Narrative Update • Aug 24

In the last week, Trade Distributors has been flat. The past year has been better, since the industry has gained 15% in that time. Earnings are forecast to grow by 14% annually.
Has the U.K. Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | UK£31.7b | UK£31.9b | UK£918.3m | 16.2x | 34.5x | 1x |
| Wed, 29 Jul 2026 | UK£31.3b | UK£31.9b | UK£901.4m | 16.3x | 34.7x | 1x |
| Fri, 26 Jun 2026 | UK£30.3b | UK£31.9b | UK£911.4m | 15.4x | 33.3x | 1x |
| Sun, 24 May 2026 | UK£28.9b | UK£31.9b | UK£939.9m | 15.5x | 30.7x | 0.9x |
| Tue, 21 Apr 2026 | UK£29.1b | UK£31.7b | UK£932.4m | 16.1x | 31.2x | 0.9x |
| Thu, 19 Mar 2026 | UK£27.4b | UK£31.7b | UK£908.7m | 15.8x | 30.1x | 0.9x |
| Sat, 14 Feb 2026 | UK£49.1b | UK£39.5b | UK£2.1b | 14.9x | 23.3x | 1.2x |
| Mon, 12 Jan 2026 | UK£50.3b | UK£39.7b | UK£2.2b | 13.9x | 23.1x | 1.3x |
| Wed, 10 Dec 2025 | UK£46.5b | UK£39.7b | UK£2.2b | 14.4x | 20.9x | 1.2x |
| Fri, 07 Nov 2025 | UK£46.7b | UK£39.8b | UK£2.2b | 14.9x | 21x | 1.2x |
| Sun, 05 Oct 2025 | UK£49.2b | UK£39.6b | UK£2.3b | 15.6x | 21.4x | 1.2x |
| Tue, 02 Sep 2025 | UK£51.1b | UK£39.4b | UK£2.3b | 15x | 21.9x | 1.3x |
| Thu, 31 Jul 2025 | UK£49.0b | UK£39.5b | UK£2.4b | 14.5x | 20.5x | 1.2x |
| Sat, 28 Jun 2025 | UK£47.7b | UK£39.2b | UK£2.3b | 14x | 20.3x | 1.2x |
| Mon, 26 May 2025 | UK£44.9b | UK£39.4b | UK£2.4b | 13.1x | 19.1x | 1.1x |
| Wed, 23 Apr 2025 | UK£40.7b | UK£39.5b | UK£2.3b | 13x | 17.3x | 1x |
| Fri, 21 Mar 2025 | UK£46.4b | UK£39.8b | UK£2.4b | 14.2x | 19.2x | 1.2x |
| Sun, 16 Feb 2025 | UK£52.9b | UK£40.0b | UK£2.4b | 13.9x | 21.6x | 1.3x |
| Tue, 14 Jan 2025 | UK£50.2b | UK£40.4b | UK£2.5b | 12.7x | 19.7x | 1.2x |
| Thu, 12 Dec 2024 | UK£55.0b | UK£40.0b | UK£2.5b | 13.3x | 22.1x | 1.4x |
| Sat, 09 Nov 2024 | UK£58.9b | UK£39.2b | UK£2.5b | 13.5x | 23.9x | 1.5x |
| Mon, 07 Oct 2024 | UK£56.9b | UK£39.0b | UK£2.5b | 14.4x | 23.1x | 1.5x |
| Wed, 04 Sep 2024 | UK£57.0b | UK£39.0b | UK£2.4b | 18.2x | 23.3x | 1.5x |
| Fri, 02 Aug 2024 | UK£57.3b | UK£40.3b | UK£3.2b | 14.3x | 17.8x | 1.4x |
| Sun, 30 Jun 2024 | UK£54.2b | UK£40.1b | UK£3.1b | 14x | 17.7x | 1.4x |
| Tue, 28 May 2024 | UK£57.1b | UK£39.8b | UK£3.0b | 15.4x | 18.9x | 1.4x |
| Thu, 25 Apr 2024 | UK£55.7b | UK£40.1b | UK£3.2b | 12.9x | 17.4x | 1.4x |
| Sat, 23 Mar 2024 | UK£55.0b | UK£40.0b | UK£3.2b | 13.5x | 17.3x | 1.4x |
| Mon, 19 Feb 2024 | UK£54.8b | UK£40.5b | UK£3.5b | 11.2x | 15.8x | 1.4x |
| Wed, 17 Jan 2024 | UK£51.9b | UK£40.5b | UK£3.5b | 10.8x | 15x | 1.3x |
| Fri, 15 Dec 2023 | UK£55.1b | UK£40.3b | UK£3.4b | 11x | 16.3x | 1.4x |
| Sun, 12 Nov 2023 | UK£47.5b | UK£39.9b | UK£3.1b | 10.6x | 15.6x | 1.2x |
| Tue, 10 Oct 2023 | UK£47.7b | UK£39.9b | UK£3.1b | 11x | 15.4x | 1.2x |
| Thu, 07 Sep 2023 | UK£49.9b | UK£39.8b | UK£3.1b | 11.7x | 16.1x | 1.3x |
16.1x
Which industries have driven the changes within the U.K. Industrials industry?
| GB Market | -0.15% | |
| Industrials | 0.91% | |
| Trade Distributors | 0.84% | |
| Trade Companies and Distributors | 0.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DPLM Diploma | UK£73.30 | 1.8% +UK£174.3m | 34.0% | PE51.9x | |
| RS1 RS Group | UK£7.57 | 3.5% +UK£117.3m | 33.0% | PE21.5x | |
| GFTU Grafton Group | UK£10.42 | 1.5% +UK£28.8m | 19.1% | PE14.3x | |
| VP. Vp | UK£4.94 | 5.6% +UK£10.3m | -16.3% | PS0.5x | |
| SHI SIG | UK£0.094 | 9.1% +UK£9.1m | -8.8% | PS0.04x |