Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Materials Sector Analysis

UpdatedAug 29, 2025
DataAggregated Company Financials
Companies155
  • 7D2.0%
  • 3M5.5%
  • 1Y-4.1%
  • YTD-0.3%

In the last week, the Materials industry is up 1.6%, with Rio Tinto Group up 2.2%. During this same period, the Hochschild Mining underperformed, falling 7.9%. However, the industry is down 4.9% over the past year. Looking forward, earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Aug 2025UK£202.9bUK£274.8bUK£6.7b18.1x30.1x0.7x
Sun, 27 Jul 2025UK£204.0bUK£275.3bUK£6.8b15.6x29.9x0.7x
Tue, 24 Jun 2025UK£185.2bUK£273.4bUK£6.8b15x27.1x0.7x
Thu, 22 May 2025UK£194.7bUK£275.5bUK£7.1b16.6x27.5x0.7x
Sat, 19 Apr 2025UK£182.7bUK£278.0bUK£7.1b15.4x25.7x0.7x
Mon, 17 Mar 2025UK£204.7bUK£284.2bUK£7.2b14.8x28.2x0.7x
Wed, 12 Feb 2025UK£210.9bUK£293.0bUK£9.0b15.3x23.4x0.7x
Fri, 10 Jan 2025UK£215.5bUK£302.3bUK£9.3b15x23.2x0.7x
Sun, 08 Dec 2024UK£220.6bUK£293.1bUK£9.0b16.4x24.4x0.8x
Tue, 05 Nov 2024UK£228.0bUK£291.5bUK£8.7b16.6x26.1x0.8x
Thu, 03 Oct 2024UK£237.2bUK£285.2bUK£8.5b18.7x27.8x0.8x
Sat, 31 Aug 2024UK£220.2bUK£287.9bUK£8.6b16.8x25.5x0.8x
Mon, 29 Jul 2024UK£232.4bUK£285.2bUK£12.1b15.9x19.2x0.8x
Wed, 26 Jun 2024UK£239.6bUK£289.9bUK£13.7b13.6x17.5x0.8x
Fri, 24 May 2024UK£256.5bUK£291.9bUK£13.7b16.4x18.7x0.9x
Sun, 21 Apr 2024UK£243.5bUK£298.7bUK£14.1b15.2x17.2x0.8x
Tue, 19 Mar 2024UK£217.9bUK£291.7bUK£14.0b12.3x15.6x0.7x
Thu, 15 Feb 2024UK£217.6bUK£305.1bUK£19.6b11.4x11.1x0.7x
Sat, 13 Jan 2024UK£241.1bUK£347.3bUK£29.2b10.5x8.2x0.7x
Mon, 11 Dec 2023UK£242.2bUK£351.4bUK£29.5b10.4x8.2x0.7x
Wed, 08 Nov 2023UK£233.3bUK£358.5bUK£30.0b9.9x7.8x0.7x
Fri, 06 Oct 2023UK£260.9bUK£389.4bUK£32.6b10.2x8x0.7x
Sun, 03 Sep 2023UK£265.4bUK£379.3bUK£32.2b10.4x8.2x0.7x
Tue, 01 Aug 2023UK£282.6bUK£394.0bUK£37.8b10.1x7.5x0.7x
Thu, 29 Jun 2023UK£267.4bUK£403.8bUK£43.7b9.9x6.1x0.7x
Sat, 27 May 2023UK£264.2bUK£411.3bUK£44.5b10.2x5.9x0.6x
Mon, 24 Apr 2023UK£285.4bUK£407.2bUK£44.3b10.2x6.4x0.7x
Wed, 22 Mar 2023UK£282.6bUK£413.7bUK£45.1b10x6.3x0.7x
Fri, 17 Feb 2023UK£316.4bUK£426.2bUK£52.4b10x6x0.7x
Sun, 15 Jan 2023UK£327.8bUK£410.7bUK£50.5b9.8x6.5x0.8x
Tue, 13 Dec 2022UK£301.4bUK£409.4bUK£50.3b9.5x6x0.7x
Thu, 10 Nov 2022UK£287.9bUK£426.4bUK£52.0b8.5x5.5x0.7x
Sat, 08 Oct 2022UK£271.1bUK£442.7bUK£53.9b8.3x5x0.6x
Mon, 05 Sep 2022UK£265.1bUK£428.5bUK£53.1b9.3x5x0.6x
Price to Earnings Ratio

