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U.K. (FTSE) Materials Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies156
  • 7D5.5%
  • 3M20.8%
  • 1Y16.1%
  • YTD20.5%

In the last week, the Materials industry is up 2.4%, with Glencore leading the way, up 7.7%. This means that the industry has gained 16% over the past year. Earnings are forecast to grow by 26% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Nov 2025UK£236.0bUK£283.0bUK£6.5b17.4x36.4x0.8x
Mon, 27 Oct 2025UK£237.4bUK£278.8bUK£6.9b16.7x34.6x0.9x
Wed, 24 Sep 2025UK£218.8bUK£274.9bUK£6.7b16.6x32.5x0.8x
Fri, 22 Aug 2025UK£198.9bUK£276.5bUK£6.7b19.9x29.5x0.7x
Sun, 20 Jul 2025UK£196.7bUK£275.6bUK£6.8b15.8x28.7x0.7x
Tue, 17 Jun 2025UK£191.4bUK£272.5bUK£6.8b15.7x28.1x0.7x
Thu, 15 May 2025UK£197.1bUK£278.3bUK£7.1b15.3x27.6x0.7x
Sat, 12 Apr 2025UK£178.0bUK£282.1bUK£7.2b14.5x24.7x0.6x
Mon, 10 Mar 2025UK£204.5bUK£284.2bUK£7.2b14.8x28.5x0.7x
Wed, 05 Feb 2025UK£204.5bUK£291.7bUK£9.0b15.1x22.8x0.7x
Fri, 03 Jan 2025UK£213.1bUK£300.6bUK£9.2b15.9x23x0.7x
Sun, 01 Dec 2024UK£221.1bUK£293.9bUK£9.2b16.3x24x0.8x
Tue, 29 Oct 2024UK£228.9bUK£291.1bUK£8.7b17.1x26.2x0.8x
Thu, 26 Sep 2024UK£227.4bUK£284.6bUK£8.5b16.4x26.6x0.8x
Sat, 24 Aug 2024UK£222.2bUK£286.4bUK£8.5b15.8x26.1x0.8x
Mon, 22 Jul 2024UK£230.0bUK£285.4bUK£13.6b16.2x17x0.8x
Wed, 19 Jun 2024UK£236.0bUK£290.2bUK£13.7b15.3x17.2x0.8x
Fri, 17 May 2024UK£257.1bUK£292.5bUK£13.8b17.6x18.6x0.9x
Sun, 14 Apr 2024UK£245.7bUK£297.1bUK£14.3b14.5x17.2x0.8x
Tue, 12 Mar 2024UK£213.0bUK£290.3bUK£13.9b12.9x15.4x0.7x
Thu, 08 Feb 2024UK£220.5bUK£303.8bUK£19.5b11.6x11.3x0.7x
Sat, 06 Jan 2024UK£247.3bUK£347.5bUK£29.3b10.4x8.5x0.7x
Mon, 04 Dec 2023UK£247.4bUK£348.8bUK£29.3b9.9x8.4x0.7x
Wed, 01 Nov 2023UK£234.1bUK£361.7bUK£30.2b10x7.7x0.6x
Fri, 29 Sep 2023UK£271.0bUK£387.7bUK£32.5b9.8x8.3x0.7x
Sun, 27 Aug 2023UK£257.5bUK£379.3bUK£32.2b10.1x8x0.7x
Tue, 25 Jul 2023UK£280.7bUK£399.1bUK£43.3b10x6.5x0.7x
Thu, 22 Jun 2023UK£271.6bUK£402.0bUK£43.4b10.1x6.3x0.7x
Sat, 20 May 2023UK£269.1bUK£408.0bUK£44.2b10.2x6.1x0.7x
Mon, 17 Apr 2023UK£292.9bUK£408.0bUK£44.4b10x6.6x0.7x
Wed, 15 Mar 2023UK£291.8bUK£415.3bUK£45.7b9.3x6.4x0.7x
Fri, 10 Feb 2023UK£318.9bUK£413.8bUK£50.8b9.9x6.3x0.8x
Sun, 08 Jan 2023UK£317.7bUK£414.3bUK£50.9b9.7x6.2x0.8x
Tue, 06 Dec 2022UK£311.1bUK£410.5bUK£50.5b9.3x6.2x0.8x
Price to Earnings Ratio

6.2x


Total Market Cap: UK£311.1bTotal Earnings: UK£50.5bTotal Revenue: UK£410.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Materials Sector Price to Earnings3Y Average 17.7x202320242025
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 36.4x which is higher than its 3-year average PE of 17.7x.
  • 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 50% 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 Market2.25%
Materials5.46%
Basic Materials5.79%
Metals and Mining5.65%
Paper and Forestry Products4.26%
Chemicals1.46%
Packaging-0.55%
Industry PE
  • Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 17.6x.
    • 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 Metals and Mining industry is expected to see its earnings grow by 26% 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
GLEN GlencoreUK£3.617.7%
+UK£3.0b		-5.0%PS0.2x
FRES FresnilloUK£26.3415.0%
+UK£2.5b		307.7%PE56.3x
RIO Rio Tinto GroupUK£54.222.1%
+UK£1.9b		9.8%PE11.4x
ANTO AntofagastaUK£27.587.0%
+UK£1.8b		62.0%PE33x
AAL Anglo AmericanUK£28.515.2%
+UK£1.5b		-0.4%PS1.5x

Latest News

HOC
UK£4.03
Hochschild Mining
7D
15.3%
1Y
88.3%
FRES
UK£26.34
Fresnillo
7D
15.0%
1Y
307.7%
SOLG
UK£0.30
SolGold
7D
47.0%
1Y
288.8%
CAR
UK£0.54
Carclo
7D
-12.3%
1Y
63.6%
ACG
UK£10.90
ACG Metals
7D
-5.2%
1Y
171.5%
PAF
UK£1.00
Pan African Resources
7D
8.9%
1Y
189.4%

Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%

Nov 27
Investors Appear Satisfied With Pan African Resources PLC's (LON:PAF) Prospects As Shares Rocket 25%
AAL
UK£28.51
Anglo American
7D
5.2%
1Y
-0.4%

AAL: Sector Consolidation And Potential Supply Constraints Will Shape Merger Outlook

Anglo American's analyst price target has been raised from approximately $29.48 to $29.18, reflecting a modest increase that analysts attribute to improved forecast profit margins as well as ongoing optimism around iron ore demand and potential supply constraints. Analyst Commentary Recent Street research has showcased evolving sentiment around Anglo American, as analysts adjust their views and price targets in light of sector developments and company actions.
CRDA
UK£27.22
Croda International
7D
-0.5%
1Y
-21.1%

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

Nov 20
Is Croda International (LON:CRDA) Using Too Much Debt?
RIO
UK£54.22
Rio Tinto Group
7D
2.1%
1Y
9.8%

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£3.61
Glencore
7D
7.7%
1Y
-5.0%

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

Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
CMET
UK£0.047
Capital Metals
7D
-10.5%
1Y
193.8%
ANTO
UK£27.58
Antofagasta
7D
7.0%
1Y
62.0%

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£0.073
Zanaga Iron Ore
7D
-8.8%
1Y
81.5%

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
FAR
UK£0.07
Ferro-Alloy Resources
7D
-13.0%
1Y
38.2%
SML
UK£0.013
Strategic Minerals
7D
-18.0%
1Y
400.0%
WSBN
UK£0.0073
Wishbone Gold
7D
-17.5%
1Y
156.1%