Narrative Update • Jun 04

Over the last 7 days, the Commercial Services industry has dropped 2.6%, driven by pullbacks in Mitie Group and Rentokil Initial of 7.6% and 1.4%, respectively. This takes the industry's 12 month performance to a gain of 23%. As for the next few years, earnings are expected to grow by 18% per annum.
Has the U.K. Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | UK£17.9b | UK£18.5b | UK£546.7m | 25.5x | 32.7x | 1x |
| Tue, 05 May 2026 | UK£19.5b | UK£18.1b | UK£559.1m | 21x | 34.9x | 1.1x |
| Thu, 02 Apr 2026 | UK£19.0b | UK£18.2b | UK£565.2m | 21.5x | 33.6x | 1x |
| Sat, 28 Feb 2026 | UK£18.8b | UK£18.5b | UK£521.8m | 26.6x | 36.1x | 1x |
| Mon, 26 Jan 2026 | UK£19.4b | UK£18.4b | UK£511.2m | 25.6x | 37.9x | 1.1x |
| Wed, 24 Dec 2025 | UK£18.0b | UK£18.4b | UK£492.4m | 25.6x | 36.6x | 1x |
| Fri, 21 Nov 2025 | UK£16.3b | UK£17.9b | UK£483.4m | 23.6x | 33.7x | 0.9x |
| Sun, 19 Oct 2025 | UK£16.2b | UK£17.9b | UK£482.0m | 24.3x | 33.7x | 0.9x |
| Tue, 16 Sep 2025 | UK£15.5b | UK£18.1b | UK£487.2m | 26.5x | 31.7x | 0.9x |
| Thu, 14 Aug 2025 | UK£15.5b | UK£18.1b | UK£485.9m | 27.8x | 32x | 0.9x |
| Sat, 12 Jul 2025 | UK£14.5b | UK£18.0b | UK£547.3m | 28.6x | 26.5x | 0.8x |
| Mon, 09 Jun 2025 | UK£15.3b | UK£19.5b | UK£580.1m | 27.5x | 26.3x | 0.8x |
| Wed, 07 May 2025 | UK£15.4b | UK£19.2b | UK£596.3m | 26x | 25.8x | 0.8x |
| Fri, 04 Apr 2025 | UK£14.3b | UK£19.2b | UK£589.3m | 25.8x | 24.3x | 0.7x |
| Sun, 02 Mar 2025 | UK£15.7b | UK£19.0b | UK£656.7m | 32.4x | 23.9x | 0.8x |
| Tue, 28 Jan 2025 | UK£15.1b | UK£19.0b | UK£752.2m | 25x | 20.1x | 0.8x |
| Thu, 26 Dec 2024 | UK£15.5b | UK£18.9b | UK£751.9m | 25.6x | 20.6x | 0.8x |
| Sat, 23 Nov 2024 | UK£15.7b | UK£18.9b | UK£748.8m | 19x | 20.9x | 0.8x |
| Mon, 21 Oct 2024 | UK£15.3b | UK£18.5b | UK£767.9m | 18.3x | 19.9x | 0.8x |
| Wed, 18 Sep 2024 | UK£15.6b | UK£18.5b | UK£766.5m | 20x | 20.3x | 0.8x |
| Fri, 16 Aug 2024 | UK£18.1b | UK£18.5b | UK£750.6m | 18.3x | 24.1x | 1x |
| Sun, 14 Jul 2024 | UK£17.9b | UK£18.5b | UK£763.4m | 16.2x | 23.4x | 1x |
| Tue, 11 Jun 2024 | UK£16.7b | UK£18.6b | UK£768.2m | 15.2x | 21.7x | 0.9x |
| Thu, 09 May 2024 | UK£16.6b | UK£18.5b | UK£741.7m | 15x | 22.4x | 0.9x |
| Sat, 06 Apr 2024 | UK£19.0b | UK£18.6b | UK£772.1m | 15.8x | 24.6x | 1x |
| Mon, 04 Mar 2024 | UK£18.5b | UK£18.0b | UK£703.3m | 15.9x | 26.3x | 1x |
| Wed, 31 Jan 2024 | UK£23.5b | UK£21.8b | UK£900.4m | 17.8x | 26.1x | 1.1x |
| Fri, 29 Dec 2023 | UK£24.2b | UK£21.8b | UK£903.9m | 20x | 26.8x | 1.1x |
| Sun, 26 Nov 2023 | UK£24.1b | UK£22.1b | UK£846.2m | 22.6x | 28.4x | 1.1x |
| Tue, 24 Oct 2023 | UK£24.0b | UK£21.9b | UK£850.2m | 19.7x | 28.2x | 1.1x |
| Thu, 21 Sep 2023 | UK£27.7b | UK£21.9b | UK£849.4m | 19.9x | 32.6x | 1.3x |
| Sat, 19 Aug 2023 | UK£27.2b | UK£21.8b | UK£845.8m | 26.7x | 32.2x | 1.2x |
| Mon, 17 Jul 2023 | UK£28.1b | UK£20.4b | UK£743.6m | 23.1x | 37.7x | 1.4x |
| Wed, 14 Jun 2023 | UK£28.9b | UK£20.4b | UK£797.1m | 23.9x | 36.3x | 1.4x |
36.3x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.73% | |
| Industrials | -1.81% | |
| Commercial Services | -2.65% | |
| Commercial Printing | 0% | 0 |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | 0% | 0 |
| Environmental and Facilities Services | -2.67% | |
| Diversified Support Services | -2.72% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FRAN Franchise Brands | UK£1.49 | 2.1% +UK£5.8m | -3.9% | PE31.8x | |
| SFT Software Circle | UK£0.17 | 7.1% +UK£4.3m | -44.1% | PS3.3x | |
| TENG Ten Lifestyle Group | UK£0.93 | 1.6% +UK£1.6m | 55.6% | PE64.6x | |
| MYX MYCELX Technologies | UK£0.64 | 6.7% +UK£974.6k | 128.6% | PE62.3x |