Narrative Update • Jul 01

The Pharma industry is up 1.5% in the last week, with AstraZeneca up 1.0%. During this same period, the Allergy Therapeutics underperformed, falling 5.7%. This takes the industry's 12 month performance to a gain of 33%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | UK£342.3b | UK£92.2b | UK£15.9b | 19.3x | 21.6x | 3.7x |
| Mon, 01 Jun 2026 | UK£324.6b | UK£91.8b | UK£15.8b | 17.9x | 20.6x | 3.5x |
| Wed, 29 Apr 2026 | UK£333.6b | UK£90.3b | UK£15.5b | 18.7x | 21.5x | 3.7x |
| Fri, 27 Mar 2026 | UK£333.7b | UK£90.9b | UK£15.7b | 19.6x | 21.3x | 3.7x |
| Sun, 22 Feb 2026 | UK£368.0b | UK£90.2b | UK£15.4b | 23.5x | 23.9x | 4.1x |
| Tue, 20 Jan 2026 | UK£326.2b | UK£89.5b | UK£14.6b | 21.1x | 22.3x | 3.6x |
| Thu, 18 Dec 2025 | UK£322.1b | UK£89.6b | UK£14.6b | 21.6x | 22x | 3.6x |
| Sat, 15 Nov 2025 | UK£320.2b | UK£90.4b | UK£14.8b | 21.6x | 21.7x | 3.5x |
| Mon, 13 Oct 2025 | UK£300.1b | UK£88.0b | UK£11.8b | 19.8x | 25.5x | 3.4x |
| Wed, 10 Sep 2025 | UK£283.7b | UK£87.4b | UK£11.7b | 21.6x | 24.3x | 3.2x |
| Fri, 08 Aug 2025 | UK£263.6b | UK£87.6b | UK£11.4b | 27.3x | 23.1x | 3x |
| Sun, 06 Jul 2025 | UK£257.7b | UK£86.0b | UK£10.6b | 25.8x | 24.4x | 3x |
| Tue, 03 Jun 2025 | UK£269.6b | UK£86.3b | UK£10.6b | 27.2x | 25.4x | 3.1x |
| Thu, 01 May 2025 | UK£267.4b | UK£87.0b | UK£10.1b | 26x | 26.4x | 3.1x |
| Sat, 29 Mar 2025 | UK£280.2b | UK£87.7b | UK£9.7b | 32.6x | 29x | 3.2x |
| Mon, 24 Feb 2025 | UK£283.5b | UK£88.7b | UK£9.4b | 30.9x | 30x | 3.2x |
| Wed, 22 Jan 2025 | UK£234.5b | UK£76.2b | UK£7.9b | 32.5x | 29.8x | 3.1x |
| Fri, 20 Dec 2024 | UK£220.0b | UK£75.5b | UK£7.8b | 30.6x | 28.2x | 2.9x |
| Sun, 17 Nov 2024 | UK£215.0b | UK£75.2b | UK£7.8b | 30x | 27.7x | 2.9x |
| Tue, 15 Oct 2024 | UK£250.3b | UK£72.2b | UK£9.0b | 31.1x | 27.7x | 3.5x |
| Thu, 12 Sep 2024 | UK£265.6b | UK£72.3b | UK£9.0b | 38.6x | 29.4x | 3.7x |
| Sat, 10 Aug 2024 | UK£268.9b | UK£73.2b | UK£9.1b | 39x | 29.5x | 3.7x |
| Mon, 08 Jul 2024 | UK£256.0b | UK£71.2b | UK£9.5b | 31.6x | 26.9x | 3.6x |
| Wed, 05 Jun 2024 | UK£266.1b | UK£71.3b | UK£9.5b | 32.1x | 27.9x | 3.7x |
| Fri, 03 May 2024 | UK£266.7b | UK£72.1b | UK£9.6b | 32.9x | 27.7x | 3.7x |
| Sun, 31 Mar 2024 | UK£245.1b | UK£70.8b | UK£9.7b | 31.8x | 25.2x | 3.5x |
| Tue, 27 Feb 2024 | UK£236.5b | UK£70.5b | UK£9.6b | 33.9x | 24.6x | 3.4x |
| Thu, 25 Jan 2024 | UK£236.8b | UK£68.9b | UK£10.7b | 36.2x | 22.2x | 3.4x |
| Sat, 23 Dec 2023 | UK£232.3b | UK£68.8b | UK£10.7b | 34.9x | 21.8x | 3.4x |
| Mon, 20 Nov 2023 | UK£227.8b | UK£69.7b | UK£10.8b | 53.8x | 21.2x | 3.3x |
| Wed, 18 Oct 2023 | UK£245.1b | UK£70.6b | UK£10.3b | 56.6x | 23.7x | 3.5x |
| Fri, 15 Sep 2023 | UK£242.4b | UK£69.9b | UK£10.3b | 55.1x | 23.6x | 3.5x |
| Sun, 13 Aug 2023 | UK£241.0b | UK£69.0b | UK£10.2b | 52.8x | 23.7x | 3.5x |
| Tue, 11 Jul 2023 | UK£224.5b | UK£67.4b | UK£7.8b | 55.5x | 28.6x | 3.3x |
28.6x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | 1.61% | |
| Healthcare | 1.40% | |
| Pharma | 1.48% | |
| Pharma | 1.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZN AstraZeneca | UK£144.56 | 1.0% +UK£2.1b | 39.9% | PE28.8x | |
| HLN Haleon | UK£3.64 | 4.6% +UK£1.4b | -3.6% | PE19.3x | |
| GSK GSK | UK£20.15 | 1.6% +UK£1.3b | 43.4% | PE13.8x | |
| HCM HUTCHMED (China) | UK£1.78 | 11.3% +UK£154.8m | -22.3% | PE4.5x | |
| HIK Hikma Pharmaceuticals | UK£15.48 | 1.1% +UK£36.2m | -21.8% | PE11x |