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U.K. (FTSE) IT Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies19
  • 7D-2.5%
  • 3M-9.1%
  • 1Y-6.0%
  • YTD0.4%

Over the last 7 days, the IT industry has dropped 2.5%, driven by a pullback from Smarter Web of 38%. Overall the industry is down 6.0% in 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.K. IT Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025UK£8.0bUK£10.4bUK£261.0m25.3x30.6x0.8x
Fri, 15 Aug 2025UK£7.7bUK£9.5bUK£272.7m23.2x28.1x0.8x
Sun, 13 Jul 2025UK£7.9bUK£9.5bUK£328.4m24.3x24.1x0.8x
Tue, 10 Jun 2025UK£8.7bUK£9.5bUK£311.1m25.4x27.9x0.9x
Thu, 08 May 2025UK£8.5bUK£9.6bUK£329.2m19.2x25.7x0.9x
Sat, 05 Apr 2025UK£7.6bUK£9.6bUK£330.5m18.2x23x0.8x
Mon, 03 Mar 2025UK£7.6bUK£9.0bUK£333.3m23.8x22.7x0.8x
Wed, 29 Jan 2025UK£7.8bUK£9.0bUK£332.0m23.8x23.5x0.9x
Fri, 27 Dec 2024UK£8.1bUK£9.0bUK£337.2m25.9x24x0.9x
Sun, 24 Nov 2024UK£8.4bUK£9.0bUK£331.5m28.3x25.4x0.9x
Tue, 22 Oct 2024UK£10.5bUK£9.7bUK£294.5m24x35.7x1.1x
Thu, 19 Sep 2024UK£10.7bUK£9.7bUK£294.3m24.5x36.4x1.1x
Sat, 17 Aug 2024UK£11.5bUK£10.1bUK£361.0m28.8x31.9x1.1x
Mon, 15 Jul 2024UK£11.6bUK£10.2bUK£385.5m27.3x30.2x1.1x
Wed, 12 Jun 2024UK£11.6bUK£10.2bUK£380.4m29.4x30.4x1.1x
Fri, 10 May 2024UK£10.2bUK£10.2bUK£374.8m28.2x27.1x1x
Sun, 07 Apr 2024UK£10.4bUK£10.4bUK£355.2m28.4x29.1x1x
Tue, 05 Mar 2024UK£10.8bUK£10.8bUK£359.5m25.6x29.9x1x
Thu, 01 Feb 2024UK£11.3bUK£12.8bUK£367.1m25.7x30.8x0.9x
Sat, 30 Dec 2023UK£10.9bUK£12.8bUK£376.7m24.2x29.1x0.9x
Mon, 27 Nov 2023UK£10.4bUK£13.4bUK£388.8m26.7x26.9x0.8x
Wed, 25 Oct 2023UK£10.6bUK£13.4bUK£371.7m25.2x28.6x0.8x
Fri, 22 Sep 2023UK£11.1bUK£13.4bUK£389.2m26.6x28.5x0.8x
Sun, 20 Aug 2023UK£10.6bUK£12.5bUK£407.0m26.2x25.9x0.8x
Tue, 18 Jul 2023UK£11.0bUK£12.5bUK£400.4m26.6x27.4x0.9x
Thu, 15 Jun 2023UK£11.5bUK£12.5bUK£422.6m26.5x27.2x0.9x
Sat, 13 May 2023UK£11.5bUK£12.4bUK£421.5m26.8x27.3x0.9x
Mon, 10 Apr 2023UK£11.5bUK£12.4bUK£422.4m27x27.2x0.9x
Wed, 08 Mar 2023UK£37.0bUK£22.3bUK£2.1b28.3x17.8x1.7x
Fri, 03 Feb 2023UK£38.3bUK£21.9bUK£1.8b28.2x21.2x1.8x
Sun, 01 Jan 2023UK£36.2bUK£21.8bUK£1.8b27.1x20.4x1.7x
Tue, 29 Nov 2022UK£38.8bUK£21.7bUK£1.8b30.4x22x1.8x
Thu, 27 Oct 2022UK£35.4bUK£21.6bUK£1.8b27.5x20.1x1.6x
Sat, 24 Sep 2022UK£32.8bUK£21.7bUK£1.7b26x19.8x1.5x
Price to Earnings Ratio

19.8x


Total Market Cap: UK£32.8bTotal Earnings: UK£1.7bTotal Revenue: UK£21.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. IT Industry Price to Earnings3Y Average 27.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the British IT industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the IT industry have declined 46% per year over the last three years,
  • Revenues have also declined 22% 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. Tech industry?

