Narrative Update • Jun 16

Over the last 7 days, the Diversified Financial industry has remained flat, although notably M&G gained 3.1%. Unfortunately though, the industry is down 3.5% over the past 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | UK£23.1b | UK£19.4b | UK£2.3b | 11.6x | 9.9x | 1.2x |
| Thu, 21 May 2026 | UK£23.6b | UK£18.7b | UK£3.5b | 15.3x | 6.8x | 1.3x |
| Sat, 18 Apr 2026 | UK£26.0b | UK£18.7b | UK£3.5b | 17.2x | 7.5x | 1.4x |
| Mon, 16 Mar 2026 | UK£23.4b | UK£18.6b | UK£3.5b | 16.1x | 6.7x | 1.3x |
| Wed, 11 Feb 2026 | UK£24.5b | UK£17.6b | UK£3.1b | 20.6x | 7.9x | 1.4x |
| Fri, 09 Jan 2026 | UK£24.0b | UK£17.6b | UK£3.1b | 17x | 7.7x | 1.4x |
| Sun, 07 Dec 2025 | UK£22.8b | UK£17.6b | UK£3.1b | 17.1x | 7.4x | 1.3x |
| Tue, 04 Nov 2025 | UK£23.7b | UK£16.7b | UK£3.2b | 19.5x | 7.3x | 1.4x |
| Thu, 02 Oct 2025 | UK£24.1b | UK£16.7b | UK£3.2b | 19.6x | 7.4x | 1.4x |
| Sat, 30 Aug 2025 | UK£25.0b | UK£15.8b | UK£2.9b | 19.1x | 8.6x | 1.6x |
| Mon, 28 Jul 2025 | UK£24.7b | UK£15.8b | UK£3.0b | 16.7x | 8.4x | 1.6x |
| Wed, 25 Jun 2025 | UK£24.9b | UK£15.8b | UK£3.0b | 16.7x | 8.4x | 1.6x |
| Fri, 23 May 2025 | UK£23.8b | UK£15.5b | UK£1.7b | 14.4x | 14.2x | 1.5x |
| Sun, 20 Apr 2025 | UK£21.4b | UK£15.5b | UK£1.7b | 12.1x | 12.7x | 1.4x |
| Tue, 18 Mar 2025 | UK£21.8b | UK£16.3b | UK£2.2b | 13.3x | 10.1x | 1.3x |
| Thu, 13 Feb 2025 | UK£26.0b | UK£17.4b | UK£2.5b | 13.5x | 10.5x | 1.5x |
| Sat, 11 Jan 2025 | UK£25.0b | UK£17.4b | UK£2.5b | 14.3x | 10.1x | 1.4x |
| Mon, 09 Dec 2024 | UK£24.2b | UK£17.3b | UK£2.5b | 13.3x | 9.9x | 1.4x |
| Wed, 06 Nov 2024 | UK£22.1b | UK£17.4b | UK£2.8b | 15.1x | 7.9x | 1.3x |
| Fri, 04 Oct 2024 | UK£20.9b | UK£17.4b | UK£2.8b | 13.4x | 7.5x | 1.2x |
| Sun, 01 Sep 2024 | UK£24.0b | UK£17.7b | UK£3.0b | 12.9x | 8.1x | 1.4x |
| Tue, 30 Jul 2024 | UK£24.7b | UK£17.6b | UK£2.8b | 12.1x | 8.8x | 1.4x |
| Thu, 27 Jun 2024 | UK£23.8b | UK£17.6b | UK£2.8b | 12.8x | 8.4x | 1.4x |
| Sat, 25 May 2024 | UK£27.3b | UK£18.1b | UK£3.2b | 11.8x | 8.5x | 1.5x |
| Mon, 22 Apr 2024 | UK£26.6b | UK£18.1b | UK£3.5b | 11.5x | 7.7x | 1.5x |
| Wed, 20 Mar 2024 | UK£22.7b | UK£11.8b | UK£3.3b | 10x | 6.9x | 1.9x |
| Fri, 16 Feb 2024 | UK£22.0b | UK£10.9b | UK£3.2b | 9.5x | 7x | 2x |
| Sun, 14 Jan 2024 | UK£22.8b | UK£11.0b | UK£3.1b | 10.3x | 7.3x | 2.1x |
| Tue, 12 Dec 2023 | UK£21.1b | UK£11.0b | UK£3.1b | 10.5x | 6.7x | 1.9x |
| Thu, 09 Nov 2023 | UK£19.1b | UK£10.5b | UK£2.9b | 10x | 6.6x | 1.8x |
| Sat, 07 Oct 2023 | UK£19.5b | UK£10.5b | UK£2.9b | 10.7x | 6.8x | 1.9x |
| Mon, 04 Sep 2023 | UK£19.5b | UK£10.4b | UK£2.8b | 12.9x | 6.9x | 1.9x |
| Wed, 02 Aug 2023 | UK£21.2b | UK£10.6b | UK£3.1b | 12.7x | 6.9x | 2x |
| Fri, 30 Jun 2023 | UK£19.3b | UK£10.6b | UK£3.0b | 12.1x | 6.3x | 1.8x |
6.3x
Which industries have driven the changes within the U.K. Financials industry?
| GB Market | -0.40% | |
| Financials | 2.98% | |
| Diversified Financial | 0.81% | |
| Other Diversified Financial Services | 3.05% | |
| Specialized Finance | 0.35% | |
| Multi-Sector Holdings | 0% | 0 |
| Transaction and Payment Processing Services | -0.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MNG M&G | UK£3.34 | 3.1% +UK£235.9m | 31.7% | PE26.3x | |
| PAG Paragon Banking Group | UK£7.65 | 1.3% +UK£17.6m | -15.4% | PE7.9x | |
| CABP CAB Payments Holdings | UK£0.81 | 4.3% +UK£8.4m | 95.9% | PE15.1x | |
| EWG W.A.G payment solutions | UK£1.03 | 0.8% +UK£5.5m | 22.7% | PE400.1x | |
| OSB OSB Group | UK£5.20 | 0.2% +UK£3.4m | 4.3% | PE6.4x |