Narrative Update • May 02
In the last week, the IT Consulting industry is up 2.2%, with Softcat up 5.5%. Meanwhile, Smarter Web actually underperformed within the industry, shrinking 9.4% in the last week. This takes the industry's 12 month performance to a gain of 9.2%. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.K. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | UK£8.9b | UK£12.0b | UK£331.0m | 23.1x | 27x | 0.7x |
| Sun, 19 Apr 2026 | UK£8.0b | UK£12.0b | UK£320.1m | 25x | 24.9x | 0.7x |
| Tue, 17 Mar 2026 | UK£7.3b | UK£11.7b | UK£325.3m | 20.6x | 22.4x | 0.6x |
| Thu, 12 Feb 2026 | UK£7.1b | UK£10.4b | UK£329.3m | 18.3x | 21.6x | 0.7x |
| Sat, 10 Jan 2026 | UK£8.3b | UK£10.4b | UK£329.2m | 21.5x | 25.3x | 0.8x |
| Mon, 08 Dec 2025 | UK£8.2b | UK£10.4b | UK£323.4m | 21x | 25.5x | 0.8x |
| Wed, 05 Nov 2025 | UK£8.1b | UK£10.4b | UK£329.9m | 21.1x | 24.5x | 0.8x |
| Fri, 03 Oct 2025 | UK£8.0b | UK£10.0b | UK£322.4m | 21.6x | 24.9x | 0.8x |
| Sun, 31 Aug 2025 | UK£7.3b | UK£9.1b | UK£330.3m | 14.1x | 22.2x | 0.8x |
| Tue, 29 Jul 2025 | UK£7.4b | UK£9.2b | UK£335.8m | 13.9x | 22.1x | 0.8x |
| Thu, 26 Jun 2025 | UK£8.0b | UK£9.2b | UK£332.2m | 20.6x | 24x | 0.9x |
| Sat, 24 May 2025 | UK£8.0b | UK£9.2b | UK£322.5m | 18.2x | 24.7x | 0.9x |
| Mon, 21 Apr 2025 | UK£7.3b | UK£9.2b | UK£332.1m | 18.5x | 22.1x | 0.8x |
| Wed, 19 Mar 2025 | UK£7.8b | UK£9.1b | UK£335.7m | 19x | 23.3x | 0.9x |
| Fri, 14 Feb 2025 | UK£7.6b | UK£8.6b | UK£335.0m | 20.2x | 22.7x | 0.9x |
| Sun, 12 Jan 2025 | UK£7.3b | UK£8.6b | UK£337.2m | 24.5x | 21.6x | 0.8x |
| Tue, 10 Dec 2024 | UK£7.9b | UK£8.6b | UK£339.4m | 26.3x | 23.3x | 0.9x |
| Thu, 07 Nov 2024 | UK£7.9b | UK£8.7b | UK£325.6m | 23.5x | 24.3x | 0.9x |
| Sat, 05 Oct 2024 | UK£10.2b | UK£9.3b | UK£297.3m | 24x | 34.3x | 1.1x |
| Mon, 02 Sep 2024 | UK£10.9b | UK£9.8b | UK£365.6m | 27.6x | 29.7x | 1.1x |
| Wed, 31 Jul 2024 | UK£10.9b | UK£9.8b | UK£384.1m | 26.9x | 28.4x | 1.1x |
| Fri, 28 Jun 2024 | UK£11.3b | UK£9.9b | UK£379.4m | 27.4x | 29.9x | 1.1x |
| Sun, 26 May 2024 | UK£11.3b | UK£9.9b | UK£379.2m | 29.1x | 29.8x | 1.1x |
| Tue, 23 Apr 2024 | UK£9.4b | UK£10.1b | UK£352.9m | 27.3x | 26.5x | 0.9x |
| Thu, 21 Mar 2024 | UK£9.8b | UK£10.1b | UK£350.4m | 27x | 28x | 1x |
| Sat, 17 Feb 2024 | UK£10.6b | UK£10.4b | UK£357.8m | 26.9x | 29.5x | 1x |
| Mon, 15 Jan 2024 | UK£10.0b | UK£12.4b | UK£378.3m | 24.5x | 26.4x | 0.8x |
| Wed, 13 Dec 2023 | UK£9.7b | UK£12.6b | UK£379.0m | 21.7x | 25.6x | 0.8x |
| Fri, 10 Nov 2023 | UK£10.0b | UK£12.5b | UK£378.1m | 24.2x | 26.5x | 0.8x |
| Sun, 08 Oct 2023 | UK£10.2b | UK£12.6b | UK£370.4m | 25.4x | 27.5x | 0.8x |
| Tue, 05 Sep 2023 | UK£10.1b | UK£11.7b | UK£387.1m | 26.1x | 26.2x | 0.9x |
| Thu, 03 Aug 2023 | UK£10.2b | UK£11.7b | UK£404.7m | 25.8x | 25.1x | 0.9x |
| Sat, 01 Jul 2023 | UK£10.3b | UK£11.7b | UK£425.9m | 24.7x | 24.1x | 0.9x |
| Mon, 29 May 2023 | UK£10.4b | UK£11.7b | UK£423.2m | 25.3x | 24.5x | 0.9x |
24.5x
How does U.K. IT Consulting compare with similar industries?
| GB Market | 0.25% | |
| Tech | -1.27% | |
| IT | 2.42% | |
| IT Consulting | 2.74% | |
| Data Processing Services | 15.42% | |
| Internet Services and Infrastructure | -4.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCT Softcat | UK£14.42 | 5.5% +UK£147.2m | -18.3% | PE20.1x | |
| KNOS Kainos Group | UK£8.46 | 7.5% +UK£68.4m | 14.5% | PE23.1x | |
| NCC NCC Group | UK£1.40 | 2.8% +UK£10.4m | -10.5% | PS1.6x | |
| FDM FDM Group (Holdings) | UK£1.15 | 7.9% +UK£9.2m | -51.0% | PE22.2x | |
| CCC Computacenter | UK£40.74 | 0.2% +UK£8.4m | 59.9% | PE27.8x |