Analysis Article • Sep 01
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Australian (ASX) Auto Components Industry Analysis
UpdatedSep 15, 2026
DataAggregated Company Financials
Companies8
- 7D-4.8%
- 3M4.2%
- 1Y-33.6%
- YTD-25.3%
Over the last 7 days, the Auto Components industry has dropped 3.5%, driven by pullbacks in PWR Holdings and ARB of 7.4% and 5.0%, respectively. The industry has fallen 33% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | AU$3.8b | AU$2.4b | AU$204.5m | 17.9x | 18.6x | 1.6x |
| Thu, 13 Aug 2026 | AU$4.0b | AU$2.4b | AU$201.7m | 16x | 19.8x | 1.7x |
| Sat, 11 Jul 2026 | AU$3.6b | AU$2.4b | AU$33.3m | 16.5x | 108.2x | 1.5x |
| Mon, 08 Jun 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 17.3x | 110.7x | 1.5x |
| Wed, 06 May 2026 | AU$3.6b | AU$2.4b | AU$33.3m | 17x | 108.9x | 1.5x |
| Fri, 03 Apr 2026 | AU$3.9b | AU$2.4b | AU$33.3m | 17.2x | 116.2x | 1.6x |
| Sun, 01 Mar 2026 | AU$4.6b | AU$2.4b | AU$33.1m | 24.2x | 140.3x | 1.9x |
| Tue, 27 Jan 2026 | AU$4.8b | AU$2.4b | AU$38.0m | 22.7x | 126.7x | 2x |
| Thu, 25 Dec 2025 | AU$5.0b | AU$2.4b | AU$38.0m | 23.5x | 132.1x | 2.1x |
| Sat, 22 Nov 2025 | AU$5.0b | AU$2.4b | AU$38.0m | 24.6x | 132.5x | 2.1x |
| Mon, 20 Oct 2025 | AU$5.5b | AU$2.4b | AU$38.0m | 24.6x | 144.6x | 2.3x |
| Wed, 17 Sep 2025 | AU$5.8b | AU$2.4b | AU$38.0m | 26.8x | 152.9x | 2.4x |
| Fri, 15 Aug 2025 | AU$5.5b | AU$2.4b | AU$56.8m | 28.9x | 96.4x | 2.3x |
| Sun, 13 Jul 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.6x | 21.2x | 2.2x |
| Tue, 10 Jun 2025 | AU$4.8b | AU$2.4b | AU$244.5m | 19.3x | 19.6x | 2x |
| Thu, 08 May 2025 | AU$4.8b | AU$2.4b | AU$244.5m | 19.5x | 19.6x | 2x |
| Sat, 05 Apr 2025 | AU$4.4b | AU$2.4b | AU$244.5m | 17.7x | 18x | 1.9x |
| Mon, 03 Mar 2025 | AU$5.8b | AU$2.4b | AU$244.5m | 22.4x | 23.6x | 2.4x |
| Wed, 29 Jan 2025 | AU$6.0b | AU$2.3b | AU$266.6m | 17.5x | 22.7x | 2.6x |
| Fri, 27 Dec 2024 | AU$6.1b | AU$2.3b | AU$266.6m | 16.9x | 22.8x | 2.6x |
| Sun, 24 Nov 2024 | AU$6.0b | AU$2.3b | AU$266.6m | 17.2x | 22.7x | 2.6x |
| Tue, 22 Oct 2024 | AU$6.4b | AU$2.3b | AU$266.6m | 16.1x | 24.1x | 2.8x |
| Thu, 19 Sep 2024 | AU$6.4b | AU$2.3b | AU$266.8m | 15.6x | 24.1x | 2.8x |
| Sat, 17 Aug 2024 | AU$6.2b | AU$2.2b | AU$241.3m | 16.2x | 25.8x | 2.8x |
| Mon, 15 Jul 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 14.7x | 25x | 2.7x |
| Wed, 12 Jun 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 14.1x | 24.3x | 2.6x |
| Fri, 10 May 2024 | AU$6.0b | AU$2.4b | AU$251.2m | 12.8x | 23.8x | 2.5x |
| Sun, 07 Apr 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 14.6x | 25.4x | 2.7x |
| Tue, 05 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 14.6x | 26.2x | 2.8x |
| Thu, 01 Feb 2024 | AU$6.0b | AU$2.3b | AU$151.9m | 17.5x | 39.2x | 2.6x |
| Sat, 30 Dec 2023 | AU$6.0b | AU$2.3b | AU$151.9m | 17.1x | 39.6x | 2.6x |
| Mon, 27 Nov 2023 | AU$5.4b | AU$2.3b | AU$151.9m | 15.3x | 35.4x | 2.3x |
| Wed, 25 Oct 2023 | AU$5.5b | AU$2.3b | AU$151.9m | 15.7x | 36.4x | 2.4x |
| Fri, 22 Sep 2023 | AU$5.9b | AU$2.3b | AU$151.9m | 17.1x | 38.8x | 2.5x |
Price to Earnings Ratio
38.8x
Current Industry PE
- Investors are pessimistic on the Australian Auto Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 18.9x which is lower than its 3-year average PE of 59.1x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have grown 10% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -2.99% | |
| Consumer Discretionary | -4.53% | |
| Auto Components | -4.84% | |
| Auto Parts and Equipment | -4.84% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry even though it's trading below its 3-year average PE ratio of 59.1x.
- Analysts are expecting annual earnings growth of 13.4%, which is higher than its past year's earnings growth of 12.0% per year.
- Investors are most pessimistic about the Auto Parts and Equipment industry, which is trading below its 3-year average of 59.1x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 13% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFC Schaffer | AU$19.50 | 2.6% +AU$6.7m | -11.0% | PE11.8x | |
| ABV Advanced Braking Technology | AU$0.13 | 4.0% +AU$1.9m | 13.0% | PE24.4x | |
| RPM RPM Automotive Group | AU$0.015 | 7.1% +AU$272.4k | -76.2% | PS0.04x |