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Australian (ASX) Auto Components Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies8
  • 7D0.5%
  • 3M-18.6%
  • 1Y-12.0%
  • YTD-21.9%

The Auto Components industry has been flat over the last week, but ARB has lost 3.3%. Unfortunately though, the industry is down 12% over the past 12 months. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Apr 2026AU$4.0bAU$2.4bAU$33.3m18.3x119.3x1.7x
Sat, 21 Mar 2026AU$3.9bAU$2.4bAU$33.3m17.2x118.4x1.6x
Mon, 16 Feb 2026AU$4.4bAU$2.4bAU$51.0m20.8x86.5x1.8x
Wed, 14 Jan 2026AU$5.3bAU$2.4bAU$38.0m25.7x139.1x2.2x
Fri, 12 Dec 2025AU$5.1bAU$2.4bAU$38.0m24.6x132.9x2.1x
Sun, 09 Nov 2025AU$5.4bAU$2.4bAU$38.0m26.8x141.3x2.3x
Tue, 07 Oct 2025AU$5.6bAU$2.4bAU$38.0m27.4x147.9x2.4x
Thu, 04 Sep 2025AU$5.7bAU$2.4bAU$38.0m23.5x150.7x2.4x
Sat, 02 Aug 2025AU$5.1bAU$2.4bAU$244.5m20.8x21x2.2x
Mon, 30 Jun 2025AU$4.8bAU$2.4bAU$244.5m19x19.8x2x
Wed, 28 May 2025AU$4.7bAU$2.4bAU$244.5m18.9x19.1x2x
Fri, 25 Apr 2025AU$4.6bAU$2.4bAU$244.5m18.8x18.9x1.9x
Sun, 23 Mar 2025AU$5.2bAU$2.4bAU$244.5m20.2x21.4x2.2x
Tue, 18 Feb 2025AU$5.8bAU$2.3bAU$248.2m18.5x23.5x2.5x
Thu, 16 Jan 2025AU$6.0bAU$2.3bAU$266.6m17x22.5x2.6x
Sat, 14 Dec 2024AU$5.9bAU$2.3bAU$266.6m17x22.2x2.5x
Mon, 11 Nov 2024AU$6.3bAU$2.3bAU$266.6m16.9x23.8x2.7x
Wed, 09 Oct 2024AU$6.3bAU$2.3bAU$266.6m15.1x23.7x2.7x
Fri, 06 Sep 2024AU$6.0bAU$2.3bAU$266.8m14.9x22.5x2.6x
Sun, 04 Aug 2024AU$6.4bAU$2.4bAU$251.2m16.6x25.5x2.7x
Tue, 02 Jul 2024AU$6.0bAU$2.4bAU$251.2m14.3x23.9x2.5x
Thu, 30 May 2024AU$6.1bAU$2.4bAU$251.2m13.8x24.1x2.6x
Sat, 27 Apr 2024AU$6.1bAU$2.4bAU$251.2m13.6x24.4x2.6x
Mon, 25 Mar 2024AU$6.6bAU$2.4bAU$251.2m15.4x26.1x2.8x
Wed, 21 Feb 2024AU$5.9bAU$2.3bAU$239.5m14.6x24.8x2.6x
Fri, 19 Jan 2024AU$5.7bAU$2.3bAU$151.9m16.6x37.3x2.4x
Sun, 17 Dec 2023AU$6.0bAU$2.3bAU$151.9m16.9x39.5x2.6x
Tue, 14 Nov 2023AU$5.6bAU$2.3bAU$151.9m15.8x36.8x2.4x
Thu, 12 Oct 2023AU$5.7bAU$2.3bAU$151.9m17x37.2x2.4x
Sat, 09 Sep 2023AU$5.8bAU$2.3bAU$151.9m17x38x2.5x
Mon, 07 Aug 2023AU$5.2bAU$2.3bAU$148.6m23.3x35.2x2.3x
Wed, 05 Jul 2023AU$5.0bAU$2.3bAU$148.6m20.3x33.7x2.2x
Fri, 02 Jun 2023AU$4.8bAU$2.3bAU$148.6m19.7x32.4x2.1x
Sun, 30 Apr 2023AU$5.4bAU$2.3bAU$148.6m21.1x36.2x2.4x
Price to Earnings Ratio

36.2x


Total Market Cap: AU$5.4bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 51.5x202420252026
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 119x which is higher than its 3-year average PE of 51.4x.
  • 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 Market0.21%
Consumer Discretionary1.49%
Auto Components0.50%
Auto Parts and Equipment0.50%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 51.4x.
    • Analysts are expecting annual earnings growth of 23.9%, 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 51.4x.
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
PWH PWR HoldingsAU$9.142.2%
+AU$20.1m		36.4%PE81x
SFC SchafferAU$19.304.2%
+AU$10.5m		-9.0%PE15.9x
ABV Advanced Braking TechnologyAU$0.148.0%
+AU$4.0m		62.7%PE27.1x
AHL Adrad HoldingsAU$1.301.6%
+AU$1.6m		88.4%PE17.9x

Latest News

ARB
AU$20.04
ARB
7D
-3.3%
1Y
-33.8%

ARB: Higher Required Return Will Highlight Upside As Coverage Resumes

Analysts have reduced their price target on ARB to A$33.41 from A$44.00, reflecting updated assumptions for revenue growth, profit margins and future P/E, along with recent research that highlights limited near term catalysts for the shares. Analyst Commentary Recent research indicates that ARB’s updated price target of A$33.41 compares with a resumed A$22.30 target from Goldman Sachs.
AHL
AU$1.30
Adrad Holdings
7D
1.6%
1Y
88.4%
AOV
AU$6.64
Amotiv
7D
-4.0%
1Y
-12.2%

AOV: Future Dividend And Reaffirmed Guidance Will Support Upgraded Earnings Outlook

Analysts have adjusted the Amotiv price target to A$9.15, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E after a mix of cautious and more constructive recent research views. Analyst Commentary Recent research on Amotiv highlights a mix of cautious and more constructive views, with some analysts questioning how much upside is left in the current valuation while others see the updated price target as still compatible with a constructive longer term outlook.
SFC
AU$19.30
Schaffer
7D
4.2%
1Y
-9.0%
PWH
AU$9.14
PWR Holdings
7D
2.2%
1Y
36.4%

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

Analysts have nudged their price target for PWR Holdings higher to A$10.40 from A$9.79, citing refined assumptions around fair value, discount rate, revenue growth, profit margin and future P/E to reflect what they describe as a solid medium term growth profile. Analyst Commentary Goldman Sachs has resumed coverage of PWR Holdings with a Buy rating and an A$10.40 price target, framing the current valuation as a premium that they see as aligned with the company’s medium term growth profile.
ABV
AU$0.14
Advanced Braking Technology
7D
8.0%
1Y
62.7%