Narrative Update • May 26

Over the last 7 days, the Electrical industry has risen 9.5%, driven by gains from Ceres Power Holdings of 20%. This means that the industry has gained 14% over the past year. As for the next few years, earnings are expected to grow by 44% per annum.
Has the U.K. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | UK£10.1b | UK£2.5b | -UK£90,575,162.00 | 26.8x | -111.9x | 4x |
| Sat, 25 Apr 2026 | UK£8.8b | UK£2.5b | -UK£90,649,816.00 | 22.1x | -96.7x | 3.5x |
| Mon, 23 Mar 2026 | UK£4.9b | UK£2.5b | -UK£84,561,516.00 | 18.4x | -58.4x | 1.9x |
| Wed, 18 Feb 2026 | UK£5.3b | UK£2.2b | -UK£63,692,886.00 | 21.1x | -83.5x | 2.4x |
| Fri, 16 Jan 2026 | UK£3.7b | UK£2.2b | -UK£61,543,977.00 | 19.1x | -60x | 1.7x |
| Sun, 14 Dec 2025 | UK£3.5b | UK£2.2b | -UK£61,476,462.00 | 17.3x | -57.3x | 1.6x |
| Tue, 11 Nov 2025 | UK£3.8b | UK£2.2b | -UK£86,424,113.00 | 16.4x | -44.4x | 1.8x |
| Thu, 09 Oct 2025 | UK£3.4b | UK£2.2b | -UK£88,052,057.00 | 16.7x | -39.2x | 1.6x |
| Sat, 06 Sep 2025 | UK£3.1b | UK£2.2b | -UK£76,317,106.00 | 14.2x | -40.6x | 1.4x |
| Mon, 04 Aug 2025 | UK£3.2b | UK£2.3b | -UK£152,310,461.00 | 15.7x | -21.3x | 1.4x |
| Wed, 02 Jul 2025 | UK£3.4b | UK£2.3b | -UK£149,892,829.00 | 15.6x | -22.6x | 1.5x |
| Fri, 30 May 2025 | UK£2.8b | UK£2.3b | -UK£125,513,802.00 | 14.5x | -22x | 1.2x |
| Sun, 27 Apr 2025 | UK£2.4b | UK£2.3b | -UK£125,469,747.00 | 14x | -19.3x | 1.1x |
| Tue, 25 Mar 2025 | UK£2.5b | UK£2.3b | -UK£122,765,527.00 | 14.5x | -20.2x | 1.1x |
| Thu, 20 Feb 2025 | UK£2.9b | UK£2.3b | -UK£142,903,027.00 | 14.9x | -20x | 1.2x |
| Sat, 18 Jan 2025 | UK£3.0b | UK£2.3b | -UK£133,208,499.00 | 14.4x | -22.5x | 1.3x |
| Mon, 16 Dec 2024 | UK£3.2b | UK£2.3b | -UK£129,909,604.00 | 15.4x | -24.6x | 1.4x |
| Wed, 13 Nov 2024 | UK£3.3b | UK£2.2b | -UK£123,768,026.00 | 17.2x | -26.9x | 1.5x |
| Fri, 11 Oct 2024 | UK£3.5b | UK£2.2b | -UK£124,015,805.00 | 16.9x | -28x | 1.6x |
| Sun, 08 Sep 2024 | UK£3.4b | UK£2.2b | -UK£134,156,973.00 | 18x | -25.6x | 1.6x |
| Tue, 06 Aug 2024 | UK£3.5b | UK£2.2b | -UK£164,008,107.00 | 17.7x | -21.1x | 1.6x |
| Thu, 04 Jul 2024 | UK£3.7b | UK£2.3b | -UK£167,495,576.00 | 19.1x | -21.9x | 1.6x |
| Sat, 01 Jun 2024 | UK£4.0b | UK£2.1b | -UK£222,991,373.00 | 17.9x | -17.9x | 1.9x |
| Mon, 29 Apr 2024 | UK£3.5b | UK£2.1b | -UK£222,439,573.00 | 18.6x | -15.7x | 1.6x |
| Wed, 27 Mar 2024 | UK£3.4b | UK£2.1b | -UK£185,504,158.00 | 15.8x | -18.1x | 1.6x |
| Fri, 23 Feb 2024 | UK£3.3b | UK£2.1b | -UK£155,402,462.00 | 16.3x | -21.5x | 1.6x |
| Sun, 21 Jan 2024 | UK£3.6b | UK£2.2b | -UK£190,056,855.00 | 17.6x | -19.1x | 1.7x |
| Tue, 19 Dec 2023 | UK£3.7b | UK£2.2b | -UK£194,497,426.00 | 17.8x | -19x | 1.7x |
| Thu, 16 Nov 2023 | UK£3.5b | UK£2.2b | -UK£193,418,463.00 | 16.8x | -18.3x | 1.6x |
| Sat, 14 Oct 2023 | UK£3.6b | UK£2.2b | -UK£192,708,315.00 | 16.1x | -18.4x | 1.6x |
| Mon, 11 Sep 2023 | UK£4.2b | UK£2.1b | -UK£194,428,121.00 | 20.2x | -21.8x | 2x |
| Wed, 09 Aug 2023 | UK£4.3b | UK£2.1b | -UK£183,168,203.00 | 19.5x | -23.4x | 2x |
| Fri, 07 Jul 2023 | UK£4.0b | UK£2.1b | -UK£267,699,874.00 | 20.3x | -14.9x | 1.9x |
| Sun, 04 Jun 2023 | UK£4.1b | UK£2.0b | -UK£238,194,070.00 | 19.4x | -17x | 2x |
-17x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | 1.80% | |
| Industrials | 3.62% | |
| Electrical | 9.47% | |
| Heavy Electrical Equipment | 16.91% | |
| Electrical Components | 8.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CWR Ceres Power Holdings | UK£8.01 | 34.4% +UK£399.8m | 1,078.1% | PS47.8x | |
| ITM ITM Power | UK£1.95 | 29.0% +UK£302.8m | 295.7% | PS47.2x | |
| VLX Volex | UK£6.85 | 6.9% +UK£80.8m | 144.2% | PE29.6x | |
| ROSE Rosebank Industries | UK£3.55 | 2.0% +UK£69.2m | -43.2% | PS10.6x | |
| IES Invinity Energy Systems | UK£0.33 | 46.7% +UK£46.3m | 106.3% | PS40x |