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Australian (ASX) Auto Components Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies8
  • 7D-5.5%
  • 3M-18.3%
  • 1Y-24.8%
  • YTD-13.6%

Over the last 7 days, the Auto Components industry has dropped 5.5%, driven by declines from every company within the industry. However, the industry is down 25% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026AU$4.4bAU$2.4bAU$38.0m20.5x115.5x1.8x
Tue, 06 Jan 2026AU$5.0bAU$2.4bAU$38.0m24.6x132.8x2.1x
Thu, 04 Dec 2025AU$5.2bAU$2.4bAU$38.0m24.6x135.9x2.2x
Sat, 01 Nov 2025AU$5.5bAU$2.4bAU$38.0m24x144x2.3x
Mon, 29 Sep 2025AU$5.5bAU$2.4bAU$38.0m26.8x145.8x2.3x
Wed, 27 Aug 2025AU$5.9bAU$2.4bAU$36.4m31.9x161.9x2.5x
Fri, 25 Jul 2025AU$5.3bAU$2.4bAU$244.5m20.3x21.6x2.2x
Sun, 22 Jun 2025AU$4.6bAU$2.4bAU$244.5m18.6x18.7x1.9x
Tue, 20 May 2025AU$4.8bAU$2.4bAU$244.5m19.4x19.5x2x
Thu, 17 Apr 2025AU$4.5bAU$2.4bAU$244.5m18.1x18.5x1.9x
Sat, 15 Mar 2025AU$5.1bAU$2.4bAU$244.5m19.3x20.8x2.1x
Mon, 10 Feb 2025AU$5.9bAU$2.3bAU$266.6m17.2x22.1x2.5x
Wed, 08 Jan 2025AU$6.0bAU$2.3bAU$266.6m16.7x22.5x2.6x
Fri, 06 Dec 2024AU$6.2bAU$2.3bAU$266.6m17.2x23.1x2.6x
Sun, 03 Nov 2024AU$6.3bAU$2.3bAU$266.6m16.9x23.5x2.7x
Tue, 01 Oct 2024AU$6.7bAU$2.3bAU$266.6m15.7x25.2x2.9x
Thu, 29 Aug 2024AU$6.2bAU$2.3bAU$267.5m16.7x23.3x2.7x
Sat, 27 Jul 2024AU$6.3bAU$2.4bAU$251.2m16.2x25.2x2.7x
Mon, 24 Jun 2024AU$6.2bAU$2.4bAU$251.2m14.7x24.7x2.6x
Wed, 22 May 2024AU$6.2bAU$2.4bAU$251.2m14.4x24.6x2.6x
Fri, 19 Apr 2024AU$6.2bAU$2.4bAU$251.2m14.3x24.7x2.6x
Sun, 17 Mar 2024AU$6.6bAU$2.4bAU$251.2m14.8x26.1x2.8x
Tue, 13 Feb 2024AU$6.1bAU$2.3bAU$231.2m16.7x26.3x2.7x
Thu, 11 Jan 2024AU$5.8bAU$2.3bAU$151.9m17x38.1x2.5x
Sat, 09 Dec 2023AU$5.7bAU$2.3bAU$151.9m16.1x37.2x2.4x
Mon, 06 Nov 2023AU$5.5bAU$2.3bAU$151.9m15.8x36.2x2.4x
Wed, 04 Oct 2023AU$5.7bAU$2.3bAU$151.9m16.2x37.2x2.4x
Fri, 01 Sep 2023AU$6.0bAU$2.3bAU$176.8m17.4x33.7x2.6x
Sun, 30 Jul 2023AU$5.3bAU$2.3bAU$148.6m24.8x35.4x2.3x
Tue, 27 Jun 2023AU$4.7bAU$2.3bAU$148.6m19.3x31.6x2.1x
Thu, 25 May 2023AU$4.9bAU$2.3bAU$148.6m20.2x33.2x2.2x
Sat, 22 Apr 2023AU$5.3bAU$2.3bAU$148.6m20.9x36x2.3x
Mon, 20 Mar 2023AU$5.3bAU$2.3bAU$148.6m21.1x35.6x2.3x
Wed, 15 Feb 2023AU$5.3bAU$2.1bAU$161.5m20.5x32.8x2.6x
Price to Earnings Ratio

32.8x


Total Market Cap: AU$5.3bTotal Earnings: AU$161.5mTotal Revenue: AU$2.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 46x202420252026
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 116x which is higher than its 3-year average PE of 46.0x.
  • 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 38% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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 industry?

AU Market-2.49%
Consumer Discretionary-1.64%
Auto Components-5.52%
Auto Parts and Equipment-5.52%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 46.0x.
    • Analysts are expecting annual earnings growth of 23.1%, which is higher than its past year's earnings decline of 3.4% 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 46.0x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 3.4% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 23% 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
No data available

Latest News

PWH
AU$8.44
PWR Holdings
7D
-9.3%
1Y
1.8%
ARB
AU$24.00
ARB
7D
-7.0%
1Y
-36.8%

ARB: Higher Required Returns Will Support Future Upside Potential

Analysts have adjusted their price target on ARB to reflect a lower fair value estimate of $34.22 versus $37.14 previously, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly higher discount rate in their models. Valuation Changes Fair Value: Reduced from A$37.14 to A$34.22, indicating a lower central estimate for ARB's share valuation in the updated model.
AOV
AU$8.37
Amotiv
7D
-0.2%
1Y
-21.2%

AOV: Future Buybacks Will Support Earnings With Fair Value And Slightly Stronger Margins

Analysts have raised their price target for Amotiv to around $9.73 per share, citing slightly higher assumed revenue growth, a modestly stronger profit margin profile, and a small adjustment in the discount rate and future P/E as the key drivers behind the update. Valuation Changes Fair Value: Model fair value per share is unchanged at about A$9.73.
SFC
AU$19.85
Schaffer
7D
-3.4%
1Y
-9.0%
AHL
AU$0.93
Adrad Holdings
7D
-6.6%
1Y
28.5%
RPM
AU$0.056
RPM Automotive Group
7D
-1.8%
1Y
-16.4%

We Think RPM Automotive Group (ASX:RPM) Is Taking Some Risk With Its Debt

Nov 28
We Think RPM Automotive Group (ASX:RPM) Is Taking Some Risk With Its Debt