Narrative Update • Jul 07

In the last week, Construction has been flat. As for the the longer term, the industry is up 38% over the past 12 months. As for the next few years, earnings are expected to grow by 6.9% per annum.
Has the U.K. Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | UK£11.4b | UK£26.8b | UK£743.8m | 15.7x | 15.3x | 0.4x |
| Thu, 02 Jul 2026 | UK£11.3b | UK£26.6b | UK£729.7m | 15.3x | 15.5x | 0.4x |
| Sat, 30 May 2026 | UK£10.5b | UK£26.7b | UK£754.5m | 14.8x | 13.9x | 0.4x |
| Mon, 27 Apr 2026 | UK£10.6b | UK£26.6b | UK£753.8m | 14.9x | 14x | 0.4x |
| Wed, 25 Mar 2026 | UK£9.8b | UK£26.6b | UK£758.5m | 13.4x | 13x | 0.4x |
| Fri, 20 Feb 2026 | UK£10.8b | UK£25.6b | UK£638.3m | 16.3x | 17x | 0.4x |
| Sun, 18 Jan 2026 | UK£10.1b | UK£25.6b | UK£638.5m | 14.6x | 15.8x | 0.4x |
| Tue, 16 Dec 2025 | UK£9.7b | UK£25.6b | UK£638.5m | 14x | 15.3x | 0.4x |
| Thu, 13 Nov 2025 | UK£9.2b | UK£25.6b | UK£638.4m | 14.9x | 14.4x | 0.4x |
| Sat, 11 Oct 2025 | UK£9.5b | UK£25.6b | UK£638.4m | 15.5x | 14.9x | 0.4x |
| Mon, 08 Sep 2025 | UK£8.3b | UK£25.6b | UK£642.7m | 13.8x | 13x | 0.3x |
| Wed, 06 Aug 2025 | UK£8.5b | UK£25.0b | UK£637.0m | 14.3x | 13.4x | 0.3x |
| Fri, 04 Jul 2025 | UK£8.3b | UK£25.0b | UK£637.8m | 14.5x | 13x | 0.3x |
| Sun, 01 Jun 2025 | UK£7.8b | UK£25.0b | UK£639.1m | 13.8x | 12.3x | 0.3x |
| Tue, 29 Apr 2025 | UK£7.0b | UK£24.9b | UK£636.3m | 12.3x | 11x | 0.3x |
| Thu, 27 Mar 2025 | UK£7.0b | UK£24.9b | UK£638.4m | 11.7x | 10.9x | 0.3x |
| Sat, 22 Feb 2025 | UK£7.3b | UK£24.5b | UK£658.9m | 11.6x | 11.1x | 0.3x |
| Mon, 20 Jan 2025 | UK£7.4b | UK£24.5b | UK£652.0m | 11.5x | 11.4x | 0.3x |
| Wed, 18 Dec 2024 | UK£7.5b | UK£24.6b | UK£651.0m | 11.7x | 11.6x | 0.3x |
| Fri, 15 Nov 2024 | UK£7.8b | UK£24.4b | UK£666.6m | 11.9x | 11.7x | 0.3x |
| Sun, 13 Oct 2024 | UK£7.4b | UK£24.4b | UK£666.6m | 10.8x | 11.1x | 0.3x |
| Tue, 10 Sep 2024 | UK£7.3b | UK£24.0b | UK£635.7m | 15.6x | 11.4x | 0.3x |
| Thu, 08 Aug 2024 | UK£7.0b | UK£23.7b | UK£588.0m | 15.6x | 11.9x | 0.3x |
| Sat, 06 Jul 2024 | UK£6.7b | UK£23.7b | UK£551.0m | 14.8x | 12.2x | 0.3x |
| Mon, 03 Jun 2024 | UK£6.6b | UK£24.2b | UK£563.1m | 12.3x | 11.7x | 0.3x |
| Wed, 01 May 2024 | UK£6.1b | UK£24.1b | UK£552.9m | 10.4x | 11x | 0.3x |
| Fri, 29 Mar 2024 | UK£6.0b | UK£24.1b | UK£549.9m | 10.2x | 11x | 0.3x |
| Sun, 25 Feb 2024 | UK£5.5b | UK£23.6b | UK£653.8m | 9.4x | 8.5x | 0.2x |
| Tue, 23 Jan 2024 | UK£5.6b | UK£23.3b | UK£601.5m | 9.8x | 9.3x | 0.2x |
| Thu, 21 Dec 2023 | UK£5.5b | UK£23.3b | UK£601.4m | 9.6x | 9.1x | 0.2x |
| Sat, 18 Nov 2023 | UK£5.3b | UK£23.3b | UK£595.7m | 9.7x | 8.9x | 0.2x |
| Mon, 16 Oct 2023 | UK£4.9b | UK£23.3b | UK£595.5m | 9x | 8.2x | 0.2x |
| Wed, 13 Sep 2023 | UK£5.1b | UK£23.0b | UK£580.2m | 9.6x | 8.8x | 0.2x |
| Fri, 11 Aug 2023 | UK£5.2b | UK£22.8b | UK£619.6m | 10x | 8.4x | 0.2x |
8.4x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | 0.027% | |
| Industrials | 1.20% | |
| Construction | 0.16% | |
| Construction and Engineering | 0.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BBY Balfour Beatty | UK£8.70 | 1.4% +UK£56.8m | 58.9% | PE15.6x | |
| MGNS Morgan Sindall Group | UK£44.00 | 1.5% +UK£30.8m | -2.3% | PE10.9x | |
| KIE Kier Group | UK£2.47 | 2.4% +UK£25.3m | 19.7% | PE17.8x | |
| SFR Severfield | UK£0.38 | 2.7% +UK£3.0m | 17.8% | PS0.2x | |
| RNWH Renew Holdings | UK£9.08 | 0.3% +UK£2.4m | 8.1% | PE15.8x |