Narrative Update • Jun 08

Over the last 7 days, the Auto Parts and Equipment industry has remained flat, although notably Amotiv gained 8.5%. Unfortunately though, the industry is down 21% over the past 12 months. Looking forward, earnings are forecast to grow by 24% annually.
Has the Australian Auto Parts and Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 18.5x | 114.3x | 1.6x |
| Sat, 16 May 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 16.9x | 111.7x | 1.6x |
| Mon, 13 Apr 2026 | AU$4.0b | AU$2.4b | AU$33.3m | 17.2x | 118.9x | 1.7x |
| Wed, 11 Mar 2026 | AU$4.3b | AU$2.4b | AU$33.3m | 17.1x | 128.3x | 1.8x |
| Fri, 06 Feb 2026 | AU$4.5b | AU$2.4b | AU$38.0m | 21.1x | 118.8x | 1.9x |
| Sun, 04 Jan 2026 | AU$5.1b | AU$2.4b | AU$38.0m | 24.6x | 133.7x | 2.1x |
| Tue, 02 Dec 2025 | AU$5.2b | AU$2.4b | AU$38.0m | 25.7x | 137.7x | 2.2x |
| Thu, 30 Oct 2025 | AU$5.6b | AU$2.4b | AU$38.0m | 24.6x | 146.4x | 2.3x |
| Sat, 27 Sep 2025 | AU$5.5b | AU$2.4b | AU$38.0m | 26.8x | 145.8x | 2.3x |
| Mon, 25 Aug 2025 | AU$5.8b | AU$2.4b | AU$36.4m | 31.9x | 159.9x | 2.4x |
| Wed, 23 Jul 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.9x | 21.1x | 2.2x |
| Fri, 20 Jun 2025 | AU$4.5b | AU$2.4b | AU$244.5m | 18.4x | 18.6x | 1.9x |
| Sun, 18 May 2025 | AU$4.9b | AU$2.4b | AU$244.5m | 20x | 20x | 2.1x |
| Tue, 15 Apr 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.7x | 18.9x | 1.9x |
| Thu, 13 Mar 2025 | AU$5.1b | AU$2.4b | AU$244.5m | 19.9x | 20.7x | 2.1x |
| Sat, 08 Feb 2025 | AU$5.9b | AU$2.3b | AU$266.6m | 17.2x | 22.1x | 2.5x |
| Mon, 06 Jan 2025 | AU$6.1b | AU$2.3b | AU$266.6m | 16.7x | 22.7x | 2.6x |
| Wed, 04 Dec 2024 | AU$6.2b | AU$2.3b | AU$266.6m | 17.1x | 23.3x | 2.7x |
| Fri, 01 Nov 2024 | AU$6.1b | AU$2.3b | AU$266.6m | 16.8x | 23x | 2.6x |
| Sun, 29 Sep 2024 | AU$6.7b | AU$2.3b | AU$266.6m | 15.8x | 25.1x | 2.9x |
| Tue, 27 Aug 2024 | AU$6.3b | AU$2.3b | AU$265.4m | 16.6x | 23.9x | 2.7x |
| Thu, 25 Jul 2024 | AU$6.4b | AU$2.4b | AU$251.2m | 16.2x | 25.3x | 2.7x |
| Sat, 22 Jun 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14.7x | 24.7x | 2.6x |
| Mon, 20 May 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 14.5x | 24.9x | 2.6x |
| Wed, 17 Apr 2024 | AU$6.3b | AU$2.4b | AU$251.2m | 13.8x | 25x | 2.7x |
| Fri, 15 Mar 2024 | AU$6.5b | AU$2.4b | AU$251.2m | 14.8x | 26x | 2.8x |
| Sun, 11 Feb 2024 | AU$6.0b | AU$2.3b | AU$231.2m | 16.8x | 26.1x | 2.6x |
| Tue, 09 Jan 2024 | AU$5.7b | AU$2.3b | AU$151.9m | 16.5x | 37.5x | 2.5x |
| Thu, 07 Dec 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 16.2x | 37.3x | 2.4x |
| Sat, 04 Nov 2023 | AU$5.5b | AU$2.3b | AU$151.9m | 15.8x | 36.2x | 2.4x |
| Mon, 02 Oct 2023 | AU$5.7b | AU$2.3b | AU$151.9m | 16.8x | 37.6x | 2.5x |
| Wed, 30 Aug 2023 | AU$5.9b | AU$2.3b | AU$176.6m | 16.6x | 33.5x | 2.6x |
| Fri, 28 Jul 2023 | AU$5.3b | AU$2.3b | AU$148.6m | 23.5x | 35.8x | 2.3x |
| Sun, 25 Jun 2023 | AU$4.7b | AU$2.3b | AU$148.6m | 19.3x | 31.6x | 2.1x |
31.6x
How does Australian Auto Parts and Equipment compare with similar industries?
| AU Market | 3.70% | |
| Consumer Discretionary | 3.01% | |
| Auto Components | 3.17% | |
| Auto Parts and Equipment | 3.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AOV Amotiv | AU$6.65 | 8.5% +AU$69.6m | -11.8% | PS0.9x | |
| ARB ARB | AU$19.60 | 4.0% +AU$62.7m | -35.9% | PE18.5x | |
| SFC Schaffer | AU$18.57 | 2.4% +AU$6.0m | -12.1% | PE15.3x |