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U.K. (FTSE) Market Analysis & Valuation

UpdatedOct 16, 2025
DataAggregated Company Financials
Companies1104
  • 7D-1.1%
  • 3M5.2%
  • 1Y12.2%
  • YTD13.8%

Over the last 7 days, the market has dropped 1.1%, driven by a loss of 2.7% in the Financials sector. In the last year, the market is actually up 12%. Looking forward, earnings are forecast to grow by 14% annually.

Trending IndustriesOil and GasGoldBiotechSoftware

Market Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Oct 2025UK£2.7tUK£1.9tUK£135.6b16.6x20x1.4x
Sat, 13 Sep 2025UK£2.7tUK£1.9tUK£135.4b16.4x19.8x1.4x
Mon, 11 Aug 2025UK£2.6tUK£1.9tUK£134.0b16.2x19.7x1.4x
Wed, 09 Jul 2025UK£2.5tUK£1.9tUK£127.1b16.3x19.7x1.3x
Fri, 06 Jun 2025UK£2.5tUK£1.9tUK£127.0b16.2x19.7x1.3x
Sun, 04 May 2025UK£2.4tUK£2.0tUK£130.7b15.8x18.7x1.2x
Tue, 01 Apr 2025UK£2.4tUK£2.0tUK£136.1b15.3x17.9x1.2x
Thu, 27 Feb 2025UK£2.5tUK£2.0tUK£137.4b16.1x18.3x1.3x
Sat, 25 Jan 2025UK£2.5tUK£2.1tUK£123.3b15.8x20.1x1.2x
Mon, 23 Dec 2024UK£2.4tUK£2.0tUK£122.8b16x19.4x1.2x
Wed, 20 Nov 2024UK£2.4tUK£2.0tUK£121.8b16.3x19.6x1.2x
Fri, 18 Oct 2024UK£2.4tUK£2.0tUK£118.9b16.6x20.5x1.2x
Sun, 15 Sep 2024UK£2.4tUK£2.0tUK£119.3b16.5x20.4x1.2x
Tue, 13 Aug 2024UK£2.4tUK£2.0tUK£123.3b16.3x19.7x1.2x
Thu, 11 Jul 2024UK£2.4tUK£2.0tUK£131.2b16.8x18.5x1.2x
Sat, 08 Jun 2024UK£2.5tUK£2.0tUK£129.9b16.8x18.9x1.2x
Mon, 06 May 2024UK£2.4tUK£2.1tUK£141.9b16.5x17.3x1.2x
Wed, 03 Apr 2024UK£2.4tUK£2.1tUK£146.2b16.2x16.4x1.1x
Fri, 01 Mar 2024UK£2.3tUK£2.0tUK£140.5b15.2x16.3x1.1x
Sun, 28 Jan 2024UK£2.3tUK£2.1tUK£193.0b15x12x1.1x
Tue, 26 Dec 2023UK£2.3tUK£2.1tUK£193.8b15.2x12.1x1.1x
Thu, 23 Nov 2023UK£2.3tUK£2.1tUK£194.6b14.3x11.6x1.1x
Sat, 21 Oct 2023UK£2.3tUK£2.2tUK£187.3b13.5x12.1x1x
Mon, 18 Sep 2023UK£2.4tUK£2.2tUK£185.6b14.8x12.8x1.1x
Wed, 16 Aug 2023UK£2.3tUK£2.1tUK£184.5b14.3x12.4x1.1x
Fri, 14 Jul 2023UK£2.3tUK£2.2tUK£204.3b14x11.4x1.1x
Sun, 11 Jun 2023UK£2.4tUK£2.2tUK£209.9b14.3x11.3x1.1x
Tue, 09 May 2023UK£2.4tUK£2.2tUK£209.8b14.4x11.6x1.1x
Thu, 06 Apr 2023UK£2.4tUK£2.2tUK£180.3b13.6x13.3x1.1x
Sat, 04 Mar 2023UK£2.5tUK£2.2tUK£189.8b14.1x13.4x1.2x
Mon, 30 Jan 2023UK£2.5tUK£2.1tUK£183.5b14x13.6x1.2x
Wed, 28 Dec 2022UK£2.4tUK£2.1tUK£185.7b13.3x13x1.1x
Fri, 25 Nov 2022UK£2.4tUK£2.1tUK£186.4b13.2x13x1.1x
Sun, 23 Oct 2022UK£2.3tUK£2.3tUK£208.3b12x11.1x1x
Price to Earnings Ratio

