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Australian (ASX) Auto Components Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies8
  • 7D-4.8%
  • 3M-14.7%
  • 1Y-17.8%
  • YTD-14.4%

Over the last 7 days, the Auto Components industry has dropped 4.8%, driven by ARB declining 7.0%. Overall the industry is down 18% in 12 months. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026AU$4.3bAU$2.4bAU$33.3m17.1x130.7x1.8x
Mon, 02 Feb 2026AU$4.6bAU$2.4bAU$38.0m22.1x122.3x2x
Wed, 31 Dec 2025AU$5.0bAU$2.4bAU$38.0m24.6x132.8x2.1x
Fri, 28 Nov 2025AU$5.2bAU$2.4bAU$38.0m23.5x138.1x2.2x
Sun, 26 Oct 2025AU$5.5bAU$2.4bAU$38.0m25.7x146x2.3x
Tue, 23 Sep 2025AU$5.7bAU$2.4bAU$38.0m25.7x149.5x2.4x
Thu, 21 Aug 2025AU$5.8bAU$2.4bAU$45.3m31.9x129x2.4x
Sat, 19 Jul 2025AU$5.2bAU$2.4bAU$244.5m20.1x21.4x2.2x
Mon, 16 Jun 2025AU$4.6bAU$2.4bAU$244.5m18.8x18.9x1.9x
Wed, 14 May 2025AU$5.0bAU$2.4bAU$244.5m20.3x20.4x2.1x
Fri, 11 Apr 2025AU$4.5bAU$2.4bAU$244.5m18.5x18.5x1.9x
Sun, 09 Mar 2025AU$5.3bAU$2.4bAU$244.5m21.1x21.6x2.2x
Tue, 04 Feb 2025AU$5.8bAU$2.3bAU$266.6m16.9x21.7x2.5x
Thu, 02 Jan 2025AU$6.1bAU$2.3bAU$266.6m16.8x22.7x2.6x
Sat, 30 Nov 2024AU$6.3bAU$2.3bAU$266.6m16.3x23.5x2.7x
Mon, 28 Oct 2024AU$6.2bAU$2.3bAU$266.6m16.1x23.2x2.7x
Wed, 25 Sep 2024AU$6.6bAU$2.3bAU$266.8m16x24.7x2.8x
Fri, 23 Aug 2024AU$6.3bAU$2.3bAU$265.4m16.8x23.7x2.7x
Sun, 21 Jul 2024AU$6.4bAU$2.4bAU$251.2m15.9x25.6x2.7x
Tue, 18 Jun 2024AU$6.2bAU$2.4bAU$251.2m14.1x24.5x2.6x
Thu, 16 May 2024AU$6.3bAU$2.4bAU$251.2m14.5x25.2x2.7x
Sat, 13 Apr 2024AU$6.3bAU$2.4bAU$251.2m14.2x25x2.7x
Mon, 11 Mar 2024AU$6.6bAU$2.4bAU$251.2m14.7x26.3x2.8x
Wed, 07 Feb 2024AU$6.1bAU$2.3bAU$231.2m17.6x26.4x2.7x
Fri, 05 Jan 2024AU$5.7bAU$2.3bAU$151.9m16.3x37.8x2.5x
Sun, 03 Dec 2023AU$5.5bAU$2.3bAU$151.9m15.8x36.3x2.4x
Tue, 31 Oct 2023AU$5.2bAU$2.3bAU$151.9m15.2x34.5x2.3x
Thu, 28 Sep 2023AU$5.7bAU$2.3bAU$151.9m17x37.8x2.5x
Sat, 26 Aug 2023AU$5.8bAU$2.3bAU$172.3m18.1x33.9x2.5x
Mon, 24 Jul 2023AU$5.1bAU$2.3bAU$148.6m22.9x34.2x2.2x
Wed, 21 Jun 2023AU$4.9bAU$2.3bAU$148.6m19.8x32.7x2.1x
Fri, 19 May 2023AU$5.1bAU$2.3bAU$148.6m20.7x34.2x2.2x
Sun, 16 Apr 2023AU$5.5bAU$2.3bAU$148.6m21.3x36.7x2.4x
Tue, 14 Mar 2023AU$5.3bAU$2.3bAU$148.6m23.8x35.9x2.3x
Price to Earnings Ratio

35.9x


Total Market Cap: AU$5.3bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 47.9x202420252026
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 131x which is higher than its 3-year average PE of 47.8x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.8x.
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-2.64%
Consumer Discretionary-5.58%
Auto Components-4.83%
Auto Parts and Equipment-4.83%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 47.8x.
    • Analysts are expecting annual earnings growth of 23.8%, 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 47.8x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 24% 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 24% 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
AHL Adrad HoldingsAU$1.070.9%
+AU$813.2k		65.9%PE14.7x

Latest News

ARB
AU$23.91
ARB
7D
-7.0%
1Y
-29.7%

ARB: Cleaner Long Term Framework Will Support Premium Multiple Over Time

Analysts have revised their fair value estimate for ARB to A$27.32 from A$34.22, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E, along with recent Street research that highlights limited near term catalysts and a Neutral stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$27.32 fair value as leaving a gap to the A$22.30 target cited in recent research, which they view as potential upside if execution and sentiment improve over time.
RPM
AU$0.031
RPM Automotive Group
7D
-8.8%
1Y
-40.4%
DDT
AU$0.004
DataDot Technology
7D
-20.0%
1Y
0%
ABV
AU$0.12
Advanced Braking Technology
7D
-7.7%
1Y
42.9%
AOV
AU$7.15
Amotiv
7D
-9.5%
1Y
-24.6%

AOV: Future Dividends And Execution Will Support Earnings Despite Cautious Modelling

Analysts have trimmed their target on Amotiv to A$9.15, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E after weighing a downgrade from RBC Capital against a Buy recommendation resumption from Goldman Sachs. Analyst Commentary Recent commentary around Amotiv shows a split view, with some Bearish analysts trimming expectations while others see enough support to maintain a Buy case.
PWH
AU$9.80
PWR Holdings
7D
-2.3%
1Y
34.2%

PWH: Medium Term Profile And Margin Assumptions Will Support Premium P E Multiple

Analysts have raised their price target on PWR Holdings to A$10.40 from A$9.16, citing a fair value estimate of A$9.16, a medium term growth profile that they consider supportive of a premium P/E multiple, and firmer profit margin assumptions. Analyst Commentary Bullish Takeaways Bullish analysts point to the A$10.40 price target as aligned with their fair value view, suggesting the current premium P/E multiple is supported by their assumptions.
AHL
AU$1.07
Adrad Holdings
7D
0.9%
1Y
65.9%
SFC
AU$19.80
Schaffer
7D
-1.2%
1Y
-10.0%