Narrative Update • Jun 06

The Trade Distributors industry has stayed flat over the last week. The past year has been better, since the industry has gained 11% in that time. 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, 13 Jun 2026 | UK£29.2b | UK£31.9b | UK£926.4m | 15.5x | 31.5x | 0.9x |
| Mon, 11 May 2026 | UK£28.6b | UK£31.7b | UK£932.7m | 15.7x | 30.7x | 0.9x |
| Wed, 08 Apr 2026 | UK£26.9b | UK£31.8b | UK£932.2m | 15.7x | 28.9x | 0.8x |
| Fri, 06 Mar 2026 | UK£27.1b | UK£31.6b | UK£1.0b | 15.7x | 25.8x | 0.9x |
| Sun, 01 Feb 2026 | UK£45.8b | UK£39.4b | UK£2.1b | 14.7x | 21.8x | 1.2x |
| Tue, 30 Dec 2025 | UK£47.7b | UK£39.6b | UK£2.2b | 13.8x | 22x | 1.2x |
| Thu, 27 Nov 2025 | UK£46.5b | UK£39.8b | UK£2.2b | 14.3x | 20.7x | 1.2x |
| Sat, 25 Oct 2025 | UK£50.5b | UK£39.7b | UK£2.2b | 15.2x | 22.8x | 1.3x |
| Mon, 22 Sep 2025 | UK£49.4b | UK£39.6b | UK£2.3b | 14.9x | 21.2x | 1.2x |
| Wed, 20 Aug 2025 | UK£50.6b | UK£39.3b | UK£2.4b | 14.7x | 21.5x | 1.3x |
| Fri, 18 Jul 2025 | UK£47.5b | UK£39.4b | UK£2.4b | 14.3x | 20.1x | 1.2x |
| Sun, 15 Jun 2025 | UK£45.0b | UK£39.4b | UK£2.4b | 13.8x | 19x | 1.1x |
| Tue, 13 May 2025 | UK£45.0b | UK£39.6b | UK£2.4b | 13.2x | 19.1x | 1.1x |
| Thu, 10 Apr 2025 | UK£41.3b | UK£39.8b | UK£2.4b | 12.8x | 17.3x | 1x |
| Sat, 08 Mar 2025 | UK£47.8b | UK£39.9b | UK£2.4b | 14.2x | 19.8x | 1.2x |
| Mon, 03 Feb 2025 | UK£53.7b | UK£40.2b | UK£2.5b | 14x | 21.8x | 1.3x |
| Wed, 01 Jan 2025 | UK£51.7b | UK£40.2b | UK£2.5b | 13.3x | 20.7x | 1.3x |
| Fri, 29 Nov 2024 | UK£58.9b | UK£39.4b | UK£2.5b | 12.5x | 23.6x | 1.5x |
| Sun, 27 Oct 2024 | UK£57.4b | UK£39.1b | UK£2.5b | 14.1x | 23.2x | 1.5x |
| Tue, 24 Sep 2024 | UK£58.1b | UK£38.9b | UK£2.4b | 16.2x | 24x | 1.5x |
| Thu, 22 Aug 2024 | UK£54.6b | UK£39.2b | UK£2.5b | 16.3x | 21.5x | 1.4x |
| Sat, 20 Jul 2024 | UK£56.9b | UK£40.0b | UK£3.0b | 14x | 18.8x | 1.4x |
| Mon, 17 Jun 2024 | UK£54.5b | UK£40.0b | UK£3.1b | 13x | 17.8x | 1.4x |
| Wed, 15 May 2024 | UK£58.7b | UK£40.1b | UK£3.2b | 13.1x | 18.5x | 1.5x |
| Fri, 12 Apr 2024 | UK£55.8b | UK£40.0b | UK£3.2b | 13.3x | 17.5x | 1.4x |
| Sun, 10 Mar 2024 | UK£52.6b | UK£39.8b | UK£3.2b | 13.4x | 16.7x | 1.3x |
| Tue, 06 Feb 2024 | UK£53.0b | UK£40.6b | UK£3.5b | 11x | 15.2x | 1.3x |
| Thu, 04 Jan 2024 | UK£53.7b | UK£40.5b | UK£3.5b | 11.1x | 15.5x | 1.3x |
| Sat, 02 Dec 2023 | UK£49.2b | UK£39.7b | UK£3.0b | 10.9x | 16.4x | 1.2x |
| Mon, 30 Oct 2023 | UK£46.0b | UK£40.0b | UK£3.1b | 10.1x | 14.8x | 1.1x |
| Wed, 27 Sep 2023 | UK£49.4b | UK£40.0b | UK£3.1b | 11.8x | 15.8x | 1.2x |
| Fri, 25 Aug 2023 | UK£49.7b | UK£39.0b | UK£3.1b | 11.1x | 16.2x | 1.3x |
| Sun, 23 Jul 2023 | UK£51.7b | UK£38.9b | UK£3.1b | 10.7x | 16.9x | 1.3x |
| Tue, 20 Jun 2023 | UK£51.8b | UK£38.9b | UK£3.2b | 10.7x | 16.1x | 1.3x |
16.1x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | 1.05% | |
| Industrials | 0.62% | |
| Trade Distributors | 0.73% | |
| Trade Companies and Distributors | 0.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BNZL Bunzl | UK£25.38 | 2.8% +UK£218.3m | 11.1% | PE17.7x | |
| HWDN Howden Joinery Group | UK£8.00 | 2.6% +UK£108.0m | -8.3% | PE16.1x | |
| GFTU Grafton Group | UK£8.75 | 5.8% +UK£91.2m | -13.3% | PE12.1x | |
| TPK Travis Perkins | UK£5.60 | 3.1% +UK£36.0m | -9.6% | PS0.3x | |
| VP. Vp | UK£4.90 | 8.2% +UK£14.6m | -21.0% | PS0.5x |