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U.K. (FTSE) Materials Sector Analysis

UpdatedAug 20, 2025
DataAggregated Company Financials
Companies157
  • 7D-1.7%
  • 3M2.5%
  • 1Y-7.0%
  • YTD-2.9%

Over the last 7 days, the Materials industry has dropped 1.7%, driven by a pullback from Rio Tinto Group of 3.6%. However, the industry is down 7.0% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

Has the U.K. Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Aug 2025UK£197.7bUK£275.1bUK£6.8b20x29.1x0.7x
Fri, 18 Jul 2025UK£194.8bUK£275.4bUK£6.8b15.2x28.5x0.7x
Sun, 15 Jun 2025UK£190.9bUK£272.6bUK£6.8b15.8x28.1x0.7x
Tue, 13 May 2025UK£194.6bUK£279.9bUK£7.2b15.4x27.2x0.7x
Thu, 10 Apr 2025UK£167.3bUK£287.3bUK£7.3b13.9x22.8x0.6x
Sat, 08 Mar 2025UK£204.5bUK£284.4bUK£7.2b14.8x28.5x0.7x
Mon, 03 Feb 2025UK£215.6bUK£300.1bUK£9.2b15.7x23.4x0.7x
Wed, 01 Jan 2025UK£210.4bUK£297.2bUK£9.1b15.9x23x0.7x
Fri, 29 Nov 2024UK£217.7bUK£295.0bUK£9.2b16.4x23.6x0.7x
Sun, 27 Oct 2024UK£227.7bUK£291.3bUK£8.7b17.1x26.1x0.8x
Tue, 24 Sep 2024UK£155.4bUK£284.6bUK£8.5b16.8x18.2x0.5x
Thu, 22 Aug 2024UK£223.5bUK£288.7bUK£8.6b15.4x26x0.8x
Sat, 20 Jul 2024UK£232.7bUK£285.4bUK£13.6b16.2x17.2x0.8x
Mon, 17 Jun 2024UK£236.0bUK£290.6bUK£13.7b15.2x17.2x0.8x
Wed, 15 May 2024UK£255.0bUK£294.1bUK£13.9b17.3x18.4x0.9x
Fri, 12 Apr 2024UK£239.2bUK£294.8bUK£14.1b14.3x16.9x0.8x
Sun, 10 Mar 2024UK£214.5bUK£289.5bUK£13.8b12.6x15.5x0.7x
Tue, 06 Feb 2024UK£221.8bUK£305.6bUK£19.6b11.2x11.3x0.7x
Thu, 04 Jan 2024UK£248.8bUK£349.5bUK£29.4b10.4x8.5x0.7x
Sat, 02 Dec 2023UK£247.4bUK£349.4bUK£29.4b9.9x8.4x0.7x
Mon, 30 Oct 2023UK£232.5bUK£362.4bUK£30.3b9.9x7.7x0.6x
Wed, 27 Sep 2023UK£267.5bUK£389.1bUK£32.6b10x8.2x0.7x
Fri, 25 Aug 2023UK£257.7bUK£377.4bUK£32.0b10.1x8.1x0.7x
Sun, 23 Jul 2023UK£279.6bUK£398.4bUK£43.2b10x6.5x0.7x
Tue, 20 Jun 2023UK£276.8bUK£399.6bUK£43.2b10.3x6.4x0.7x
Thu, 18 May 2023UK£269.3bUK£407.7bUK£44.2b10.1x6.1x0.7x
Sat, 15 Apr 2023UK£292.9bUK£408.0bUK£44.4b10x6.6x0.7x
Mon, 13 Mar 2023UK£294.7bUK£419.4bUK£46.1b9.5x6.4x0.7x
Wed, 08 Feb 2023UK£323.9bUK£416.1bUK£51.1b9.9x6.3x0.8x
Fri, 06 Jan 2023UK£310.2bUK£419.7bUK£51.5b8.8x6x0.7x
Sun, 04 Dec 2022UK£305.8bUK£409.0bUK£50.3b9.2x6.1x0.7x
Tue, 01 Nov 2022UK£264.3bUK£430.9bUK£52.6b7.9x5x0.6x
Thu, 29 Sep 2022UK£266.6bUK£455.2bUK£56.1b7.8x4.8x0.6x
Sat, 27 Aug 2022UK£280.2bUK£420.8bUK£52.2b9.8x5.4x0.7x
Price to Earnings Ratio

