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U.K. (FTSE) Market Analysis & Valuation

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies1092
  • 7D-0.4%
  • 3M5.9%
  • 1Y20.3%
  • YTD2.8%

In the last week, the market has stayed flat, however the Materials sector stood out, gaining 4.3%. Meanwhile, the market is actually up 20% over the past year. 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
Sun, 25 Jan 2026UK£2.9tUK£1.9tUK£137.0b16.8x21.3x1.5x
Tue, 23 Dec 2025UK£2.8tUK£2.0tUK£138.0b16x20.4x1.4x
Thu, 20 Nov 2025UK£2.7tUK£2.0tUK£139.2b16.1x19.6x1.4x
Sat, 18 Oct 2025UK£2.7tUK£1.9tUK£135.4b16.4x19.9x1.4x
Mon, 15 Sep 2025UK£2.7tUK£1.9tUK£135.4b16.4x19.8x1.4x
Wed, 13 Aug 2025UK£2.7tUK£1.9tUK£133.8b15.9x19.9x1.4x
Fri, 11 Jul 2025UK£2.5tUK£1.9tUK£127.0b16.2x19.9x1.3x
Sun, 08 Jun 2025UK£2.5tUK£1.9tUK£127.4b16.2x19.6x1.3x
Tue, 06 May 2025UK£2.4tUK£2.0tUK£130.7b15.8x18.7x1.2x
Thu, 03 Apr 2025UK£2.4tUK£2.0tUK£135.8b15.1x18x1.2x
Sat, 01 Mar 2025UK£2.5tUK£2.0tUK£138.9b15.7x18.1x1.2x
Mon, 27 Jan 2025UK£2.5tUK£2.1tUK£123.4b15.8x20.1x1.2x
Wed, 25 Dec 2024UK£2.4tUK£2.0tUK£123.0b15.9x19.5x1.2x
Fri, 22 Nov 2024UK£2.4tUK£2.0tUK£123.0b16.3x19.5x1.2x
Sun, 20 Oct 2024UK£2.4tUK£2.0tUK£118.7b16.5x20.5x1.2x
Tue, 17 Sep 2024UK£2.4tUK£2.0tUK£118.9b16.7x20.5x1.2x
Thu, 15 Aug 2024UK£2.4tUK£2.0tUK£122.4b16.6x19.9x1.2x
Sat, 13 Jul 2024UK£2.4tUK£2.0tUK£129.8b17x18.8x1.2x
Mon, 10 Jun 2024UK£2.5tUK£2.0tUK£130.0b16.8x18.9x1.2x
Wed, 08 May 2024UK£2.5tUK£2.1tUK£137.4b16.8x18x1.2x
Fri, 05 Apr 2024UK£2.4tUK£2.1tUK£145.9b16x16.5x1.2x
Sun, 03 Mar 2024UK£2.3tUK£2.0tUK£142.0b15.3x16.3x1.1x
Tue, 30 Jan 2024UK£2.3tUK£2.1tUK£192.9b14.8x12x1.1x
Thu, 28 Dec 2023UK£2.3tUK£2.1tUK£193.1b15x12.2x1.1x
Sat, 25 Nov 2023UK£2.3tUK£2.1tUK£193.7b14.4x11.7x1.1x
Mon, 23 Oct 2023UK£2.3tUK£2.2tUK£187.2b13.5x12.1x1x
Wed, 20 Sep 2023UK£2.3tUK£2.2tUK£185.5b14.5x12.7x1.1x
Fri, 18 Aug 2023UK£2.3tUK£2.1tUK£184.0b14.3x12.3x1.1x
Sun, 16 Jul 2023UK£2.3tUK£2.2tUK£204.7b14x11.3x1.1x
Tue, 13 Jun 2023UK£2.4tUK£2.2tUK£210.6b14.3x11.2x1.1x
Thu, 11 May 2023UK£2.4tUK£2.2tUK£209.9b14.4x11.6x1.1x
Sat, 08 Apr 2023UK£2.4tUK£2.2tUK£180.0b13.8x13.5x1.1x
Mon, 06 Mar 2023UK£2.5tUK£2.2tUK£189.4b14x13.4x1.2x
Wed, 01 Feb 2023UK£2.5tUK£2.1tUK£184.2b13.9x13.5x1.2x
Price to Earnings Ratio

13.5x


Total Market Cap: UK£2.5tTotal Earnings: UK£184.2bTotal Revenue: UK£2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Market Price to Earnings3Y Average 16.7x202420252026
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 21.3x which is higher than its 3-year average PE of 16.7x.
Past Earnings Growth
  • The earnings for companies in the British industry have declined 9.4% per year over the last three years.
  • Revenues have also declined 2.3% 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-0.42%
Materials4.29%
Telecom2.40%
Consumer Staples0.27%
Tech-0.64%
Energy-0.77%
Utilities-0.82%
Financials-0.91%
Consumer Discretionary-1.09%
Real Estate-1.41%
Healthcare-1.93%
Industrials-2.13%
Sector PE
  • Investors favour the Materials sector the most for future growth, which is trading above its 3-year average PE ratio of 19.6x.
    • Analysts are expecting annual earnings growth of 29.9%, which is lower than the prior year's growth of 33.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Materials sector, expecting annual earnings growth of 30% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Industrials sector is expected to see its earnings grow by 7.3% 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
RIO Rio Tinto GroupUK£65.763.6%
+UK£3.7b		31.9%PE14.2xMaterials
FRES FresnilloUK£41.6811.3%
+UK£3.1b		508.0%PE91.8xMaterials
GLEN GlencoreUK£5.014.7%
+UK£2.6b		33.5%PS0.3xMaterials
ULVR UnileverUK£48.642.2%
+UK£2.3b		-4.9%PE22.4xConsumer Staples
BEZ BeazleyUK£11.5240.5%
+UK£2.0b		38.0%PE9.5xFinancials
See more

Market Insights

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BEZ
UK£11.52
Beazley
7D
40.5%
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EXPN
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FRES
UK£41.68
Fresnillo
7D
11.3%
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SHEL
UK£26.88
Shell
7D
-2.4%
1Y
2.6%

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AV.
UK£6.19
Aviva
7D
-8.3%
1Y
22.1%

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GLEN
UK£5.01
Glencore
7D
4.7%
1Y
33.5%
ULVR
UK£48.64
Unilever
7D
2.2%
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AZN
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AstraZeneca
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UK£65.76
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3.6%
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RR.
UK£12.53
Rolls-Royce Holdings
7D
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