Narrative Update • Jul 31

The Trade Companies and Distributors industry is up 5.2% in the last week, with Diploma up 5.2%. In the last 12 months, the industry was up 22%. Looking forward, 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, 08 Aug 2026 | UK£32.7b | UK£31.9b | UK£918.5m | 16.4x | 35.6x | 1x |
| Mon, 06 Jul 2026 | UK£30.3b | UK£31.9b | UK£912.4m | 15.4x | 33.2x | 1x |
| Wed, 03 Jun 2026 | UK£28.3b | UK£31.9b | UK£939.9m | 15.2x | 30.2x | 0.9x |
| Fri, 01 May 2026 | UK£28.6b | UK£31.7b | UK£932.7m | 15.6x | 30.7x | 0.9x |
| Sun, 29 Mar 2026 | UK£26.2b | UK£31.8b | UK£932.2m | 15.1x | 28.1x | 0.8x |
| Tue, 24 Feb 2026 | UK£48.6b | UK£39.5b | UK£2.1b | 14.8x | 22.9x | 1.2x |
| Thu, 22 Jan 2026 | UK£47.8b | UK£39.6b | UK£2.1b | 14.6x | 22.5x | 1.2x |
| Sat, 20 Dec 2025 | UK£48.8b | UK£39.7b | UK£2.2b | 14x | 22.4x | 1.2x |
| Mon, 17 Nov 2025 | UK£46.0b | UK£39.7b | UK£2.2b | 14.5x | 20.7x | 1.2x |
| Wed, 15 Oct 2025 | UK£48.6b | UK£39.6b | UK£2.2b | 15.3x | 22x | 1.2x |
| Fri, 12 Sep 2025 | UK£50.7b | UK£39.5b | UK£2.3b | 15x | 21.9x | 1.3x |
| Sun, 10 Aug 2025 | UK£49.0b | UK£39.4b | UK£2.4b | 14.4x | 20.8x | 1.2x |
| Tue, 08 Jul 2025 | UK£47.0b | UK£39.3b | UK£2.4b | 14.2x | 19.9x | 1.2x |
| Thu, 05 Jun 2025 | UK£45.1b | UK£39.4b | UK£2.4b | 12.9x | 19.2x | 1.1x |
| Sat, 03 May 2025 | UK£42.8b | UK£39.5b | UK£2.4b | 13.8x | 18.2x | 1.1x |
| Mon, 31 Mar 2025 | UK£45.1b | UK£39.9b | UK£2.4b | 14.2x | 18.7x | 1.1x |
| Wed, 26 Feb 2025 | UK£49.9b | UK£40.0b | UK£2.4b | 12.7x | 20.5x | 1.2x |
| Fri, 24 Jan 2025 | UK£54.1b | UK£40.2b | UK£2.5b | 13.6x | 21.9x | 1.3x |
| Sun, 22 Dec 2024 | UK£51.9b | UK£40.1b | UK£2.5b | 13.2x | 20.8x | 1.3x |
| Tue, 19 Nov 2024 | UK£58.4b | UK£39.4b | UK£2.5b | 13.6x | 23.4x | 1.5x |
| Thu, 17 Oct 2024 | UK£58.9b | UK£39.1b | UK£2.5b | 14.4x | 23.8x | 1.5x |
| Sat, 14 Sep 2024 | UK£56.8b | UK£39.0b | UK£2.4b | 16x | 23.3x | 1.5x |
| Mon, 12 Aug 2024 | UK£53.8b | UK£39.5b | UK£2.6b | 15.8x | 20.9x | 1.4x |
| Wed, 10 Jul 2024 | UK£53.6b | UK£40.0b | UK£3.0b | 14x | 17.6x | 1.3x |
| Fri, 07 Jun 2024 | UK£55.9b | UK£39.9b | UK£3.1b | 14x | 18.3x | 1.4x |
| Sun, 05 May 2024 | UK£56.3b | UK£40.1b | UK£3.2b | 13.9x | 17.7x | 1.4x |
| Tue, 02 Apr 2024 | UK£55.7b | UK£40.0b | UK£3.2b | 13.6x | 17.5x | 1.4x |
| Thu, 29 Feb 2024 | UK£54.4b | UK£40.0b | UK£3.5b | 10.9x | 15.5x | 1.4x |
| Sat, 27 Jan 2024 | UK£53.9b | UK£40.4b | UK£3.5b | 11.5x | 15.6x | 1.3x |
| Mon, 25 Dec 2023 | UK£55.0b | UK£40.3b | UK£3.4b | 11.1x | 16.2x | 1.4x |
| Wed, 22 Nov 2023 | UK£47.6b | UK£39.8b | UK£3.0b | 10.9x | 15.8x | 1.2x |
| Fri, 20 Oct 2023 | UK£46.3b | UK£40.0b | UK£3.1b | 10.2x | 14.9x | 1.2x |
| Sun, 17 Sep 2023 | UK£50.1b | UK£39.8b | UK£3.1b | 11.3x | 16.1x | 1.3x |
| Tue, 15 Aug 2023 | UK£51.9b | UK£39.0b | UK£3.1b | 11.1x | 17x | 1.3x |
17x
How does U.K. Trade Companies and Distributors compare with similar industries?
| GB Market | 0.89% | |
| Industrials | 4.27% | |
| Trade Distributors | 5.17% | |
| Trade Companies and Distributors | 5.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£77.00 | 5.2% +UK£509.6m | 42.2% | PE54.5x | |
| HWDN Howden Joinery Group | UK£8.40 | 6.5% +UK£281.9m | -2.8% | PE17.3x | |
| TPK Travis Perkins | UK£6.75 | 21.7% +UK£255.3m | 10.4% | PS0.3x | |
| BNZL Bunzl | UK£28.70 | 2.4% +UK£218.3m | 26.5% | PE20.1x | |
| RS1 RS Group | UK£7.44 | 6.0% +UK£193.1m | 31.6% | PE21.1x |