Narrative Update • Jul 08

Over the last 7 days, the Auto Components industry has risen 3.6%, driven by gains in PWR Holdings and ARB of 5.8% and 3.3%, respectively. In contrast, the industry has lost 28% 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 |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 17x | 114.4x | 1.6x |
| Mon, 22 Jun 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 18.5x | 113.4x | 1.6x |
| Wed, 20 May 2026 | AU$3.6b | AU$2.4b | AU$33.3m | 17.2x | 108.7x | 1.5x |
| Fri, 17 Apr 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 119.3x | 1.7x |
| Sun, 15 Mar 2026 | AU$4.1b | AU$2.4b | AU$33.3m | 17.2x | 121.9x | 1.7x |
| Tue, 10 Feb 2026 | AU$4.5b | AU$2.4b | AU$38.0m | 21.1x | 117.5x | 1.9x |
| Thu, 08 Jan 2026 | AU$5.1b | AU$2.4b | AU$38.0m | 24.6x | 134.1x | 2.1x |
| Sat, 06 Dec 2025 | AU$5.1b | AU$2.4b | AU$38.0m | 24.6x | 134.1x | 2.1x |
| Mon, 03 Nov 2025 | AU$5.5b | AU$2.4b | AU$38.0m | 24x | 144x | 2.3x |
| Wed, 01 Oct 2025 | AU$5.6b | AU$2.4b | AU$38.0m | 25.7x | 147.3x | 2.4x |
| Fri, 29 Aug 2025 | AU$5.8b | AU$2.4b | AU$36.4m | 31.5x | 160.4x | 2.4x |
| Sun, 27 Jul 2025 | AU$5.3b | AU$2.4b | AU$244.5m | 20x | 21.6x | 2.2x |
| Tue, 24 Jun 2025 | AU$4.5b | AU$2.4b | AU$244.5m | 18.6x | 18.6x | 1.9x |
| Thu, 22 May 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.8x | 19x | 2x |
| Sat, 19 Apr 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.5x | 18.7x | 1.9x |
| Mon, 17 Mar 2025 | AU$5.1b | AU$2.4b | AU$244.5m | 19.3x | 20.8x | 2.1x |
| Wed, 12 Feb 2025 | AU$5.8b | AU$2.3b | AU$266.6m | 17.2x | 21.8x | 2.5x |
| Fri, 10 Jan 2025 | AU$6.0b | AU$2.3b | AU$266.6m | 16.7x | 22.5x | 2.6x |
| Sun, 08 Dec 2024 | AU$6.1b | AU$2.3b | AU$266.6m | 17.2x | 22.9x | 2.6x |
| Tue, 05 Nov 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 17x | 23.7x | 2.7x |
| Thu, 03 Oct 2024 | AU$6.7b | AU$2.3b | AU$266.6m | 16x | 25.3x | 2.9x |
| Sat, 31 Aug 2024 | AU$6.3b | AU$2.3b | AU$267.7m | 15.9x | 23.6x | 2.7x |
| Mon, 29 Jul 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 16.2x | 25.2x | 2.7x |
| Wed, 26 Jun 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14.6x | 24.8x | 2.6x |
| Fri, 24 May 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 14.1x | 24.3x | 2.6x |
| Sun, 21 Apr 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 13.8x | 24.2x | 2.6x |
| Tue, 19 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 15.2x | 26.2x | 2.8x |
| Thu, 15 Feb 2024 | AU$5.9b | AU$2.3b | AU$239.5m | 14.6x | 24.8x | 2.6x |
| Sat, 13 Jan 2024 | AU$5.8b | AU$2.3b | AU$151.9m | 17x | 38x | 2.5x |
| Mon, 11 Dec 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 16.1x | 37.2x | 2.4x |
| Wed, 08 Nov 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 15.9x | 36.6x | 2.4x |
| Fri, 06 Oct 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 16.6x | 37.2x | 2.4x |
| Sun, 03 Sep 2023 | AU$5.9b | AU$2.3b | AU$151.9m | 17.1x | 39x | 2.6x |
| Tue, 01 Aug 2023 | AU$5.3b | AU$2.3b | AU$148.6m | 26.1x | 35.5x | 2.3x |
35.5x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.16% | |
| Consumer Discretionary | -2.96% | |
| Auto Components | 3.56% | |
| Auto Parts and Equipment | 3.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PWH PWR Holdings | AU$9.60 | 7.3% +AU$65.4m | 18.7% | PE85.1x | |
| AOV Amotiv | AU$6.71 | 2.8% +AU$24.1m | -22.9% | PS0.9x | |
| ARB ARB | AU$17.98 | 1.1% +AU$15.9m | -48.3% | PE16.9x | |
| SFC Schaffer | AU$19.25 | 3.5% +AU$8.8m | -7.7% | PE15.9x | |
| ABV Advanced Braking Technology | AU$0.11 | 4.8% +AU$2.0m | 37.5% | PE22.1x |