Narrative Update • Jul 06

The Auto Components industry is up 4.2% in the last week, with PWR Holdings up 7.8%. In contrast, the industry has lost 21% in the last 12 months. Earnings are forecast to grow by 21% annually.
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | AU$4.1b | AU$2.4b | AU$33.3m | 16.5x | 123x | 1.7x |
| Sat, 04 Jul 2026 | AU$3.6b | AU$2.4b | AU$33.3m | 17.1x | 109.5x | 1.5x |
| Mon, 01 Jun 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 18.2x | 115.2x | 1.6x |
| Wed, 29 Apr 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 18.1x | 113.8x | 1.6x |
| Fri, 27 Mar 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 119.8x | 1.7x |
| Sun, 22 Feb 2026 | AU$4.6b | AU$2.4b | AU$44.5m | 21.4x | 103.3x | 1.9x |
| Tue, 20 Jan 2026 | AU$5.3b | AU$2.4b | AU$38.0m | 27.6x | 139.8x | 2.2x |
| Thu, 18 Dec 2025 | AU$5.0b | AU$2.4b | AU$38.0m | 24.6x | 130.8x | 2.1x |
| Sat, 15 Nov 2025 | AU$5.1b | AU$2.4b | AU$38.0m | 25.1x | 135.2x | 2.2x |
| Mon, 13 Oct 2025 | AU$5.6b | AU$2.4b | AU$38.0m | 24.6x | 147.7x | 2.4x |
| Wed, 10 Sep 2025 | AU$5.8b | AU$2.4b | AU$38.0m | 26.8x | 153.1x | 2.4x |
| Fri, 08 Aug 2025 | AU$5.3b | AU$2.4b | AU$244.5m | 21.6x | 21.8x | 2.2x |
| Sun, 06 Jul 2025 | AU$5.1b | AU$2.4b | AU$244.5m | 20.1x | 21x | 2.2x |
| Tue, 03 Jun 2025 | AU$4.7b | AU$2.4b | AU$244.5m | 19x | 19.1x | 2x |
| Thu, 01 May 2025 | AU$4.8b | AU$2.4b | AU$244.5m | 19x | 19.4x | 2x |
| Sat, 29 Mar 2025 | AU$5.1b | AU$2.4b | AU$244.5m | 20.4x | 20.7x | 2.1x |
| Mon, 24 Feb 2025 | AU$5.7b | AU$2.4b | AU$246.1m | 18.4x | 23.3x | 2.4x |
| Wed, 22 Jan 2025 | AU$6.1b | AU$2.3b | AU$266.6m | 16.8x | 22.7x | 2.6x |
| Fri, 20 Dec 2024 | AU$6.0b | AU$2.3b | AU$266.6m | 16.5x | 22.5x | 2.6x |
| Sun, 17 Nov 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 16.9x | 23.6x | 2.7x |
| Tue, 15 Oct 2024 | AU$6.5b | AU$2.3b | AU$266.6m | 15.4x | 24.3x | 2.8x |
| Thu, 12 Sep 2024 | AU$6.2b | AU$2.3b | AU$266.8m | 15x | 23.4x | 2.7x |
| Sat, 10 Aug 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 16.2x | 24.5x | 2.6x |
| Mon, 08 Jul 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 13.8x | 24.3x | 2.6x |
| Wed, 05 Jun 2024 | AU$6.0b | AU$2.4b | AU$251.2m | 13.9x | 24.1x | 2.6x |
| Fri, 03 May 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 13.6x | 24.3x | 2.6x |
| Sun, 31 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 15.5x | 26.4x | 2.8x |
| Tue, 27 Feb 2024 | AU$6.5b | AU$2.4b | AU$250.3m | 14.6x | 26x | 2.8x |
| Thu, 25 Jan 2024 | AU$5.9b | AU$2.3b | AU$151.9m | 17.3x | 38.6x | 2.5x |
| Sat, 23 Dec 2023 | AU$6.0b | AU$2.3b | AU$151.9m | 17x | 39.3x | 2.6x |
| Mon, 20 Nov 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 15.9x | 37.1x | 2.4x |
| Wed, 18 Oct 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 16.7x | 37.1x | 2.4x |
| Fri, 15 Sep 2023 | AU$5.9b | AU$2.3b | AU$151.9m | 17.1x | 38.8x | 2.5x |
| Sun, 13 Aug 2023 | AU$5.4b | AU$2.3b | AU$143.7m | 23.8x | 37.5x | 2.4x |
37.5x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 2.02% | |
| Consumer Discretionary | 2.47% | |
| Auto Components | 4.16% | |
| Auto Parts and Equipment | 4.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PWH PWR Holdings | AU$10.67 | 7.8% +AU$77.4m | 31.6% | PE94.6x | |
| ARB ARB | AU$20.22 | 2.6% +AU$43.5m | -41.3% | PE19.1x | |
| ABV Advanced Braking Technology | AU$0.12 | 14.3% +AU$6.0m | 29.0% | PE24.1x | |
| AOV Amotiv | AU$7.27 | 0.3% +AU$2.7m | -19.4% | PS1x |