Narrative Update • Jun 30

The Trade Companies and Distributors industry is up 5.1% in the last week, with Diploma up 6.5%. Meanwhile, Vp actually underperformed within the industry, shrinking 8.0% in the last week. In the last 12 months, the industry was up 16%. 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | UK£30.9b | UK£31.9b | UK£903.1m | 16.4x | 34.2x | 1x |
| Mon, 15 Jun 2026 | UK£29.2b | UK£31.9b | UK£926.4m | 15.5x | 31.5x | 0.9x |
| Wed, 13 May 2026 | UK£27.7b | UK£31.7b | UK£932.6m | 14.8x | 29.7x | 0.9x |
| Fri, 10 Apr 2026 | UK£28.2b | UK£31.7b | UK£932.4m | 16.3x | 30.3x | 0.9x |
| Sun, 08 Mar 2026 | UK£26.8b | UK£31.7b | UK£1.1b | 15.6x | 25.5x | 0.8x |
| Tue, 03 Feb 2026 | UK£46.6b | UK£39.5b | UK£2.1b | 14.6x | 22.1x | 1.2x |
| Thu, 01 Jan 2026 | UK£47.4b | UK£39.6b | UK£2.2b | 13.8x | 21.8x | 1.2x |
| Sat, 29 Nov 2025 | UK£46.9b | UK£39.8b | UK£2.2b | 14.4x | 21x | 1.2x |
| Mon, 27 Oct 2025 | UK£50.5b | UK£39.7b | UK£2.2b | 15.2x | 22.8x | 1.3x |
| Wed, 24 Sep 2025 | UK£49.5b | UK£39.6b | UK£2.3b | 15x | 21.3x | 1.3x |
| Fri, 22 Aug 2025 | UK£50.6b | UK£39.4b | UK£2.4b | 14.8x | 21.4x | 1.3x |
| Sun, 20 Jul 2025 | UK£47.6b | UK£39.4b | UK£2.4b | 14.2x | 20.1x | 1.2x |
| Tue, 17 Jun 2025 | UK£45.8b | UK£39.4b | UK£2.4b | 13.8x | 19.3x | 1.2x |
| Thu, 15 May 2025 | UK£45.6b | UK£39.5b | UK£2.4b | 13.3x | 19.4x | 1.2x |
| Sat, 12 Apr 2025 | UK£42.3b | UK£39.6b | UK£2.4b | 12.9x | 17.8x | 1.1x |
| Mon, 10 Mar 2025 | UK£47.8b | UK£39.9b | UK£2.4b | 14.2x | 19.8x | 1.2x |
| Wed, 05 Feb 2025 | UK£52.6b | UK£40.1b | UK£2.5b | 13.6x | 21.4x | 1.3x |
| Fri, 03 Jan 2025 | UK£51.6b | UK£40.3b | UK£2.5b | 13.4x | 20.5x | 1.3x |
| Sun, 01 Dec 2024 | UK£58.8b | UK£39.4b | UK£2.5b | 12.5x | 23.6x | 1.5x |
| Tue, 29 Oct 2024 | UK£58.1b | UK£39.1b | UK£2.5b | 14.1x | 23.5x | 1.5x |
| Thu, 26 Sep 2024 | UK£58.1b | UK£38.9b | UK£2.4b | 17.5x | 24x | 1.5x |
| Sat, 24 Aug 2024 | UK£55.4b | UK£39.2b | UK£2.5b | 16.7x | 21.9x | 1.4x |
| Mon, 22 Jul 2024 | UK£56.4b | UK£40.1b | UK£3.2b | 14x | 17.6x | 1.4x |
| Wed, 19 Jun 2024 | UK£55.0b | UK£40.0b | UK£3.1b | 13.5x | 17.9x | 1.4x |
| Fri, 17 May 2024 | UK£59.2b | UK£40.0b | UK£3.1b | 14.6x | 18.8x | 1.5x |
| Sun, 14 Apr 2024 | UK£55.7b | UK£40.1b | UK£3.2b | 13.1x | 17.4x | 1.4x |
| Tue, 12 Mar 2024 | UK£52.4b | UK£39.9b | UK£3.2b | 13.4x | 16.6x | 1.3x |
| Thu, 08 Feb 2024 | UK£53.7b | UK£40.5b | UK£3.5b | 11.1x | 15.4x | 1.3x |
| Sat, 06 Jan 2024 | UK£52.7b | UK£40.4b | UK£3.5b | 10.9x | 15.2x | 1.3x |
| Mon, 04 Dec 2023 | UK£49.2b | UK£39.6b | UK£3.0b | 10.9x | 16.5x | 1.2x |
| Wed, 01 Nov 2023 | UK£46.1b | UK£40.0b | UK£3.1b | 10.2x | 14.8x | 1.2x |
| Fri, 29 Sep 2023 | UK£49.2b | UK£39.9b | UK£3.1b | 11.6x | 15.7x | 1.2x |
| Sun, 27 Aug 2023 | UK£49.8b | UK£39.0b | UK£3.1b | 11.1x | 16.2x | 1.3x |
| Tue, 25 Jul 2023 | UK£51.7b | UK£38.9b | 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 | 1.03% | |
| Industrials | 0.15% | |
| Trade Distributors | 5.08% | |
| Trade Companies and Distributors | 5.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£72.40 | 6.5% +UK£590.0m | 39.2% | PE51.3x | |
| BNZL Bunzl | UK£27.96 | 4.0% +UK£346.8m | 21.4% | PE19.6x | |
| RS1 RS Group | UK£6.71 | 8.6% +UK£240.9m | 16.0% | PE19.1x | |
| GFTU Grafton Group | UK£9.45 | 7.5% +UK£124.6m | 2.9% | PE13.1x | |
| HWDN Howden Joinery Group | UK£8.01 | 2.6% +UK£103.9m | -3.6% | PE16.4x |