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Australian (ASX) Auto Components Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies8
  • 7D0.6%
  • 3M-12.0%
  • 1Y-19.2%
  • YTD-25.3%

The Auto Components industry is up 4.0% in the last week, with ARB up 3.4%. Meanwhile, PWR Holdings actually underperformed within the industry, shrinking 5.2% in the last week. However, the industry is down 19% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026AU$3.8bAU$2.4bAU$33.3m18.2x114.2x1.6x
Fri, 01 May 2026AU$3.7bAU$2.4bAU$33.3m17.5x112x1.6x
Sun, 29 Mar 2026AU$4.0bAU$2.4bAU$33.3m17.2x118.9x1.7x
Tue, 24 Feb 2026AU$4.6bAU$2.4bAU$44.5m21x102.2x1.9x
Thu, 22 Jan 2026AU$4.9bAU$2.4bAU$38.0m23.3x128.2x2x
Sat, 20 Dec 2025AU$5.0bAU$2.4bAU$38.0m24.6x131.1x2.1x
Mon, 17 Nov 2025AU$5.1bAU$2.4bAU$38.0m25.1x135.2x2.2x
Wed, 15 Oct 2025AU$5.5bAU$2.4bAU$38.0m24x145.1x2.3x
Fri, 12 Sep 2025AU$5.7bAU$2.4bAU$38.0m23.5x150.6x2.4x
Sun, 10 Aug 2025AU$5.3bAU$2.4bAU$244.5m21.5x21.8x2.3x
Tue, 08 Jul 2025AU$5.1bAU$2.4bAU$244.5m20.3x20.9x2.2x
Thu, 05 Jun 2025AU$4.8bAU$2.4bAU$244.5m19.5x19.7x2x
Sat, 03 May 2025AU$4.8bAU$2.4bAU$244.5m19.5x19.6x2x
Mon, 31 Mar 2025AU$5.1bAU$2.4bAU$244.5m20.4x20.7x2.1x
Wed, 26 Feb 2025AU$5.7bAU$2.4bAU$245.7m22.1x23.2x2.4x
Fri, 24 Jan 2025AU$6.0bAU$2.3bAU$266.6m16.8x22.4x2.6x
Sun, 22 Dec 2024AU$5.9bAU$2.3bAU$266.6m16.2x22.3x2.6x
Tue, 19 Nov 2024AU$6.2bAU$2.3bAU$266.6m16.9x23.4x2.7x
Thu, 17 Oct 2024AU$6.3bAU$2.3bAU$266.6m15.2x23.5x2.7x
Sat, 14 Sep 2024AU$6.4bAU$2.3bAU$266.8m15.5x24x2.7x
Mon, 12 Aug 2024AU$6.2bAU$2.4bAU$251.2m16.2x24.5x2.6x
Wed, 10 Jul 2024AU$6.1bAU$2.4bAU$251.2m14.4x24.3x2.6x
Fri, 07 Jun 2024AU$6.1bAU$2.4bAU$251.2m13.9x24.3x2.6x
Sun, 05 May 2024AU$6.1bAU$2.4bAU$251.2m13.2x24.4x2.6x
Tue, 02 Apr 2024AU$6.6bAU$2.4bAU$251.2m15.5x26.4x2.8x
Thu, 29 Feb 2024AU$6.6bAU$2.4bAU$250.3m14.9x26.3x2.8x
Sat, 27 Jan 2024AU$5.9bAU$2.3bAU$151.9m17.3x38.5x2.5x
Mon, 25 Dec 2023AU$6.0bAU$2.3bAU$151.9m17x39.3x2.6x
Wed, 22 Nov 2023AU$5.6bAU$2.3bAU$151.9m15.7x36.9x2.4x
Fri, 20 Oct 2023AU$5.4bAU$2.3bAU$151.9m15.4x35.8x2.3x
Sun, 17 Sep 2023AU$6.0bAU$2.3bAU$151.9m17.1x39.6x2.6x
Tue, 15 Aug 2023AU$5.3bAU$2.3bAU$143.7m23.8x37.2x2.3x
Thu, 13 Jul 2023AU$4.9bAU$2.3bAU$148.6m22.5x33.3x2.2x
Sat, 10 Jun 2023AU$4.7bAU$2.3bAU$148.6m19.3x31.5x2x
Price to Earnings Ratio

31.5x


Total Market Cap: AU$4.7bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 54.4x202420252026
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 115x which is higher than its 3-year average PE of 54.3x.
  • 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 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 Market0.96%
Consumer Discretionary2.19%
Auto Components0.58%
Auto Parts and Equipment0.58%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 54.3x.
    • 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 54.3x.
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
ARB ARBAU$19.303.4%
+AU$53.5m		-37.3%PE18.2x
AOV AmotivAU$6.302.1%
+AU$17.4m		-20.4%PS0.8x
SFC SchafferAU$19.101.2%
+AU$3.0m		-11.1%PE15.7x
AHL Adrad HoldingsAU$1.341.5%
+AU$1.6m		122.5%PE18.3x

Latest News

PWH
AU$9.15
PWR Holdings
7D
-5.2%
1Y
36.8%
AOV
AU$6.30
Amotiv
7D
2.1%
1Y
-20.4%
Narrative Update • May 23

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

Analysts now place Amotiv's price target at A$6.50, reflecting updated fair value assumptions, a slightly higher discount rate, more conservative revenue growth, a modestly stronger profit margin outlook, and a lower future P/E multiple. Valuation Changes Fair Value: revised from A$7.95 to A$6.50, indicating a lower assessed valuation level.
ARB
AU$19.30
ARB
7D
3.4%
1Y
-37.3%
Narrative Update • May 22

ARB: Fair Outlook Will Balance Cautious Margins And Limited Near Term Catalysts

Analysts have trimmed their fair value estimate for ARB from A$22.05 to A$17.40. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, as well as recent Street research pointing to limited near term catalysts for the shares.
DDT
AU$0.003
DataDot Technology
7D
-25.0%
1Y
-25.0%
Analysis Article • May 01

Do DataDot Technology's (ASX:DDT) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ABV
AU$0.11
Advanced Braking Technology
7D
-4.3%
1Y
27.9%
Analysis Article • Apr 30

If EPS Growth Is Important To You, Advanced Braking Technology (ASX:ABV) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
AHL
AU$1.34
Adrad Holdings
7D
1.5%
1Y
122.5%
SFC
AU$19.10
Schaffer
7D
1.2%
1Y
-11.1%