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U.K. (FTSE) Trade Distributors Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies21
  • 7D2.8%
  • 3M10.3%
  • 1Y9.4%
  • YTD12.1%

Over the last 7 days, the Trade Distributors industry has risen 3.5%, driven by gains from Bunzl of 12%. During this same period, the RS Group underperformed, falling 6.1%. In the last 12 months, the industry was up 10%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026UK£29.1bUK£31.9bUK£939.8m15.7x31x0.9x
Fri, 08 May 2026UK£29.4bUK£31.7bUK£932.7m16.1x31.5x0.9x
Sun, 05 Apr 2026UK£27.1bUK£31.8bUK£932.2m15.8x29.1x0.9x
Tue, 03 Mar 2026UK£50.4bUK£39.6bUK£2.1b16.7x23.8x1.3x
Thu, 29 Jan 2026UK£47.7bUK£39.4bUK£2.1b14.7x22.7x1.2x
Sat, 27 Dec 2025UK£47.9bUK£39.6bUK£2.2b13.9x22.1x1.2x
Mon, 24 Nov 2025UK£45.5bUK£39.8bUK£2.3b14.2x20.2x1.1x
Wed, 22 Oct 2025UK£49.6bUK£39.6bUK£2.2b15x22.5x1.3x
Fri, 19 Sep 2025UK£50.1bUK£39.6bUK£2.3b14.8x21.6x1.3x
Sun, 17 Aug 2025UK£50.0bUK£39.3bUK£2.4b14.4x21.3x1.3x
Tue, 15 Jul 2025UK£47.0bUK£39.4bUK£2.4b14x19.8x1.2x
Thu, 12 Jun 2025UK£45.7bUK£39.4bUK£2.4b12.7x19.4x1.2x
Sat, 10 May 2025UK£43.7bUK£39.5bUK£2.3b13.1x18.6x1.1x
Mon, 07 Apr 2025UK£42.0bUK£39.8bUK£2.4b13x17.5x1.1x
Wed, 05 Mar 2025UK£46.7bUK£40.1bUK£2.4b12.3x19.1x1.2x
Fri, 31 Jan 2025UK£53.0bUK£40.1bUK£2.5b13.9x21.5x1.3x
Sun, 29 Dec 2024UK£51.6bUK£40.1bUK£2.5b13.2x20.7x1.3x
Tue, 26 Nov 2024UK£59.4bUK£39.5bUK£2.5b12.5x23.7x1.5x
Thu, 24 Oct 2024UK£58.0bUK£39.2bUK£2.5b14.2x23.4x1.5x
Sat, 21 Sep 2024UK£58.1bUK£38.9bUK£2.4b16.2x24x1.5x
Mon, 19 Aug 2024UK£54.6bUK£39.3bUK£2.6b16.1x21.4x1.4x
Wed, 17 Jul 2024UK£57.1bUK£39.9bUK£3.0b14x18.9x1.4x
Fri, 14 Jun 2024UK£56.8bUK£39.9bUK£3.1b13.1x18.6x1.4x
Sun, 12 May 2024UK£58.6bUK£40.1bUK£3.2b13.8x18.4x1.5x
Tue, 09 Apr 2024UK£55.4bUK£40.0bUK£3.2b13.4x17.4x1.4x
Thu, 07 Mar 2024UK£53.1bUK£39.9bUK£3.2b12.4x16.6x1.3x
Sat, 03 Feb 2024UK£54.4bUK£40.5bUK£3.5b11.3x15.7x1.3x
Mon, 01 Jan 2024UK£55.2bUK£40.4bUK£3.5b11.1x16x1.4x
Wed, 29 Nov 2023UK£48.1bUK£39.7bUK£3.0b10.8x16.1x1.2x
Fri, 27 Oct 2023UK£45.5bUK£40.0bUK£3.1b9.9x14.6x1.1x
Sun, 24 Sep 2023UK£49.6bUK£39.9bUK£3.1b11.8x15.9x1.2x
Tue, 22 Aug 2023UK£49.6bUK£38.9bUK£3.1b11.1x16.2x1.3x
Thu, 20 Jul 2023UK£51.1bUK£38.8bUK£3.1b10.8x16.5x1.3x
Sat, 17 Jun 2023UK£52.3bUK£38.9bUK£3.2b10.8x16.3x1.3x
Price to Earnings Ratio

16.3x


Total Market Cap: UK£52.3bTotal Earnings: UK£3.2bTotal Revenue: UK£38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Trade Distributors Industry Price to Earnings3Y Average 20.2x202420252026
Current Industry PE
  • Investors are optimistic on the British Trade Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.9x which is higher than its 3-year average PE of 20.2x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have declined 34% per year over the last three years,
  • Revenues have also declined 6.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Industrials industry?

GB Market-1.85%
Industrials-0.73%
Trade Distributors2.84%
Trade Companies and Distributors2.84%
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
BNZL BunzlUK£25.5411.9%
+UK£873.2m		9.3%PE17.9x
HWDN Howden Joinery GroupUK£7.793.1%
+UK£126.9m		-11.1%PE15.7x
AT. Ashtead Technology HoldingsUK£4.415.8%
+UK£19.3m		-4.2%PE11x
GFTU Grafton GroupUK£8.281.1%
+UK£17.0m		-18.9%PE11.4x
LTHM James LathamUK£10.232.3%
+UK£6.3m		-9.1%PE16.1x

Latest News

RS1
UK£6.27
RS Group
7D
-6.1%
1Y
7.4%
MACF
UK£0.65
Macfarlane Group
7D
0.6%
1Y
-45.6%
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£8.28
Grafton Group
7D
1.1%
1Y
-18.9%
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£0.084
SIG
7D
0.6%
1Y
-41.9%
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£70.00
Diploma
7D
-0.5%
1Y
50.2%
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.
HWDN
UK£7.79
Howden Joinery Group
7D
3.1%
1Y
-11.1%
Narrative Update • Jun 02

HWDN: Final 2025 Dividend And Slight Model Tweaks Will Support Repricing Potential

Analysts have slightly adjusted their view on Howden Joinery Group, trimming the implied fair value by £0.03 as they factor in modestly different assumptions for the discount rate, revenue growth, profit margin and future P/E. This has led to a small downward move in their overall price target.
AT.
UK£4.41
Ashtead Technology Holdings
7D
5.8%
1Y
-4.2%
BNZL
UK£25.54
Bunzl
7D
11.9%
1Y
9.3%
Narrative Update • May 31

BNZL: Guidance And Dividend Will Balance Margin Pressure And Barclays Downgrade

Analysts have made only a very small upward tweak to their Bunzl fair value estimate, with the target moving from £24.60 to about £24.62. This reflects updated views on discount rates, revenue growth, profit margins and future P/E after recent research, including a downgrade at Barclays.
VP.
UK£4.78
Vp
7D
-0.4%
1Y
-19.8%
FLO
UK£0.56
Flowtech Fluidpower
7D
8.1%
1Y
-4.1%
LORD
UK£0.17
Lords Group Trading
7D
-1.4%
1Y
-56.4%
PRO
UK£0.024
ProService Building Services Marketplace
7D
-15.2%
1Y
-66.7%
BRCK
UK£0.49
BRCK Group
7D
-1.6%
1Y
-30.2%
LTHM
UK£10.23
James Latham
7D
2.3%
1Y
-9.1%
AVAP
UK£1.35
Avation
7D
-0.4%
1Y
-7.2%