Narrative Update • May 19

Over the last 7 days, the Commercial Services industry has dropped 2.3%, driven by Rentokil Initial declining 3.3%. On the other hand Johnson Service Group is actually up 11%. This takes the industry's 12 month performance to a gain of 21%. Looking forward, earnings are forecast to grow by 22% annually.
Has the U.K. Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | UK£18.4b | UK£18.1b | UK£565.1m | 23.8x | 32.5x | 1x |
| Thu, 30 Apr 2026 | UK£19.2b | UK£18.1b | UK£561.3m | 20.8x | 34.3x | 1.1x |
| Sat, 28 Mar 2026 | UK£18.4b | UK£18.2b | UK£567.0m | 20.9x | 32.5x | 1x |
| Mon, 23 Feb 2026 | UK£19.0b | UK£18.5b | UK£521.1m | 26.2x | 36.4x | 1x |
| Wed, 21 Jan 2026 | UK£18.7b | UK£18.5b | UK£514.4m | 25.2x | 36.4x | 1x |
| Fri, 19 Dec 2025 | UK£18.2b | UK£18.4b | UK£492.4m | 25.4x | 37x | 1x |
| Sun, 16 Nov 2025 | UK£16.4b | UK£17.9b | UK£482.0m | 27.7x | 34.1x | 0.9x |
| Tue, 14 Oct 2025 | UK£16.2b | UK£17.9b | UK£482.0m | 24.6x | 33.6x | 0.9x |
| Thu, 11 Sep 2025 | UK£15.6b | UK£18.1b | UK£486.7m | 26.9x | 32x | 0.9x |
| Sat, 09 Aug 2025 | UK£15.7b | UK£18.1b | UK£485.9m | 27.2x | 32.3x | 0.9x |
| Mon, 07 Jul 2025 | UK£14.8b | UK£18.0b | UK£547.3m | 28.9x | 27x | 0.8x |
| Wed, 04 Jun 2025 | UK£15.5b | UK£19.2b | UK£599.3m | 27.8x | 25.9x | 0.8x |
| Fri, 02 May 2025 | UK£15.0b | UK£19.2b | UK£596.2m | 25.7x | 25.2x | 0.8x |
| Sun, 30 Mar 2025 | UK£14.5b | UK£19.2b | UK£580.6m | 27.9x | 25x | 0.8x |
| Tue, 25 Feb 2025 | UK£15.9b | UK£18.9b | UK£751.6m | 26.6x | 21.1x | 0.8x |
| Thu, 23 Jan 2025 | UK£15.1b | UK£19.0b | UK£752.4m | 24.7x | 20.1x | 0.8x |
| Sat, 21 Dec 2024 | UK£15.6b | UK£18.9b | UK£751.8m | 25.6x | 20.7x | 0.8x |
| Mon, 18 Nov 2024 | UK£15.6b | UK£18.5b | UK£754.6m | 19.5x | 20.7x | 0.8x |
| Wed, 16 Oct 2024 | UK£14.7b | UK£18.5b | UK£767.9m | 19.2x | 19.2x | 0.8x |
| Fri, 13 Sep 2024 | UK£15.3b | UK£18.5b | UK£754.0m | 17.9x | 20.2x | 0.8x |
| Sun, 11 Aug 2024 | UK£17.6b | UK£18.5b | UK£750.7m | 18x | 23.4x | 0.9x |
| Tue, 09 Jul 2024 | UK£17.8b | UK£18.6b | UK£768.0m | 16x | 23.2x | 1x |
| Thu, 06 Jun 2024 | UK£17.1b | UK£18.3b | UK£740.8m | 15.2x | 23.1x | 0.9x |
| Sat, 04 May 2024 | UK£16.3b | UK£18.5b | UK£741.6m | 14.7x | 21.9x | 0.9x |
| Mon, 01 Apr 2024 | UK£19.4b | UK£18.6b | UK£772.0m | 15.7x | 25.1x | 1x |
| Wed, 28 Feb 2024 | UK£18.2b | UK£17.9b | UK£712.9m | 16.3x | 25.5x | 1x |
| Fri, 26 Jan 2024 | UK£23.0b | UK£21.8b | UK£900.4m | 17.6x | 25.6x | 1.1x |
| Sun, 24 Dec 2023 | UK£23.9b | UK£21.8b | UK£903.8m | 20.1x | 26.5x | 1.1x |
| Tue, 21 Nov 2023 | UK£24.5b | UK£21.9b | UK£834.1m | 21.9x | 29.3x | 1.1x |
| Thu, 19 Oct 2023 | UK£27.5b | UK£21.9b | UK£849.9m | 20.3x | 32.3x | 1.3x |
| Sat, 16 Sep 2023 | UK£27.7b | UK£21.9b | UK£850.1m | 23.4x | 32.6x | 1.3x |
| Mon, 14 Aug 2023 | UK£27.9b | UK£21.8b | UK£884.8m | 21.4x | 31.6x | 1.3x |
| Wed, 12 Jul 2023 | UK£27.3b | UK£20.4b | UK£743.3m | 23.1x | 36.8x | 1.3x |
| Fri, 09 Jun 2023 | UK£29.2b | UK£20.4b | UK£797.3m | 23.1x | 36.6x | 1.4x |
36.6x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.29% | |
| Industrials | 2.40% | |
| Commercial Services | -2.25% | |
| Diversified Support Services | 3.83% | |
| Commercial Printing | 0% | 0 |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | 0% | 0 |
| Environmental and Facilities Services | -2.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JSG Johnson Service Group | UK£1.54 | 12.1% +UK£63.0m | 3.4% | PE15.8x | |
| RST Restore | UK£2.70 | 3.3% +UK£11.6m | 0.7% | PE262.2x | |
| FRAN Franchise Brands | UK£1.46 | 2.6% +UK£7.2m | -1.2% | PE31.1x | |
| FIH FIH group | UK£2.84 | 11.4% +UK£3.6m | 47.5% | PS0.9x | |
| MYX MYCELX Technologies | UK£0.60 | 2.5% +UK£365.5k | 137.3% | PE59.4x |