5.4x


Total Market Cap: UK£280.2bTotal Earnings: UK£52.2bTotal Revenue: UK£420.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Materials Sector Price to Earnings3Y Average 15.4x202320242025
Current Industry PE
  • Investors are optimistic on the British Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.1x which is higher than its 3-year average PE of 15.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 49% per year over the last three years,
  • Revenues have also declined 13% 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. Materials sector?

GB Market-0.14%
Materials-1.68%
Packaging3.52%
Chemicals2.94%
Paper and Forestry Products0.18%
Basic Materials-1.59%
Metals and Mining-1.96%
Industry PE
  • Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 17.4x.
    • Analysts are expecting annual earnings growth of 27.4%, which is higher than its past year's earnings decline of 51.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 111% over the next 5 years.
  • In contrast, the Chemicals industry is expected to see its earnings grow by 9.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ANTO AntofagastaUK£21.151.8%
+UK£364.8m		12.5%PE25.8x
HILS Hill & SmithUK£21.308.2%
+UK£130.2m		2.7%PE21.1x
CRDA Croda InternationalUK£25.373.5%
+UK£120.0m		-34.3%PE25.3x
JMAT Johnson MattheyUK£18.604.0%
+UK£119.0m		17.4%PE8.4x
EEE Empire MetalsUK£0.3724.4%
+UK£49.7m		342.2%PB30.7x

Latest News

EEE
UK£0.37
Empire Metals
7D
24.4%
1Y
342.2%
GMET
UK£0.60
Guardian Metal Resources
7D
9.1%
1Y
76.5%
ANTO
UK£21.15
Antofagasta
7D
1.8%
1Y
12.5%
SOLG
UK£0.14
SolGold
7D
6.7%
1Y
41.2%
HILS
UK£21.30
Hill & Smith
7D
8.2%
1Y
2.7%
CRDA
UK£25.37
Croda International
7D
3.5%
1Y
-34.3%

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Aug 15
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FRES
UK£16.25
Fresnillo
7D
-6.3%
1Y
196.8%

Exploration Efforts At Ciénega And San Julian Will Extend Mine Life

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MSLH
UK£1.91
Marshalls
7D
-5.2%
1Y
-43.0%

Marshalls (LON:MSLH) Will Pay A Smaller Dividend Than Last Year

Aug 14
Marshalls (LON:MSLH) Will Pay A Smaller Dividend Than Last Year
JMAT
UK£18.60
Johnson Matthey
7D
4.0%
1Y
17.4%

Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?

Aug 12
Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?
GLEN
UK£2.92
Glencore
7D
-1.1%
1Y
-28.8%
PAF
UK£0.60
Pan African Resources
7D
-3.0%
1Y
95.8%

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Aug 05
Earnings Tell The Story For Pan African Resources PLC (LON:PAF)
AAL
UK£21.71
Anglo American
7D
-0.2%
1Y
-14.8%
RIO
UK£44.87
Rio Tinto Group
7D
-3.6%
1Y
-6.1%
SRC
UK£1.21
SigmaRoc
7D
-1.8%
1Y
75.9%

Here's Why SigmaRoc (LON:SRC) Has Caught The Eye Of Investors

Jul 30
Here's Why SigmaRoc (LON:SRC) Has Caught The Eye Of Investors
HOC
UK£2.90
Hochschild Mining
7D
-3.4%
1Y
57.5%
PRE
UK£0.84
Pensana
7D
10.6%
1Y
494.0%