Narrative Update • May 07

PWR Holdings is up 4.8%, leading the way for the Auto Components industry, which has gained 1.9%. In the past year, the industry is down 22%. As for the next few years, earnings are expected to grow by 24% per annum.
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 13 May 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 17.3x | 110x | 1.5x |
| Fri, 10 Apr 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 119.3x | 1.7x |
| Sun, 08 Mar 2026 | AU$4.4b | AU$2.4b | AU$33.3m | 17.1x | 131x | 1.8x |
| Tue, 03 Feb 2026 | AU$4.7b | AU$2.4b | AU$38.0m | 22.5x | 123.3x | 2x |
| Thu, 01 Jan 2026 | AU$5.0b | AU$2.4b | AU$38.0m | 24.6x | 132.5x | 2.1x |
| Sat, 29 Nov 2025 | AU$5.3b | AU$2.4b | AU$38.0m | 25.7x | 139.8x | 2.2x |
| Mon, 27 Oct 2025 | AU$5.5b | AU$2.4b | AU$38.0m | 25.7x | 146x | 2.3x |
| Wed, 24 Sep 2025 | AU$5.7b | AU$2.4b | AU$38.0m | 27.9x | 149.4x | 2.4x |
| Fri, 22 Aug 2025 | AU$5.9b | AU$2.4b | AU$45.8m | 31.9x | 129.6x | 2.5x |
| Sun, 20 Jul 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.1x | 21.4x | 2.2x |
| Tue, 17 Jun 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.9x | 19x | 2x |
| Thu, 15 May 2025 | AU$4.9b | AU$2.4b | AU$244.5m | 20.1x | 20.1x | 2.1x |
| Sat, 12 Apr 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.6x | 18.7x | 1.9x |
| Mon, 10 Mar 2025 | AU$5.3b | AU$2.4b | AU$244.5m | 21x | 21.5x | 2.2x |
| Wed, 05 Feb 2025 | AU$5.7b | AU$2.3b | AU$266.6m | 16.6x | 21.4x | 2.5x |
| Fri, 03 Jan 2025 | AU$6.1b | AU$2.3b | AU$266.6m | 16.5x | 22.7x | 2.6x |
| Sun, 01 Dec 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 16.3x | 23.5x | 2.7x |
| Tue, 29 Oct 2024 | AU$6.2b | AU$2.3b | AU$266.6m | 16.2x | 23.3x | 2.7x |
| Thu, 26 Sep 2024 | AU$6.6b | AU$2.3b | AU$266.6m | 15.8x | 24.9x | 2.8x |
| Sat, 24 Aug 2024 | AU$6.2b | AU$2.3b | AU$265.4m | 16.5x | 23.3x | 2.7x |
| Mon, 22 Jul 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 15.9x | 25.6x | 2.7x |
| Wed, 19 Jun 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14.3x | 24.8x | 2.6x |
| Fri, 17 May 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 14.7x | 25.3x | 2.7x |
| Sun, 14 Apr 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 14.2x | 25x | 2.7x |
| Tue, 12 Mar 2024 | AU$6.5b | AU$2.4b | AU$251.2m | 14.8x | 26x | 2.8x |
| Thu, 08 Feb 2024 | AU$6.0b | AU$2.3b | AU$231.2m | 17.1x | 26.1x | 2.6x |
| Sat, 06 Jan 2024 | AU$5.7b | AU$2.3b | AU$151.9m | 16.2x | 37.4x | 2.5x |
| Mon, 04 Dec 2023 | AU$5.5b | AU$2.3b | AU$151.9m | 15.8x | 36.3x | 2.4x |
| Wed, 01 Nov 2023 | AU$5.2b | AU$2.3b | AU$151.9m | 15.2x | 34.5x | 2.3x |
| Fri, 29 Sep 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 16.9x | 37.4x | 2.5x |
| Sun, 27 Aug 2023 | AU$5.8b | AU$2.3b | AU$172.3m | 18.1x | 33.9x | 2.5x |
| Tue, 25 Jul 2023 | AU$5.1b | AU$2.3b | AU$148.6m | 23.1x | 34.6x | 2.3x |
| Thu, 22 Jun 2023 | AU$4.9b | AU$2.3b | AU$148.6m | 19.7x | 32.7x | 2.1x |
| Sat, 20 May 2023 | AU$5.1b | AU$2.3b | AU$148.6m | 20.7x | 34.3x | 2.2x |
34.3x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.098% | |
| Consumer Discretionary | -3.03% | |
| Auto Components | 1.06% | |
| Auto Parts and Equipment | 1.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARB ARB | AU$18.37 | 4.3% +AU$63.6m | -43.7% | PE17.3x | |
| PWH PWR Holdings | AU$9.01 | 7.3% +AU$61.4m | 30.4% | PE79.9x | |
| AHL Adrad Holdings | AU$1.27 | 0.8% +AU$813.2k | 111.7% | PE17.4x |