At AU$0.72, Is It Time To Put Ainsworth Game Technology Limited (ASX:AGI) On Your Watch List?
Apr 10
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Australian (ASX) Consumer Discretionary Sector Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies99
- 7D2.6%
- 3M-3.5%
- 1Y5.0%
- YTD-4.8%
The Consumer Discretionary industry is up 2.6% in the last week, with Wesfarmers up 8.3%. During this same period, the Ainsworth Game Technology underperformed, falling 5.3%. In the last 12 months, the industry was up 5.0%. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the Australian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | AU$208.5b | AU$129.5b | AU$4.6b | 20.3x | 45.4x | 1.6x |
| Wed, 12 Mar 2025 | AU$211.9b | AU$129.6b | AU$4.6b | 20.1x | 45.6x | 1.6x |
| Fri, 07 Feb 2025 | AU$230.1b | AU$124.3b | AU$4.0b | 19.5x | 57.2x | 1.9x |
| Sun, 05 Jan 2025 | AU$220.2b | AU$127.0b | AU$4.1b | 20.3x | 54x | 1.7x |
| Tue, 03 Dec 2024 | AU$221.4b | AU$127.0b | AU$4.1b | 21.6x | 54.3x | 1.7x |
| Thu, 31 Oct 2024 | AU$206.6b | AU$127.0b | AU$4.3b | 20.6x | 48.6x | 1.6x |
| Sat, 28 Sep 2024 | AU$215.5b | AU$126.8b | AU$4.3b | 19.9x | 50.5x | 1.7x |
| Mon, 26 Aug 2024 | AU$215.0b | AU$126.4b | AU$5.6b | 17.8x | 38.4x | 1.7x |
| Wed, 24 Jul 2024 | AU$207.7b | AU$124.8b | AU$5.8b | 16.9x | 36x | 1.7x |
| Fri, 21 Jun 2024 | AU$199.3b | AU$124.4b | AU$5.7b | 15.6x | 34.7x | 1.6x |
| Sun, 19 May 2024 | AU$195.0b | AU$124.3b | AU$5.7b | 16.6x | 34x | 1.6x |
| Tue, 16 Apr 2024 | AU$193.9b | AU$124.2b | AU$5.7b | 17x | 34.2x | 1.6x |
| Thu, 14 Mar 2024 | AU$202.4b | AU$124.3b | AU$5.7b | 17.8x | 35.8x | 1.6x |
| Sat, 10 Feb 2024 | AU$185.9b | AU$122.1b | AU$5.0b | 19.2x | 37.4x | 1.5x |
| Mon, 08 Jan 2024 | AU$189.6b | AU$126.2b | AU$4.4b | 18.2x | 42.9x | 1.5x |
| Wed, 06 Dec 2023 | AU$180.7b | AU$126.2b | AU$4.4b | 17.5x | 40.9x | 1.4x |
| Fri, 03 Nov 2023 | AU$177.3b | AU$125.7b | AU$4.0b | 18x | 44.5x | 1.4x |
| Sun, 01 Oct 2023 | AU$182.2b | AU$125.7b | AU$4.0b | 21.1x | 45.7x | 1.4x |
| Tue, 29 Aug 2023 | AU$186.4b | AU$125.6b | AU$4.9b | 14.8x | 38.2x | 1.5x |
| Thu, 27 Jul 2023 | AU$179.5b | AU$122.0b | AU$5.0b | 12.7x | 36.1x | 1.5x |
| Sat, 24 Jun 2023 | AU$170.0b | AU$121.9b | AU$5.0b | 11.3x | 34x | 1.4x |
| Mon, 22 May 2023 | AU$183.1b | AU$121.8b | AU$5.0b | 13.8x | 36.8x | 1.5x |
| Wed, 19 Apr 2023 | AU$184.5b | AU$121.4b | AU$4.8b | 15x | 38.1x | 1.5x |
| Fri, 17 Mar 2023 | AU$174.2b | AU$121.2b | AU$4.9b | 14.2x | 35.4x | 1.4x |
| Sun, 12 Feb 2023 | AU$181.0b | AU$111.8b | AU$5.6b | 16.2x | 32.4x | 1.6x |
| Tue, 10 Jan 2023 | AU$172.2b | AU$111.7b | AU$5.5b | 14.6x | 31.1x | 1.5x |
| Thu, 08 Dec 2022 | AU$173.1b | AU$111.7b | AU$5.5b | 14.1x | 31.2x | 1.5x |
| Sat, 05 Nov 2022 | AU$171.7b | AU$111.2b | AU$5.5b | 14x | 31x | 1.5x |
| Mon, 03 Oct 2022 | AU$159.8b | AU$111.2b | AU$5.6b | 13.6x | 28.8x | 1.4x |
| Wed, 31 Aug 2022 | AU$174.7b | AU$111.1b | AU$5.6b | 15.1x | 31.3x | 1.6x |
| Fri, 29 Jul 2022 | AU$162.4b | AU$106.7b | AU$5.4b | 16x | 29.9x | 1.5x |
| Sun, 26 Jun 2022 | AU$152.9b | AU$106.7b | AU$5.4b | 15.6x | 28.2x | 1.4x |
| Tue, 24 May 2022 | AU$175.4b | AU$106.7b | AU$5.4b | 15.7x | 32.3x | 1.6x |
| Thu, 21 Apr 2022 | AU$188.2b | AU$106.1b | AU$5.2b | 18.9x | 36.5x | 1.8x |
Price to Earnings Ratio
36.5x
Current Industry PE
- Investors are optimistic on the Australian Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.4x which is higher than its 3-year average PE of 38.8x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 3.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.9% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary sector?
| AU Market | 0.085% | |
| Consumer Discretionary | 2.64% | |
| Retail Distributors | 9.02% | |
| Specialty Stores | 5.11% | |
| Auto Components | 4.01% | |
| Hospitality | 2.34% | |
| Consumer Durables | 2.22% | |
| General Merchandise and Department Stores | 1.95% | |
| Auto | 1.27% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.21% | |
| Luxury | -0.89% | |
| Leisure | -3.41% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 89.4x.
- Analysts are expecting annual earnings growth of 16.9%, which is lower than the prior year's growth of 20.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Retail Distributors industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings growth rate of 27% per year.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WES Wesfarmers | AU$74.23 | 8.3% +AU$6.5b | 11.4% | PE32.4x | |
| ALL Aristocrat Leisure | AU$62.94 | 9.7% +AU$3.5b | 52.5% | PE30.2x | |
| JBH JB Hi-Fi | AU$97.28 | 13.1% +AU$1.2b | 55.3% | PE23.1x | |
| APE Eagers Automotive | AU$17.25 | 14.7% +AU$570.3m | 32.3% | PE21.7x | |
| TLC Lottery | AU$4.95 | 4.2% +AU$445.0m | -1.6% | PE29.6x |
