Narrative Update • May 24
In the last week, the IT Consulting industry is up 8.8%, with Softcat up 17%. During this same period, the Smarter Web underperformed, falling 9.5%. This means that the industry has gained 18% over the past year. Earnings are forecast to grow by 11% annually.
Has the U.K. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | UK£9.5b | UK£12.0b | UK£331.0m | 24x | 28.6x | 0.8x |
| Thu, 23 Apr 2026 | UK£8.2b | UK£12.0b | UK£320.1m | 25.6x | 25.6x | 0.7x |
| Sat, 21 Mar 2026 | UK£7.2b | UK£12.0b | UK£333.4m | 19.6x | 21.5x | 0.6x |
| Mon, 16 Feb 2026 | UK£7.0b | UK£10.4b | UK£329.3m | 18.3x | 21.3x | 0.7x |
| Wed, 14 Jan 2026 | UK£8.3b | UK£10.4b | UK£329.3m | 21.4x | 25.2x | 0.8x |
| Fri, 12 Dec 2025 | UK£8.2b | UK£10.4b | UK£323.5m | 20.8x | 25.3x | 0.8x |
| Sun, 09 Nov 2025 | UK£7.8b | UK£10.4b | UK£329.9m | 20.3x | 23.7x | 0.7x |
| Tue, 07 Oct 2025 | UK£8.0b | UK£10.0b | UK£322.4m | 21.6x | 24.9x | 0.8x |
| Thu, 04 Sep 2025 | UK£7.4b | UK£9.1b | UK£330.3m | 14x | 22.3x | 0.8x |
| Sat, 02 Aug 2025 | UK£7.2b | UK£9.2b | UK£334.7m | 13.8x | 21.6x | 0.8x |
| Mon, 30 Jun 2025 | UK£7.8b | UK£9.2b | UK£332.2m | 19.9x | 23.4x | 0.8x |
| Wed, 28 May 2025 | UK£8.1b | UK£9.2b | UK£314.3m | 21.1x | 25.8x | 0.9x |
| Fri, 25 Apr 2025 | UK£7.4b | UK£9.2b | UK£332.1m | 16.9x | 22.3x | 0.8x |
| Sun, 23 Mar 2025 | UK£7.9b | UK£9.2b | UK£332.1m | 18.9x | 23.7x | 0.9x |
| Tue, 18 Feb 2025 | UK£7.6b | UK£8.6b | UK£335.0m | 20.4x | 22.8x | 0.9x |
| Thu, 16 Jan 2025 | UK£7.3b | UK£8.6b | UK£337.2m | 23.3x | 21.6x | 0.8x |
| Sat, 14 Dec 2024 | UK£7.7b | UK£8.6b | UK£339.9m | 25.5x | 22.6x | 0.9x |
| Mon, 11 Nov 2024 | UK£7.9b | UK£8.7b | UK£327.4m | 28x | 24.2x | 0.9x |
| Wed, 09 Oct 2024 | UK£10.0b | UK£9.3b | UK£297.3m | 23.9x | 33.6x | 1.1x |
| Fri, 06 Sep 2024 | UK£10.4b | UK£9.8b | UK£365.7m | 26.6x | 28.4x | 1.1x |
| Sun, 04 Aug 2024 | UK£10.7b | UK£9.8b | UK£363.3m | 27.1x | 29.4x | 1.1x |
| Tue, 02 Jul 2024 | UK£11.3b | UK£9.8b | UK£381.5m | 26.6x | 29.7x | 1.2x |
| Thu, 30 May 2024 | UK£11.0b | UK£9.9b | UK£379.0m | 28.7x | 29.1x | 1.1x |
| Sat, 27 Apr 2024 | UK£9.3b | UK£9.9b | UK£372.5m | 27.7x | 25.1x | 0.9x |
| Mon, 25 Mar 2024 | UK£9.7b | UK£10.1b | UK£350.4m | 26.6x | 27.7x | 1x |
| Wed, 21 Feb 2024 | UK£10.3b | UK£10.4b | UK£357.8m | 26.2x | 28.8x | 1x |
| Fri, 19 Jan 2024 | UK£10.0b | UK£12.4b | UK£378.2m | 25.1x | 26.5x | 0.8x |
| Sun, 17 Dec 2023 | UK£10.0b | UK£12.6b | UK£379.0m | 21.8x | 26.3x | 0.8x |
| Tue, 14 Nov 2023 | UK£9.5b | UK£12.5b | UK£378.1m | 24x | 25.2x | 0.8x |
| Thu, 12 Oct 2023 | UK£10.1b | UK£12.6b | UK£369.6m | 25.2x | 27.4x | 0.8x |
| Sat, 09 Sep 2023 | UK£10.6b | UK£11.7b | UK£386.9m | 27.6x | 27.3x | 0.9x |
| Mon, 07 Aug 2023 | UK£10.1b | UK£11.7b | UK£404.9m | 25.8x | 25x | 0.9x |
| Wed, 05 Jul 2023 | UK£10.3b | UK£11.7b | UK£427.8m | 24.2x | 24.1x | 0.9x |
| Fri, 02 Jun 2023 | UK£10.5b | UK£11.7b | UK£422.7m | 25.9x | 24.8x | 0.9x |
24.8x
How does U.K. IT Consulting compare with similar industries?
| GB Market | 1.42% | |
| Tech | 3.14% | |
| IT | 8.34% | |
| IT Consulting | 8.79% | |
| Data Processing Services | 10.06% | |
| Internet Services and Infrastructure | -1.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCT Softcat | UK£16.27 | 15.7% +UK£433.8m | -8.6% | PE22.6x | |
| CCC Computacenter | UK£42.10 | 6.6% +UK£272.9m | 64.7% | PE28.7x | |
| KNOS Kainos Group | UK£8.81 | 4.1% +UK£40.0m | 20.0% | PE24x | |
| FDM FDM Group (Holdings) | UK£1.13 | 5.2% +UK£6.1m | -50.4% | PE21.8x | |
| NCC NCC Group | UK£1.42 | 1.3% +UK£4.9m | -8.7% | PS1.6x |