Narrative Update • Jun 18

The Electrical is pretty flat in the last 7 days, but Ceres Power Holdings has stood out, gaining 13%. As for the the longer term, the industry is up 41% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | UK£9.2b | UK£2.6b | -UK£84,836,809.00 | 24.7x | -108.7x | 3.6x |
| Thu, 21 May 2026 | UK£9.2b | UK£2.5b | -UK£90,565,219.00 | 26x | -102.1x | 3.6x |
| Sat, 18 Apr 2026 | UK£8.6b | UK£2.5b | -UK£90,938,080.00 | 21.9x | -94.7x | 3.4x |
| Mon, 16 Mar 2026 | UK£5.0b | UK£2.6b | -UK£84,463,227.00 | 18.5x | -59.5x | 2x |
| Wed, 11 Feb 2026 | UK£5.3b | UK£2.2b | -UK£78,703,769.00 | 20.7x | -67.5x | 2.4x |
| Fri, 09 Jan 2026 | UK£3.5b | UK£2.2b | -UK£61,704,727.00 | 18.5x | -57.4x | 1.6x |
| Sun, 07 Dec 2025 | UK£3.7b | UK£2.2b | -UK£61,356,221.00 | 17.2x | -60.7x | 1.7x |
| Tue, 04 Nov 2025 | UK£3.7b | UK£2.2b | -UK£86,407,745.00 | 16.7x | -42.3x | 1.7x |
| Thu, 02 Oct 2025 | UK£3.3b | UK£2.2b | -UK£88,894,779.00 | 16.6x | -37.7x | 1.6x |
| Sat, 30 Aug 2025 | UK£3.2b | UK£2.2b | -UK£76,339,953.00 | 14.5x | -41.3x | 1.4x |
| Mon, 28 Jul 2025 | UK£3.3b | UK£2.3b | -UK£152,647,028.00 | 15.8x | -21.7x | 1.4x |
| Wed, 25 Jun 2025 | UK£3.2b | UK£2.2b | -UK£118,056,579.00 | 15x | -27.4x | 1.4x |
| Fri, 23 May 2025 | UK£2.7b | UK£2.3b | -UK£125,494,542.00 | 15.2x | -21.6x | 1.2x |
| Sun, 20 Apr 2025 | UK£2.3b | UK£2.3b | -UK£126,562,097.00 | 13.6x | -18.4x | 1x |
| Tue, 18 Mar 2025 | UK£2.5b | UK£2.3b | -UK£137,500,517.00 | 14.3x | -18.2x | 1.1x |
| Thu, 13 Feb 2025 | UK£2.9b | UK£2.3b | -UK£142,854,877.00 | 14.8x | -20.3x | 1.2x |
| Sat, 11 Jan 2025 | UK£3.0b | UK£2.3b | -UK£133,218,939.00 | 14x | -22.2x | 1.3x |
| Mon, 09 Dec 2024 | UK£3.2b | UK£2.3b | -UK£130,170,399.00 | 15.3x | -24.4x | 1.4x |
| Wed, 06 Nov 2024 | UK£3.4b | UK£2.2b | -UK£123,993,727.00 | 17.1x | -27.2x | 1.5x |
| Fri, 04 Oct 2024 | UK£3.4b | UK£2.2b | -UK£124,066,345.00 | 17x | -27.7x | 1.6x |
| Sun, 01 Sep 2024 | UK£3.6b | UK£2.2b | -UK£134,156,175.00 | 18.2x | -27.2x | 1.7x |
| Tue, 30 Jul 2024 | UK£3.7b | UK£2.2b | -UK£168,814,495.00 | 18.9x | -21.9x | 1.6x |
| Thu, 27 Jun 2024 | UK£3.6b | UK£2.1b | -UK£189,143,899.00 | 19.4x | -19x | 1.7x |
| Sat, 25 May 2024 | UK£3.9b | UK£2.1b | -UK£222,981,405.00 | 17.9x | -17.6x | 1.8x |
| Mon, 22 Apr 2024 | UK£3.4b | UK£2.2b | -UK£226,948,998.00 | 17.5x | -15x | 1.6x |
| Wed, 20 Mar 2024 | UK£3.3b | UK£2.1b | -UK£187,746,318.00 | 16.3x | -17.5x | 1.5x |
| Fri, 16 Feb 2024 | UK£3.6b | UK£2.2b | -UK£155,109,651.00 | 17x | -23.1x | 1.7x |
| Sun, 14 Jan 2024 | UK£3.6b | UK£2.2b | -UK£190,150,127.00 | 16.9x | -19.1x | 1.7x |
| Tue, 12 Dec 2023 | UK£3.5b | UK£2.2b | -UK£193,853,701.00 | 16.2x | -17.9x | 1.6x |
| Thu, 09 Nov 2023 | UK£3.4b | UK£2.2b | -UK£193,105,957.00 | 15.6x | -17.7x | 1.6x |
| Sat, 07 Oct 2023 | UK£3.7b | UK£2.2b | -UK£192,954,555.00 | 17x | -19.1x | 1.7x |
| Mon, 04 Sep 2023 | UK£4.3b | UK£2.1b | -UK£196,166,363.00 | 20.5x | -21.7x | 2x |
| Wed, 02 Aug 2023 | UK£4.3b | UK£2.1b | -UK£226,416,043.00 | 20.4x | -19x | 2.1x |
| Fri, 30 Jun 2023 | UK£4.1b | UK£2.1b | -UK£222,943,197.00 | 20.3x | -18.5x | 2x |
-18.5x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.40% | |
| Industrials | 0.43% | |
| Electrical | 0.40% | |
| Electrical Components | 0.55% | |
| Heavy Electrical Equipment | -0.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CWR Ceres Power Holdings | UK£6.77 | 13.3% +UK£155.6m | 775.2% | PS40.6x | |
| LUCE Luceco | UK£2.67 | 4.7% +UK£17.9m | 82.4% | PE19.6x | |
| IES Invinity Energy Systems | UK£0.38 | 5.0% +UK£10.2m | 65.7% | PS26.5x | |
| DSCV discoverIE Group | UK£7.18 | 1.3% +UK£8.7m | 8.5% | PE23.8x | |
| DIA Dialight | UK£3.70 | 1.9% +UK£2.8m | 169.1% | PE27.2x |