Australian (ASX) Auto Components Industry Analysis

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
Sun, 30 Aug 2026	AU$4.1b	AU$2.4b	AU$204.5m	17.9x	20.1x	1.7x
Tue, 28 Jul 2026	AU$3.8b	AU$2.4b	AU$33.3m	17.2x	114.1x	1.6x
Thu, 25 Jun 2026	AU$3.7b	AU$2.4b	AU$33.3m	17.7x	110x	1.5x
Sat, 23 May 2026	AU$3.7b	AU$2.4b	AU$33.3m	17.2x	110.8x	1.5x
Mon, 20 Apr 2026	AU$4.0b	AU$2.4b	AU$33.3m	17.2x	119.1x	1.7x
Wed, 18 Mar 2026	AU$4.0b	AU$2.4b	AU$33.3m	17.2x	121.4x	1.7x
Fri, 13 Feb 2026	AU$4.5b	AU$2.4b	AU$51.0m	21.3x	88.2x	1.9x
Sun, 11 Jan 2026	AU$5.1b	AU$2.4b	AU$38.0m	25.7x	135.3x	2.2x
Tue, 09 Dec 2025	AU$5.1b	AU$2.4b	AU$38.0m	24.6x	135.4x	2.2x
Thu, 06 Nov 2025	AU$5.4b	AU$2.4b	AU$38.0m	24.6x	142.2x	2.3x
Sat, 04 Oct 2025	AU$5.7b	AU$2.4b	AU$38.0m	27.9x	148.8x	2.4x
Mon, 01 Sep 2025	AU$5.8b	AU$2.4b	AU$38.0m	22.4x	153.5x	2.5x
Wed, 30 Jul 2025	AU$5.3b	AU$2.4b	AU$244.5m	21.4x	21.8x	2.2x
Fri, 27 Jun 2025	AU$4.8b	AU$2.4b	AU$244.5m	18.9x	19.5x	2x
Sun, 25 May 2025	AU$4.7b	AU$2.4b	AU$244.5m	19x	19.1x	2x
Tue, 22 Apr 2025	AU$4.6b	AU$2.4b	AU$244.5m	18.5x	18.7x	1.9x
Thu, 20 Mar 2025	AU$5.1b	AU$2.4b	AU$244.5m	19.9x	21x	2.2x
Sat, 15 Feb 2025	AU$5.8b	AU$2.3b	AU$248.2m	18.5x	23.4x	2.5x
Mon, 13 Jan 2025	AU$6.0b	AU$2.3b	AU$266.6m	16.7x	22.4x	2.6x
Wed, 11 Dec 2024	AU$6.0b	AU$2.3b	AU$266.6m	16.6x	22.4x	2.6x
Fri, 08 Nov 2024	AU$6.3b	AU$2.3b	AU$266.6m	16.9x	23.8x	2.7x
Sun, 06 Oct 2024	AU$6.3b	AU$2.3b	AU$266.6m	15.6x	23.6x	2.7x
Tue, 03 Sep 2024	AU$6.3b	AU$2.3b	AU$266.8m	16x	23.7x	2.7x
Thu, 01 Aug 2024	AU$6.6b	AU$2.4b	AU$251.2m	17.3x	26.2x	2.8x
Sat, 29 Jun 2024	AU$6.1b	AU$2.4b	AU$251.2m	14.3x	24.2x	2.6x
Mon, 27 May 2024	AU$6.0b	AU$2.4b	AU$251.2m	13.9x	23.9x	2.5x
Wed, 24 Apr 2024	AU$6.3b	AU$2.4b	AU$251.2m	14.2x	24.9x	2.6x
Fri, 22 Mar 2024	AU$6.6b	AU$2.4b	AU$251.2m	15.8x	26.5x	2.8x
Sun, 18 Feb 2024	AU$6.0b	AU$2.3b	AU$239.5m	14.5x	24.9x	2.6x
Tue, 16 Jan 2024	AU$5.7b	AU$2.3b	AU$151.9m	16.9x	37.6x	2.5x
Thu, 14 Dec 2023	AU$5.8b	AU$2.3b	AU$151.9m	16.8x	38.1x	2.5x
Sat, 11 Nov 2023	AU$5.6b	AU$2.3b	AU$151.9m	15.9x	36.8x	2.4x
Mon, 09 Oct 2023	AU$5.5b	AU$2.3b	AU$151.9m	17x	36.3x	2.4x
Wed, 06 Sep 2023	AU$6.0b	AU$2.3b	AU$151.9m	17.4x	39.4x	2.6x

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 20.1x which is lower than its 3-year average PE of 59.4x.

The 3-year average PS ratio of 2.3x 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 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	0.22%
Consumer Discretionary	-1.37%
Auto Components	-0.14%
Auto Parts and Equipment	-0.14%

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 59.4x.

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 59.4x.

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.

Company	Last Price	7D	1Y	Valuation
ARB ARB	AU$19.73	4.9% +AU$77.0m	-50.7%	PE17.9x
SFC Schaffer	AU$20.00	2.0% +AU$5.4m	-4.8%	PE12.1x
AHL Adrad Holdings	AU$1.20	2.6% +AU$2.4m	72.7%	PE14.6x

Company

Last Price

Valuation

ARB ARB

AU$19.73

4.9%
+AU$77.0m

-50.7%

PE17.9x

SFC Schaffer

AU$20.00

2.0%
+AU$5.4m

-4.8%

PE12.1x

AHL Adrad Holdings

AU$1.20

2.6%
+AU$2.4m

72.7%

PE14.6x

New major risk - Revenue and earnings growth

Earnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. Market cap is less than US$10m (AU$3.54m market cap, or US$2.55m). Minor Risk High level of debt (54% net debt to equity).

Australian (ASX) Auto Components Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New major risk - Revenue and earnings growth

New minor risk - Insider selling

ARB: Higher Required Return Will Highlight Upside As Coverage Resumes

Full year 2026 earnings released: EPS: AU$0.005 (vs AU$0.005 in FY 2025)

Now 23% overvalued after recent price rise

Consensus EPS estimates increase by 12%, revenue downgraded

Earnings Miss: Amotiv Limited Missed EPS By 20% And Analysts Are Revising Their Forecasts