Narrative Update • May 07

Over the last 7 days, the Auto Components industry has remained flat, although notably Advanced Braking Technology declined by 11%. As for the longer term, the industry has declined 22% in the last year. Looking forward, earnings are forecast to grow by 24% annually.
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 16.9x | 112.1x | 1.6x |
| Thu, 09 Apr 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 120.6x | 1.7x |
| Sat, 07 Mar 2026 | AU$4.4b | AU$2.4b | AU$33.3m | 17.1x | 131x | 1.8x |
| Mon, 02 Feb 2026 | AU$4.6b | AU$2.4b | AU$38.0m | 22.1x | 122.3x | 2x |
| Wed, 31 Dec 2025 | AU$5.0b | AU$2.4b | AU$38.0m | 24.6x | 132.8x | 2.1x |
| Fri, 28 Nov 2025 | AU$5.2b | AU$2.4b | AU$38.0m | 23.5x | 138.1x | 2.2x |
| Sun, 26 Oct 2025 | AU$5.5b | AU$2.4b | AU$38.0m | 25.7x | 146x | 2.3x |
| Tue, 23 Sep 2025 | AU$5.7b | AU$2.4b | AU$38.0m | 25.7x | 149.5x | 2.4x |
| Thu, 21 Aug 2025 | AU$5.8b | AU$2.4b | AU$45.3m | 31.9x | 129x | 2.4x |
| Sat, 19 Jul 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.1x | 21.4x | 2.2x |
| Mon, 16 Jun 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.8x | 18.9x | 1.9x |
| Wed, 14 May 2025 | AU$5.0b | AU$2.4b | AU$244.5m | 20.3x | 20.4x | 2.1x |
| Fri, 11 Apr 2025 | AU$4.5b | AU$2.4b | AU$244.5m | 18.5x | 18.5x | 1.9x |
| Sun, 09 Mar 2025 | AU$5.3b | AU$2.4b | AU$244.5m | 21.1x | 21.6x | 2.2x |
| Tue, 04 Feb 2025 | AU$5.8b | AU$2.3b | AU$266.6m | 16.9x | 21.7x | 2.5x |
| Thu, 02 Jan 2025 | AU$6.1b | AU$2.3b | AU$266.6m | 16.8x | 22.7x | 2.6x |
| Sat, 30 Nov 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 16.3x | 23.5x | 2.7x |
| Mon, 28 Oct 2024 | AU$6.2b | AU$2.3b | AU$266.6m | 16.1x | 23.2x | 2.7x |
| Wed, 25 Sep 2024 | AU$6.6b | AU$2.3b | AU$266.8m | 16x | 24.7x | 2.8x |
| Fri, 23 Aug 2024 | AU$6.3b | AU$2.3b | AU$265.4m | 16.8x | 23.7x | 2.7x |
| Sun, 21 Jul 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 15.9x | 25.6x | 2.7x |
| Tue, 18 Jun 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14.1x | 24.5x | 2.6x |
| Thu, 16 May 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 14.5x | 25.2x | 2.7x |
| Sat, 13 Apr 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 14.2x | 25x | 2.7x |
| Mon, 11 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 14.7x | 26.3x | 2.8x |
| Wed, 07 Feb 2024 | AU$6.1b | AU$2.3b | AU$231.2m | 17.6x | 26.4x | 2.7x |
| Fri, 05 Jan 2024 | AU$5.7b | AU$2.3b | AU$151.9m | 16.3x | 37.8x | 2.5x |
| Sun, 03 Dec 2023 | AU$5.5b | AU$2.3b | AU$151.9m | 15.8x | 36.3x | 2.4x |
| Tue, 31 Oct 2023 | AU$5.2b | AU$2.3b | AU$151.9m | 15.2x | 34.5x | 2.3x |
| Thu, 28 Sep 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 17x | 37.8x | 2.5x |
| Sat, 26 Aug 2023 | AU$5.8b | AU$2.3b | AU$172.3m | 18.1x | 33.9x | 2.5x |
| Mon, 24 Jul 2023 | AU$5.1b | AU$2.3b | AU$148.6m | 22.9x | 34.2x | 2.2x |
| Wed, 21 Jun 2023 | AU$4.9b | AU$2.3b | AU$148.6m | 19.8x | 32.7x | 2.1x |
| Fri, 19 May 2023 | AU$5.1b | AU$2.3b | AU$148.6m | 20.7x | 34.2x | 2.2x |
34.2x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 0.20% | |
| Consumer Discretionary | -2.60% | |
| Auto Components | 0.80% | |
| Auto Parts and Equipment | 0.80% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARB ARB | AU$18.71 | 2.5% +AU$38.5m | -40.8% | PE17.6x | |
| PWH PWR Holdings | AU$9.01 | 3.2% +AU$28.2m | 30.2% | PE79.9x | |
| AOV Amotiv | AU$6.47 | 1.4% +AU$12.0m | -20.0% | PS0.9x |