Narrative Update • Jun 22

In the last week, Healthcare has been flat. As for the the longer term, the industry is up 21% over the past 12 months. Earnings are forecast to grow by 11% annually.
Has the U.K. Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | UK£346.1b | UK£104.1b | UK£16.3b | 26x | 21.3x | 3.3x |
| Fri, 22 May 2026 | UK£352.8b | UK£103.0b | UK£16.1b | 25.4x | 21.9x | 3.4x |
| Sun, 19 Apr 2026 | UK£382.5b | UK£101.3b | UK£16.0b | 23.4x | 23.9x | 3.8x |
| Tue, 17 Mar 2026 | UK£366.6b | UK£102.4b | UK£16.2b | 21.8x | 22.6x | 3.6x |
| Thu, 12 Feb 2026 | UK£383.0b | UK£100.4b | UK£15.7b | 26.5x | 24.4x | 3.8x |
| Sat, 10 Jan 2026 | UK£359.5b | UK£100.3b | UK£15.0b | 22.9x | 24x | 3.6x |
| Mon, 08 Dec 2025 | UK£345.3b | UK£100.7b | UK£15.0b | 22.7x | 23x | 3.4x |
| Wed, 05 Nov 2025 | UK£330.7b | UK£100.6b | UK£14.4b | 23.5x | 23x | 3.3x |
| Fri, 03 Oct 2025 | UK£321.4b | UK£98.4b | UK£12.1b | 28.3x | 26.7x | 3.3x |
| Sun, 31 Aug 2025 | UK£309.7b | UK£100.7b | UK£12.0b | 28.8x | 25.8x | 3.1x |
| Tue, 29 Jul 2025 | UK£291.3b | UK£100.0b | UK£11.0b | 31.3x | 26.6x | 2.9x |
| Thu, 26 Jun 2025 | UK£280.7b | UK£96.4b | UK£10.7b | 31.7x | 26.3x | 2.9x |
| Sat, 24 May 2025 | UK£286.9b | UK£96.9b | UK£10.7b | 29.9x | 26.7x | 3x |
| Mon, 21 Apr 2025 | UK£273.3b | UK£97.1b | UK£9.7b | 28.6x | 28.3x | 2.8x |
| Wed, 19 Mar 2025 | UK£312.1b | UK£98.1b | UK£9.6b | 27.2x | 32.7x | 3.2x |
| Fri, 14 Feb 2025 | UK£310.9b | UK£99.9b | UK£9.4b | 29.3x | 33.1x | 3.1x |
| Sun, 12 Jan 2025 | UK£254.9b | UK£87.4b | UK£7.8b | 31.3x | 32.7x | 2.9x |
| Tue, 10 Dec 2024 | UK£252.6b | UK£85.1b | UK£7.5b | 28.3x | 33.5x | 3x |
| Thu, 07 Nov 2024 | UK£238.7b | UK£83.1b | UK£7.5b | 26.8x | 32x | 2.9x |
| Sat, 05 Oct 2024 | UK£273.3b | UK£82.4b | UK£8.9b | 29x | 30.8x | 3.3x |
| Mon, 02 Sep 2024 | UK£305.5b | UK£82.1b | UK£8.8b | 34.6x | 34.5x | 3.7x |
| Wed, 31 Jul 2024 | UK£283.6b | UK£82.5b | UK£9.4b | 33.4x | 30.1x | 3.4x |
| Fri, 28 Jun 2024 | UK£282.9b | UK£82.0b | UK£9.4b | 30.2x | 30x | 3.4x |
| Sun, 26 May 2024 | UK£293.7b | UK£81.6b | UK£9.4b | 31.3x | 31.3x | 3.6x |
| Tue, 23 Apr 2024 | UK£266.9b | UK£82.1b | UK£9.7b | 29.2x | 27.5x | 3.3x |
| Thu, 21 Mar 2024 | UK£257.7b | UK£80.4b | UK£9.6b | 34x | 26.9x | 3.2x |
| Sat, 17 Feb 2024 | UK£256.3b | UK£79.8b | UK£9.4b | 35.2x | 27.1x | 3.2x |
| Mon, 15 Jan 2024 | UK£279.0b | UK£83.9b | UK£10.6b | 38.8x | 26.3x | 3.3x |
| Wed, 13 Dec 2023 | UK£262.3b | UK£84.6b | UK£10.7b | 39.4x | 24.5x | 3.1x |
| Fri, 10 Nov 2023 | UK£265.9b | UK£86.0b | UK£11.0b | 40.9x | 24.3x | 3.1x |
| Sun, 08 Oct 2023 | UK£277.9b | UK£85.7b | UK£10.3b | 41.5x | 26.9x | 3.2x |
| Tue, 05 Sep 2023 | UK£271.2b | UK£84.3b | UK£10.2b | 43.8x | 26.6x | 3.2x |
| Thu, 03 Aug 2023 | UK£277.5b | UK£83.7b | UK£10.2b | 41.5x | 27.2x | 3.3x |
| Sat, 01 Jul 2023 | UK£280.3b | UK£82.7b | UK£7.9b | 44.3x | 35.6x | 3.4x |
35.6x
Which industries have driven the changes within the U.K. Healthcare sector?
| GB Market | -1.14% | |
| Healthcare | 1.43% | |
| Pharma | 1.62% | |
| Medical Equipment | -0.50% | |
| Biotech | -1.97% | |
| Healthcare Services | -2.95% | |
| Life Sciences | -3.18% | |
| Healthtech | -6.87% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZN AstraZeneca | UK£135.90 | 2.3% +UK£4.7b | 31.5% | PE26.8x | |
| GSK GSK | UK£19.58 | 0.4% +UK£298.8m | 38.8% | PE13.4x | |
| HIK Hikma Pharmaceuticals | UK£15.15 | 3.3% +UK£102.3m | -26.5% | PE10.6x | |
| AMS Advanced Medical Solutions Group | UK£2.45 | 14.0% +UK£64.9m | 18.6% | PE53.3x | |
| HCM HUTCHMED (China) | UK£1.58 | 1.3% +UK£17.2m | -31.6% | PE3.9x |