Narrative Update • Jun 04

Over the last 7 days, the Electrical industry has dropped 5.2%, driven by a pullback from ITM Power of 21%. In contrast, Invinity Energy Systems has gained 21%. This takes the industry's 12 month performance to a gain of 6.5%. 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | UK£9.9b | UK£2.6b | -UK£89,326,179.00 | 26.7x | -111.2x | 3.9x |
| Sun, 03 May 2026 | UK£9.3b | UK£2.5b | -UK£90,685,839.00 | 21.9x | -102.6x | 3.7x |
| Tue, 31 Mar 2026 | UK£6.7b | UK£2.6b | -UK£90,632,373.50 | 18.9x | -73.4x | 2.6x |
| Thu, 26 Feb 2026 | UK£5.3b | UK£2.2b | -UK£63,736,610.00 | 21.2x | -83.7x | 2.4x |
| Sat, 24 Jan 2026 | UK£5.3b | UK£2.2b | -UK£78,441,425.00 | 20.3x | -68.1x | 2.4x |
| Mon, 22 Dec 2025 | UK£3.4b | UK£2.2b | -UK£61,504,111.00 | 17.8x | -55.9x | 1.6x |
| Wed, 19 Nov 2025 | UK£3.7b | UK£2.2b | -UK£70,442,518.00 | 20.5x | -52.5x | 1.7x |
| Fri, 17 Oct 2025 | UK£3.6b | UK£2.2b | -UK£88,116,847.00 | 16.6x | -40.4x | 1.7x |
| Sun, 14 Sep 2025 | UK£3.0b | UK£2.2b | -UK£82,200,908.00 | 15.7x | -36.4x | 1.4x |
| Tue, 12 Aug 2025 | UK£3.2b | UK£2.2b | -UK£71,902,932.00 | 15.1x | -44.9x | 1.5x |
| Thu, 10 Jul 2025 | UK£3.5b | UK£2.3b | -UK£149,656,175.00 | 15.7x | -23.1x | 1.5x |
| Sat, 07 Jun 2025 | UK£3.0b | UK£2.3b | -UK£118,756,802.00 | 14.8x | -25.6x | 1.4x |
| Mon, 05 May 2025 | UK£2.5b | UK£2.3b | -UK£125,459,082.00 | 14.3x | -19.7x | 1.1x |
| Wed, 02 Apr 2025 | UK£2.3b | UK£2.3b | -UK£126,465,437.00 | 13.4x | -18.5x | 1x |
| Fri, 28 Feb 2025 | UK£2.6b | UK£2.3b | -UK£142,907,482.00 | 14.9x | -18.5x | 1.1x |
| Sun, 26 Jan 2025 | UK£2.9b | UK£2.3b | -UK£134,260,699.00 | 14.6x | -21.8x | 1.3x |
| Tue, 24 Dec 2024 | UK£3.0b | UK£2.3b | -UK£131,950,729.00 | 14.6x | -23.1x | 1.3x |
| Thu, 21 Nov 2024 | UK£3.1b | UK£2.3b | -UK£120,364,899.00 | 16.1x | -26.1x | 1.4x |
| Sat, 19 Oct 2024 | UK£3.4b | UK£2.2b | -UK£124,005,963.00 | 16.8x | -27.5x | 1.6x |
| Mon, 16 Sep 2024 | UK£3.4b | UK£2.2b | -UK£132,750,057.00 | 17.4x | -25.7x | 1.6x |
| Wed, 14 Aug 2024 | UK£3.6b | UK£2.2b | -UK£169,590,833.00 | 17.9x | -21.4x | 1.7x |
| Fri, 12 Jul 2024 | UK£3.9b | UK£2.2b | -UK£167,846,918.00 | 19.2x | -23.3x | 1.7x |
| Sun, 09 Jun 2024 | UK£3.9b | UK£2.1b | -UK£185,101,143.00 | 18.1x | -21.1x | 1.8x |
| Tue, 07 May 2024 | UK£3.6b | UK£2.1b | -UK£222,615,437.00 | 18.4x | -16.1x | 1.7x |
| Thu, 04 Apr 2024 | UK£3.4b | UK£2.1b | -UK£184,741,830.00 | 16.8x | -18.2x | 1.6x |
| Sat, 02 Mar 2024 | UK£3.3b | UK£2.1b | -UK£155,392,494.00 | 16.3x | -21.5x | 1.6x |
| Mon, 29 Jan 2024 | UK£3.8b | UK£2.2b | -UK£188,819,255.00 | 18.6x | -20x | 1.7x |
| Wed, 27 Dec 2023 | UK£3.7b | UK£2.2b | -UK£194,131,098.00 | 18.2x | -19.1x | 1.7x |
| Fri, 24 Nov 2023 | UK£3.5b | UK£2.2b | -UK£193,669,194.00 | 17.2x | -18.3x | 1.6x |
| Sun, 22 Oct 2023 | UK£3.4b | UK£2.2b | -UK£192,769,382.00 | 15.7x | -17.5x | 1.6x |
| Tue, 19 Sep 2023 | UK£4.2b | UK£2.1b | -UK£196,452,953.00 | 19.2x | -21.5x | 2x |
| Thu, 17 Aug 2023 | UK£4.3b | UK£2.1b | -UK£183,214,571.00 | 19.9x | -23.3x | 2x |
| Sat, 15 Jul 2023 | UK£4.2b | UK£2.1b | -UK£267,922,075.00 | 20.3x | -15.7x | 2x |
| Mon, 12 Jun 2023 | UK£4.2b | UK£2.1b | -UK£234,533,610.00 | 19.5x | -17.7x | 2x |
-17.7x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.63% | |
| Industrials | -1.32% | |
| Electrical | -5.24% | |
| Electrical Components | -3.28% | |
| Heavy Electrical Equipment | -15.71% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IES Invinity Energy Systems | UK£0.39 | 21.2% +UK£80.9m | 146.3% | PS27.4x | |
| DSCV discoverIE Group | UK£7.74 | 2.2% +UK£16.3m | 16.0% | PE25.7x | |
| GELN Gelion | UK£0.20 | 11.4% +UK£4.6m | 39.3% | PS15.8x | |
| AMP AMPEAK ENERGY | UK£0.026 | 6.0% +UK£1.1m | 20.5% | PS3.2x | |
| LPA LPA Group | UK£0.69 | 9.6% +UK£792.8k | 45.7% | PE39.4x |