5x


Total Market Cap: UK£265.1bTotal Earnings: UK£53.1bTotal Revenue: UK£428.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Materials Sector Price to Earnings3Y Average 15.6x202320242025
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 29.8x which is higher than its 3-year average PE of 15.6x.
  • 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 50% per year over the last three years,
  • Revenues have also declined 14% 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 Market2.82%
Materials1.99%
Packaging5.13%
Metals and Mining2.23%
Chemicals1.02%
Paper and Forestry Products-0.50%
Basic Materials-2.10%
Industry PE
  • Investors are most optimistic about the Paper and Forestry Products industry which is trading above its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 27.5%, 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 124% over the next 5 years.
  • In contrast, the Chemicals industry is expected to see its earnings grow by 9.1% 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
RIO Rio Tinto GroupUK£46.372.3%
+UK£1.7b		-3.3%PE9.9x
AAL Anglo AmericanUK£22.653.9%
+UK£906.5m		-10.9%PS1.2x
FRES FresnilloUK£17.534.9%
+UK£604.3m		216.1%PE38.3x
GLEN GlencoreUK£2.950.8%
+UK£245.6m		-26.4%PS0.2x
ANTO AntofagastaUK£21.581.0%
+UK£216.9m		17.9%PE26.3x

Latest News

HOC
UK£2.73
Hochschild Mining
7D
-8.7%
1Y
57.2%
MTL
UK£0.12
Metals Exploration
7D
-9.7%
1Y
112.7%
EEE
UK£0.55
Empire Metals
7D
43.7%
1Y
623.2%
FRES
UK£17.53
Fresnillo
7D
4.9%
1Y
216.1%

After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar

Aug 28
After Leaping 26% Fresnillo plc (LON:FRES) Shares Are Not Flying Under The Radar
ANTO
UK£21.58
Antofagasta
7D
1.0%
1Y
17.9%

Centinela Second Concentrator Will Increase Future Copper Output Amid Rising Global Demand

Analysts have raised Antofagasta’s price target to £20.36, citing higher copper price forecasts, confidence in production growth and cost control, and sector tailwinds, though some caution remains due to commodity volatility. Analyst Commentary Bullish analysts cite improving copper price forecasts driven by robust global demand and supply constraints as a key reason for upward price target revisions.
HILS
UK£21.45
Hill & Smith
7D
-1.8%
1Y
0.2%

Hill & Smith's (LON:HILS) Dividend Will Be £0.18

Aug 22
Hill & Smith's (LON:HILS) Dividend Will Be £0.18
RHIM
UK£20.85
RHI Magnesita
7D
-6.1%
1Y
-35.2%
GLEN
UK£2.95
Glencore
7D
0.8%
1Y
-26.4%
JMAT
UK£19.30
Johnson Matthey
7D
2.0%
1Y
18.6%

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

Aug 12
Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?
ELM
UK£1.65
Elementis
7D
-1.0%
1Y
2.2%
User avatar

Specialty Additives And Asia Expansion Will Unlock New Markets

Strategic focus on specialty additives, sustainability, and innovation enhances competitive positioning and supports revenue and margin growth through premium products.
MNDI
UK£10.55
Mondi
7D
-0.5%
1Y
-28.5%

Capacity Expansion And Sustainable Packaging Will Unlock Market Potential

Despite the consensus analyst price target for Mondi remaining stable at £13.78, the company’s future P/E ratio has declined notably, reflecting lower market expectations for future earnings growth. Valuation Changes Summary of Valuation Changes for Mondi The Consensus Analyst Price Target remained effectively unchanged, at £13.78.
PAF
UK£0.62
Pan African Resources
7D
-1.1%
1Y
99.0%

Earnings Tell The Story For Pan African Resources PLC (LON:PAF)

Aug 05
Earnings Tell The Story For Pan African Resources PLC (LON:PAF)
AAL
UK£22.65
Anglo American
7D
3.9%
1Y
-10.9%
RIO
UK£46.37
Rio Tinto Group
7D
2.3%
1Y
-3.3%
SRC
UK£1.15
SigmaRoc
7D
-3.5%
1Y
60.0%

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
PRE
UK£0.99
Pensana
7D
20.4%
1Y
553.5%