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U.K. (FTSE) Trade Distributors Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies21
  • 7D1.1%
  • 3M1.4%
  • 1Y-0.4%
  • YTD1.6%

Over the last 7 days, the Trade Distributors industry has risen 1.5%, driven by gains from Diploma of 17%. Meanwhile, Bunzl actually underperformed within the industry, shrinking 5.4% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026UK£26.4bUK£31.7bUK£908.8m15.2x29.1x0.8x
Fri, 20 Feb 2026UK£46.7bUK£39.6bUK£2.1b14.6x22x1.2x
Sun, 18 Jan 2026UK£49.0bUK£39.6bUK£2.1b14.5x23x1.2x
Tue, 16 Dec 2025UK£48.5bUK£39.7bUK£2.2b14.6x22.3x1.2x
Thu, 13 Nov 2025UK£47.3bUK£39.7bUK£2.2b14.9x21.2x1.2x
Sat, 11 Oct 2025UK£48.6bUK£39.6bUK£2.2b15.9x22x1.2x
Mon, 08 Sep 2025UK£51.3bUK£39.6bUK£2.3b15.1x22.1x1.3x
Wed, 06 Aug 2025UK£48.4bUK£39.5bUK£2.4b14.3x20.4x1.2x
Fri, 04 Jul 2025UK£47.7bUK£39.3bUK£2.4b14.2x20.3x1.2x
Sun, 01 Jun 2025UK£45.7bUK£39.4bUK£2.4b12.9x19.4x1.2x
Tue, 29 Apr 2025UK£41.8bUK£39.4bUK£2.3b14x17.9x1.1x
Thu, 27 Mar 2025UK£45.9bUK£39.9bUK£2.4b14.1x18.9x1.2x
Sat, 22 Feb 2025UK£51.4bUK£40.0bUK£2.4b12.9x21.1x1.3x
Mon, 20 Jan 2025UK£53.6bUK£40.4bUK£2.5b13.3x21.1x1.3x
Wed, 18 Dec 2024UK£52.6bUK£40.0bUK£2.5b13.2x21.2x1.3x
Fri, 15 Nov 2024UK£58.7bUK£39.3bUK£2.5b13.5x23.5x1.5x
Sun, 13 Oct 2024UK£57.1bUK£39.1bUK£2.5b14.3x23.2x1.5x
Tue, 10 Sep 2024UK£56.3bUK£39.1bUK£2.5b17.3x23x1.4x
Thu, 08 Aug 2024UK£54.3bUK£39.5bUK£2.6b16x21.1x1.4x
Sat, 06 Jul 2024UK£54.4bUK£40.0bUK£3.0b14x17.9x1.4x
Mon, 03 Jun 2024UK£56.3bUK£40.0bUK£3.1b13.4x18.3x1.4x
Wed, 01 May 2024UK£56.5bUK£40.1bUK£3.2b13.2x17.7x1.4x
Fri, 29 Mar 2024UK£55.7bUK£40.0bUK£3.2b13.6x17.5x1.4x
Sun, 25 Feb 2024UK£55.1bUK£40.5bUK£3.5b11.1x15.9x1.4x
Tue, 23 Jan 2024UK£52.1bUK£40.4bUK£3.5b11.2x15x1.3x
Thu, 21 Dec 2023UK£55.6bUK£40.3bUK£3.4b11.1x16.4x1.4x
Sat, 18 Nov 2023UK£49.7bUK£39.8bUK£3.0b11.2x16.4x1.2x
Mon, 16 Oct 2023UK£47.8bUK£40.0bUK£3.1b10.4x15.4x1.2x
Wed, 13 Sep 2023UK£49.3bUK£39.8bUK£3.1b11.4x15.9x1.2x
Fri, 11 Aug 2023UK£52.5bUK£38.9bUK£3.1b11.5x17.2x1.3x
Sun, 09 Jul 2023UK£48.8bUK£39.0bUK£3.2b10.5x15.4x1.3x
Tue, 06 Jun 2023UK£51.3bUK£38.9bUK£3.2b10x16x1.3x
Thu, 04 May 2023UK£49.8bUK£38.5bUK£3.2b10.3x15.8x1.3x
Sat, 01 Apr 2023UK£50.9bUK£38.5bUK£3.2b12.1x16.1x1.3x
Price to Earnings Ratio

16.1x


Total Market Cap: UK£50.9bTotal Earnings: UK£3.2bTotal Revenue: UK£38.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Trade Distributors Industry Price to Earnings3Y Average 19.2x202420252026
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 29.0x which is higher than its 3-year average PE of 19.2x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.83x.
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 6.2% 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-4.25%
Industrials-5.70%
Trade Distributors1.10%
Trade Companies and Distributors1.10%
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
DPLM DiplomaUK£58.6516.6%
+UK£1.1b		48.1%PE42.5x
SHI SIGUK£0.08911.5%
+UK£10.7m		-30.1%PS0.04x
AT. Ashtead Technology HoldingsUK£4.053.1%
+UK£9.6m		-28.7%PE10.1x
DPA DP Aircraft IUS$0.165.3%
+US$2.0m		129.4%PE10.5x

Latest News

SHI
UK£0.089
SIG
7D
11.5%
1Y
-30.1%

SHI: Reduced Fair Value And Execution Risks Will Sustain Overvaluation Concerns

Analysts have lowered their fair value estimate for SIG to £0.05 from £0.09, reflecting updated assumptions regarding revenue growth, profit margins and future P/E multiples following recent cautious research commentary. Analyst Commentary Bearish analysts have framed the cut in fair value for SIG as part of a broader reassessment of the company’s risk and reward profile, with caution centering on the balance between execution risks and the current valuation.
SDY
UK£0.20
Speedy Hire
7D
-9.6%
1Y
-0.4%

SDY: Stable Outlook For Margins And New CFO Will Support Re Rating

Analysts have reset their price target on Speedy Hire to £0.55, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E. These assumptions broadly align with prior estimates while fine tuning the valuation framework.
BNZL
UK£21.80
Bunzl
7D
-5.4%
1Y
-27.1%
DPLM
UK£58.65
Diploma
7D
16.6%
1Y
48.1%
AT.
UK£4.05
Ashtead Technology Holdings
7D
3.1%
1Y
-28.7%
TPK
UK£5.65
Travis Perkins
7D
-8.1%
1Y
-1.2%
HWDN
UK£7.88
Howden Joinery Group
7D
-4.6%
1Y
6.0%
LTHM
UK£9.60
James Latham
7D
-7.2%
1Y
-5.4%
RS1
UK£5.87
RS Group
7D
-2.1%
1Y
1.6%

RS1: Cautious Sector Backdrop Will Constrain Re Rating Despite Overweight Upgrade

Analysts have lifted their price target on RS Group to £7.90 from £X.XX, citing a slightly higher revenue growth outlook, a small improvement in profit margin assumptions, and a modestly adjusted discount rate, while keeping fair value estimates broadly unchanged. Analyst Commentary Recent Street research has kept the £7.90 price target intact while shifting RS Group to a more positive rating alongside a 2026 sector outlook.
VP.
UK£4.28
Vp
7D
-8.0%
1Y
-20.7%
BRCK
UK£0.41
BRCK Group
7D
-7.9%
1Y
-32.8%
DPA
US$0.16
DP Aircraft I
7D
5.3%
1Y
129.4%

DP Aircraft I's (LON:DPA) Problems Go Beyond Weak Profit

Oct 07
DP Aircraft I's (LON:DPA) Problems Go Beyond Weak Profit