Narrative Update • Sep 18

Over the last 7 days, the Electronic Equipment and Instruments industry has dropped 2.4%, driven by Halma declining 4.0%. Over the past 12 months, the industry was up 12%. As for the next few years, earnings are expected to grow by 17% per annum.
Has the U.K. Electronic Equipment and Instruments Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 20 Sep 2026 | UK£19.3b | UK£4.1b | UK£494.2m | 23.9x | 39x | 4.7x |
| Tue, 18 Aug 2026 | UK£20.3b | UK£4.1b | UK£460.9m | 18.7x | 44.1x | 5x |
| Thu, 16 Jul 2026 | UK£19.6b | UK£4.1b | UK£461.1m | 17.2x | 42.5x | 4.8x |
| Sat, 13 Jun 2026 | UK£20.8b | UK£4.1b | UK£460.3m | 16x | 45.2x | 5.1x |
| Mon, 11 May 2026 | UK£23.4b | UK£4.0b | UK£406.3m | 15.5x | 57.6x | 5.9x |
| Wed, 08 Apr 2026 | UK£18.9b | UK£4.0b | UK£406.7m | 16.1x | 46.5x | 4.7x |
| Fri, 06 Mar 2026 | UK£20.1b | UK£4.0b | UK£395.9m | 17.7x | 50.8x | 5x |
| Sun, 01 Feb 2026 | UK£18.4b | UK£4.0b | UK£406.6m | 18.3x | 45.3x | 4.7x |
| Tue, 30 Dec 2025 | UK£17.8b | UK£4.0b | UK£404.9m | 18.7x | 43.9x | 4.5x |
| Thu, 27 Nov 2025 | UK£22.1b | UK£5.3b | UK£461.9m | 20.6x | 47.8x | 4.2x |
| Sat, 25 Oct 2025 | UK£22.2b | UK£5.2b | UK£428.5m | 21.8x | 51.8x | 4.3x |
| Mon, 22 Sep 2025 | UK£21.4b | UK£5.2b | UK£454.5m | 26.4x | 47.2x | 4.1x |
| Wed, 20 Aug 2025 | UK£20.4b | UK£5.2b | UK£460.5m | 28.3x | 44.4x | 3.9x |
| Fri, 18 Jul 2025 | UK£20.4b | UK£5.1b | UK£635.5m | 25.2x | 32.2x | 4x |
| Sun, 15 Jun 2025 | UK£18.8b | UK£5.1b | UK£635.0m | 22.4x | 29.6x | 3.7x |
| Tue, 13 May 2025 | UK£17.2b | UK£5.0b | UK£661.6m | 19.1x | 26x | 3.4x |
| Thu, 10 Apr 2025 | UK£14.0b | UK£5.0b | UK£661.2m | 15x | 21.2x | 2.8x |
| Sat, 08 Mar 2025 | UK£16.8b | UK£5.0b | UK£660.6m | 19.9x | 25.5x | 3.4x |
| Mon, 03 Feb 2025 | UK£19.3b | UK£5.0b | UK£699.5m | 21.6x | 27.6x | 3.8x |
| Wed, 01 Jan 2025 | UK£17.4b | UK£5.0b | UK£700.1m | 22.7x | 24.9x | 3.5x |
| Fri, 29 Nov 2024 | UK£17.1b | UK£5.0b | UK£699.4m | 22.9x | 24.4x | 3.4x |
| Sun, 27 Oct 2024 | UK£16.5b | UK£4.9b | UK£685.0m | 24.5x | 24.1x | 3.4x |
| Tue, 24 Sep 2024 | UK£17.0b | UK£4.9b | UK£690.8m | 24.3x | 24.7x | 3.5x |
| Thu, 22 Aug 2024 | UK£17.5b | UK£4.8b | UK£687.8m | 26.4x | 25.5x | 3.6x |
| Sat, 20 Jul 2024 | UK£18.1b | UK£4.9b | UK£558.3m | 27.8x | 32.5x | 3.7x |
| Mon, 17 Jun 2024 | UK£18.5b | UK£4.9b | UK£557.9m | 29.7x | 33.2x | 3.7x |
| Wed, 15 May 2024 | UK£17.3b | UK£4.8b | UK£535.7m | 23.7x | 32.3x | 3.6x |
| Fri, 12 Apr 2024 | UK£16.5b | UK£4.8b | UK£517.1m | 22.5x | 31.9x | 3.5x |
| Sun, 10 Mar 2024 | UK£17.0b | UK£4.8b | UK£531.0m | 23.3x | 31.9x | 3.6x |
| Tue, 06 Feb 2024 | UK£16.1b | UK£4.8b | UK£540.8m | 26.8x | 29.7x | 3.4x |
| Thu, 04 Jan 2024 | UK£16.1b | UK£4.8b | UK£542.2m | 24.3x | 29.8x | 3.4x |
| Sat, 02 Dec 2023 | UK£15.5b | UK£4.8b | UK£544.5m | 23x | 28.5x | 3.2x |
| Mon, 30 Oct 2023 | UK£13.5b | UK£4.7b | UK£538.9m | 21.4x | 25.1x | 2.9x |
| Wed, 27 Sep 2023 | UK£15.0b | UK£4.7b | UK£539.3m | 26.6x | 27.8x | 3.2x |
27.8x
How does U.K. Electronic Equipment and Instruments compare with similar industries?
| GB Market | 0.038% | |
| Tech | 1.04% | |
| Electronic Equipment and Components | -2.31% | |
| Electronic Equipment and Instruments | -2.45% | |
| Electronic Components | 0.91% | |
| Electronic Manufacturing Services | 0% | 0 |
| Technology Distributors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RSW Renishaw | UK£51.75 | 0.9% +UK£32.7m | 43.4% | PE50.8x | |
| OXIG Oxford Instruments | UK£27.94 | 1.2% +UK£18.7m | 47.5% | PE34.5x | |
| SEE Seeing Machines | UK£0.045 | 8.2% +UK£16.3m | 69.4% | PS4.8x | |
| BIG Big Technologies | UK£0.98 | 0.2% +UK£584.5k | 11.9% | PE21.4x | |
| IGE Image Scan Holdings | UK£0.036 | 10.6% +UK£479.0k | 151.7% | PE23.9x |