Narrative Update • Jun 25

The Trade Companies and Distributors industry is up 2.0% in the last week, with Bunzl up 6.3%. This means that the industry has gained 14% over the past year. Looking forward, earnings are forecast to grow by 13% annually.
Has the U.K. Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | UK£30.3b | UK£31.9b | UK£911.4m | 15.4x | 33.3x | 1x |
| Sun, 24 May 2026 | UK£28.9b | UK£31.9b | UK£939.9m | 15.5x | 30.7x | 0.9x |
| Tue, 21 Apr 2026 | UK£29.1b | UK£31.7b | UK£932.4m | 16.1x | 31.2x | 0.9x |
| Thu, 19 Mar 2026 | UK£27.4b | UK£31.7b | UK£908.7m | 15.8x | 30.1x | 0.9x |
| Sat, 14 Feb 2026 | UK£49.1b | UK£39.5b | UK£2.1b | 14.9x | 23.3x | 1.2x |
| Mon, 12 Jan 2026 | UK£50.3b | UK£39.7b | UK£2.2b | 13.9x | 23.1x | 1.3x |
| Wed, 10 Dec 2025 | UK£46.5b | UK£39.7b | UK£2.2b | 14.4x | 20.9x | 1.2x |
| Fri, 07 Nov 2025 | UK£46.7b | UK£39.8b | UK£2.2b | 14.9x | 21x | 1.2x |
| Sun, 05 Oct 2025 | UK£49.2b | UK£39.6b | UK£2.3b | 15.6x | 21.4x | 1.2x |
| Tue, 02 Sep 2025 | UK£51.1b | UK£39.4b | UK£2.3b | 15x | 21.9x | 1.3x |
| Thu, 31 Jul 2025 | UK£49.0b | UK£39.5b | UK£2.4b | 14.5x | 20.5x | 1.2x |
| Sat, 28 Jun 2025 | UK£47.7b | UK£39.2b | UK£2.3b | 14x | 20.3x | 1.2x |
| Mon, 26 May 2025 | UK£44.9b | UK£39.4b | UK£2.4b | 13.1x | 19.1x | 1.1x |
| Wed, 23 Apr 2025 | UK£40.7b | UK£39.5b | UK£2.3b | 13x | 17.3x | 1x |
| Fri, 21 Mar 2025 | UK£46.4b | UK£39.8b | UK£2.4b | 14.2x | 19.2x | 1.2x |
| Sun, 16 Feb 2025 | UK£52.9b | UK£40.0b | UK£2.4b | 13.9x | 21.6x | 1.3x |
| Tue, 14 Jan 2025 | UK£50.2b | UK£40.4b | UK£2.5b | 12.7x | 19.7x | 1.2x |
| Thu, 12 Dec 2024 | UK£55.0b | UK£40.0b | UK£2.5b | 13.3x | 22.1x | 1.4x |
| Sat, 09 Nov 2024 | UK£58.9b | UK£39.2b | UK£2.5b | 13.5x | 23.9x | 1.5x |
| Mon, 07 Oct 2024 | UK£56.9b | UK£39.0b | UK£2.5b | 14.4x | 23.1x | 1.5x |
| Wed, 04 Sep 2024 | UK£57.0b | UK£39.0b | UK£2.4b | 18.2x | 23.3x | 1.5x |
| Fri, 02 Aug 2024 | UK£57.3b | UK£40.3b | UK£3.2b | 14.3x | 17.8x | 1.4x |
| Sun, 30 Jun 2024 | UK£54.2b | UK£40.1b | UK£3.1b | 14x | 17.7x | 1.4x |
| Tue, 28 May 2024 | UK£57.1b | UK£39.8b | UK£3.0b | 15.4x | 18.9x | 1.4x |
| Thu, 25 Apr 2024 | UK£55.7b | UK£40.1b | UK£3.2b | 12.9x | 17.4x | 1.4x |
| Sat, 23 Mar 2024 | UK£55.0b | UK£40.0b | UK£3.2b | 13.5x | 17.3x | 1.4x |
| Mon, 19 Feb 2024 | UK£54.8b | UK£40.5b | UK£3.5b | 11.2x | 15.8x | 1.4x |
| Wed, 17 Jan 2024 | UK£51.9b | UK£40.5b | UK£3.5b | 10.8x | 15x | 1.3x |
| Fri, 15 Dec 2023 | UK£55.1b | UK£40.3b | UK£3.4b | 11x | 16.3x | 1.4x |
| Sun, 12 Nov 2023 | UK£47.5b | UK£39.9b | UK£3.1b | 10.6x | 15.6x | 1.2x |
| Tue, 10 Oct 2023 | UK£47.7b | UK£39.9b | UK£3.1b | 11x | 15.4x | 1.2x |
| Thu, 07 Sep 2023 | UK£49.9b | UK£39.8b | UK£3.1b | 11.7x | 16.1x | 1.3x |
| Sat, 05 Aug 2023 | UK£52.6b | UK£38.9b | UK£3.1b | 11.8x | 17.2x | 1.4x |
| Mon, 03 Jul 2023 | UK£51.5b | UK£39.0b | UK£3.2b | 10.6x | 16.1x | 1.3x |
16.1x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 0.80% | |
| Industrials | 0.29% | |
| Trade Distributors | 2.81% | |
| Trade Companies and Distributors | 2.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNZL Bunzl | UK£26.52 | 6.3% +UK£507.2m | 13.8% | PE18.5x | |
| HWDN Howden Joinery Group | UK£8.68 | 6.1% +UK£267.3m | 0.6% | PE17.5x | |
| TPK Travis Perkins | UK£5.82 | 5.5% +UK£64.6m | -7.5% | PS0.3x | |
| GFTU Grafton Group | UK£9.18 | 2.8% +UK£46.5m | -9.6% | PE12.7x | |
| DPLM Diploma | UK£71.50 | 0.2% +UK£20.1m | 46.6% | PE50.6x |