Narrative Update • May 24
Over the last 7 days, the IT Consulting industry has risen 6.7%, driven by gains from Softcat of 15%. Meanwhile, Smarter Web actually underperformed within the industry, shrinking 11% in the last week. This takes the industry's 12 month performance to a gain of 15%. 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, 29 May 2026 | UK£9.5b | UK£12.0b | UK£331.0m | 23.3x | 28.8x | 0.8x |
| Sun, 26 Apr 2026 | UK£8.6b | UK£12.0b | UK£320.1m | 26.6x | 26.7x | 0.7x |
| Tue, 24 Mar 2026 | UK£7.1b | UK£12.0b | UK£333.4m | 19.6x | 21.4x | 0.6x |
| Thu, 19 Feb 2026 | UK£7.1b | UK£10.4b | UK£329.3m | 19x | 21.6x | 0.7x |
| Sat, 17 Jan 2026 | UK£8.3b | UK£10.4b | UK£329.2m | 21.3x | 25.1x | 0.8x |
| Mon, 15 Dec 2025 | UK£8.1b | UK£10.4b | UK£329.2m | 20.7x | 24.7x | 0.8x |
| Wed, 12 Nov 2025 | UK£7.9b | UK£10.4b | UK£325.1m | 20.4x | 24.2x | 0.8x |
| Fri, 10 Oct 2025 | UK£8.1b | UK£10.0b | UK£322.4m | 21.7x | 25.1x | 0.8x |
| Sun, 07 Sep 2025 | UK£7.5b | UK£9.1b | UK£330.3m | 14.1x | 22.7x | 0.8x |
| Tue, 05 Aug 2025 | UK£7.3b | UK£9.1b | UK£330.3m | 14x | 22x | 0.8x |
| Thu, 03 Jul 2025 | UK£7.4b | UK£9.2b | UK£331.6m | 19.4x | 22.4x | 0.8x |
| Sat, 31 May 2025 | UK£8.2b | UK£9.2b | UK£314.3m | 21x | 26x | 0.9x |
| Mon, 28 Apr 2025 | UK£7.4b | UK£9.2b | UK£332.1m | 16.9x | 22.4x | 0.8x |
| Wed, 26 Mar 2025 | UK£7.9b | UK£9.2b | UK£332.1m | 18.9x | 23.8x | 0.9x |
| Fri, 21 Feb 2025 | UK£7.4b | UK£8.6b | UK£335.0m | 20.8x | 22.1x | 0.9x |
| Sun, 19 Jan 2025 | UK£7.4b | UK£8.6b | UK£337.2m | 23.8x | 21.8x | 0.9x |
| Tue, 17 Dec 2024 | UK£7.6b | UK£8.6b | UK£339.9m | 25.5x | 22.4x | 0.9x |
| Thu, 14 Nov 2024 | UK£8.0b | UK£8.7b | UK£330.6m | 27.6x | 24.3x | 0.9x |
| Sat, 12 Oct 2024 | UK£10.0b | UK£9.3b | UK£297.3m | 23.5x | 33.5x | 1.1x |
| Mon, 09 Sep 2024 | UK£10.2b | UK£9.8b | UK£365.7m | 26.3x | 27.9x | 1x |
| Wed, 07 Aug 2024 | UK£10.5b | UK£9.8b | UK£364.3m | 26.4x | 28.7x | 1.1x |
| Fri, 05 Jul 2024 | UK£11.5b | UK£9.8b | UK£381.5m | 26.6x | 30.3x | 1.2x |
| Sun, 02 Jun 2024 | UK£11.1b | UK£9.9b | UK£379.0m | 28.7x | 29.2x | 1.1x |
| Tue, 30 Apr 2024 | UK£9.5b | UK£9.9b | UK£372.4m | 27.9x | 25.4x | 1x |
| Thu, 28 Mar 2024 | UK£9.8b | UK£10.1b | UK£351.6m | 27.7x | 27.9x | 1x |
| Sat, 24 Feb 2024 | UK£10.5b | UK£10.4b | UK£357.8m | 26.7x | 29.2x | 1x |
| Mon, 22 Jan 2024 | UK£10.0b | UK£12.4b | UK£378.3m | 25.6x | 26.6x | 0.8x |
| Wed, 20 Dec 2023 | UK£10.3b | UK£12.6b | UK£379.1m | 22.3x | 27.2x | 0.8x |
| Fri, 17 Nov 2023 | UK£9.7b | UK£12.5b | UK£378.5m | 24.1x | 25.7x | 0.8x |
| Sun, 15 Oct 2023 | UK£9.9b | UK£12.6b | UK£369.7m | 25.1x | 26.8x | 0.8x |
| Tue, 12 Sep 2023 | UK£10.4b | UK£12.5b | UK£397.4m | 27.5x | 26.2x | 0.8x |
| Thu, 10 Aug 2023 | UK£10.0b | UK£11.7b | UK£404.9m | 25.6x | 24.7x | 0.9x |
| Sat, 08 Jul 2023 | UK£10.0b | UK£11.7b | UK£412.3m | 23.3x | 24.4x | 0.9x |
| Mon, 05 Jun 2023 | UK£10.6b | UK£11.7b | UK£422.8m | 26.1x | 25x | 0.9x |
25x
How does U.K. IT Consulting compare with similar industries?
| GB Market | 0.084% | |
| Tech | 2.61% | |
| IT | 6.45% | |
| IT Consulting | 6.71% | |
| Data Processing Services | 8.37% | |
| Internet Services and Infrastructure | 0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCC Computacenter | UK£44.52 | 5.7% +UK£254.0m | 71.0% | PE30.4x | |
| SCT Softcat | UK£17.37 | 6.8% +UK£215.9m | -3.0% | PE24.2x | |
| FDM FDM Group (Holdings) | UK£1.18 | 4.8% +UK£5.9m | -48.0% | PE22.8x | |
| CLBS Celebrus Technologies | UK£1.02 | 15.3% +UK£5.2m | -42.0% | PE13.5x | |
| TPX TPXimpact Holdings | UK£0.53 | 5.0% +UK£2.3m | 135.6% | PS0.7x |