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Australian (ASX) Auto Components Industry Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies8
  • 7D3.0%
  • 3M-1.9%
  • 1Y-28.3%
  • YTD-25.5%

The Auto Components industry is up 3.0% in the last week, with PWR Holdings up 7.3%. During this same period, the Adrad Holdings underperformed, falling 6.5%. In the past year, the industry is down 28%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Australian Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026AU$3.8bAU$2.4bAU$33.3m16.9x113.9x1.6x
Thu, 25 Jun 2026AU$3.7bAU$2.4bAU$33.3m17.7x110x1.5x
Sat, 23 May 2026AU$3.7bAU$2.4bAU$33.3m17.2x110.8x1.5x
Mon, 20 Apr 2026AU$4.0bAU$2.4bAU$33.3m17.2x119.1x1.7x
Wed, 18 Mar 2026AU$4.0bAU$2.4bAU$33.3m17.2x121.4x1.7x
Fri, 13 Feb 2026AU$4.5bAU$2.4bAU$51.0m21.3x88.2x1.9x
Sun, 11 Jan 2026AU$5.1bAU$2.4bAU$38.0m25.7x135.3x2.2x
Tue, 09 Dec 2025AU$5.1bAU$2.4bAU$38.0m24.6x135.4x2.2x
Thu, 06 Nov 2025AU$5.4bAU$2.4bAU$38.0m24.6x142.2x2.3x
Sat, 04 Oct 2025AU$5.7bAU$2.4bAU$38.0m27.9x148.8x2.4x
Mon, 01 Sep 2025AU$5.8bAU$2.4bAU$38.0m22.4x153.5x2.5x
Wed, 30 Jul 2025AU$5.3bAU$2.4bAU$244.5m21.4x21.8x2.2x
Fri, 27 Jun 2025AU$4.8bAU$2.4bAU$244.5m18.9x19.5x2x
Sun, 25 May 2025AU$4.7bAU$2.4bAU$244.5m19x19.1x2x
Tue, 22 Apr 2025AU$4.6bAU$2.4bAU$244.5m18.5x18.7x1.9x
Thu, 20 Mar 2025AU$5.1bAU$2.4bAU$244.5m19.9x21x2.2x
Sat, 15 Feb 2025AU$5.8bAU$2.3bAU$248.2m18.5x23.4x2.5x
Mon, 13 Jan 2025AU$6.0bAU$2.3bAU$266.6m16.7x22.4x2.6x
Wed, 11 Dec 2024AU$6.0bAU$2.3bAU$266.6m16.6x22.4x2.6x
Fri, 08 Nov 2024AU$6.3bAU$2.3bAU$266.6m16.9x23.8x2.7x
Sun, 06 Oct 2024AU$6.3bAU$2.3bAU$266.6m15.6x23.6x2.7x
Tue, 03 Sep 2024AU$6.3bAU$2.3bAU$266.8m16x23.7x2.7x
Thu, 01 Aug 2024AU$6.6bAU$2.4bAU$251.2m17.3x26.2x2.8x
Sat, 29 Jun 2024AU$6.1bAU$2.4bAU$251.2m14.3x24.2x2.6x
Mon, 27 May 2024AU$6.0bAU$2.4bAU$251.2m13.9x23.9x2.5x
Wed, 24 Apr 2024AU$6.3bAU$2.4bAU$251.2m14.2x24.9x2.6x
Fri, 22 Mar 2024AU$6.6bAU$2.4bAU$251.2m15.8x26.5x2.8x
Sun, 18 Feb 2024AU$6.0bAU$2.3bAU$239.5m14.5x24.9x2.6x
Tue, 16 Jan 2024AU$5.7bAU$2.3bAU$151.9m16.9x37.6x2.5x
Thu, 14 Dec 2023AU$5.8bAU$2.3bAU$151.9m16.8x38.1x2.5x
Sat, 11 Nov 2023AU$5.6bAU$2.3bAU$151.9m15.9x36.8x2.4x
Mon, 09 Oct 2023AU$5.5bAU$2.3bAU$151.9m17x36.3x2.4x
Wed, 06 Sep 2023AU$6.0bAU$2.3bAU$151.9m17.4x39.4x2.6x
Fri, 04 Aug 2023AU$5.2bAU$2.3bAU$148.6m23.2x34.8x2.3x
Price to Earnings Ratio

34.8x


Total Market Cap: AU$5.2bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 58.3x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 114x which is higher than its 3-year average PE of 58.3x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 39% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 industry?

AU Market-0.36%
Consumer Discretionary-4.21%
Auto Components2.97%
Auto Parts and Equipment2.97%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 58.3x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 13.3% per year.
  • Investors are most pessimistic about the Auto Parts and Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 58.3x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ARB ARBAU$18.325.2%
+AU$76.1m		-47.9%PE17.3x
PWH PWR HoldingsAU$9.453.7%
+AU$34.2m		18.1%PE83.8x
AOV AmotivAU$6.713.4%
+AU$29.4m		-24.5%PS0.9x
SFC SchafferAU$19.253.5%
+AU$8.8m		-7.7%PE15.9x
RPM RPM Automotive GroupAU$0.0176.3%
+AU$272.4k		-73.8%PE2.6x

Latest News

AHL
AU$1.25
Adrad Holdings
7D
-9.4%
1Y
89.4%
AOV
AU$6.71
Amotiv
7D
3.4%
1Y
-24.5%
PWH
AU$9.45
PWR Holdings
7D
3.7%
1Y
18.1%
Narrative Update • Jul 08

PWH: Higher Growth And Margins Will Offset Lower Future P E Multiple

Analysts have raised their price target for PWR Holdings to A$8.51 from A$7.75, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation models. What’s in the News for PWR Holdings Analysts have updated their valuation models for PWR Holdings, incorporating revised assumptions for revenue growth and profit margins.
ARB
AU$18.32
ARB
7D
5.2%
1Y
-47.9%
Narrative Update • Jul 06

ARB: Higher Required Return Will Highlight Upside As Coverage Resumes

The ARB analyst price target has been revised from A$33.41 to A$30.00, with analysts citing updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions as the basis for the change. What’s in the News for ARB No recent ARB company specific news items were identified in the provided sources.
SFC
AU$19.25
Schaffer
7D
3.5%
1Y
-7.7%
RPM
AU$0.017
RPM Automotive Group
7D
6.3%
1Y
-73.8%