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U.K. (FTSE) Materials Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies156
  • 7D-3.5%
  • 3M17.2%
  • 1Y12.9%
  • YTD16.0%

Over the last 7 days, the Materials industry has dropped 3.1%, driven by a pullback from Glencore of 6.4%. Meanwhile, Atlantic Lithium actually outperformed within the industry, gaining 33% in the last week. In the past year, the industry has gained 13%. Earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025UK£236.6bUK£283.4bUK£7.0b16.9x34x0.8x
Sun, 19 Oct 2025UK£233.8bUK£276.5bUK£6.8b17.2x34.4x0.8x
Tue, 16 Sep 2025UK£212.7bUK£273.2bUK£6.7b15.4x31.8x0.8x
Thu, 14 Aug 2025UK£201.6bUK£272.9bUK£6.6b20.2x30.7x0.7x
Sat, 12 Jul 2025UK£197.2bUK£272.6bUK£6.8b15x29.1x0.7x
Mon, 09 Jun 2025UK£195.7bUK£273.2bUK£6.8b15.7x28.7x0.7x
Wed, 07 May 2025UK£187.5bUK£276.2bUK£7.1b15.7x26.5x0.7x
Fri, 04 Apr 2025UK£183.3bUK£281.7bUK£7.2b14.6x25.5x0.7x
Sun, 02 Mar 2025UK£200.6bUK£290.4bUK£7.4b14x27.3x0.7x
Tue, 28 Jan 2025UK£222.0bUK£298.6bUK£9.2b15.3x24.2x0.7x
Thu, 26 Dec 2024UK£210.7bUK£296.9bUK£9.1b15.7x23x0.7x
Sat, 23 Nov 2024UK£221.6bUK£300.2bUK£9.0b16.8x24.6x0.7x
Mon, 21 Oct 2024UK£227.0bUK£289.7bUK£8.7b17.5x26.1x0.8x
Wed, 18 Sep 2024UK£215.8bUK£287.5bUK£8.6b16.3x25x0.8x
Fri, 16 Aug 2024UK£219.7bUK£293.3bUK£8.8b15.1x25.1x0.7x
Sun, 14 Jul 2024UK£244.8bUK£284.0bUK£13.5b15.5x18.1x0.9x
Tue, 11 Jun 2024UK£242.9bUK£289.8bUK£13.7b16.3x17.7x0.8x
Thu, 09 May 2024UK£250.6bUK£296.1bUK£14.0b16.2x17.9x0.8x
Sat, 06 Apr 2024UK£232.4bUK£293.4bUK£14.1b14.5x16.5x0.8x
Mon, 04 Mar 2024UK£215.6bUK£293.2bUK£14.0b11.1x15.4x0.7x
Wed, 31 Jan 2024UK£239.4bUK£348.2bUK£29.3b10.4x8.2x0.7x
Fri, 29 Dec 2023UK£255.8bUK£347.5bUK£29.3b10.4x8.7x0.7x
Sun, 26 Nov 2023UK£241.9bUK£351.1bUK£29.5b10.5x8.2x0.7x
Tue, 24 Oct 2023UK£254.6bUK£387.3bUK£32.5b10x7.8x0.7x
Thu, 21 Sep 2023UK£274.8bUK£383.7bUK£32.2b10.1x8.5x0.7x
Sat, 19 Aug 2023UK£251.8bUK£374.6bUK£31.7b10x7.9x0.7x
Mon, 17 Jul 2023UK£277.7bUK£392.7bUK£42.6b9.8x6.5x0.7x
Wed, 14 Jun 2023UK£275.7bUK£404.2bUK£43.7b10.4x6.3x0.7x
Fri, 12 May 2023UK£266.9bUK£405.7bUK£44.1b10.1x6.1x0.7x
Sun, 09 Apr 2023UK£280.9bUK£407.8bUK£44.4b10x6.3x0.7x
Tue, 07 Mar 2023UK£309.9bUK£418.9bUK£46.0b10.1x6.7x0.7x
Thu, 02 Feb 2023UK£324.4bUK£408.8bUK£50.2b9.8x6.5x0.8x
Sat, 31 Dec 2022UK£308.6bUK£416.0bUK£51.1b9.8x6x0.7x
Mon, 28 Nov 2022UK£300.0bUK£413.2bUK£50.8b8.5x5.9x0.7x
Price to Earnings Ratio

