Narrative Update • Aug 07

The Pharma industry is up 3.0% in the last week, with AstraZeneca up 4.3%. In the last 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.K. Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | UK£301.0b | UK£92.9b | UK£14.4b | 21.9x | 20.9x | 3.2x |
| Thu, 09 Jul 2026 | UK£337.6b | UK£92.0b | UK£15.8b | 19.2x | 21.3x | 3.7x |
| Sat, 06 Jun 2026 | UK£327.6b | UK£92.3b | UK£15.9b | 17.9x | 20.7x | 3.6x |
| Mon, 04 May 2026 | UK£321.8b | UK£91.4b | UK£15.7b | 18.4x | 20.5x | 3.5x |
| Wed, 01 Apr 2026 | UK£348.6b | UK£91.2b | UK£15.7b | 20x | 22.1x | 3.8x |
| Fri, 27 Feb 2026 | UK£361.7b | UK£90.2b | UK£15.6b | 22.5x | 23.2x | 4x |
| Sun, 25 Jan 2026 | UK£322.4b | UK£88.8b | UK£14.5b | 22.2x | 22.2x | 3.6x |
| Tue, 23 Dec 2025 | UK£322.5b | UK£89.4b | UK£14.6b | 21.7x | 22.1x | 3.6x |
| Thu, 20 Nov 2025 | UK£320.4b | UK£90.7b | UK£14.8b | 21.4x | 21.6x | 3.5x |
| Sat, 18 Oct 2025 | UK£293.5b | UK£87.7b | UK£11.7b | 20.6x | 25.1x | 3.3x |
| Mon, 15 Sep 2025 | UK£282.1b | UK£87.3b | UK£11.7b | 21.2x | 24.2x | 3.2x |
| Wed, 13 Aug 2025 | UK£266.3b | UK£87.5b | UK£11.7b | 21.1x | 22.8x | 3x |
| Fri, 11 Jul 2025 | UK£263.8b | UK£86.2b | UK£10.6b | 27.8x | 24.9x | 3.1x |
| Sun, 08 Jun 2025 | UK£271.9b | UK£86.3b | UK£10.6b | 27.2x | 25.6x | 3.1x |
| Tue, 06 May 2025 | UK£268.3b | UK£87.4b | UK£10.7b | 26.7x | 25x | 3.1x |
| Thu, 03 Apr 2025 | UK£274.5b | UK£87.5b | UK£9.7b | 32.1x | 28.3x | 3.1x |
| Sat, 01 Mar 2025 | UK£288.7b | UK£88.9b | UK£9.8b | 29.1x | 29.6x | 3.2x |
| Mon, 27 Jan 2025 | UK£234.4b | UK£75.6b | UK£7.8b | 32.9x | 30x | 3.1x |
| Wed, 25 Dec 2024 | UK£223.9b | UK£75.5b | UK£7.8b | 31.1x | 28.7x | 3x |
| Fri, 22 Nov 2024 | UK£216.9b | UK£75.3b | UK£7.8b | 30.3x | 27.9x | 2.9x |
| Sun, 20 Oct 2024 | UK£253.4b | UK£72.3b | UK£9.0b | 30.9x | 28x | 3.5x |
| Tue, 17 Sep 2024 | UK£260.2b | UK£71.8b | UK£9.0b | 38.2x | 29x | 3.6x |
| Thu, 15 Aug 2024 | UK£273.3b | UK£73.0b | UK£9.1b | 39.8x | 30x | 3.7x |
| Sat, 13 Jul 2024 | UK£259.5b | UK£70.7b | UK£9.4b | 32.7x | 27.5x | 3.7x |
| Mon, 10 Jun 2024 | UK£268.8b | UK£71.5b | UK£9.6b | 30.5x | 28.1x | 3.8x |
| Wed, 08 May 2024 | UK£267.5b | UK£72.2b | UK£9.6b | 32.6x | 27.8x | 3.7x |
| Fri, 05 Apr 2024 | UK£242.9b | UK£70.8b | UK£9.7b | 31.9x | 25x | 3.4x |
| Sun, 03 Mar 2024 | UK£233.3b | UK£70.7b | UK£9.7b | 30.9x | 23.9x | 3.3x |
| Tue, 30 Jan 2024 | UK£237.5b | UK£68.9b | UK£10.7b | 35.9x | 22.3x | 3.4x |
| Thu, 28 Dec 2023 | UK£233.7b | UK£68.6b | UK£10.6b | 35.4x | 22x | 3.4x |
| Sat, 25 Nov 2023 | UK£227.1b | UK£69.2b | UK£10.7b | 53x | 21.2x | 3.3x |
| Mon, 23 Oct 2023 | UK£234.8b | UK£70.7b | UK£10.4b | 53.5x | 22.7x | 3.3x |
| Wed, 20 Sep 2023 | UK£240.0b | UK£70.0b | UK£10.3b | 53.5x | 23.3x | 3.4x |
| Fri, 18 Aug 2023 | UK£236.6b | UK£68.9b | UK£10.1b | 53.5x | 23.3x | 3.4x |
23.3x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | 0.54% | |
| Healthcare | 2.66% | |
| Pharma | 3.03% | |
| Pharma | 3.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZN AstraZeneca | UK£119.90 | 4.3% +UK£7.6b | 8.6% | PE24x | |
| GSK GSK | UK£19.28 | 0.9% +UK£721.3m | 37.3% | PE16x | |
| HLN Haleon | UK£3.65 | 0.8% +UK£255.5m | 3.5% | PE19.8x | |
| HIK Hikma Pharmaceuticals | UK£16.49 | 4.8% +UK£159.9m | -7.5% | PE12.1x | |
| HCM HUTCHMED (China) | UK£1.90 | 8.6% +UK£130.4m | -15.6% | PE124.7x |