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U.K. (FTSE) Materials Sector Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies156
  • 7D-4.1%
  • 3M15.4%
  • 1Y10.8%
  • YTD14.3%

Over the last 7 days, the Materials industry has dropped 3.5%, driven by a pullback from Glencore of 8.4%. On the other hand Ferrexpo is actually up 15%. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Nov 2025UK£236.6bUK£283.4bUK£7.0b16.9x34x0.8x
Mon, 20 Oct 2025UK£233.9bUK£276.4bUK£6.8b17.2x34.4x0.8x
Wed, 17 Sep 2025UK£214.2bUK£272.5bUK£6.7b15.6x32.1x0.8x
Fri, 15 Aug 2025UK£197.5bUK£274.2bUK£6.8b20.2x29.1x0.7x
Sun, 13 Jul 2025UK£198.5bUK£274.0bUK£6.8b15.3x29.2x0.7x
Tue, 10 Jun 2025UK£196.5bUK£272.7bUK£6.8b15.9x28.8x0.7x
Thu, 08 May 2025UK£188.5bUK£277.8bUK£7.1b16x26.5x0.7x
Sat, 05 Apr 2025UK£171.2bUK£285.9bUK£7.3b14.1x23.5x0.6x
Mon, 03 Mar 2025UK£200.6bUK£290.4bUK£7.4b14x27.3x0.7x
Wed, 29 Jan 2025UK£216.3bUK£299.6bUK£9.2b15.8x23.5x0.7x
Fri, 27 Dec 2024UK£210.7bUK£297.6bUK£9.2b15.7x23x0.7x
Sun, 24 Nov 2024UK£221.6bUK£299.9bUK£9.0b16.8x24.6x0.7x
Tue, 22 Oct 2024UK£226.7bUK£290.9bUK£8.7b17.4x26x0.8x
Thu, 19 Sep 2024UK£214.8bUK£287.0bUK£8.6b16.5x24.9x0.7x
Sat, 17 Aug 2024UK£219.2bUK£291.5bUK£8.7b15.4x25.2x0.8x
Mon, 15 Jul 2024UK£244.8bUK£284.0bUK£13.5b15.5x18.1x0.9x
Wed, 12 Jun 2024UK£238.8bUK£289.6bUK£13.7b15.4x17.5x0.8x
Fri, 10 May 2024UK£253.3bUK£295.6bUK£14.0b16.5x18.1x0.9x
Sun, 07 Apr 2024UK£232.4bUK£293.4bUK£14.1b14.5x16.5x0.8x
Tue, 05 Mar 2024UK£213.8bUK£292.6bUK£13.9b11.4x15.3x0.7x
Thu, 01 Feb 2024UK£239.3bUK£348.7bUK£29.3b10.4x8.2x0.7x
Sat, 30 Dec 2023UK£255.0bUK£347.4bUK£29.3b10.4x8.7x0.7x
Mon, 27 Nov 2023UK£241.9bUK£351.1bUK£29.5b10.4x8.2x0.7x
Wed, 25 Oct 2023UK£254.9bUK£389.1bUK£32.6b10x7.8x0.7x
Fri, 22 Sep 2023UK£269.4bUK£386.0bUK£32.4b9.9x8.3x0.7x
Sun, 20 Aug 2023UK£251.8bUK£374.7bUK£31.7b10x7.9x0.7x
Tue, 18 Jul 2023UK£272.6bUK£393.2bUK£42.7b9.9x6.4x0.7x
Thu, 15 Jun 2023UK£282.0bUK£402.1bUK£43.5b10.4x6.5x0.7x
Sat, 13 May 2023UK£267.3bUK£406.6bUK£44.2b10x6.1x0.7x
Mon, 10 Apr 2023UK£280.9bUK£407.8bUK£44.4b10x6.3x0.7x
Wed, 08 Mar 2023UK£303.7bUK£424.3bUK£46.6b9.8x6.5x0.7x
Fri, 03 Feb 2023UK£325.5bUK£410.1bUK£50.4b9.8x6.5x0.8x
Sun, 01 Jan 2023UK£308.8bUK£414.6bUK£50.9b9.6x6.1x0.7x
Tue, 29 Nov 2022UK£299.1bUK£414.9bUK£51.0b8.7x5.9x0.7x
Price to Earnings Ratio

5.9x


Total Market Cap: UK£299.1bTotal Earnings: UK£51.0bTotal Revenue: UK£414.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Materials Sector Price to Earnings3Y Average 17.5x202320242025
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-1.68%
Materials-4.12%
Packaging0%0
Basic Materials-0.45%
Paper and Forestry Products-0.66%
Metals and Mining-4.24%
Chemicals-4.63%
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 25.7%, 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
FXPO FerrexpoUK£0.5815.4%
+UK£45.3m		-27.5%PS0.5x
EUA Eurasia MiningUK£0.04524.7%
+UK£26.6m		122.0%PS20.2x
ALL Atlantic LithiumUK£0.1137.3%
+UK£21.9m		-5.7%PS235.7x
GFM Griffin MiningUK£1.975.6%
+UK£18.5m		31.3%PE51.6x
KOD Kodal MineralsUK£0.003436.0%
+UK£18.3m		3.0%PB1.5x

Latest News

JMAT
UK£19.74
Johnson Matthey
7D
-8.2%
1Y
31.0%
KOD
UK£0.0034
Kodal Minerals
7D
36.0%
1Y
3.0%
FRES
UK£22.90
Fresnillo
7D
-3.5%
1Y
251.0%

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£4.02
Zotefoams
7D
6.1%
1Y
16.5%
CRDA
UK£27.35
Croda International
7D
-3.2%
1Y
-22.8%

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

Nov 20
Is Croda International (LON:CRDA) Using Too Much Debt?
RIO
UK£53.08
Rio Tinto Group
7D
-1.6%
1Y
7.3%

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£3.35
Glencore
7D
-8.4%
1Y
-12.0%

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

Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
CGS
UK£2.75
Castings
7D
5.8%
1Y
1.9%
ANTO
UK£25.77
Antofagasta
7D
-7.2%
1Y
54.8%

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.
ALL
UK£0.11
Atlantic Lithium
7D
37.3%
1Y
-5.7%
HOC
UK£3.49
Hochschild Mining
7D
-6.7%
1Y
56.0%

HOC: Long-Term Gold Forecasts Will Drive Substantial Upside Through 2027

Hochschild Mining’s analyst price target has risen significantly, with new targets ranging from 350 GBp to 610 GBp. Analysts cite stronger long-term gold forecasts and improved sector upside potential. Analyst Commentary Recent analyst activity reflects a mix of optimism and caution regarding Hochschild Mining's valuation and outlook.
FXPO
UK£0.58
Ferrexpo
7D
15.4%
1Y
-27.5%
GFM
UK£1.97
Griffin Mining
7D
5.6%
1Y
31.3%
SOLG
UK£0.20
SolGold
7D
2.6%
1Y
160.4%
AAL
UK£27.10
Anglo American
7D
-4.9%
1Y
1.2%

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£0.045
Eurasia Mining
7D
24.7%
1Y
122.0%