Narrative Update • Jul 18

The Trade Companies and Distributors industry is up 4.4% in the last week, with Diploma up 6.4%. In the same time, Vp was down 5.4%. This means that the industry has gained 17% over the past year. 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | UK£30.9b | UK£31.9b | UK£903.1m | 16.4x | 34.2x | 1x |
| Wed, 17 Jun 2026 | UK£29.5b | UK£31.9b | UK£926.5m | 15.9x | 31.8x | 0.9x |
| Fri, 15 May 2026 | UK£28.0b | UK£31.8b | UK£933.4m | 14.8x | 30x | 0.9x |
| Sun, 12 Apr 2026 | UK£28.5b | UK£31.7b | UK£932.4m | 16.4x | 30.5x | 0.9x |
| Tue, 10 Mar 2026 | UK£26.3b | UK£31.7b | UK£1.1b | 15.6x | 25x | 0.8x |
| Thu, 05 Feb 2026 | UK£47.9b | UK£39.5b | UK£2.1b | 14.9x | 22.7x | 1.2x |
| Sat, 03 Jan 2026 | UK£47.4b | UK£39.6b | UK£2.2b | 13.8x | 21.8x | 1.2x |
| Mon, 01 Dec 2025 | UK£46.9b | UK£39.8b | UK£2.2b | 14.4x | 21x | 1.2x |
| Wed, 29 Oct 2025 | UK£49.4b | UK£39.7b | UK£2.2b | 15.5x | 22.3x | 1.2x |
| Fri, 26 Sep 2025 | UK£48.0b | UK£39.7b | UK£2.3b | 14.5x | 20.5x | 1.2x |
| Sun, 24 Aug 2025 | UK£51.4b | UK£39.3b | UK£2.4b | 15x | 21.8x | 1.3x |
| Tue, 22 Jul 2025 | UK£47.6b | UK£39.4b | UK£2.4b | 13.7x | 20.1x | 1.2x |
| Thu, 19 Jun 2025 | UK£45.7b | UK£39.4b | UK£2.4b | 13.6x | 19.2x | 1.2x |
| Sat, 17 May 2025 | UK£45.6b | UK£39.5b | UK£2.4b | 13.1x | 19.4x | 1.2x |
| Mon, 14 Apr 2025 | UK£42.3b | UK£39.6b | UK£2.4b | 12.9x | 17.8x | 1.1x |
| Wed, 12 Mar 2025 | UK£45.7b | UK£39.8b | UK£2.4b | 13.9x | 18.9x | 1.1x |
| Fri, 07 Feb 2025 | UK£52.5b | UK£40.1b | UK£2.5b | 13.8x | 21.3x | 1.3x |
| Sun, 05 Jan 2025 | UK£51.4b | UK£40.2b | UK£2.5b | 13.4x | 20.4x | 1.3x |
| Tue, 03 Dec 2024 | UK£59.3b | UK£40.1b | UK£2.5b | 13.2x | 23.6x | 1.5x |
| Thu, 31 Oct 2024 | UK£57.0b | UK£39.1b | UK£2.5b | 14.3x | 23x | 1.5x |
| Sat, 28 Sep 2024 | UK£59.1b | UK£38.9b | UK£2.4b | 16.1x | 24.3x | 1.5x |
| Mon, 26 Aug 2024 | UK£55.4b | UK£39.2b | UK£2.5b | 16.7x | 21.9x | 1.4x |
| Wed, 24 Jul 2024 | UK£56.7b | UK£40.1b | UK£3.2b | 14x | 17.7x | 1.4x |
| Fri, 21 Jun 2024 | UK£55.4b | UK£40.1b | UK£3.1b | 14x | 18.1x | 1.4x |
| Sun, 19 May 2024 | UK£58.0b | UK£40.0b | UK£3.1b | 14.7x | 18.4x | 1.4x |
| Tue, 16 Apr 2024 | UK£55.4b | UK£40.1b | UK£3.2b | 13.2x | 17.3x | 1.4x |
| Thu, 14 Mar 2024 | UK£52.5b | UK£39.9b | UK£3.2b | 13.5x | 16.6x | 1.3x |
| Sat, 10 Feb 2024 | UK£53.8b | UK£40.5b | UK£3.5b | 11.2x | 15.5x | 1.3x |
| Mon, 08 Jan 2024 | UK£52.7b | UK£40.4b | UK£3.5b | 10.9x | 15.2x | 1.3x |
| Wed, 06 Dec 2023 | UK£48.6b | UK£39.7b | UK£3.0b | 10.9x | 16.2x | 1.2x |
| Fri, 03 Nov 2023 | UK£47.1b | UK£40.0b | UK£3.1b | 10.1x | 15.2x | 1.2x |
| Sun, 01 Oct 2023 | UK£49.2b | UK£40.0b | UK£3.1b | 11.7x | 15.8x | 1.2x |
| Tue, 29 Aug 2023 | UK£49.8b | UK£39.0b | UK£3.1b | 11.1x | 16.2x | 1.3x |
| Thu, 27 Jul 2023 | UK£51.8b | UK£38.8b | UK£3.1b | 10.9x | 16.8x | 1.3x |
16.8x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 0.97% | |
| Industrials | 0.39% | |
| Trade Distributors | 4.40% | |
| Trade Companies and Distributors | 4.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£72.40 | 6.4% +UK£583.3m | 40.0% | PE51.3x | |
| BNZL Bunzl | UK£27.96 | 3.9% +UK£340.4m | 22.7% | PE19.6x | |
| RS1 RS Group | UK£6.71 | 6.3% +UK£181.9m | 16.1% | PE19.1x | |
| GFTU Grafton Group | UK£9.45 | 5.6% +UK£94.8m | 3.3% | PE13.1x | |
| TPK Travis Perkins | UK£5.65 | 3.9% +UK£44.5m | -1.3% | PS0.3x |