Narrative Update • Jun 16

In the last week, the Diversified Financial industry is up 1.4%, with M&G up 2.9%. In the same time, Boku was down 5.1%. In the past year, the industry is down 3.9%. 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 |
|---|---|---|---|---|---|---|
| Sun, 21 Jun 2026 | UK£23.0b | UK£19.4b | UK£2.3b | 11.6x | 9.9x | 1.2x |
| Tue, 19 May 2026 | UK£23.6b | UK£18.7b | UK£3.5b | 14.6x | 6.8x | 1.3x |
| Thu, 16 Apr 2026 | UK£25.6b | UK£18.7b | UK£3.5b | 15.1x | 7.4x | 1.4x |
| Sat, 14 Mar 2026 | UK£23.4b | UK£18.6b | UK£3.5b | 16.1x | 6.7x | 1.3x |
| Mon, 09 Feb 2026 | UK£24.6b | UK£17.6b | UK£3.1b | 19.4x | 7.9x | 1.4x |
| Wed, 07 Jan 2026 | UK£24.1b | UK£17.6b | UK£3.1b | 17.2x | 7.8x | 1.4x |
| Fri, 05 Dec 2025 | UK£22.7b | UK£17.6b | UK£3.1b | 16.9x | 7.3x | 1.3x |
| Sun, 02 Nov 2025 | UK£23.8b | UK£16.7b | UK£3.2b | 19.4x | 7.3x | 1.4x |
| Tue, 30 Sep 2025 | UK£24.9b | UK£16.7b | UK£3.2b | 19.6x | 7.7x | 1.5x |
| Thu, 28 Aug 2025 | UK£25.3b | UK£15.8b | UK£2.9b | 19.2x | 8.7x | 1.6x |
| Sat, 26 Jul 2025 | UK£24.7b | UK£15.8b | UK£3.0b | 16.7x | 8.4x | 1.6x |
| Mon, 23 Jun 2025 | UK£24.4b | UK£15.8b | UK£3.0b | 16.7x | 8.2x | 1.5x |
| Wed, 21 May 2025 | UK£26.1b | UK£16.0b | UK£1.8b | 14.2x | 14.2x | 1.6x |
| Fri, 18 Apr 2025 | UK£21.3b | UK£15.5b | UK£1.7b | 12.1x | 12.7x | 1.4x |
| Sun, 16 Mar 2025 | UK£21.6b | UK£16.3b | UK£2.2b | 13.7x | 10x | 1.3x |
| Tue, 11 Feb 2025 | UK£26.3b | UK£17.4b | UK£2.5b | 13.4x | 10.6x | 1.5x |
| Thu, 09 Jan 2025 | UK£25.3b | UK£17.4b | UK£2.5b | 14.1x | 10.2x | 1.5x |
| Sat, 07 Dec 2024 | UK£24.2b | UK£17.3b | UK£2.5b | 13.3x | 9.9x | 1.4x |
| Mon, 04 Nov 2024 | UK£21.4b | UK£17.4b | UK£2.8b | 14.9x | 7.7x | 1.2x |
| Wed, 02 Oct 2024 | UK£21.1b | UK£17.4b | UK£2.8b | 13.6x | 7.6x | 1.2x |
| Fri, 30 Aug 2024 | UK£24.0b | UK£17.7b | UK£3.0b | 12.9x | 8.1x | 1.4x |
| Sun, 28 Jul 2024 | UK£24.8b | UK£17.6b | UK£2.8b | 12.1x | 8.8x | 1.4x |
| Tue, 25 Jun 2024 | UK£24.1b | UK£17.6b | UK£2.8b | 12.9x | 8.5x | 1.4x |
| Thu, 23 May 2024 | UK£27.2b | UK£18.1b | UK£3.2b | 12.1x | 8.5x | 1.5x |
| Sat, 20 Apr 2024 | UK£26.7b | UK£18.0b | UK£3.5b | 11.4x | 7.7x | 1.5x |
| Mon, 18 Mar 2024 | UK£22.6b | UK£11.8b | UK£3.3b | 10x | 6.9x | 1.9x |
| Wed, 14 Feb 2024 | UK£21.8b | UK£10.9b | UK£3.2b | 9.4x | 6.9x | 2x |
| Fri, 12 Jan 2024 | UK£22.8b | UK£11.0b | UK£3.1b | 10.3x | 7.3x | 2.1x |
| Sun, 10 Dec 2023 | UK£20.9b | UK£11.0b | UK£3.1b | 10.4x | 6.7x | 1.9x |
| Tue, 07 Nov 2023 | UK£18.9b | UK£10.5b | UK£2.9b | 9.9x | 6.6x | 1.8x |
| Thu, 05 Oct 2023 | UK£19.5b | UK£10.5b | UK£2.9b | 10.7x | 6.7x | 1.9x |
| Sat, 02 Sep 2023 | UK£19.6b | UK£10.4b | UK£2.8b | 12.9x | 6.9x | 1.9x |
| Mon, 31 Jul 2023 | UK£21.1b | UK£10.6b | UK£3.1b | 12.6x | 6.9x | 2x |
| Wed, 28 Jun 2023 | UK£17.9b | UK£10.3b | UK£3.0b | 12.1x | 6x | 1.7x |
6x
Which industries have driven the changes within the U.K. Financials industry?
| GB Market | -1.30% | |
| Financials | 2.09% | |
| Diversified Financial | 1.43% | |
| Other Diversified Financial Services | 2.92% | |
| Specialized Finance | 1.17% | |
| Transaction and Payment Processing Services | 0.92% | |
| Multi-Sector Holdings | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MNG M&G | UK£3.31 | 2.9% +UK£223.9m | 29.4% | PE26.1x | |
| WISE Wise Group | UK£8.18 | 1.7% +UK£137.8m | -21.4% | PE20.8x | |
| PAG Paragon Banking Group | UK£7.66 | 0.9% +UK£12.0m | -16.2% | PE7.9x | |
| DUKE Duke Capital | UK£0.27 | 2.9% +UK£3.8m | -6.9% | PE12.4x | |
| DFCH Distribution Finance Capital Holdings | UK£0.57 | 3.6% +UK£3.3m | 46.2% | PE6.2x |