Narrative Update • Jul 18

In the last week, the Trade Companies and Distributors industry is up 4.6%, with Diploma up 12%. In the last 12 months, the industry was up 18%. 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 |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | UK£31.2b | UK£31.9b | UK£903.1m | 16.1x | 34.5x | 1x |
| Sat, 20 Jun 2026 | UK£29.4b | UK£31.9b | UK£911.4m | 16.1x | 32.3x | 0.9x |
| Mon, 18 May 2026 | UK£27.6b | UK£31.8b | UK£933.4m | 14.8x | 29.6x | 0.9x |
| Wed, 15 Apr 2026 | UK£28.5b | UK£31.7b | UK£932.4m | 16.2x | 30.6x | 0.9x |
| Fri, 13 Mar 2026 | UK£26.5b | UK£31.7b | UK£1.1b | 15.8x | 25.2x | 0.8x |
| Sun, 08 Feb 2026 | UK£47.6b | UK£39.5b | UK£2.1b | 15.1x | 22.6x | 1.2x |
| Tue, 06 Jan 2026 | UK£48.5b | UK£39.6b | UK£2.2b | 13.6x | 22.4x | 1.2x |
| Thu, 04 Dec 2025 | UK£46.0b | UK£39.7b | UK£2.2b | 14.3x | 20.7x | 1.2x |
| Sat, 01 Nov 2025 | UK£48.7b | UK£39.8b | UK£2.2b | 15.4x | 21.9x | 1.2x |
| Mon, 29 Sep 2025 | UK£47.9b | UK£39.6b | UK£2.3b | 14.4x | 20.5x | 1.2x |
| Wed, 27 Aug 2025 | UK£51.8b | UK£39.4b | UK£2.3b | 15x | 22.1x | 1.3x |
| Fri, 25 Jul 2025 | UK£49.2b | UK£39.4b | UK£2.4b | 14.8x | 20.8x | 1.2x |
| Sun, 22 Jun 2025 | UK£45.5b | UK£39.4b | UK£2.4b | 13.8x | 19.2x | 1.2x |
| Tue, 20 May 2025 | UK£45.6b | UK£39.4b | UK£2.3b | 13.1x | 19.4x | 1.2x |
| Thu, 17 Apr 2025 | UK£40.9b | UK£39.5b | UK£2.4b | 13.4x | 17.4x | 1x |
| Sat, 15 Mar 2025 | UK£45.7b | UK£39.8b | UK£2.4b | 14x | 18.9x | 1.1x |
| Mon, 10 Feb 2025 | UK£51.5b | UK£40.2b | UK£2.5b | 13.7x | 20.9x | 1.3x |
| Wed, 08 Jan 2025 | UK£51.7b | UK£40.2b | UK£2.5b | 13.5x | 20.6x | 1.3x |
| Fri, 06 Dec 2024 | UK£59.9b | UK£40.0b | UK£2.5b | 13.5x | 24x | 1.5x |
| Sun, 03 Nov 2024 | UK£56.7b | UK£39.2b | UK£2.5b | 14.1x | 22.9x | 1.4x |
| Tue, 01 Oct 2024 | UK£58.3b | UK£38.9b | UK£2.4b | 15.8x | 24x | 1.5x |
| Thu, 29 Aug 2024 | UK£56.0b | UK£39.0b | UK£2.5b | 16.5x | 22.5x | 1.4x |
| Sat, 27 Jul 2024 | UK£57.6b | UK£40.2b | UK£3.2b | 14.1x | 18x | 1.4x |
| Mon, 24 Jun 2024 | UK£55.1b | UK£40.2b | UK£3.1b | 14x | 18x | 1.4x |
| Wed, 22 May 2024 | UK£57.9b | UK£40.0b | UK£3.1b | 14.7x | 18.4x | 1.4x |
| Fri, 19 Apr 2024 | UK£54.4b | UK£40.2b | UK£3.2b | 12.7x | 17x | 1.4x |
| Sun, 17 Mar 2024 | UK£52.7b | UK£39.9b | UK£3.2b | 13.5x | 16.6x | 1.3x |
| Tue, 13 Feb 2024 | UK£54.0b | UK£40.5b | UK£3.5b | 11.3x | 15.6x | 1.3x |
| Thu, 11 Jan 2024 | UK£52.3b | UK£40.4b | UK£3.5b | 11x | 15.1x | 1.3x |
| Sat, 09 Dec 2023 | UK£51.9b | UK£40.4b | UK£3.4b | 10.7x | 15.2x | 1.3x |
| Mon, 06 Nov 2023 | UK£47.6b | UK£39.8b | UK£3.1b | 10.2x | 15.4x | 1.2x |
| Wed, 04 Oct 2023 | UK£48.3b | UK£40.0b | UK£3.1b | 11.4x | 15.5x | 1.2x |
| Fri, 01 Sep 2023 | UK£51.3b | UK£39.2b | UK£3.1b | 11.7x | 16.7x | 1.3x |
| Sun, 30 Jul 2023 | UK£52.7b | UK£38.9b | UK£3.1b | 11.2x | 17x | 1.4x |
17x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 1.95% | |
| Industrials | 2.16% | |
| Trade Distributors | 4.63% | |
| Trade Companies and Distributors | 4.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£75.85 | 12.0% +UK£1.1b | 48.7% | PE53.7x | |
| RS1 RS Group | UK£6.89 | 6.7% +UK£196.6m | 20.1% | PE19.6x | |
| GFTU Grafton Group | UK£9.55 | 4.7% +UK£81.2m | 5.4% | PE13.2x | |
| BNZL Bunzl | UK£27.36 | 0.7% +UK£57.8m | 18.5% | PE19.1x | |
| TPK Travis Perkins | UK£5.62 | 1.6% +UK£19.1m | -1.8% | PS0.3x |