Narrative Update • Jun 09

Over the last 7 days, the Electrical industry has dropped 4.0%, driven by pullbacks in Rosebank Industries and Ceres Power Holdings of 3.1% and 8.2%, respectively. Meanwhile, XP Power actually outperformed within the industry, gaining 15% in the last week. Over the past 12 months, the industry was up 42%. Looking forward, earnings are forecast to grow by 43% annually.
Has the U.K. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | UK£9.2b | UK£2.6b | -UK£89,311,998.00 | 24.7x | -102.9x | 3.6x |
| Thu, 14 May 2026 | UK£9.8b | UK£2.5b | -UK£90,641,177.00 | 21.8x | -107.7x | 3.9x |
| Sat, 11 Apr 2026 | UK£7.6b | UK£2.5b | -UK£90,892,847.50 | 21.5x | -84x | 3x |
| Mon, 09 Mar 2026 | UK£5.2b | UK£2.5b | -UK£84,719,350.00 | 19.7x | -61.8x | 2.1x |
| Wed, 04 Feb 2026 | UK£5.3b | UK£2.2b | -UK£78,824,010.00 | 19.3x | -66.7x | 2.4x |
| Fri, 02 Jan 2026 | UK£3.4b | UK£2.2b | -UK£61,858,404.00 | 18.1x | -55.5x | 1.6x |
| Sun, 30 Nov 2025 | UK£3.8b | UK£2.2b | -UK£62,325,076.00 | 16.8x | -60.7x | 1.7x |
| Tue, 28 Oct 2025 | UK£3.6b | UK£2.2b | -UK£87,927,933.00 | 17.1x | -40.6x | 1.6x |
| Thu, 25 Sep 2025 | UK£3.3b | UK£2.2b | -UK£82,656,035.00 | 16.3x | -39.7x | 1.5x |
| Sat, 23 Aug 2025 | UK£3.2b | UK£2.2b | -UK£76,846,773.00 | 14x | -41.8x | 1.4x |
| Mon, 21 Jul 2025 | UK£3.4b | UK£2.3b | -UK£152,601,675.00 | 16x | -22.4x | 1.5x |
| Wed, 18 Jun 2025 | UK£3.2b | UK£2.3b | -UK£136,860,305.00 | 14.5x | -23.3x | 1.4x |
| Fri, 16 May 2025 | UK£2.7b | UK£2.3b | -UK£125,466,237.00 | 15.1x | -21.5x | 1.2x |
| Sun, 13 Apr 2025 | UK£2.2b | UK£2.3b | -UK£126,506,297.00 | 12.8x | -17.4x | 1x |
| Tue, 11 Mar 2025 | UK£2.5b | UK£2.3b | -UK£137,469,647.00 | 14.7x | -18.1x | 1.1x |
| Thu, 06 Feb 2025 | UK£2.9b | UK£2.3b | -UK£142,874,812.00 | 14.8x | -20.3x | 1.2x |
| Sat, 04 Jan 2025 | UK£3.0b | UK£2.3b | -UK£133,279,824.00 | 14.2x | -22.8x | 1.3x |
| Mon, 02 Dec 2024 | UK£3.1b | UK£2.3b | -UK£130,671,884.00 | 15.3x | -23.4x | 1.3x |
| Wed, 30 Oct 2024 | UK£3.3b | UK£2.2b | -UK£123,977,235.00 | 15.7x | -26.4x | 1.5x |
| Fri, 27 Sep 2024 | UK£3.4b | UK£2.2b | -UK£144,205,372.00 | 18x | -23.2x | 1.5x |
| Sun, 25 Aug 2024 | UK£3.7b | UK£2.2b | -UK£134,216,025.00 | 18.3x | -27.2x | 1.7x |
| Tue, 23 Jul 2024 | UK£3.8b | UK£2.2b | -UK£166,900,193.00 | 19.5x | -22.8x | 1.7x |
| Thu, 20 Jun 2024 | UK£3.7b | UK£2.1b | -UK£185,094,023.00 | 17.7x | -20x | 1.7x |
| Sat, 18 May 2024 | UK£3.7b | UK£2.1b | -UK£222,908,425.00 | 18.3x | -16.6x | 1.7x |
| Mon, 15 Apr 2024 | UK£3.4b | UK£2.1b | -UK£184,282,590.00 | 17x | -18.4x | 1.6x |
| Wed, 13 Mar 2024 | UK£3.3b | UK£2.1b | -UK£188,095,094.00 | 16.2x | -17.5x | 1.6x |
| Fri, 09 Feb 2024 | UK£3.6b | UK£2.2b | -UK£155,158,423.00 | 16.7x | -23.4x | 1.7x |
| Sun, 07 Jan 2024 | UK£3.6b | UK£2.2b | -UK£193,772,727.00 | 17.8x | -18.8x | 1.7x |
| Tue, 05 Dec 2023 | UK£3.4b | UK£2.2b | -UK£194,838,758.00 | 16.2x | -17.4x | 1.6x |
| Thu, 02 Nov 2023 | UK£3.4b | UK£2.2b | -UK£192,676,331.00 | 15.5x | -17.4x | 1.5x |
| Sat, 30 Sep 2023 | UK£4.2b | UK£2.2b | -UK£192,852,251.00 | 19.4x | -21.6x | 1.9x |
| Mon, 28 Aug 2023 | UK£4.2b | UK£2.1b | -UK£196,172,619.00 | 18.9x | -21.2x | 2x |
| Wed, 26 Jul 2023 | UK£4.4b | UK£2.1b | -UK£267,407,611.00 | 20.4x | -16.3x | 2.1x |
| Fri, 23 Jun 2023 | UK£4.3b | UK£2.1b | -UK£226,437,373.00 | 20.7x | -18.8x | 2x |
-18.8x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | 0.74% | |
| Industrials | 1.12% | |
| Electrical | -3.23% | |
| Electrical Components | -2.78% | |
| Heavy Electrical Equipment | -6.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| XPP XP Power | UK£19.84 | 14.9% +UK£72.1m | 119.7% | PS2.4x | |
| ALK Alkemy Capital Investments | UK£3.01 | 24.2% +UK£6.4m | 87.5% | PS139081.9x |