Narrative Update • Apr 24
In the last week, the IT Consulting industry is up 8.3%, with Softcat up 18%. In the same time, Smarter Web was down 14%. This means that the industry has gained 18% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | UK£9.5b | UK£12.0b | UK£331.0m | 24x | 28.6x | 0.8x |
| Mon, 20 Apr 2026 | UK£8.0b | UK£12.0b | UK£320.1m | 25x | 24.9x | 0.7x |
| Wed, 18 Mar 2026 | UK£7.1b | UK£11.7b | UK£325.3m | 20.1x | 21.9x | 0.6x |
| Fri, 13 Feb 2026 | UK£6.9b | UK£10.4b | UK£329.3m | 18.1x | 21.1x | 0.7x |
| Sun, 11 Jan 2026 | UK£8.3b | UK£10.4b | UK£329.2m | 21.5x | 25.3x | 0.8x |
| Tue, 09 Dec 2025 | UK£8.3b | UK£10.4b | UK£323.4m | 20.9x | 25.7x | 0.8x |
| Thu, 06 Nov 2025 | UK£8.2b | UK£10.4b | UK£329.9m | 21.4x | 24.7x | 0.8x |
| Sat, 04 Oct 2025 | UK£8.0b | UK£10.0b | UK£322.4m | 21.4x | 24.8x | 0.8x |
| Mon, 01 Sep 2025 | UK£7.3b | UK£9.1b | UK£330.3m | 14.1x | 22.2x | 0.8x |
| Wed, 30 Jul 2025 | UK£7.4b | UK£9.2b | UK£335.8m | 13.9x | 21.9x | 0.8x |
| Fri, 27 Jun 2025 | UK£8.0b | UK£9.2b | UK£332.2m | 20.6x | 24.2x | 0.9x |
| Sun, 25 May 2025 | UK£8.0b | UK£9.2b | UK£322.5m | 18.2x | 24.7x | 0.9x |
| Tue, 22 Apr 2025 | UK£7.3b | UK£9.2b | UK£332.1m | 18.5x | 22.1x | 0.8x |
| Thu, 20 Mar 2025 | UK£8.1b | UK£9.2b | UK£342.0m | 19.1x | 23.7x | 0.9x |
| Sat, 15 Feb 2025 | UK£7.6b | UK£8.6b | UK£335.0m | 20.3x | 22.8x | 0.9x |
| Mon, 13 Jan 2025 | UK£7.3b | UK£8.6b | UK£337.2m | 24.5x | 21.6x | 0.8x |
| Wed, 11 Dec 2024 | UK£7.8b | UK£8.6b | UK£339.4m | 26x | 22.9x | 0.9x |
| Fri, 08 Nov 2024 | UK£8.0b | UK£8.7b | UK£325.6m | 24.3x | 24.4x | 0.9x |
| Sun, 06 Oct 2024 | UK£10.2b | UK£9.3b | UK£297.3m | 24x | 34.3x | 1.1x |
| Tue, 03 Sep 2024 | UK£10.7b | UK£9.8b | UK£365.6m | 27.7x | 29.2x | 1.1x |
| Thu, 01 Aug 2024 | UK£11.0b | UK£9.8b | UK£384.1m | 27.8x | 28.6x | 1.1x |
| Sat, 29 Jun 2024 | UK£11.4b | UK£9.8b | UK£381.5m | 26.6x | 29.9x | 1.2x |
| Mon, 27 May 2024 | UK£11.3b | UK£9.9b | UK£379.2m | 29.1x | 29.8x | 1.1x |
| Wed, 24 Apr 2024 | UK£9.6b | UK£10.1b | UK£352.9m | 28.1x | 27.2x | 1x |
| Fri, 22 Mar 2024 | UK£9.7b | UK£10.1b | UK£350.4m | 27x | 27.8x | 1x |
| Sun, 18 Feb 2024 | UK£10.6b | UK£10.4b | UK£357.8m | 26.9x | 29.5x | 1x |
| Tue, 16 Jan 2024 | UK£9.9b | UK£12.4b | UK£378.4m | 24.6x | 26.2x | 0.8x |
| Thu, 14 Dec 2023 | UK£9.6b | UK£12.6b | UK£379.1m | 21.4x | 25.4x | 0.8x |
| Sat, 11 Nov 2023 | UK£9.9b | UK£12.5b | UK£378.2m | 24x | 26.2x | 0.8x |
| Mon, 09 Oct 2023 | UK£10.2b | UK£12.6b | UK£370.4m | 25.4x | 27.5x | 0.8x |
| Wed, 06 Sep 2023 | UK£10.2b | UK£11.7b | UK£387.0m | 26.2x | 26.4x | 0.9x |
| Fri, 04 Aug 2023 | UK£10.1b | UK£11.7b | UK£404.8m | 26x | 25x | 0.9x |
| Sun, 02 Jul 2023 | UK£10.3b | UK£11.7b | UK£425.9m | 24.7x | 24.1x | 0.9x |
| Tue, 30 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 | 2.49% | |
| Tech | 3.06% | |
| IT | 7.91% | |
| IT Consulting | 8.32% | |
| Data Processing Services | 19.84% | |
| Internet Services and Infrastructure | -1.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCT Softcat | UK£16.27 | 18.4% +UK£496.7m | -6.9% | PE22.6x | |
| CCC Computacenter | UK£42.10 | 3.4% +UK£146.9m | 68.0% | PE28.7x | |
| KNOS Kainos Group | UK£8.81 | 8.1% +UK£76.5m | 21.8% | PE24x | |
| NCC NCC Group | UK£1.42 | 3.3% +UK£12.5m | -9.6% | PS1.6x | |
| FDM FDM Group (Holdings) | UK£1.13 | 6.0% +UK£7.0m | -49.5% | PE21.8x |