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Australian (ASX) Auto Components Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies8
  • 7D0.5%
  • 3M-4.8%
  • 1Y-26.4%
  • YTD-27.6%

Last week, the Auto Components industry hasn't moved much but PWR Holdings is up 4.2% in that time. As for the longer term, the industry has declined 26% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026AU$3.7bAU$2.4bAU$33.3m17.3x110.8x1.5x
Mon, 01 Jun 2026AU$3.8bAU$2.4bAU$33.3m18.2x115.2x1.6x
Wed, 29 Apr 2026AU$3.8bAU$2.4bAU$33.3m18.1x113.8x1.6x
Fri, 27 Mar 2026AU$4.0bAU$2.4bAU$33.3m17.2x119.8x1.7x
Sun, 22 Feb 2026AU$4.6bAU$2.4bAU$44.5m21.4x103.3x1.9x
Tue, 20 Jan 2026AU$5.3bAU$2.4bAU$38.0m27.6x139.8x2.2x
Thu, 18 Dec 2025AU$5.0bAU$2.4bAU$38.0m24.6x130.8x2.1x
Sat, 15 Nov 2025AU$5.1bAU$2.4bAU$38.0m25.1x135.2x2.2x
Mon, 13 Oct 2025AU$5.6bAU$2.4bAU$38.0m24.6x147.7x2.4x
Wed, 10 Sep 2025AU$5.8bAU$2.4bAU$38.0m26.8x153.1x2.4x
Fri, 08 Aug 2025AU$5.3bAU$2.4bAU$244.5m21.6x21.8x2.2x
Sun, 06 Jul 2025AU$5.1bAU$2.4bAU$244.5m20.1x21x2.2x
Tue, 03 Jun 2025AU$4.7bAU$2.4bAU$244.5m19x19.1x2x
Thu, 01 May 2025AU$4.8bAU$2.4bAU$244.5m19x19.4x2x
Sat, 29 Mar 2025AU$5.1bAU$2.4bAU$244.5m20.4x20.7x2.1x
Mon, 24 Feb 2025AU$5.7bAU$2.4bAU$246.1m18.4x23.3x2.4x
Wed, 22 Jan 2025AU$6.1bAU$2.3bAU$266.6m16.8x22.7x2.6x
Fri, 20 Dec 2024AU$6.0bAU$2.3bAU$266.6m16.5x22.5x2.6x
Sun, 17 Nov 2024AU$6.3bAU$2.3bAU$266.6m16.9x23.6x2.7x
Tue, 15 Oct 2024AU$6.5bAU$2.3bAU$266.6m15.4x24.3x2.8x
Thu, 12 Sep 2024AU$6.2bAU$2.3bAU$266.8m15x23.4x2.7x
Sat, 10 Aug 2024AU$6.2bAU$2.4bAU$251.2m16.2x24.5x2.6x
Mon, 08 Jul 2024AU$6.1bAU$2.4bAU$251.2m13.8x24.3x2.6x
Wed, 05 Jun 2024AU$6.0bAU$2.4bAU$251.2m13.9x24.1x2.6x
Fri, 03 May 2024AU$6.1bAU$2.4bAU$251.2m13.6x24.3x2.6x
Sun, 31 Mar 2024AU$6.6bAU$2.4bAU$251.2m15.5x26.4x2.8x
Tue, 27 Feb 2024AU$6.5bAU$2.4bAU$250.3m14.6x26x2.8x
Thu, 25 Jan 2024AU$5.9bAU$2.3bAU$151.9m17.3x38.6x2.5x
Sat, 23 Dec 2023AU$6.0bAU$2.3bAU$151.9m17x39.3x2.6x
Mon, 20 Nov 2023AU$5.6bAU$2.3bAU$151.9m15.9x37.1x2.4x
Wed, 18 Oct 2023AU$5.6bAU$2.3bAU$151.9m16.7x37.1x2.4x
Fri, 15 Sep 2023AU$5.9bAU$2.3bAU$151.9m17.1x38.8x2.5x
Sun, 13 Aug 2023AU$5.4bAU$2.3bAU$143.7m23.8x37.5x2.4x
Tue, 11 Jul 2023AU$4.8bAU$2.3bAU$148.6m22.3x32.6x2.1x
Price to Earnings Ratio

32.6x


Total Market Cap: AU$4.8bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 56.6x202420252026
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 111x which is higher than its 3-year average PE of 56.6x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.5x.
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 Market-0.19%
Consumer Discretionary-1.32%
Auto Components0.52%
Auto Parts and Equipment0.52%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 56.6x.
    • Analysts are expecting annual earnings growth of 20.7%, 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 56.6x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 21% 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 21% 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
PWH PWR HoldingsAU$8.204.2%
+AU$33.2m		13.4%PE72.7x
AOV AmotivAU$6.502.0%
+AU$17.4m		-24.6%PS0.9x
SFC SchafferAU$19.052.6%
+AU$6.7m		-8.4%PE15.7x
RPM RPM Automotive GroupAU$0.0166.7%
+AU$272.4k		-75.0%PE2.5x

Latest News

AOV
AU$6.50
Amotiv
7D
2.0%
1Y
-24.6%
Narrative Update • Jun 25

AOV: Updated Assumptions Will Maintain Fairly Valued Earnings Outlook

Analysts have trimmed their valuation assumptions for Amotiv, resulting in a modestly lower A$ price target. Updated forecasts reflect slightly adjusted discount rates, revenue growth, profit margin expectations and a small change in assumed future P/E multiples.
PWH
AU$8.20
PWR Holdings
7D
4.2%
1Y
13.4%
Narrative Update • Jun 24

PWH: Stable Medium Term Profile Will Support Premium Future P E Level

Analysts have made only a marginal adjustment to their valuation framework for PWR Holdings, leaving the implied A$ price target effectively unchanged. They are refining assumptions around discount rates, revenue growth, profit margins and future P/E expectations, without a clear directional shift in the underlying thesis.
AHL
AU$1.43
Adrad Holdings
7D
-1.0%
1Y
122.7%
ARB
AU$18.17
ARB
7D
-3.9%
1Y
-47.1%
Narrative Update • Jun 22

ARB: Elevated Price Will Face Pressure From Modest Profit Margins

Analysts have maintained their A$17.40 price target for ARB, citing only slight adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a material shift in their overall view of the stock. What’s in the News for ARB No recent ARB company news items were provided in the available sources.
SFC
AU$19.05
Schaffer
7D
2.6%
1Y
-8.4%
RPM
AU$0.016
RPM Automotive Group
7D
6.7%
1Y
-75.0%