Narrative Update • Jun 23

Over the last 7 days, the Trade Companies and Distributors industry has remained flat. As for the the longer term, the industry is up 11% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | UK£29.5b | UK£31.9b | UK£911.4m | 15.6x | 32.4x | 0.9x |
| Fri, 22 May 2026 | UK£28.5b | UK£31.9b | UK£939.9m | 15.3x | 30.3x | 0.9x |
| Sun, 19 Apr 2026 | UK£29.3b | UK£31.7b | UK£932.4m | 16.5x | 31.5x | 0.9x |
| Tue, 17 Mar 2026 | UK£26.3b | UK£31.7b | UK£1.1b | 16.2x | 25x | 0.8x |
| Thu, 12 Feb 2026 | UK£49.1b | UK£39.5b | UK£2.1b | 15x | 23.3x | 1.2x |
| Sat, 10 Jan 2026 | UK£50.3b | UK£39.7b | UK£2.2b | 13.9x | 23.1x | 1.3x |
| Mon, 08 Dec 2025 | UK£46.7b | UK£39.7b | UK£2.2b | 14.3x | 21x | 1.2x |
| Wed, 05 Nov 2025 | UK£47.5b | UK£39.8b | UK£2.2b | 15.1x | 21.2x | 1.2x |
| Fri, 03 Oct 2025 | UK£48.2b | UK£39.6b | UK£2.3b | 15.6x | 20.9x | 1.2x |
| Sun, 31 Aug 2025 | UK£51.1b | UK£39.4b | UK£2.3b | 15.1x | 21.9x | 1.3x |
| Tue, 29 Jul 2025 | UK£49.1b | UK£39.5b | UK£2.4b | 14.7x | 20.7x | 1.2x |
| Thu, 26 Jun 2025 | UK£45.8b | UK£39.3b | UK£2.4b | 14x | 19.5x | 1.2x |
| Sat, 24 May 2025 | UK£44.9b | UK£39.4b | UK£2.4b | 13.1x | 19.1x | 1.1x |
| Mon, 21 Apr 2025 | UK£40.8b | UK£39.5b | UK£2.4b | 13.3x | 17.4x | 1x |
| Wed, 19 Mar 2025 | UK£46.1b | UK£39.8b | UK£2.4b | 14.2x | 19.1x | 1.2x |
| Fri, 14 Feb 2025 | UK£52.9b | UK£40.1b | UK£2.5b | 13.7x | 21.5x | 1.3x |
| Sun, 12 Jan 2025 | UK£50.4b | UK£40.4b | UK£2.5b | 13x | 19.9x | 1.2x |
| Tue, 10 Dec 2024 | UK£59.5b | UK£40.0b | UK£2.5b | 13.4x | 23.8x | 1.5x |
| Thu, 07 Nov 2024 | UK£59.0b | UK£39.2b | UK£2.5b | 13.9x | 23.7x | 1.5x |
| Sat, 05 Oct 2024 | UK£56.9b | UK£39.0b | UK£2.5b | 14.4x | 23.1x | 1.5x |
| Mon, 02 Sep 2024 | UK£57.1b | UK£39.0b | UK£2.5b | 17.9x | 23.1x | 1.5x |
| Wed, 31 Jul 2024 | UK£57.4b | UK£40.2b | UK£3.2b | 14.3x | 17.9x | 1.4x |
| Fri, 28 Jun 2024 | UK£54.4b | UK£40.2b | UK£3.1b | 14x | 17.8x | 1.4x |
| Sun, 26 May 2024 | UK£57.3b | UK£40.0b | UK£3.1b | 14.3x | 18.5x | 1.4x |
| Tue, 23 Apr 2024 | UK£54.2b | UK£40.2b | UK£3.2b | 12.8x | 16.8x | 1.3x |
| Thu, 21 Mar 2024 | UK£54.1b | UK£39.9b | UK£3.2b | 13.4x | 17.1x | 1.4x |
| Sat, 17 Feb 2024 | UK£54.8b | UK£40.5b | UK£3.5b | 11.2x | 15.8x | 1.4x |
| Mon, 15 Jan 2024 | UK£52.3b | UK£40.4b | UK£3.5b | 11x | 15.1x | 1.3x |
| Wed, 13 Dec 2023 | UK£52.4b | UK£40.4b | UK£3.4b | 10.9x | 15.4x | 1.3x |
| Fri, 10 Nov 2023 | UK£48.0b | UK£39.9b | UK£3.0b | 10.6x | 15.7x | 1.2x |
| Sun, 08 Oct 2023 | UK£48.3b | UK£39.9b | UK£3.1b | 11.2x | 15.6x | 1.2x |
| Tue, 05 Sep 2023 | UK£51.1b | UK£39.3b | UK£3.0b | 11.7x | 16.7x | 1.3x |
| Thu, 03 Aug 2023 | UK£52.3b | UK£38.9b | UK£3.1b | 11.5x | 17.1x | 1.3x |
| Sat, 01 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 | -1.14% | |
| Industrials | -0.96% | |
| Trade Distributors | 0.17% | |
| Trade Companies and Distributors | 0.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNZL Bunzl | UK£26.76 | 5.7% +UK£462.3m | 15.1% | PE18.7x | |
| HWDN Howden Joinery Group | UK£8.47 | 4.2% +UK£183.6m | 1.8% | PE17.1x | |
| TPK Travis Perkins | UK£5.66 | 3.3% +UK£38.1m | -7.9% | PS0.3x | |
| GFTU Grafton Group | UK£9.07 | 0.9% +UK£14.5m | -9.5% | PE12.5x | |
| ASY Andrews Sykes Group | UK£5.43 | 4.3% +UK£9.4m | 5.3% | PE12.6x |