Narrative Update • Jun 22

Over the last 7 days, the Building industry has remained flat. Unfortunately though, the industry is down 13% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.
Has the U.K. Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | UK£2.9b | UK£2.3b | UK£160.1m | 13.7x | 18.1x | 1.3x |
| Sat, 23 May 2026 | UK£2.9b | UK£2.2b | UK£169.9m | 12.9x | 17.1x | 1.3x |
| Mon, 20 Apr 2026 | UK£3.2b | UK£2.2b | UK£170.2m | 14.3x | 18.7x | 1.4x |
| Wed, 18 Mar 2026 | UK£2.9b | UK£2.2b | UK£171.0m | 14.3x | 17x | 1.3x |
| Fri, 13 Feb 2026 | UK£3.4b | UK£2.2b | UK£164.9m | 16.5x | 20.9x | 1.6x |
| Sun, 11 Jan 2026 | UK£3.2b | UK£2.2b | UK£165.0m | 14.2x | 19.6x | 1.5x |
| Tue, 09 Dec 2025 | UK£3.1b | UK£2.2b | UK£165.0m | 13.8x | 18.8x | 1.4x |
| Thu, 06 Nov 2025 | UK£3.3b | UK£2.2b | UK£148.4m | 16.4x | 22x | 1.5x |
| Sat, 04 Oct 2025 | UK£3.5b | UK£2.4b | UK£163.2m | 15.9x | 21.3x | 1.4x |
| Mon, 01 Sep 2025 | UK£3.4b | UK£2.4b | UK£167.2m | 13.6x | 20.1x | 1.4x |
| Wed, 30 Jul 2025 | UK£3.6b | UK£2.4b | UK£142.0m | 14.5x | 25.4x | 1.5x |
| Fri, 27 Jun 2025 | UK£3.5b | UK£2.4b | UK£142.9m | 15x | 24.5x | 1.4x |
| Sun, 25 May 2025 | UK£3.5b | UK£2.5b | UK£148.3m | 15.1x | 23.7x | 1.4x |
| Tue, 22 Apr 2025 | UK£3.2b | UK£2.5b | UK£148.0m | 14.6x | 21.5x | 1.3x |
| Thu, 20 Mar 2025 | UK£3.3b | UK£2.5b | UK£141.6m | 14x | 23.6x | 1.4x |
| Sat, 15 Feb 2025 | UK£3.3b | UK£2.4b | UK£134.8m | 15x | 24.5x | 1.4x |
| Mon, 13 Jan 2025 | UK£3.3b | UK£2.4b | UK£135.0m | 16x | 24.4x | 1.4x |
| Wed, 11 Dec 2024 | UK£3.6b | UK£2.4b | UK£135.0m | 17.5x | 26.9x | 1.5x |
| Fri, 08 Nov 2024 | UK£3.8b | UK£2.4b | UK£152.9m | 15.4x | 24.9x | 1.6x |
| Sun, 06 Oct 2024 | UK£3.8b | UK£2.4b | UK£155.9m | 15.2x | 24.6x | 1.6x |
| Tue, 03 Sep 2024 | UK£3.6b | UK£2.5b | UK£155.5m | 14.7x | 23.3x | 1.5x |
| Thu, 01 Aug 2024 | UK£4.5b | UK£3.2b | UK£208.6m | 16.4x | 21.7x | 1.4x |
| Sat, 29 Jun 2024 | UK£4.0b | UK£3.2b | UK£209.8m | 14x | 19.1x | 1.3x |
| Mon, 27 May 2024 | UK£4.2b | UK£3.2b | UK£210.8m | 14.2x | 19.9x | 1.3x |
| Wed, 24 Apr 2024 | UK£4.0b | UK£3.2b | UK£211.1m | 14.4x | 19.1x | 1.3x |
| Fri, 22 Mar 2024 | UK£3.8b | UK£3.2b | UK£208.0m | 13.2x | 18.4x | 1.2x |
| Sun, 18 Feb 2024 | UK£3.8b | UK£3.3b | UK£199.9m | 12.5x | 19x | 1.2x |
| Tue, 16 Jan 2024 | UK£3.7b | UK£3.4b | UK£188.8m | 13.2x | 19.8x | 1.1x |
| Thu, 14 Dec 2023 | UK£3.6b | UK£3.4b | UK£188.8m | 12.8x | 19x | 1.1x |
| Sat, 11 Nov 2023 | UK£3.3b | UK£3.4b | UK£191.6m | 11.4x | 17.1x | 1x |
| Mon, 09 Oct 2023 | UK£3.4b | UK£3.4b | UK£193.7m | 11.3x | 17.3x | 1x |
| Wed, 06 Sep 2023 | UK£3.4b | UK£3.4b | UK£203.2m | 11.5x | 16.9x | 1x |
| Fri, 04 Aug 2023 | UK£3.5b | UK£3.4b | UK£204.9m | 11.7x | 17.1x | 1x |
| Sun, 02 Jul 2023 | UK£3.4b | UK£3.5b | UK£216.6m | 9.7x | 15.6x | 1x |
15.6x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.91% | |
| Industrials | 0.13% | |
| Building | -0.99% | |
| Building Products | -0.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NXR Norcros | UK£3.04 | 2.4% +UK£6.3m | 10.9% | PE26.8x | |
| ECEL Eurocell | UK£1.09 | 2.8% +UK£2.9m | -28.3% | PE11.1x | |
| GEN Genuit Group | UK£2.73 | 0.4% +UK£2.5m | -29.4% | PE15.2x |