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U.K. (FTSE) Industrials Sector Analysis

UpdatedNov 17, 2024
DataAggregated Company Financials
Companies182
  • 7D-2.5%
  • 3M0.2%
  • 1Y14.9%
  • YTD9.4%

In the last week, the Industrials industry is down 2.5% with RELX down the most at 4.4%. On the other hand Smiths Group is actually up 11%. Over the past 12 months, the industry was up 15%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the U.K. Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 Nov 2024UK£319.2bUK£268.2bUK£15.1b17x21.1x1.2x
Tue, 15 Oct 2024UK£315.4bUK£261.3bUK£14.1b17.4x22.3x1.2x
Thu, 12 Sep 2024UK£314.5bUK£261.1bUK£14.1b17.8x22.4x1.2x
Sat, 10 Aug 2024UK£311.5bUK£262.4bUK£14.2b17.6x21.9x1.2x
Mon, 08 Jul 2024UK£320.5bUK£265.4bUK£14.8b17.8x21.6x1.2x
Wed, 05 Jun 2024UK£325.9bUK£265.8bUK£14.9b17.6x21.9x1.2x
Fri, 03 May 2024UK£310.7bUK£262.4bUK£13.7b16.5x22.6x1.2x
Sun, 31 Mar 2024UK£321.5bUK£263.6bUK£13.7b17.3x23.4x1.2x
Tue, 27 Feb 2024UK£314.4bUK£268.5bUK£14.1b15.2x22.3x1.2x
Thu, 25 Jan 2024UK£322.3bUK£289.1bUK£14.5b15.6x22.3x1.1x
Sat, 23 Dec 2023UK£318.5bUK£289.3bUK£14.4b16x22.1x1.1x
Mon, 20 Nov 2023UK£301.3bUK£287.0bUK£13.7b15.1x21.9x1.1x
Wed, 18 Oct 2023UK£293.9bUK£282.6bUK£13.2b14.5x22.3x1x
Fri, 15 Sep 2023UK£299.0bUK£281.6bUK£12.9b15.4x23.1x1.1x
Sun, 13 Aug 2023UK£298.2bUK£279.6bUK£12.7b14.7x23.5x1.1x
Tue, 11 Jul 2023UK£287.8bUK£272.2bUK£11.7b13.9x24.7x1.1x
Thu, 08 Jun 2023UK£298.7bUK£271.2bUK£11.6b14.2x25.7x1.1x
Sat, 06 May 2023UK£292.0bUK£266.6bUK£12.1b15x24.1x1.1x
Mon, 03 Apr 2023UK£295.8bUK£267.0bUK£12.1b15.3x24.5x1.1x
Wed, 01 Mar 2023UK£293.9bUK£258.9bUK£11.6b17.1x25.4x1.1x
Fri, 27 Jan 2023UK£279.8bUK£232.2bUK£11.2b17.8x25x1.2x
Sun, 25 Dec 2022UK£267.9bUK£232.6bUK£11.3b16.7x23.8x1.2x
Tue, 22 Nov 2022UK£270.9bUK£225.8bUK£10.3b16.6x26.3x1.2x
Thu, 20 Oct 2022UK£292.0bUK£261.2bUK£10.9b15.5x26.8x1.1x
Sat, 17 Sep 2022UK£278.5bUK£258.9bUK£10.9b16.5x25.4x1.1x
Mon, 15 Aug 2022UK£301.7bUK£253.6bUK£11.1b17.5x27.1x1.2x
Wed, 13 Jul 2022UK£279.5bUK£235.8bUK£10.8b17.4x25.8x1.2x
Fri, 10 Jun 2022UK£285.1bUK£232.3bUK£11.2b18.3x25.4x1.2x
Sun, 08 May 2022UK£291.4bUK£229.5bUK£10.4b18.9x27.9x1.3x
Tue, 05 Apr 2022UK£308.4bUK£227.2bUK£10.0b19.4x30.7x1.4x
Thu, 03 Mar 2022UK£311.9bUK£225.4bUK£9.3b20.5x33.6x1.4x
Sat, 29 Jan 2022UK£314.7bUK£227.0bUK£8.9b21.1x35.5x1.4x
Mon, 27 Dec 2021UK£342.4bUK£226.9bUK£9.0b21.5x38.1x1.5x
Wed, 24 Nov 2021UK£338.0bUK£222.9bUK£7.2b25.5x46.8x1.5x
Price to Earnings Ratio

46.8x


Total Market Cap: UK£338.0bTotal Earnings: UK£7.2bTotal Revenue: UK£222.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Industrials Sector Price to Earnings3Y Average 26.4x202220232024
Current Industry PE
  • Investors are pessimistic on the British Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.1x which is lower than its 3-year average PE of 26.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 6.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Industrials sector?

GB Market-0.14%
Industrials-2.48%
Industrials10.98%
Transportation3.00%
Logistics2.77%
Airlines1.23%
Construction0.33%
Marine and Shipping0.19%
Building-0.061%
Machinery-0.28%
Commercial Services-0.31%
Trade Distributors-1.19%
Electrical-2.26%
Infrastructure-4.07%
Professional Services-4.80%
Aerospace & Defense-5.39%
Industry PE
  • Investors are most optimistic about the Logistics industry which is trading above its 3-year average PE ratio of 11.4x.
    • Analysts are expecting annual earnings growth of 45.3% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 45% over the next 5 years.
  • In contrast, the Marine and Shipping industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SMIN Smiths GroupUK£16.9710.6%
+UK£559.4m		2.7%PE23.3x
DCC DCCUK£54.0011.4%
+UK£545.8m		1.0%PE16.2x
IAG International Consolidated Airlines GroupUK£2.423.2%
+UK£362.7m		48.7%PE5x
BAB Babcock International GroupUK£5.104.4%
+UK£109.3m		25.6%PE13.3x
DPLM DiplomaUK£44.921.6%
+UK£96.5m		48.7%PE51.9x
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1Y

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UK£5.39

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