11.1x


Total Market Cap: UK£2.3tTotal Earnings: UK£208.3bTotal Revenue: UK£2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Market Price to Earnings3Y Average 16x202320242025
Current Market PE
  • Investors are optimistic on the British market, and appear confident in strong long term growth rates.
  • The market is trading at a PE ratio of 20.0x which is higher than its 3-year average PE of 16.0x.
Past Earnings Growth
  • The earnings for companies in the British industry have declined 13% per year over the last three years.
  • Revenues have also declined 6.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Sector Trends

Which sectors have driven the changes within the U.K. Market?

GB Market-1.06%
Real Estate2.86%
Utilities2.24%
Materials1.57%
Consumer Staples0.68%
Consumer Discretionary-0.29%
Healthcare-0.82%
Tech-0.95%
Telecom-0.98%
Industrials-2.32%
Energy-2.67%
Financials-2.74%
Sector PE
  • Investors favour the Tech sector the most for future growth, which is trading above its 3-year average PE ratio of 51.4x.
    • The market's confidence is likely because analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings growth of 10.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom sector, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 6.0% per year.
  • In contrast, the Industrials sector is expected to see its earnings grow by 6.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuationSector
ULVR UnileverUK£45.903.8%
+UK£4.2b		-5.5%PE23.7xConsumer Staples
FRES FresnilloUK£26.289.8%
+UK£1.7b		283.9%PE57xMaterials
RIO Rio Tinto GroupUK£51.381.8%
+UK£1.4b		3.9%PE10.9xMaterials
NG. National GridUK£11.232.2%
+UK£1.2b		9.6%PE19.7xUtilities
AHT Ashtead GroupUK£53.624.3%
+UK£917.0m		-9.1%PE20.5xIndustrials
See more

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ULVR
UK£45.90
Unilever
7D
3.8%
1Y
-5.5%
BA.
UK£19.08
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7D
-5.3%
1Y
43.7%

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RIO
UK£51.38
Rio Tinto Group
7D
1.8%
1Y
3.9%
AZN
UK£125.54
AstraZeneca
7D
-3.0%
1Y
4.4%
BP.
UK£4.13
BP
7D
-4.5%
1Y
3.3%

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Analysts have raised BP's price target, with recent updates reflecting an increase from $36 to $40 and from 440 GBp to 460 GBp. This change is attributed to improving execution and the company's potential to close its valuation gap with peers. Analyst Commentary Recent research coverage reflects a wave of optimistic sentiment toward BP, though some analysts maintain a more cautious outlook.
FRES
UK£26.28
Fresnillo
7D
9.8%
1Y
283.9%

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HSBA
UK£9.89
HSBC Holdings
7D
-1.9%
1Y
45.9%
SHEL
UK£26.77
Shell
7D
-3.6%
1Y
4.8%

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell's analyst price target has increased modestly to $87 from $82, as analysts cite stronger-than-expected Q3 performance and robust underlying operations as key drivers for the upward revision. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Shell’s outlook, as analysts assess the company’s operational momentum, balance sheet decisions, and capital allocation strategies following the latest quarterly updates.
BARC
UK£3.79
Barclays
7D
1.3%
1Y
54.7%

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IMB
UK£29.90
Imperial Brands
7D
-3.4%
1Y
28.7%

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RR.
UK£11.40
Rolls-Royce Holdings
7D
-1.3%
1Y
100.4%
NXT
UK£131.10
NEXT
7D
4.8%
1Y
25.4%

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UK£42.64
3i Group
7D
-2.8%
1Y
24.8%

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ABF
UK£22.17
Associated British Foods
7D
4.3%
1Y
-6.7%

Primark's Expansion And Click & Collect Will Attract Future Customers

The analyst price target for Associated British Foods was lowered slightly from £22.07 to £21.83 per share. Analysts have adjusted forecasts in response to a more cautious industry outlook and moderating revenue growth expectations.
NG.
UK£11.23
National Grid
7D
2.2%
1Y
9.6%
AHT
UK£53.62
Ashtead Group
7D
4.3%
1Y
-9.1%

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