Narrative Update • Jul 31

In the last week, the Trade Companies and Distributors industry is up 1.2%, with Bunzl up 1.6%. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 14% 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, 01 Aug 2026 | UK£31.1b | UK£31.9b | UK£901.6m | 16x | 34.5x | 1x |
| Mon, 29 Jun 2026 | UK£30.1b | UK£31.9b | UK£911.4m | 15.7x | 33x | 0.9x |
| Wed, 27 May 2026 | UK£28.7b | UK£31.9b | UK£939.9m | 15.5x | 30.6x | 0.9x |
| Fri, 24 Apr 2026 | UK£29.2b | UK£31.7b | UK£932.4m | 16x | 31.4x | 0.9x |
| Sun, 22 Mar 2026 | UK£26.2b | UK£31.7b | UK£908.8m | 15.3x | 28.9x | 0.8x |
| Tue, 17 Feb 2026 | UK£48.4b | UK£39.5b | UK£2.1b | 14.6x | 23x | 1.2x |
| Thu, 15 Jan 2026 | UK£48.7b | UK£39.7b | UK£2.2b | 13.8x | 22.4x | 1.2x |
| Sat, 13 Dec 2025 | UK£47.9b | UK£39.7b | UK£2.2b | 14.3x | 22x | 1.2x |
| Mon, 10 Nov 2025 | UK£46.0b | UK£39.7b | UK£2.2b | 14.7x | 20.6x | 1.2x |
| Wed, 08 Oct 2025 | UK£48.8b | UK£39.6b | UK£2.2b | 15.9x | 22.2x | 1.2x |
| Fri, 05 Sep 2025 | UK£50.4b | UK£39.5b | UK£2.3b | 15.6x | 21.7x | 1.3x |
| Sun, 03 Aug 2025 | UK£48.3b | UK£39.5b | UK£2.4b | 14.3x | 20.2x | 1.2x |
| Tue, 01 Jul 2025 | UK£47.1b | UK£39.2b | UK£2.3b | 14.2x | 20.1x | 1.2x |
| Thu, 29 May 2025 | UK£45.7b | UK£39.4b | UK£2.4b | 13x | 19.4x | 1.2x |
| Sat, 26 Apr 2025 | UK£41.8b | UK£39.5b | UK£2.3b | 13.8x | 17.8x | 1.1x |
| Mon, 24 Mar 2025 | UK£45.8b | UK£39.9b | UK£2.4b | 14x | 19x | 1.1x |
| Wed, 19 Feb 2025 | UK£52.9b | UK£40.0b | UK£2.4b | 13.6x | 21.7x | 1.3x |
| Fri, 17 Jan 2025 | UK£52.5b | UK£40.4b | UK£2.5b | 13.2x | 20.7x | 1.3x |
| Sun, 15 Dec 2024 | UK£54.0b | UK£40.1b | UK£2.5b | 13.3x | 21.6x | 1.3x |
| Tue, 12 Nov 2024 | UK£59.0b | UK£39.2b | UK£2.5b | 13.7x | 23.9x | 1.5x |
| Thu, 10 Oct 2024 | UK£57.8b | UK£39.1b | UK£2.5b | 14.3x | 23.4x | 1.5x |
| Sat, 07 Sep 2024 | UK£55.5b | UK£39.0b | UK£2.4b | 17.2x | 22.7x | 1.4x |
| Mon, 05 Aug 2024 | UK£53.6b | UK£39.6b | UK£2.6b | 16x | 20.3x | 1.4x |
| Wed, 03 Jul 2024 | UK£53.7b | UK£40.1b | UK£3.1b | 14x | 17.6x | 1.3x |
| Fri, 31 May 2024 | UK£56.7b | UK£40.0b | UK£3.1b | 13.4x | 18.3x | 1.4x |
| Sun, 28 Apr 2024 | UK£57.7b | UK£40.1b | UK£3.2b | 12.8x | 18x | 1.4x |
| Tue, 26 Mar 2024 | UK£54.7b | UK£40.0b | UK£3.2b | 13.5x | 17.2x | 1.4x |
| Thu, 22 Feb 2024 | UK£54.5b | UK£40.5b | UK£3.5b | 11.1x | 15.7x | 1.3x |
| Sat, 20 Jan 2024 | UK£51.5b | UK£40.4b | UK£3.5b | 10.9x | 14.9x | 1.3x |
| Mon, 18 Dec 2023 | UK£54.9b | UK£40.3b | UK£3.4b | 11.1x | 16.2x | 1.4x |
| Wed, 15 Nov 2023 | UK£49.3b | UK£39.8b | UK£3.0b | 10.8x | 16.3x | 1.2x |
| Fri, 13 Oct 2023 | UK£48.6b | UK£40.0b | UK£3.1b | 10.5x | 15.6x | 1.2x |
| Sun, 10 Sep 2023 | UK£49.7b | UK£39.8b | UK£3.1b | 11.4x | 16x | 1.2x |
| Tue, 08 Aug 2023 | UK£52.5b | UK£38.9b | UK£3.1b | 11.7x | 17.1x | 1.4x |
17.1x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 1.17% | |
| Industrials | 1.47% | |
| Trade Distributors | 0.33% | |
| Trade Companies and Distributors | 0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNZL Bunzl | UK£28.02 | 1.6% +UK£141.3m | 25.1% | PE19.6x | |
| HWDN Howden Joinery Group | UK£7.89 | 2.9% +UK£117.4m | -8.5% | PE16.2x | |
| RS1 RS Group | UK£7.02 | 2.8% +UK£84.6m | 28.0% | PE19.9x | |
| GFTU Grafton Group | UK£9.66 | 2.4% +UK£41.9m | 9.1% | PE13.4x | |
| MACF Macfarlane Group | UK£0.73 | 9.4% +UK£9.8m | -26.4% | PE18.1x |