Narrative Update • Jun 22

Last week, the Commercial Services industry hasn't moved much but Johnson Service Group is up 5.4% in that time. The past year has been better, since the industry has gained 14% in that time. Earnings are forecast to grow by 17% annually.
Has the U.K. Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | UK£17.0b | UK£18.5b | UK£547.0m | 23x | 31x | 0.9x |
| Fri, 29 May 2026 | UK£18.6b | UK£18.2b | UK£565.7m | 23.7x | 32.8x | 1x |
| Sun, 26 Apr 2026 | UK£19.6b | UK£18.1b | UK£560.4m | 21.3x | 35x | 1.1x |
| Tue, 24 Mar 2026 | UK£18.7b | UK£18.1b | UK£563.2m | 21.7x | 33.2x | 1x |
| Thu, 19 Feb 2026 | UK£18.9b | UK£18.5b | UK£520.2m | 25.6x | 36.4x | 1x |
| Sat, 17 Jan 2026 | UK£18.9b | UK£18.5b | UK£516.2m | 25.7x | 36.5x | 1x |
| Mon, 15 Dec 2025 | UK£17.4b | UK£18.4b | UK£492.4m | 25.4x | 35.3x | 0.9x |
| Wed, 12 Nov 2025 | UK£16.6b | UK£17.9b | UK£482.0m | 23.5x | 34.5x | 0.9x |
| Fri, 10 Oct 2025 | UK£16.2b | UK£17.9b | UK£482.0m | 25.2x | 33.5x | 0.9x |
| Sun, 07 Sep 2025 | UK£15.6b | UK£18.1b | UK£486.7m | 27.3x | 32.1x | 0.9x |
| Tue, 05 Aug 2025 | UK£14.8b | UK£18.1b | UK£480.5m | 27.7x | 30.7x | 0.8x |
| Thu, 03 Jul 2025 | UK£14.7b | UK£18.0b | UK£552.6m | 28.7x | 26.6x | 0.8x |
| Sat, 31 May 2025 | UK£15.5b | UK£19.2b | UK£599.3m | 27.5x | 25.9x | 0.8x |
| Mon, 28 Apr 2025 | UK£14.7b | UK£19.2b | UK£595.2m | 25.9x | 24.6x | 0.8x |
| Wed, 26 Mar 2025 | UK£14.5b | UK£19.2b | UK£580.4m | 27.9x | 24.9x | 0.8x |
| Fri, 21 Feb 2025 | UK£16.0b | UK£18.9b | UK£751.6m | 26.6x | 21.2x | 0.8x |
| Sun, 19 Jan 2025 | UK£15.2b | UK£19.0b | UK£752.3m | 24.9x | 20.2x | 0.8x |
| Tue, 17 Dec 2024 | UK£15.6b | UK£18.9b | UK£756.8m | 25.6x | 20.7x | 0.8x |
| Thu, 14 Nov 2024 | UK£15.5b | UK£18.5b | UK£758.2m | 19x | 20.4x | 0.8x |
| Sat, 12 Oct 2024 | UK£14.8b | UK£18.5b | UK£768.0m | 19.5x | 19.2x | 0.8x |
| Mon, 09 Sep 2024 | UK£17.6b | UK£18.5b | UK£754.0m | 18.1x | 23.4x | 1x |
| Wed, 07 Aug 2024 | UK£17.2b | UK£18.5b | UK£746.6m | 17.3x | 23.1x | 0.9x |
| Fri, 05 Jul 2024 | UK£17.8b | UK£18.6b | UK£768.1m | 15.7x | 23.1x | 1x |
| Sun, 02 Jun 2024 | UK£16.7b | UK£18.5b | UK£740.6m | 15.7x | 22.6x | 0.9x |
| Tue, 30 Apr 2024 | UK£16.8b | UK£18.5b | UK£761.8m | 15.3x | 22.1x | 0.9x |
| Thu, 28 Mar 2024 | UK£19.3b | UK£18.6b | UK£772.1m | 15.4x | 25.1x | 1x |
| Sat, 24 Feb 2024 | UK£18.2b | UK£17.9b | UK£712.9m | 16.5x | 25.5x | 1x |
| Mon, 22 Jan 2024 | UK£23.0b | UK£21.8b | UK£903.4m | 17.3x | 25.4x | 1.1x |
| Wed, 20 Dec 2023 | UK£24.1b | UK£22.2b | UK£847.6m | 20.4x | 28.4x | 1.1x |
| Fri, 17 Nov 2023 | UK£24.4b | UK£21.9b | UK£834.1m | 21.4x | 29.3x | 1.1x |
| Sun, 15 Oct 2023 | UK£27.8b | UK£21.9b | UK£849.9m | 20.8x | 32.7x | 1.3x |
| Tue, 12 Sep 2023 | UK£27.3b | UK£21.8b | UK£851.4m | 24.3x | 32.1x | 1.2x |
| Thu, 10 Aug 2023 | UK£28.1b | UK£21.8b | UK£883.2m | 21.6x | 31.9x | 1.3x |
| Sat, 08 Jul 2023 | UK£27.5b | UK£20.4b | UK£743.4m | 23x | 37x | 1.3x |
37x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | 0.55% | |
| Industrials | 1.55% | |
| Commercial Services | -0.70% | |
| Diversified Support Services | 2.51% | |
| Commercial Printing | 0% | 0 |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | 0% | 0 |
| Environmental and Facilities Services | -1.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JSG Johnson Service Group | UK£1.65 | 5.4% +UK£31.9m | 5.0% | PE16.9x | |
| RST Restore | UK£2.68 | 4.5% +UK£15.6m | 0.6% | PE259.8x | |
| MER Mears Group | UK£4.08 | 3.2% +UK£10.5m | 6.3% | PE7.4x | |
| WATR Water Intelligence | UK£2.80 | 5.7% +UK£2.5m | -18.1% | PE12.6x | |
| TENG Ten Lifestyle Group | UK£0.90 | 1.4% +UK£1.2m | 35.7% | PE62.7x |