Narrative Update • Jun 05

The Pharma is pretty flat in the last 7 days, but GSK has stood out, gaining 3.0%. 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | UK£327.6b | UK£92.3b | UK£15.9b | 17.9x | 20.7x | 3.6x |
| Tue, 05 May 2026 | UK£321.8b | UK£91.6b | UK£15.7b | 18.3x | 20.4x | 3.5x |
| Thu, 02 Apr 2026 | UK£356.0b | UK£91.0b | UK£15.6b | 19.9x | 22.7x | 3.9x |
| Sat, 28 Feb 2026 | UK£370.6b | UK£90.5b | UK£15.6b | 22.7x | 23.7x | 4.1x |
| Mon, 26 Jan 2026 | UK£322.4b | UK£88.8b | UK£14.5b | 22.2x | 22.2x | 3.6x |
| Wed, 24 Dec 2025 | UK£324.3b | UK£89.3b | UK£14.6b | 21.8x | 22.2x | 3.6x |
| Fri, 21 Nov 2025 | UK£321.0b | UK£90.7b | UK£14.8b | 21.6x | 21.7x | 3.5x |
| Sun, 19 Oct 2025 | UK£297.6b | UK£87.7b | UK£11.7b | 20.6x | 25.4x | 3.4x |
| Tue, 16 Sep 2025 | UK£274.6b | UK£87.1b | UK£11.6b | 20.9x | 23.6x | 3.2x |
| Thu, 14 Aug 2025 | UK£273.9b | UK£87.3b | UK£11.7b | 21.3x | 23.5x | 3.1x |
| Sat, 12 Jul 2025 | UK£263.8b | UK£86.2b | UK£10.6b | 27.8x | 24.9x | 3.1x |
| Mon, 09 Jun 2025 | UK£271.9b | UK£86.3b | UK£10.6b | 27.2x | 25.6x | 3.1x |
| Wed, 07 May 2025 | UK£267.7b | UK£87.0b | UK£10.7b | 26.8x | 25.1x | 3.1x |
| Fri, 04 Apr 2025 | UK£278.8b | UK£87.2b | UK£9.6b | 31.9x | 28.9x | 3.2x |
| Sun, 02 Mar 2025 | UK£289.5b | UK£89.0b | UK£9.8b | 29.1x | 29.7x | 3.3x |
| Tue, 28 Jan 2025 | UK£234.4b | UK£75.7b | UK£7.8b | 33.3x | 30x | 3.1x |
| Thu, 26 Dec 2024 | UK£223.9b | UK£75.4b | UK£7.8b | 31.1x | 28.8x | 3x |
| Sat, 23 Nov 2024 | UK£224.7b | UK£75.5b | UK£7.8b | 31.3x | 28.8x | 3x |
| Mon, 21 Oct 2024 | UK£253.4b | UK£72.3b | UK£9.0b | 30.9x | 28x | 3.5x |
| Wed, 18 Sep 2024 | UK£258.4b | UK£71.9b | UK£9.0b | 37.9x | 28.7x | 3.6x |
| Fri, 16 Aug 2024 | UK£277.3b | UK£72.9b | UK£9.1b | 40.7x | 30.5x | 3.8x |
| Sun, 14 Jul 2024 | UK£259.5b | UK£70.7b | UK£9.4b | 32.7x | 27.5x | 3.7x |
| Tue, 11 Jun 2024 | UK£268.8b | UK£71.5b | UK£9.6b | 31.1x | 28.1x | 3.8x |
| Thu, 09 May 2024 | UK£270.4b | UK£72.2b | UK£9.6b | 33.1x | 28x | 3.7x |
| Sat, 06 Apr 2024 | UK£240.7b | UK£70.8b | UK£9.7b | 31.4x | 24.8x | 3.4x |
| Mon, 04 Mar 2024 | UK£233.3b | UK£70.7b | UK£9.7b | 30.9x | 23.9x | 3.3x |
| Wed, 31 Jan 2024 | UK£237.9b | UK£68.9b | UK£10.7b | 36.1x | 22.3x | 3.5x |
| Fri, 29 Dec 2023 | UK£234.9b | UK£68.8b | UK£10.7b | 35.4x | 22x | 3.4x |
| Sun, 26 Nov 2023 | UK£227.1b | UK£69.2b | UK£10.7b | 53x | 21.2x | 3.3x |
| Tue, 24 Oct 2023 | UK£229.7b | UK£70.4b | UK£10.3b | 53.8x | 22.3x | 3.3x |
| Thu, 21 Sep 2023 | UK£246.6b | UK£70.0b | UK£10.3b | 55.1x | 24x | 3.5x |
| Sat, 19 Aug 2023 | UK£234.0b | UK£68.9b | UK£10.2b | 53.5x | 23x | 3.4x |
| Mon, 17 Jul 2023 | UK£226.8b | UK£66.7b | UK£7.8b | 54.3x | 29.2x | 3.4x |
| Wed, 14 Jun 2023 | UK£250.8b | UK£68.1b | UK£7.9b | 54.6x | 31.7x | 3.7x |
31.7x
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 |