Narrative Update • Jul 31

The Trade Companies and Distributors industry has gained 2.5% in the last week and Travis Perkins up 20%. This means that the industry has gained 21% over the past year. As for the next few years, earnings are expected to grow by 14% 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, 05 Aug 2026 | UK£32.1b | UK£31.9b | UK£918.4m | 16x | 34.9x | 1x |
| Fri, 03 Jul 2026 | UK£30.1b | UK£31.9b | UK£911.5m | 15.3x | 33.1x | 0.9x |
| Sun, 31 May 2026 | UK£28.6b | UK£31.9b | UK£939.9m | 15.5x | 30.4x | 0.9x |
| Tue, 28 Apr 2026 | UK£29.0b | UK£31.7b | UK£932.4m | 16x | 31x | 0.9x |
| Thu, 26 Mar 2026 | UK£26.5b | UK£31.7b | UK£908.8m | 15.1x | 29.1x | 0.8x |
| Sat, 21 Feb 2026 | UK£49.1b | UK£39.5b | UK£2.1b | 14.7x | 23.2x | 1.2x |
| Mon, 19 Jan 2026 | UK£49.0b | UK£39.6b | UK£2.1b | 14.5x | 23x | 1.2x |
| Wed, 17 Dec 2025 | UK£48.8b | UK£39.7b | UK£2.2b | 14.8x | 22.5x | 1.2x |
| Fri, 14 Nov 2025 | UK£46.5b | UK£39.7b | UK£2.2b | 14.8x | 20.9x | 1.2x |
| Sun, 12 Oct 2025 | UK£48.6b | UK£39.6b | UK£2.2b | 15.9x | 22x | 1.2x |
| Tue, 09 Sep 2025 | UK£51.8b | UK£39.5b | UK£2.3b | 15.1x | 22.3x | 1.3x |
| Thu, 07 Aug 2025 | UK£48.6b | UK£39.4b | UK£2.4b | 14.4x | 20.5x | 1.2x |
| Sat, 05 Jul 2025 | UK£47.2b | UK£39.3b | UK£2.4b | 14.2x | 20.1x | 1.2x |
| Mon, 02 Jun 2025 | UK£45.7b | UK£39.4b | UK£2.4b | 12.9x | 19.4x | 1.2x |
| Wed, 30 Apr 2025 | UK£41.7b | UK£39.4b | UK£2.3b | 13.9x | 17.8x | 1.1x |
| Fri, 28 Mar 2025 | UK£45.7b | UK£39.9b | UK£2.4b | 14x | 18.9x | 1.1x |
| Sun, 23 Feb 2025 | UK£51.4b | UK£40.0b | UK£2.4b | 12.9x | 21x | 1.3x |
| Tue, 21 Jan 2025 | UK£53.6b | UK£40.3b | UK£2.5b | 13.2x | 21.2x | 1.3x |
| Thu, 19 Dec 2024 | UK£52.9b | UK£40.0b | UK£2.5b | 13.4x | 21.3x | 1.3x |
| Sat, 16 Nov 2024 | UK£58.2b | UK£39.4b | UK£2.5b | 13.6x | 23.3x | 1.5x |
| Mon, 14 Oct 2024 | UK£57.1b | UK£39.1b | UK£2.5b | 14.3x | 23.2x | 1.5x |
| Wed, 11 Sep 2024 | UK£56.4b | UK£39.1b | UK£2.5b | 17.1x | 23x | 1.4x |
| Fri, 09 Aug 2024 | UK£53.6b | UK£39.5b | UK£2.6b | 15.8x | 20.9x | 1.4x |
| Sun, 07 Jul 2024 | UK£54.4b | UK£40.0b | UK£3.0b | 14x | 17.9x | 1.4x |
| Tue, 04 Jun 2024 | UK£55.8b | UK£39.9b | UK£3.1b | 13.6x | 18.1x | 1.4x |
| Thu, 02 May 2024 | UK£55.7b | UK£40.1b | UK£3.2b | 13.2x | 17.4x | 1.4x |
| Sat, 30 Mar 2024 | UK£55.7b | UK£40.0b | UK£3.2b | 13.6x | 17.5x | 1.4x |
| Mon, 26 Feb 2024 | UK£55.1b | UK£40.5b | UK£3.5b | 11.1x | 15.9x | 1.4x |
| Wed, 24 Jan 2024 | UK£51.7b | UK£40.5b | UK£3.5b | 11.2x | 14.9x | 1.3x |
| Fri, 22 Dec 2023 | UK£55.4b | UK£40.3b | UK£3.4b | 11x | 16.3x | 1.4x |
| Sun, 19 Nov 2023 | UK£49.7b | UK£39.8b | UK£3.0b | 11.2x | 16.4x | 1.2x |
| Tue, 17 Oct 2023 | UK£48.0b | UK£40.0b | UK£3.1b | 10.5x | 15.4x | 1.2x |
| Thu, 14 Sep 2023 | UK£49.2b | UK£39.8b | UK£3.1b | 11.4x | 15.8x | 1.2x |
| Sat, 12 Aug 2023 | UK£51.9b | UK£39.0b | UK£3.1b | 11.2x | 17x | 1.3x |
17x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 0.42% | |
| Industrials | 2.87% | |
| Trade Distributors | 2.52% | |
| Trade Companies and Distributors | 2.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£76.75 | 7.9% +UK£757.6m | 41.9% | PE54.3x | |
| HWDN Howden Joinery Group | UK£8.33 | 5.9% +UK£254.6m | -2.9% | PE17.1x | |
| TPK Travis Perkins | UK£6.67 | 17.0% +UK£205.5m | 14.6% | PS0.3x | |
| RS1 RS Group | UK£7.42 | 5.9% +UK£190.8m | 34.9% | PE21x | |
| GFTU Grafton Group | UK£10.29 | 6.3% +UK£115.8m | 16.3% | PE14.2x |