Narrative Update • Apr 24
Over the last 7 days, the IT Consulting industry has risen 8.3%, driven by gains from Softcat of 18%. During this same period, the Smarter Web underperformed, falling 14%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.K. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | UK£9.5b | UK£12.0b | UK£331.0m | 24x | 28.6x | 0.8x |
| Tue, 21 Apr 2026 | UK£8.1b | UK£12.0b | UK£320.1m | 25.4x | 25.3x | 0.7x |
| Thu, 19 Mar 2026 | UK£7.3b | UK£12.0b | UK£333.4m | 20.1x | 21.9x | 0.6x |
| Sat, 14 Feb 2026 | UK£7.0b | UK£10.4b | UK£329.3m | 18.3x | 21.3x | 0.7x |
| Mon, 12 Jan 2026 | UK£8.3b | UK£10.4b | UK£329.2m | 21.5x | 25.3x | 0.8x |
| Wed, 10 Dec 2025 | UK£8.3b | UK£10.4b | UK£323.4m | 20.6x | 25.6x | 0.8x |
| Fri, 07 Nov 2025 | UK£7.9b | UK£10.4b | UK£329.9m | 20.4x | 23.8x | 0.8x |
| Sun, 05 Oct 2025 | UK£8.0b | UK£10.0b | UK£322.4m | 21.4x | 24.8x | 0.8x |
| Tue, 02 Sep 2025 | UK£7.6b | UK£9.1b | UK£330.2m | 14.2x | 22.9x | 0.8x |
| Thu, 31 Jul 2025 | UK£7.3b | UK£9.2b | UK£335.9m | 13.7x | 21.7x | 0.8x |
| Sat, 28 Jun 2025 | UK£7.8b | UK£9.2b | UK£332.2m | 19.9x | 23.4x | 0.8x |
| Mon, 26 May 2025 | UK£8.0b | UK£9.2b | UK£322.5m | 18.2x | 24.7x | 0.9x |
| Wed, 23 Apr 2025 | UK£7.4b | UK£9.2b | UK£332.1m | 16.6x | 22.1x | 0.8x |
| Fri, 21 Mar 2025 | UK£8.0b | UK£9.2b | UK£332.1m | 18.9x | 24x | 0.9x |
| Sun, 16 Feb 2025 | UK£7.6b | UK£8.6b | UK£335.0m | 20.3x | 22.8x | 0.9x |
| Tue, 14 Jan 2025 | UK£7.2b | UK£8.6b | UK£337.2m | 24x | 21.2x | 0.8x |
| Thu, 12 Dec 2024 | UK£7.7b | UK£8.6b | UK£339.9m | 25.7x | 22.7x | 0.9x |
| Sat, 09 Nov 2024 | UK£7.9b | UK£8.7b | UK£327.4m | 28x | 24.2x | 0.9x |
| Mon, 07 Oct 2024 | UK£10.2b | UK£9.3b | UK£297.3m | 24x | 34.3x | 1.1x |
| Wed, 04 Sep 2024 | UK£10.6b | UK£9.8b | UK£365.6m | 27.2x | 29x | 1.1x |
| Fri, 02 Aug 2024 | UK£10.9b | UK£9.8b | UK£373.8m | 27.9x | 29.2x | 1.1x |
| Sun, 30 Jun 2024 | UK£11.4b | UK£9.8b | UK£381.5m | 26.6x | 29.9x | 1.2x |
| Tue, 28 May 2024 | UK£11.3b | UK£9.9b | UK£379.2m | 29.1x | 29.8x | 1.1x |
| Thu, 25 Apr 2024 | UK£9.6b | UK£10.1b | UK£353.7m | 28x | 27x | 0.9x |
| Sat, 23 Mar 2024 | UK£9.7b | UK£10.1b | UK£350.4m | 26.6x | 27.7x | 1x |
| Mon, 19 Feb 2024 | UK£10.6b | UK£10.4b | UK£357.8m | 26.9x | 29.5x | 1x |
| Wed, 17 Jan 2024 | UK£10.0b | UK£12.4b | UK£378.3m | 24.9x | 26.4x | 0.8x |
| Fri, 15 Dec 2023 | UK£9.9b | UK£12.6b | UK£379.1m | 21.7x | 26.1x | 0.8x |
| Sun, 12 Nov 2023 | UK£9.9b | UK£12.5b | UK£378.2m | 24x | 26.2x | 0.8x |
| Tue, 10 Oct 2023 | UK£9.9b | UK£12.6b | UK£370.4m | 24.8x | 26.8x | 0.8x |
| Thu, 07 Sep 2023 | UK£10.2b | UK£11.7b | UK£386.9m | 27.9x | 26.4x | 0.9x |
| Sat, 05 Aug 2023 | UK£10.1b | UK£11.7b | UK£405.0m | 25.8x | 25x | 0.9x |
| Mon, 03 Jul 2023 | UK£10.3b | UK£11.7b | UK£425.9m | 24.7x | 24.1x | 0.9x |
| Wed, 31 May 2023 | UK£10.4b | UK£11.7b | UK£423.0m | 25.5x | 24.6x | 0.9x |
24.6x
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 |