Megaport Limited's (ASX:MP1) Intrinsic Value Is Potentially 40% Above Its Share Price
Apr 21
Australian (ASX) Internet Services and Infrastructure Industry Analysis
UpdatedMay 02, 2024
DataAggregated Company Financials
Companies9
- 7D-2.1%
- 3M13.2%
- 1Y47.3%
- YTDn/a
Over the last 7 days, the Internet Services and Infrastructure industry has remained flat, although notably FirstWave Cloud Technology gained 5.0%. As for the the longer term, the industry is up 51% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the Australian Internet Services and Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 02 May 2024 | AU$12.7b | AU$1.1b | -AU$87,491,068.00 | 171.4x | -144.7x | 11.6x |
| Sat, 30 Mar 2024 | AU$13.7b | AU$1.1b | -AU$87,491,068.00 | 187.3x | -156.9x | 12.6x |
| Mon, 26 Feb 2024 | AU$12.0b | AU$1.0b | -AU$75,428,767.00 | 184.6x | -158.5x | 11.8x |
| Wed, 24 Jan 2024 | AU$10.7b | AU$995.0m | -AU$90,173,900.00 | 100.5x | -118.9x | 10.8x |
| Fri, 22 Dec 2023 | AU$10.2b | AU$995.0m | -AU$90,173,900.00 | 90.2x | -112.8x | 10.2x |
| Sun, 19 Nov 2023 | AU$10.2b | AU$1.0b | -AU$87,735,900.00 | 52.5x | -116.3x | 9.7x |
| Tue, 17 Oct 2023 | AU$10.2b | AU$1.0b | -AU$87,735,900.00 | 47.4x | -115.8x | 9.7x |
| Thu, 14 Sep 2023 | AU$10.2b | AU$1.0b | -AU$87,581,155.00 | 48.6x | -116x | 9.7x |
| Sat, 12 Aug 2023 | AU$10.3b | AU$969.6m | -AU$140,338,072.00 | 66.4x | -73.7x | 10.7x |
| Mon, 10 Jul 2023 | AU$7.6b | AU$633.9m | -AU$152,643,734.00 | 7x | -49.9x | 12x |
| Wed, 07 Jun 2023 | AU$7.6b | AU$634.5m | -AU$152,811,622.00 | 6.7x | -49.6x | 11.9x |
| Fri, 05 May 2023 | AU$6.4b | AU$609.5m | -AU$156,071,027.00 | n/a | -40.7x | 10.4x |
| Sun, 02 Apr 2023 | AU$5.7b | AU$609.3m | -AU$156,013,229.00 | n/a | -36.5x | 9.3x |
| Tue, 28 Feb 2023 | AU$5.7b | AU$600.7m | -AU$163,382,576.00 | 502.1x | -35.1x | 9.5x |
| Thu, 26 Jan 2023 | AU$5.8b | AU$583.2m | -AU$167,374,869.00 | 478x | -34.6x | 9.9x |
| Sat, 24 Dec 2022 | AU$5.4b | AU$578.6m | -AU$163,027,984.00 | 450.5x | -32.8x | 9.3x |
| Mon, 21 Nov 2022 | AU$5.6b | AU$554.6m | -AU$163,434,099.00 | 373.7x | -34x | 10x |
| Wed, 19 Oct 2022 | AU$5.7b | AU$554.6m | -AU$163,434,099.00 | 361.5x | -35x | 10.3x |
| Fri, 16 Sep 2022 | AU$5.9b | AU$555.0m | -AU$162,725,287.00 | 378x | -36.3x | 10.6x |
| Sun, 14 Aug 2022 | AU$7.1b | AU$518.3m | -AU$112,753,889.00 | 732.6x | -62.6x | 13.6x |
| Tue, 12 Jul 2022 | AU$6.7b | AU$502.0m | -AU$101,070,889.00 | 722.3x | -66x | 13.3x |
| Thu, 09 Jun 2022 | AU$6.3b | AU$494.6m | -AU$101,801,331.00 | 689.8x | -62.1x | 12.8x |
| Sat, 07 May 2022 | AU$6.6b | AU$489.9m | -AU$99,930,331.00 | 676.2x | -66.2x | 13.5x |
| Mon, 04 Apr 2022 | AU$8.7b | AU$621.6m | -AU$96,733,331.00 | 436.6x | -89.4x | 13.9x |
| Wed, 02 Mar 2022 | AU$8.3b | AU$628.0m | -AU$96,375,736.00 | 409.9x | -86.1x | 13.2x |
| Fri, 28 Jan 2022 | AU$7.7b | AU$558.8m | -AU$124,693,237.00 | 92x | -61.7x | 13.8x |
| Sun, 26 Dec 2021 | AU$9.8b | AU$469.3m | -AU$119,983,237.00 | 93.4x | -81.3x | 20.8x |
| Tue, 23 Nov 2021 | AU$9.8b | AU$460.8m | -AU$119,009,189.00 | 93.7x | -82x | 21.2x |
| Thu, 21 Oct 2021 | AU$8.9b | AU$458.6m | -AU$114,870,238.00 | 87.1x | -77.3x | 19.4x |
| Sat, 18 Sep 2021 | AU$9.6b | AU$458.8m | -AU$114,633,830.00 | 79.8x | -83.6x | 20.9x |
| Mon, 16 Aug 2021 | AU$9.3b | AU$467.3m | -AU$115,283,923.00 | 75.6x | -81.1x | 20x |
| Mon, 31 May 2021 | AU$8.0b | AU$442.1m | -AU$137,990,525.00 | 74.8x | -57.6x | 18x |
Price to Earnings Ratio
-59.4x
Current Industry PE
- Investors are relatively neutral on the Australian Internet Services and Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 13.2x.
Past Earnings Growth
- The earnings for companies in the Internet Services and Infrastructure industry have improved over the last three years.
- Revenues for these companies have grown 35% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Comparison
How does Australian Internet Services and Infrastructure compare with similar industries?
| AU Market | -1.54% | |
| Tech | -0.75% | |
| IT | -2.07% | |
| Internet Services and Infrastructure | -2.07% | |
| IT Consulting | -2.02% | |
| Data Processing Services | -2.50% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FCT FirstWave Cloud Technology | AU$0.021 | 5.0% +AU$1.7m | -59.6% | PS3.1x | |
| SOV Sovereign Cloud Holdings | AU$0.029 | 3.6% +AU$1.2m | -73.6% | PS4.6x |