Narrative Update • Jul 22
Over the last 7 days, the IT Consulting industry has risen 3.4%, driven by gains from Softcat of 6.2%. During this same period, the Smarter Web underperformed, falling 6.7%. This means that the industry has gained 33% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
Has the U.K. IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | UK£10.7b | UK£12.0b | UK£250.0m | 27.3x | 42.8x | 0.9x |
| Mon, 29 Jun 2026 | UK£9.7b | UK£12.0b | UK£326.7m | 25.2x | 29.6x | 0.8x |
| Wed, 27 May 2026 | UK£9.5b | UK£12.0b | UK£331.1m | 23.5x | 28.8x | 0.8x |
| Fri, 24 Apr 2026 | UK£8.0b | UK£12.0b | UK£320.1m | 25.2x | 24.9x | 0.7x |
| Sun, 22 Mar 2026 | UK£7.2b | UK£12.0b | UK£333.4m | 19.6x | 21.5x | 0.6x |
| Tue, 17 Feb 2026 | UK£6.9b | UK£10.4b | UK£329.3m | 18.8x | 21.1x | 0.7x |
| Thu, 15 Jan 2026 | UK£8.2b | UK£10.4b | UK£329.3m | 21.1x | 24.8x | 0.8x |
| Sat, 13 Dec 2025 | UK£8.1b | UK£10.4b | UK£329.2m | 20.7x | 24.7x | 0.8x |
| Mon, 10 Nov 2025 | UK£7.8b | UK£10.4b | UK£329.9m | 20.3x | 23.7x | 0.7x |
| Wed, 08 Oct 2025 | UK£8.0b | UK£10.0b | UK£322.4m | 21.6x | 24.9x | 0.8x |
| Fri, 05 Sep 2025 | UK£7.5b | UK£9.1b | UK£330.3m | 14.3x | 22.7x | 0.8x |
| Sun, 03 Aug 2025 | UK£7.2b | UK£9.1b | UK£330.3m | 13.8x | 21.9x | 0.8x |
| Tue, 01 Jul 2025 | UK£7.8b | UK£9.2b | UK£331.7m | 20.1x | 23.5x | 0.8x |
| Thu, 29 May 2025 | UK£8.1b | UK£9.2b | UK£314.3m | 21x | 25.9x | 0.9x |
| Sat, 26 Apr 2025 | UK£7.4b | UK£9.2b | UK£332.1m | 16.9x | 22.4x | 0.8x |
| Mon, 24 Mar 2025 | UK£7.9b | UK£9.2b | UK£332.1m | 18.9x | 23.7x | 0.9x |
| Wed, 19 Feb 2025 | UK£7.6b | UK£8.6b | UK£335.0m | 20.4x | 22.6x | 0.9x |
| Fri, 17 Jan 2025 | UK£7.3b | UK£8.6b | UK£337.2m | 23.3x | 21.7x | 0.8x |
| Sun, 15 Dec 2024 | UK£7.7b | UK£8.6b | UK£339.9m | 25.5x | 22.6x | 0.9x |
| Tue, 12 Nov 2024 | UK£8.1b | UK£8.7b | UK£327.4m | 28.3x | 24.7x | 0.9x |
| Thu, 10 Oct 2024 | UK£10.1b | UK£9.3b | UK£297.3m | 24x | 33.9x | 1.1x |
| Sat, 07 Sep 2024 | UK£10.2b | UK£9.8b | UK£365.7m | 26.3x | 27.9x | 1x |
| Mon, 05 Aug 2024 | UK£10.7b | UK£9.8b | UK£363.3m | 27.1x | 29.4x | 1.1x |
| Wed, 03 Jul 2024 | UK£11.3b | UK£9.8b | UK£381.5m | 26.3x | 29.7x | 1.2x |
| Fri, 31 May 2024 | UK£11.0b | UK£9.9b | UK£379.0m | 28.7x | 29x | 1.1x |
| Sun, 28 Apr 2024 | UK£9.3b | UK£9.9b | UK£372.5m | 27.7x | 25.1x | 0.9x |
| Tue, 26 Mar 2024 | UK£9.6b | UK£10.1b | UK£350.4m | 26.4x | 27.4x | 0.9x |
| Thu, 22 Feb 2024 | UK£10.2b | UK£10.4b | UK£357.8m | 25.8x | 28.6x | 1x |
| Sat, 20 Jan 2024 | UK£10.0b | UK£12.4b | UK£378.3m | 25.6x | 26.6x | 0.8x |
| Mon, 18 Dec 2023 | UK£10.0b | UK£12.6b | UK£379.0m | 21.8x | 26.3x | 0.8x |
| Wed, 15 Nov 2023 | UK£9.8b | UK£12.5b | UK£378.3m | 24.4x | 25.8x | 0.8x |
| Fri, 13 Oct 2023 | UK£10.1b | UK£12.6b | UK£369.7m | 25.5x | 27.4x | 0.8x |
| Sun, 10 Sep 2023 | UK£10.6b | UK£11.7b | UK£386.9m | 27.6x | 27.3x | 0.9x |
| Tue, 08 Aug 2023 | UK£10.1b | UK£11.7b | UK£404.9m | 26x | 24.9x | 0.9x |
24.9x
How does U.K. IT Consulting compare with similar industries?
| GB Market | 2.36% | |
| Tech | 2.34% | |
| IT | 3.00% | |
| IT Consulting | 3.35% | |
| Data Processing Services | 9.73% | |
| Internet Services and Infrastructure | -6.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KNOS Kainos Group | UK£8.81 | 7.4% +UK£77.3m | 22.7% | PE24.1x | |
| SCT Softcat | UK£19.30 | 2.0% +UK£72.6m | 21.1% | PE26.9x | |
| FDM FDM Group (Holdings) | UK£1.23 | 4.2% +UK£5.5m | 3.5% | PE23.8x | |
| TRD Triad Group | UK£3.70 | 2.8% +UK£1.7m | 35.5% | PE38x | |
| TPX TPXimpact Holdings | UK£0.70 | 1.1% +UK£701.2k | 241.5% | PS0.8x |