Narrative Update • Jul 06

Over the last 7 days, the Auto Components industry has risen 7.1%, driven by gains from ARB of 9.5%. In the same time, Adrad Holdings was down 9.4%. However, the industry is down 24% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 16.6x | 121.1x | 1.7x |
| Sat, 27 Jun 2026 | AU$3.6b | AU$2.4b | AU$33.3m | 17.8x | 109.7x | 1.5x |
| Mon, 25 May 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 17.2x | 110.8x | 1.5x |
| Wed, 22 Apr 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 18.3x | 119.3x | 1.7x |
| Fri, 20 Mar 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 119.6x | 1.7x |
| Sun, 15 Feb 2026 | AU$4.4b | AU$2.4b | AU$51.0m | 20.8x | 86.5x | 1.8x |
| Tue, 13 Jan 2026 | AU$5.3b | AU$2.4b | AU$38.0m | 25.7x | 138.8x | 2.2x |
| Thu, 11 Dec 2025 | AU$5.1b | AU$2.4b | AU$38.0m | 24.6x | 132.9x | 2.1x |
| Sat, 08 Nov 2025 | AU$5.4b | AU$2.4b | AU$38.0m | 26.8x | 141.3x | 2.3x |
| Mon, 06 Oct 2025 | AU$5.7b | AU$2.4b | AU$38.0m | 27.9x | 148.8x | 2.4x |
| Wed, 03 Sep 2025 | AU$5.7b | AU$2.4b | AU$38.0m | 23.5x | 150.7x | 2.4x |
| Fri, 01 Aug 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 21x | 21.2x | 2.2x |
| Sun, 29 Jun 2025 | AU$4.8b | AU$2.4b | AU$244.5m | 19x | 19.8x | 2x |
| Tue, 27 May 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.8x | 19x | 2x |
| Thu, 24 Apr 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.6x | 18.8x | 1.9x |
| Sat, 22 Mar 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.2x | 21.4x | 2.2x |
| Mon, 17 Feb 2025 | AU$5.8b | AU$2.3b | AU$248.2m | 18.5x | 23.4x | 2.5x |
| Wed, 15 Jan 2025 | AU$5.9b | AU$2.3b | AU$266.6m | 16.7x | 22.2x | 2.5x |
| Fri, 13 Dec 2024 | AU$5.9b | AU$2.3b | AU$266.6m | 16.9x | 22.3x | 2.5x |
| Sun, 10 Nov 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 16.9x | 23.8x | 2.7x |
| Tue, 08 Oct 2024 | AU$6.4b | AU$2.3b | AU$266.6m | 15.7x | 23.8x | 2.7x |
| Thu, 05 Sep 2024 | AU$6.1b | AU$2.3b | AU$266.8m | 15.3x | 22.7x | 2.6x |
| Sat, 03 Aug 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 16.6x | 25.5x | 2.7x |
| Mon, 01 Jul 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 14.3x | 24.2x | 2.6x |
| Wed, 29 May 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 13.9x | 24.3x | 2.6x |
| Fri, 26 Apr 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14x | 24.7x | 2.6x |
| Sun, 24 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 15.4x | 26.1x | 2.8x |
| Tue, 20 Feb 2024 | AU$5.9b | AU$2.3b | AU$239.5m | 14.5x | 24.8x | 2.6x |
| Thu, 18 Jan 2024 | AU$5.7b | AU$2.3b | AU$151.9m | 16.7x | 37.3x | 2.4x |
| Sat, 16 Dec 2023 | AU$6.0b | AU$2.3b | AU$151.9m | 16.9x | 39.5x | 2.6x |
| Mon, 13 Nov 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 15.9x | 36.8x | 2.4x |
| Wed, 11 Oct 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 16.9x | 36.7x | 2.4x |
| Fri, 08 Sep 2023 | AU$5.8b | AU$2.3b | AU$151.9m | 17.1x | 38.3x | 2.5x |
| Sun, 06 Aug 2023 | AU$5.2b | AU$2.3b | AU$148.6m | 23.3x | 35.2x | 2.3x |
35.2x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 2.05% | |
| Consumer Discretionary | 3.55% | |
| Auto Components | 7.12% | |
| Auto Parts and Equipment | 7.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARB ARB | AU$19.80 | 9.5% +AU$143.9m | -41.1% | PE18.7x | |
| AOV Amotiv | AU$7.15 | 6.7% +AU$60.2m | -18.9% | PS0.9x | |
| PWH PWR Holdings | AU$9.73 | 0.5% +AU$5.0m | 24.3% | PE86.3x | |
| ABV Advanced Braking Technology | AU$0.12 | 9.1% +AU$4.0m | 29.0% | PE24.1x | |
| SFC Schaffer | AU$19.52 | 1.4% +AU$3.7m | -8.1% | PE16.1x |