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U.K. (FTSE) Trade Companies and Distributors Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies21
  • 7D1.3%
  • 3M8.1%
  • 1Y12.2%
  • YTDn/a

Grafton Group is up 8.9%, leading the way for the Trade Companies and Distributors industry, which has gained 1.3%. In the last 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.K. Trade Companies and Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026UK£29.5bUK£31.9bUK£926.5m15.9x31.8x0.9x
Fri, 15 May 2026UK£28.0bUK£31.8bUK£933.4m14.8x30x0.9x
Sun, 12 Apr 2026UK£28.5bUK£31.7bUK£932.4m16.4x30.5x0.9x
Tue, 10 Mar 2026UK£26.3bUK£31.7bUK£1.1b15.6x25x0.8x
Thu, 05 Feb 2026UK£47.9bUK£39.5bUK£2.1b14.9x22.7x1.2x
Sat, 03 Jan 2026UK£47.4bUK£39.6bUK£2.2b13.8x21.8x1.2x
Mon, 01 Dec 2025UK£46.9bUK£39.8bUK£2.2b14.4x21x1.2x
Wed, 29 Oct 2025UK£49.4bUK£39.7bUK£2.2b15.5x22.3x1.2x
Fri, 26 Sep 2025UK£48.0bUK£39.7bUK£2.3b14.5x20.5x1.2x
Sun, 24 Aug 2025UK£51.4bUK£39.3bUK£2.4b15x21.8x1.3x
Tue, 22 Jul 2025UK£47.6bUK£39.4bUK£2.4b13.7x20.1x1.2x
Thu, 19 Jun 2025UK£45.7bUK£39.4bUK£2.4b13.6x19.2x1.2x
Sat, 17 May 2025UK£45.6bUK£39.5bUK£2.4b13.1x19.4x1.2x
Mon, 14 Apr 2025UK£42.3bUK£39.6bUK£2.4b12.9x17.8x1.1x
Wed, 12 Mar 2025UK£45.7bUK£39.8bUK£2.4b13.9x18.9x1.1x
Fri, 07 Feb 2025UK£52.5bUK£40.1bUK£2.5b13.8x21.3x1.3x
Sun, 05 Jan 2025UK£51.4bUK£40.2bUK£2.5b13.4x20.4x1.3x
Tue, 03 Dec 2024UK£59.3bUK£40.1bUK£2.5b13.2x23.6x1.5x
Thu, 31 Oct 2024UK£57.0bUK£39.1bUK£2.5b14.3x23x1.5x
Sat, 28 Sep 2024UK£59.1bUK£38.9bUK£2.4b16.1x24.3x1.5x
Mon, 26 Aug 2024UK£55.4bUK£39.2bUK£2.5b16.7x21.9x1.4x
Wed, 24 Jul 2024UK£56.7bUK£40.1bUK£3.2b14x17.7x1.4x
Fri, 21 Jun 2024UK£55.4bUK£40.1bUK£3.1b14x18.1x1.4x
Sun, 19 May 2024UK£58.0bUK£40.0bUK£3.1b14.7x18.4x1.4x
Tue, 16 Apr 2024UK£55.4bUK£40.1bUK£3.2b13.2x17.3x1.4x
Thu, 14 Mar 2024UK£52.5bUK£39.9bUK£3.2b13.5x16.6x1.3x
Sat, 10 Feb 2024UK£53.8bUK£40.5bUK£3.5b11.2x15.5x1.3x
Mon, 08 Jan 2024UK£52.7bUK£40.4bUK£3.5b10.9x15.2x1.3x
Wed, 06 Dec 2023UK£48.6bUK£39.7bUK£3.0b10.9x16.2x1.2x
Fri, 03 Nov 2023UK£47.1bUK£40.0bUK£3.1b10.1x15.2x1.2x
Sun, 01 Oct 2023UK£49.2bUK£40.0bUK£3.1b11.7x15.8x1.2x
Tue, 29 Aug 2023UK£49.8bUK£39.0bUK£3.1b11.1x16.2x1.3x
Thu, 27 Jul 2023UK£51.8bUK£38.8bUK£3.1b10.9x16.8x1.3x
Sat, 24 Jun 2023UK£50.9bUK£39.0bUK£3.2b10.8x15.9x1.3x
Price to Earnings Ratio