5.9x


Total Market Cap: UK£300.0bTotal Earnings: UK£50.8bTotal Revenue: UK£413.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Materials Sector Price to Earnings3Y Average 17.4x202320242025
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 34.0x which is higher than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 48% per year over the last three years,
  • Revenues have also declined 12% 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-2.81%
Materials-3.52%
Packaging0%0
Paper and Forestry Products-2.97%
Metals and Mining-3.41%
Basic Materials-4.29%
Chemicals-5.76%
Industry PE
  • Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 17.3x.
    • Analysts are expecting annual earnings growth of 25.9%, which is lower than the prior year's growth of 81.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 124% over the next 5 years.
  • In contrast, the Chemicals industry is expected to see its earnings grow by 9.9% 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
ALL Atlantic LithiumUK£0.1233.3%
+UK£20.9m		-2.1%PS243.6x
ZTF ZotefoamsUK£4.209.4%
+UK£17.5m		24.6%PE287.4x
KOD Kodal MineralsUK£0.003432.7%
+UK£17.2m		7.8%PB1.5x
FXPO FerrexpoUK£0.535.1%
+UK£15.3m		-30.2%PS0.5x
ZIOC Zanaga Iron OreUK£0.08618.5%
+UK£11.2m		126.3%PB1x

Latest News

KOD
UK£0.0034
Kodal Minerals
7D
32.7%
1Y
7.8%
FRES
UK£23.38
Fresnillo
7D
-3.0%
1Y
261.1%

Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching

Nov 20
Here's Why We Think Fresnillo (LON:FRES) Is Well Worth Watching
ZTF
UK£4.20
Zotefoams
7D
9.4%
1Y
24.6%
CRDA
UK£26.85
Croda International
7D
-6.0%
1Y
-22.4%

Is Croda International (LON:CRDA) Using Too Much Debt?

Nov 20
Is Croda International (LON:CRDA) Using Too Much Debt?
MNDI
UK£8.26
Mondi
7D
-3.3%
1Y
-29.3%

MNDI: Business Reorganisation Will Drive Long-Term Value Despite Dividend Risks

The analyst price target for Mondi has declined significantly in recent updates. The consensus decrease reflects cautious sentiment from analysts who cite risks to future dividends and skepticism about optimistic growth expectations.
RIO
UK£53.37
Rio Tinto Group
7D
-1.4%
1Y
8.4%

RIO: Upcoming Board Decisions And Mineral Trade Shifts Will Shape Outlook

Rio Tinto Group's analyst price target has been increased from £56.23 to £56.84, as analysts point to improved revenue growth estimates. Recent upward revisions from major firms also support a slightly stronger outlook for the stock.
GLEN
UK£3.49
Glencore
7D
-6.4%
1Y
-8.5%

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
ANTO
UK£26.47
Antofagasta
7D
-5.3%
1Y
56.7%

ANTO: Future Copper Output And Earnings Momentum Will Be Closely Watched

Antofagasta's analyst price target has been revised downward from £24.79 to £25.84 per share. This change reflects a more cautious outlook from analysts amid recent reductions in growth and profitability expectations.
ZIOC
UK£0.086
Zanaga Iron Ore
7D
18.5%
1Y
126.3%

We Think Zanaga Iron Ore (LON:ZIOC) Needs To Drive Business Growth Carefully

Nov 18
We Think Zanaga Iron Ore (LON:ZIOC) Needs To Drive Business Growth Carefully
ALL
UK£0.12
Atlantic Lithium
7D
33.3%
1Y
-2.1%
FXPO
UK£0.53
Ferrexpo
7D
5.1%
1Y
-30.2%
JMAT
UK£20.18
Johnson Matthey
7D
-7.4%
1Y
35.3%

What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?

Nov 14
What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?
FAR
UK£0.088
Ferro-Alloy Resources
7D
28.3%
1Y
36.2%
RBW
UK£0.21
Rainbow Rare Earths
7D
8.2%
1Y
90.9%
AAL
UK£27.36
Anglo American
7D
-4.4%
1Y
2.5%

AAL: Sector Consolidation And Resource Demand Will Shape Outlook Following Major Merger

Analysts have raised their price target for Anglo American from approximately $28.36 to $29.48. They cite improved sentiment on future iron ore demand and ongoing sector consolidation as key drivers for the upward revision.
EUA
UK£0.04
Eurasia Mining
7D
8.1%
1Y
95.1%