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U.K. (FTSE) IT Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies20
  • 7D-1.8%
  • 3M1.5%
  • 1Y5.6%
  • YTD5.1%

Over the last 7 days, the IT industry has dropped 1.7%, driven by Computacenter declining 1.8%. On the other hand Tialis Essential IT is actually up 7.4%. In the past year, the industry has gained 5.8%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025UK£8.3bUK£10.7bUK£267.3m23x31.2x0.8x
Sat, 22 Nov 2025UK£8.3bUK£10.8bUK£267.3m24.3x31x0.8x
Mon, 20 Oct 2025UK£8.2bUK£10.4bUK£266.2m27.1x30.9x0.8x
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
Price to Earnings Ratio

20.4x


Total Market Cap: UK£36.2bTotal Earnings: UK£1.8bTotal Revenue: UK£21.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. IT Industry Price to Earnings3Y Average 27.5x202320242025
Current Industry PE
  • Investors are optimistic on the British IT industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.3x which is higher than its 3-year average PE of 27.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the IT industry have declined 47% per year over the last three years,
  • Revenues have also declined 21% 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 Market1.06%
Tech0.50%
IT-1.78%
Data Processing Services1.67%
IT Consulting-1.72%
Internet Services and Infrastructure-2.86%
Industry PE
  • Investors are most optimistic about the Data Processing Services industry which is trading above its 3-year average PE ratio of 6.4x.
    • Analysts are expecting annual earnings growth of 59.6% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Data Processing Services industry, expecting annual earnings growth of 60% over the next 5 years.
  • In contrast, the Internet Services and Infrastructure industry is expected to see its earnings decline by 2.4% 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
TIA Tialis Essential ITUK£0.727.4%
+UK£2.0m		123.1%PS1.5x
CLBS Celebrus TechnologiesUK£1.353.8%
+UK£2.0m		-49.5%PE18.5x
SYS SysGroupUK£0.1610.3%
+UK£1.3m		-15.8%PS0.7x
ING IngentaUK£0.865.5%
+UK£679.4k		18.6%PE6.9x
FDM FDM Group (Holdings)UK£1.320.5%
+UK£656.0k		-58.5%PE9.3x

Latest News

SYS
UK£0.16
SysGroup
7D
10.3%
1Y
-15.8%
GST
UK£0.0044
GSTechnologies
7D
-27.0%
1Y
-78.6%
SCT
UK£14.15
Softcat
7D
-1.3%
1Y
-8.1%

SCT: Rising Dividends Will Drive Attractive Future Shareholder Returns

Narrative Update on Analyst Price Target Analysts have modestly increased their price target for Softcat, citing a slightly higher expected future price-to-earnings multiple and broadly unchanged growth and profitability assumptions that together support an updated valuation of approximately £18.27 per share. What's in the News Softcat confirmed earnings guidance for fiscal 2026, reiterating that underlying operating profit growth is expected to be weighted toward the first half due to the timing of large projects in FY2025 and FY2026 (company guidance).
RCN
UK£1.20
Redcentric
7D
-1.8%
1Y
1.7%
NCC
UK£1.41
NCC Group
7D
-0.7%
1Y
-5.6%
MTEC
UK£0.34
Made Tech Group
7D
0.8%
1Y
36.7%
KNOS
UK£10.14
Kainos Group
7D
-3.6%
1Y
31.0%

Kainos Group plc's (LON:KNOS) 28% Jump Shows Its Popularity With Investors

Dec 10
Kainos Group plc's (LON:KNOS) 28% Jump Shows Its Popularity With Investors
CLBS
UK£1.35
Celebrus Technologies
7D
3.8%
1Y
-49.5%
BKS
UK£2.30
Beeks Financial Cloud Group
7D
-4.2%
1Y
-18.1%
CCC
UK£29.12
Computacenter
7D
-1.8%
1Y
36.7%

A Look At The Fair Value Of Computacenter plc (LON:CCC)

Nov 28
A Look At The Fair Value Of Computacenter plc (LON:CCC)
TRD
UK£2.60
Triad Group
7D
0%
1Y
-7.1%
TIA
UK£0.72
Tialis Essential IT
7D
7.4%
1Y
123.1%

Many Still Looking Away From Tialis Essential IT PLC (LON:TIA)

Nov 25
Many Still Looking Away From Tialis Essential IT PLC (LON:TIA)
FDM
UK£1.32
FDM Group (Holdings)
7D
0.5%
1Y
-58.5%
ING
UK£0.86
Ingenta
7D
5.5%
1Y
18.6%

Ingenta plc's (LON:ING) Price Is Right But Growth Is Lacking After Shares Rocket 30%

Nov 04
Ingenta plc's (LON:ING) Price Is Right But Growth Is Lacking After Shares Rocket 30%
SWC
UK£0.34
Smarter Web
7D
-5.6%
1Y
n/a