15.9x


Total Market Cap: UK£50.9bTotal Earnings: UK£3.2bTotal Revenue: UK£39.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Trade Companies and Distributors Industry Price to Earnings3Y Average 20.3x202420252026
Current Industry PE
  • Investors are optimistic on the British Trading Companies and Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.7x which is higher than its 3-year average PE of 20.3x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have declined 34% per year over the last three years,
  • Revenues have also declined 6.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.K. Trade Companies and Distributors compare with similar industries?

GB Market2.65%
Industrials3.37%
Trade Distributors1.25%
Trade Companies and Distributors1.25%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GFTU Grafton GroupUK£9.018.9%
+UK£139.0m		-10.2%PE12.5x
HWDN Howden Joinery GroupUK£8.033.1%
+UK£129.6m		-8.3%PE16.2x
DPLM DiplomaUK£70.400.6%
+UK£53.6m		48.2%PE49.8x
TPK Travis PerkinsUK£5.502.3%
+UK£26.5m		-11.4%PS0.3x
VP. VpUK£5.3010.9%
+UK£20.5m		-18.5%PS0.6x

Latest News

HWDN
UK£8.03
Howden Joinery Group
7D
3.1%
1Y
-8.3%
Analysis Article • Jun 16

Is Howden Joinery Group Plc (LON:HWDN) Potentially Undervalued?

While Howden Joinery Group Plc ( LON:HWDN ) might not have the largest market cap around , it saw a double-digit share...
LTHM
UK£10.38
James Latham
7D
1.5%
1Y
-9.8%
VP.
UK£5.30
Vp
7D
10.9%
1Y
-18.5%
BRCK
UK£0.52
BRCK Group
7D
6.0%
1Y
-23.4%
RS1
UK£6.20
RS Group
7D
-1.0%
1Y
9.7%
MACF
UK£0.68
Macfarlane Group
7D
4.0%
1Y
-41.7%
Narrative Update • Jun 06

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have left their fair value estimate for Macfarlane Group unchanged at £0.91 per share, with only marginal tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E. This indicates a largely steady view of the stock's valuation drivers.
GFTU
UK£9.01
Grafton Group
7D
8.9%
1Y
-10.2%
Narrative Update • Jun 05

GFTU: Future Dividend Will Support Upside Potential Despite Revised Assumptions

Analysts have reduced their fair value estimate for Grafton Group from £11.56 to £11.21, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Shareholders approved a final dividend of 27.0 pence per ordinary share for the year ended 31 December 2025 at the Annual General Meeting held on 15 May 2026.
SHI
UK£0.082
SIG
7D
-1.9%
1Y
-48.8%
Narrative Update • Jun 05

SHI: CFO Transition And Refined Profit Outlook Will Support Upside Potential

Analysts have nudged their fair value estimate for SIG to £0.14 per share, with slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. This reflects a modestly refined view of the stock's risk and earnings profile.
DPLM
UK£70.40
Diploma
7D
0.6%
1Y
48.2%
Narrative Update • Jun 05

DPLM: Raised 2026 Guidance And Active M&A Will Shape Balanced Repricing

Diploma's analyst price target has been raised from £71.15 to £75.54. Analysts point to stronger organic and M&A revenue growth, particularly in Peerless and the broader Controls business, as key drivers behind the revisions.
TPK
UK£5.50
Travis Perkins
7D
2.3%
1Y
-11.4%
Narrative Update • Jun 02

TPK: Higher Discount Rate Will Constrain Future Upside After Repeated Price Objective Cuts

Analysts have trimmed the price target on Travis Perkins, with the updated fair value moving from £4.81 to £4.43. This reflects revised assumptions around revenue growth, profit margins, discount rates and a lower future P/E, alongside recent target cuts from £7.40 to £6.85 and from £6.80 to £6.30 in Street research.
LORD
UK£0.17
Lords Group Trading
7D
-1.5%
1Y
-61.0%