Narrative Update • Jun 05

Last week, the Pharma industry hasn't moved much but GSK is up 3.0% in that time. As for the the longer term, the industry is up 21% over the past 12 months. Earnings are forecast to grow by 10% annually.
Has the U.K. Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | UK£327.6b | UK£92.3b | UK£15.9b | 17.9x | 20.7x | 3.6x |
| Wed, 06 May 2026 | UK£316.3b | UK£91.5b | UK£15.7b | 17.8x | 20.1x | 3.5x |
| Fri, 03 Apr 2026 | UK£362.2b | UK£91.3b | UK£15.7b | 20x | 23.1x | 4x |
| Sun, 01 Mar 2026 | UK£370.6b | UK£90.4b | UK£15.6b | 22.7x | 23.8x | 4.1x |
| Tue, 27 Jan 2026 | UK£326.0b | UK£88.6b | UK£14.5b | 22.1x | 22.5x | 3.7x |
| Thu, 25 Dec 2025 | UK£323.1b | UK£89.2b | UK£14.6b | 21.8x | 22.2x | 3.6x |
| Sat, 22 Nov 2025 | UK£325.5b | UK£90.6b | UK£14.8b | 22.1x | 22x | 3.6x |
| Mon, 20 Oct 2025 | UK£297.6b | UK£87.7b | UK£11.7b | 20.6x | 25.4x | 3.4x |
| Wed, 17 Sep 2025 | UK£271.3b | UK£87.0b | UK£11.6b | 20.1x | 23.4x | 3.1x |
| Fri, 15 Aug 2025 | UK£275.1b | UK£87.4b | UK£11.7b | 22.1x | 23.6x | 3.1x |
| Sun, 13 Jul 2025 | UK£258.7b | UK£86.5b | UK£10.6b | 28x | 24.4x | 3x |
| Tue, 10 Jun 2025 | UK£271.0b | UK£86.3b | UK£10.6b | 27x | 25.6x | 3.1x |
| Thu, 08 May 2025 | UK£262.3b | UK£87.3b | UK£10.7b | 26.5x | 24.5x | 3x |
| Sat, 05 Apr 2025 | UK£266.5b | UK£87.9b | UK£9.7b | 30.7x | 27.4x | 3x |
| Mon, 03 Mar 2025 | UK£289.5b | UK£89.0b | UK£9.8b | 29.1x | 29.7x | 3.3x |
| Wed, 29 Jan 2025 | UK£238.3b | UK£75.8b | UK£7.8b | 33.1x | 30.4x | 3.1x |
| Fri, 27 Dec 2024 | UK£223.9b | UK£75.5b | UK£7.8b | 31.1x | 28.7x | 3x |
| Sun, 24 Nov 2024 | UK£224.7b | UK£75.5b | UK£7.8b | 31.3x | 28.8x | 3x |
| Tue, 22 Oct 2024 | UK£252.7b | UK£72.5b | UK£9.1b | 30.8x | 27.9x | 3.5x |
| Thu, 19 Sep 2024 | UK£256.5b | UK£71.9b | UK£9.0b | 37.6x | 28.5x | 3.6x |
| Sat, 17 Aug 2024 | UK£275.1b | UK£72.6b | UK£9.0b | 40.7x | 30.4x | 3.8x |
| Mon, 15 Jul 2024 | UK£259.5b | UK£70.7b | UK£9.4b | 32.7x | 27.5x | 3.7x |
| Wed, 12 Jun 2024 | UK£265.5b | UK£71.4b | UK£9.6b | 30.5x | 27.8x | 3.7x |
| Fri, 10 May 2024 | UK£271.9b | UK£72.1b | UK£9.6b | 35.9x | 28.2x | 3.8x |
| Sun, 07 Apr 2024 | UK£240.7b | UK£70.8b | UK£9.7b | 31.4x | 24.8x | 3.4x |
| Tue, 05 Mar 2024 | UK£232.9b | UK£70.6b | UK£9.7b | 31x | 23.9x | 3.3x |
| Thu, 01 Feb 2024 | UK£237.5b | UK£69.0b | UK£10.7b | 36x | 22.2x | 3.4x |
| Sat, 30 Dec 2023 | UK£235.0b | UK£68.8b | UK£10.7b | 35.5x | 22.1x | 3.4x |
| Mon, 27 Nov 2023 | UK£227.1b | UK£69.2b | UK£10.7b | 53x | 21.2x | 3.3x |
| Wed, 25 Oct 2023 | UK£229.7b | UK£70.7b | UK£10.4b | 55.7x | 22.2x | 3.2x |
| Fri, 22 Sep 2023 | UK£245.3b | UK£70.3b | UK£10.3b | 55.1x | 23.7x | 3.5x |
| Sun, 20 Aug 2023 | UK£234.0b | UK£68.9b | UK£10.2b | 53.5x | 23x | 3.4x |
| Tue, 18 Jul 2023 | UK£224.8b | UK£66.7b | UK£7.8b | 52x | 28.9x | 3.4x |
| Thu, 15 Jun 2023 | UK£247.2b | UK£67.8b | UK£7.9b | 55.1x | 31.3x | 3.6x |
31.3x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | -0.73% | |
| Healthcare | 0.89% | |
| Pharma | 0.93% | |
| Pharma | 0.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSK GSK | UK£19.38 | 3.0% +UK£2.3b | 28.1% | PE13.3x | |
| AZN AstraZeneca | UK£138.58 | 0.4% +UK£868.6m | 28.5% | PE27.6x | |
| HLN Haleon | UK£3.37 | 0.09% +UK£26.6m | -16.8% | PE17.9x | |
| POLB Poolbeg Pharma | UK£0.086 | 47.0% +UK£19.4m | 138.9% | PB7.1x | |
| STX Shield Therapeutics | UK£0.061 | 3.4% +UK£2.1m | 138.8% | PS1.8x |