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Australian (ASX) Auto Components Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies8
  • 7D-6.9%
  • 3M-19.8%
  • 1Y-19.9%
  • YTD-20.2%

Over the last 7 days, the Auto Components industry has dropped 6.9%, driven by ARB declining 8.8%. On the other hand Advanced Braking Technology is actually up 13%. However, the industry is down 20% over the past year. 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
Sun, 15 Mar 2026AU$4.1bAU$2.4bAU$33.3m17.2x121.9x1.7x
Tue, 10 Feb 2026AU$4.5bAU$2.4bAU$38.0m21.1x117.5x1.9x
Thu, 08 Jan 2026AU$5.1bAU$2.4bAU$38.0m24.6x134.1x2.1x
Sat, 06 Dec 2025AU$5.1bAU$2.4bAU$38.0m24.6x134.1x2.1x
Mon, 03 Nov 2025AU$5.5bAU$2.4bAU$38.0m24x144x2.3x
Wed, 01 Oct 2025AU$5.6bAU$2.4bAU$38.0m25.7x147.3x2.4x
Fri, 29 Aug 2025AU$5.8bAU$2.4bAU$36.4m31.5x160.4x2.4x
Sun, 27 Jul 2025AU$5.3bAU$2.4bAU$244.5m20x21.6x2.2x
Tue, 24 Jun 2025AU$4.5bAU$2.4bAU$244.5m18.6x18.6x1.9x
Thu, 22 May 2025AU$4.6bAU$2.4bAU$244.5m18.8x19x2x
Sat, 19 Apr 2025AU$4.6bAU$2.4bAU$244.5m18.5x18.7x1.9x
Mon, 17 Mar 2025AU$5.1bAU$2.4bAU$244.5m19.3x20.8x2.1x
Wed, 12 Feb 2025AU$5.8bAU$2.3bAU$266.6m17.2x21.8x2.5x
Fri, 10 Jan 2025AU$6.0bAU$2.3bAU$266.6m16.7x22.5x2.6x
Sun, 08 Dec 2024AU$6.1bAU$2.3bAU$266.6m17.2x22.9x2.6x
Tue, 05 Nov 2024AU$6.3bAU$2.3bAU$266.6m17x23.7x2.7x
Thu, 03 Oct 2024AU$6.7bAU$2.3bAU$266.6m16x25.3x2.9x
Sat, 31 Aug 2024AU$6.3bAU$2.3bAU$267.7m15.9x23.6x2.7x
Mon, 29 Jul 2024AU$6.3bAU$2.4bAU$251.2m16.2x25.2x2.7x
Wed, 26 Jun 2024AU$6.2bAU$2.4bAU$251.2m14.6x24.8x2.6x
Fri, 24 May 2024AU$6.1bAU$2.4bAU$251.2m14.1x24.3x2.6x
Sun, 21 Apr 2024AU$6.1bAU$2.4bAU$251.2m13.8x24.2x2.6x
Tue, 19 Mar 2024AU$6.6bAU$2.4bAU$251.2m15.2x26.2x2.8x
Thu, 15 Feb 2024AU$5.9bAU$2.3bAU$239.5m14.6x24.8x2.6x
Sat, 13 Jan 2024AU$5.8bAU$2.3bAU$151.9m17x38x2.5x
Mon, 11 Dec 2023AU$5.7bAU$2.3bAU$151.9m16.1x37.2x2.4x
Wed, 08 Nov 2023AU$5.6bAU$2.3bAU$151.9m15.9x36.6x2.4x
Fri, 06 Oct 2023AU$5.7bAU$2.3bAU$151.9m16.6x37.2x2.4x
Sun, 03 Sep 2023AU$5.9bAU$2.3bAU$151.9m17.1x39x2.6x
Tue, 01 Aug 2023AU$5.3bAU$2.3bAU$148.6m26.1x35.5x2.3x
Thu, 29 Jun 2023AU$4.7bAU$2.3bAU$148.6m17.1x31.7x2.1x
Sat, 27 May 2023AU$4.9bAU$2.3bAU$148.6m19.9x33x2.1x
Mon, 24 Apr 2023AU$5.3bAU$2.3bAU$148.6m20.9x36x2.3x
Wed, 22 Mar 2023AU$5.3bAU$2.3bAU$148.6m21.1x35.4x2.3x
Price to Earnings Ratio

35.4x


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 48.6x202420252026
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 122x which is higher than its 3-year average PE of 48.6x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.7x.
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-2.66%
Consumer Discretionary-2.21%
Auto Components-6.92%
Auto Parts and Equipment-6.92%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 48.6x.
    • 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 48.6x.
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
ABV Advanced Braking TechnologyAU$0.1412.5%
+AU$6.0m		80.0%PE27.1x
AHL Adrad HoldingsAU$1.102.8%
+AU$2.4m		77.4%PE15.1x
DDT DataDot TechnologyAU$0.0040%
AU$1.3k		n/aPE17.2x

Latest News

AOV
AU$6.64
Amotiv
7D
-7.1%
1Y
-27.4%

AOV: Future Dividends And Reaffirmed Guidance Will Support Earnings Despite Cautious Views

Analysts have kept Amotiv's fair value target steady at A$9.15, reflecting a slightly higher discount rate and modestly adjusted revenue growth, profit margin and future P/E assumptions following mixed recent research, including a downgrade at RBC Capital and a resumed Buy rating at Goldman Sachs. Analyst Commentary Recent research on Amotiv has sent mixed signals, with some analysts turning more cautious while others are prepared to back the stock at current levels.
AHL
AU$1.10
Adrad Holdings
7D
2.8%
1Y
77.4%
PWH
AU$9.19
PWR Holdings
7D
-6.2%
1Y
40.1%

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

Analysts have lifted their price target on PWR Holdings to A$10.40, up from A$9.16. They cite a premium valuation that they see as warranted by the company’s medium term growth profile and supporting assumptions for revenue growth, profit margins and future P/E.
ARB
AU$21.81
ARB
7D
-8.8%
1Y
-34.7%

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$0.028
RPM Automotive Group
7D
-9.7%
1Y
-46.2%
DDT
AU$0.004
DataDot Technology
7D
0%
1Y
n/a
ABV
AU$0.14
Advanced Braking Technology
7D
12.5%
1Y
80.0%
SFC
AU$19.50
Schaffer
7D
-1.5%
1Y
-8.0%