GB Market-0.50%
Tech-0.97%
IT-2.49%
Data Processing Services2.86%
Internet Services and Infrastructure-2.20%
IT Consulting-2.51%
Industry PE
  • Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 27.4x.
    • Analysts are expecting annual earnings growth of 14.3%, which is higher than its past year's earnings growth of 2.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Data Processing Services industry, expecting annual earnings growth of 67% over the next 5 years.
  • In contrast, the IT Consulting industry is expected to see its earnings grow by 14% 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
CCC ComputacenterUK£24.103.9%
+UK£94.4m		-2.4%PE15.8x
CLBS Celebrus TechnologiesUK£1.9015.9%
+UK£10.5m		-32.1%PE16.1x
TIA Tialis Essential ITUK£0.65-13.3%
UK£7.5m		32.7%PS1.4x
RCN RedcentricUK£1.373.2%
+UK£6.8m		5.8%PE357.7x
ING IngentaUK£0.6913.9%
+UK£1.3m		-28.4%PE5.6x

Latest News

CLBS
UK£1.90
Celebrus Technologies
7D
15.9%
1Y
-32.1%
ING
UK£0.69
Ingenta
7D
13.9%
1Y
-28.4%
TRD
UK£3.20
Triad Group
7D
0.9%
1Y
14.3%

Optimistic Investors Push Triad Group plc (LON:TRD) Shares Up 32% But Growth Is Lacking

Sep 13
Optimistic Investors Push Triad Group plc (LON:TRD) Shares Up 32% But Growth Is Lacking
TIA
UK£0.65
Tialis Essential IT
7D
-13.3%
1Y
32.7%
IOM
UK£0.20
iomart Group
7D
-4.7%
1Y
-81.8%
CCC
UK£24.10
Computacenter
7D
3.9%
1Y
-2.4%

Computacenter's (LON:CCC) Dividend Will Be £0.236

Sep 12
Computacenter's (LON:CCC) Dividend Will Be £0.236
TPX
UK£0.17
TPXimpact Holdings
7D
-4.2%
1Y
-55.2%
KNOS
UK£8.86
Kainos Group
7D
-1.0%
1Y
1.1%

Kainos Group plc's (LON:KNOS) P/E Is Still On The Mark Following 26% Share Price Bounce

Sep 09
Kainos Group plc's (LON:KNOS) P/E Is Still On The Mark Following 26% Share Price Bounce
NCC
UK£1.43
NCC Group
7D
-2.3%
1Y
-15.9%

Cyber Security Repositioning And AI Automation Will Drive Future Success

Key Takeaways Refocusing on high-value, recurring cyber security contracts and global operational efficiencies positions the company for improved revenue quality and margin recovery. Strategic partnerships, pipeline expansion in regulated sectors, and potential asset sales support future growth, capital returns, and increased market share.
NARF
UK£0.0055
Narf Industries
7D
4.8%
1Y
-42.1%
SWC
UK£1.00
Smarter Web
7D
-42.0%
1Y
n/a
RCN
UK£1.37
Redcentric
7D
3.2%
1Y
5.8%
SCT
UK£15.93
Softcat
7D
-0.6%
1Y
6.5%
BKS
UK£1.96
Beeks Financial Cloud Group
7D
-4.9%
1Y
-21.3%
RCGH
UK£0.018
RC365 Holding
7D
75.6%
1Y
5.9%
FDM
UK£1.19
FDM Group (Holdings)
7D
-3.7%
1Y
-70.0%