Narrative Update • Jun 05

The Trade Distributors industry is up 1.4% in the last week, with Bunzl up 4.9%. This means that the industry has gained 11% over the past year. Earnings are forecast to grow by 13% annually.
Has the U.K. Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | UK£29.0b | UK£31.9b | UK£939.8m | 15.7x | 30.9x | 0.9x |
| Mon, 04 May 2026 | UK£28.7b | UK£31.7b | UK£932.6m | 15.6x | 30.8x | 0.9x |
| Wed, 01 Apr 2026 | UK£26.7b | UK£31.8b | UK£932.2m | 15.3x | 28.7x | 0.8x |
| Fri, 27 Feb 2026 | UK£50.2b | UK£39.5b | UK£2.1b | 14.8x | 23.7x | 1.3x |
| Sun, 25 Jan 2026 | UK£48.4b | UK£39.5b | UK£2.1b | 14.5x | 23x | 1.2x |
| Tue, 23 Dec 2025 | UK£48.3b | UK£39.7b | UK£2.2b | 13.9x | 22.3x | 1.2x |
| Thu, 20 Nov 2025 | UK£44.8b | UK£39.8b | UK£2.2b | 13.9x | 20x | 1.1x |
| Sat, 18 Oct 2025 | UK£49.3b | UK£39.6b | UK£2.2b | 15.3x | 22.4x | 1.2x |
| Mon, 15 Sep 2025 | UK£50.2b | UK£39.5b | UK£2.3b | 15x | 21.6x | 1.3x |
| Wed, 13 Aug 2025 | UK£49.6b | UK£39.3b | UK£2.4b | 14.4x | 21x | 1.3x |
| Fri, 11 Jul 2025 | UK£48.0b | UK£39.3b | UK£2.4b | 14.1x | 20.4x | 1.2x |
| Sun, 08 Jun 2025 | UK£44.9b | UK£39.4b | UK£2.4b | 12.7x | 19.1x | 1.1x |
| Tue, 06 May 2025 | UK£42.8b | UK£39.5b | UK£2.4b | 13.8x | 18.2x | 1.1x |
| Thu, 03 Apr 2025 | UK£44.7b | UK£39.7b | UK£2.4b | 14x | 18.7x | 1.1x |
| Sat, 01 Mar 2025 | UK£50.2b | UK£40.0b | UK£2.4b | 12.5x | 20.5x | 1.3x |
| Mon, 27 Jan 2025 | UK£53.6b | UK£40.1b | UK£2.5b | 13.6x | 21.8x | 1.3x |
| Wed, 25 Dec 2024 | UK£51.7b | UK£40.2b | UK£2.5b | 13.2x | 20.7x | 1.3x |
| Fri, 22 Nov 2024 | UK£57.7b | UK£39.5b | UK£2.5b | 13.4x | 23x | 1.5x |
| Sun, 20 Oct 2024 | UK£58.5b | UK£39.1b | UK£2.5b | 14.5x | 23.7x | 1.5x |
| Tue, 17 Sep 2024 | UK£57.3b | UK£39.0b | UK£2.4b | 16.1x | 23.5x | 1.5x |
| Thu, 15 Aug 2024 | UK£54.4b | UK£39.4b | UK£2.6b | 16.1x | 21.2x | 1.4x |
| Sat, 13 Jul 2024 | UK£56.0b | UK£39.9b | UK£3.0b | 14x | 18.6x | 1.4x |
| Mon, 10 Jun 2024 | UK£55.6b | UK£40.0b | UK£3.1b | 14x | 18.2x | 1.4x |
| Wed, 08 May 2024 | UK£57.1b | UK£40.1b | UK£3.2b | 13.7x | 17.9x | 1.4x |
| Fri, 05 Apr 2024 | UK£55.4b | UK£40.0b | UK£3.2b | 13.5x | 17.4x | 1.4x |
| Sun, 03 Mar 2024 | UK£55.8b | UK£39.9b | UK£3.4b | 11.1x | 16.3x | 1.4x |
| Tue, 30 Jan 2024 | UK£53.8b | UK£40.4b | UK£3.5b | 11.5x | 15.5x | 1.3x |
| Thu, 28 Dec 2023 | UK£55.6b | UK£40.4b | UK£3.4b | 11.1x | 16.1x | 1.4x |
| Sat, 25 Nov 2023 | UK£48.2b | UK£39.7b | UK£3.0b | 10.9x | 16x | 1.2x |
| Mon, 23 Oct 2023 | UK£45.9b | UK£40.0b | UK£3.1b | 10.1x | 14.7x | 1.1x |
| Wed, 20 Sep 2023 | UK£49.4b | UK£39.8b | UK£3.1b | 11.3x | 15.9x | 1.2x |
| Fri, 18 Aug 2023 | UK£50.4b | UK£38.9b | UK£3.1b | 11.3x | 16.5x | 1.3x |
| Sun, 16 Jul 2023 | UK£51.0b | UK£38.8b | UK£3.2b | 10.5x | 16.2x | 1.3x |
| Tue, 13 Jun 2023 | UK£52.7b | UK£38.8b | UK£3.2b | 10.8x | 16.5x | 1.4x |
16.5x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.73% | |
| Industrials | -1.81% | |
| Trade Distributors | 1.41% | |
| Trade Companies and Distributors | 1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNZL Bunzl | UK£24.70 | 4.9% +UK£372.4m | 8.6% | PE17.3x | |
| HWDN Howden Joinery Group | UK£7.80 | 1.6% +UK£64.8m | -8.3% | PE15.7x | |
| DPLM Diploma | UK£70.20 | 0.4% +UK£40.2m | 51.4% | PE49.7x | |
| TPK Travis Perkins | UK£5.43 | 1.7% +UK£19.1m | -11.7% | PS0.3x | |
| AT. Ashtead Technology Holdings | UK£4.42 | 3.2% +UK£10.9m | 3.4% | PE11x |