wed, 11 Mar 2026 | UK£23.9b | UK£17.6b | UK£3.1b | 15.7x | 7.6x | 1.4x |
| Fri, 06 Feb 2026 | UK£24.5b | UK£17.6b | UK£3.1b | 19.2x | 7.9x | 1.4x |
| Sun, 04 Jan 2026 | UK£23.8b | UK£17.6b | UK£3.1b | 16.9x | 7.7x | 1.4x |
| Tue, 02 Dec 2025 | UK£23.1b | UK£17.6b | UK£3.1b | 17.5x | 7.4x | 1.3x |
| Thu, 30 Oct 2025 | UK£24.1b | UK£16.7b | UK£3.2b | 19.5x | 7.4x | 1.4x |
| Sat, 27 Sep 2025 | UK£24.8b | UK£16.7b | UK£3.2b | 19.6x | 7.7x | 1.5x |
| Mon, 25 Aug 2025 | UK£25.6b | UK£15.8b | UK£2.9b | 19.3x | 8.8x | 1.6x |
| Wed, 23 Jul 2025 | UK£24.5b | UK£15.8b | UK£3.0b | 16.7x | 8.3x | 1.5x |
| Fri, 20 Jun 2025 | UK£24.6b | UK£15.8b | UK£3.0b | 16.7x | 8.3x | 1.6x |
| Sun, 18 May 2025 | UK£25.9b | UK£16.0b | UK£1.8b | 14.2x | 14.1x | 1.6x |
| Tue, 15 Apr 2025 | UK£21.2b | UK£15.7b | UK£1.7b | 13.2x | 12.5x | 1.4x |
| Thu, 13 Mar 2025 | UK£21.5b | UK£16.4b | UK£2.3b | 13.4x | 9.5x | 1.3x |
| Sat, 08 Feb 2025 | UK£26.2b | UK£17.4b | UK£2.5b | 13.2x | 10.6x | 1.5x |
| Mon, 06 Jan 2025 | UK£25.7b | UK£17.4b | UK£2.5b | 14.5x | 10.4x | 1.5x |
| Wed, 04 Dec 2024 | UK£23.9b | UK£17.4b | UK£2.5b | 13.4x | 9.7x | 1.4x |
| Fri, 01 Nov 2024 | UK£21.6b | UK£17.4b | UK£2.8b | 15.2x | 7.8x | 1.2x |
| Sun, 29 Sep 2024 | UK£21.3b | UK£17.4b | UK£2.8b | 13.8x | 7.7x | 1.2x |
| Tue, 27 Aug 2024 | UK£24.2b | UK£17.7b | UK£3.0b | 13.3x | 8.1x | 1.4x |
| Thu, 25 Jul 2024 | UK£24.8b | UK£17.6b | UK£2.8b | 12.2x | 8.8x | 1.4x |
| Sat, 22 Jun 2024 | UK£23.9b | UK£17.6b | UK£2.8b | 12.8x | 8.4x | 1.4x |
| Mon, 20 May 2024 | UK£27.1b | UK£18.1b | UK£3.2b | 11.7x | 8.5x | 1.5x |
| Wed, 17 Apr 2024 | UK£27.7b | UK£18.0b | UK£3.5b | 11.6x | 8x | 1.5x |
| Fri, 15 Mar 2024 | UK£22.4b | UK£11.8b | UK£3.3b | 9.9x | 6.8x | 1.9x |
| Sun, 11 Feb 2024 | UK£22.0b | UK£10.9b | UK£3.2b | 9.5x | 7x | 2x |
| Tue, 09 Jan 2024 | UK£22.5b | UK£11.0b | UK£3.1b | 10.3x | 7.2x | 2x |
| Thu, 07 Dec 2023 | UK£20.8b | UK£11.0b | UK£3.2b | 10.1x | 6.4x | 1.9x |
| Sat, 04 Nov 2023 | UK£19.0b | UK£10.5b | UK£2.9b | 9.9x | 6.6x | 1.8x |
| Mon, 02 Oct 2023 | UK£19.8b | UK£10.5b | UK£2.9b | 11.2x | 6.9x | 1.9x |
| Wed, 30 Aug 2023 | UK£19.6b | UK£10.4b | UK£2.8b | 13.2x | 6.9x | 1.9x |
| Fri, 28 Jul 2023 | UK£21.0b | UK£10.6b | UK£3.1b | 12.5x | 6.8x | 2x |
| Sun, 25 Jun 2023 | UK£18.0b | UK£10.3b | UK£3.0b | 12.2x | 6x | 1.7x |
6x
Which industries have driven the changes within the U.K. Financials industry?
| GB Market | 2.43% | |
| Financials | 7.84% | |
| Diversified Financial | 3.73% | |
| Transaction and Payment Processing Services | 4.64% | |
| Other Diversified Financial Services | 2.84% | |
| Specialized Finance | 2.70% | |
| Multi-Sector Holdings | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WISE Wise Group | UK£8.20 | 4.3% +UK£334.6m | -22.6% | PE20.9x | |
| MNG M&G | UK£3.28 | 3.8% +UK£288.3m | 27.3% | PE25.8x | |
| OSB OSB Group | UK£5.25 | 4.7% +UK£75.7m | 6.5% | PE6.5x | |
| PAG Paragon Banking Group | UK£7.73 | 4.2% +UK£57.3m | -13.6% | PE8x | |
| MAB1 Mortgage Advice Bureau (Holdings) | UK£5.65 | 7.0% +UK£21.3m | -33.2% | PE21.6x |