Narrative Update • Jun 25

Over the last 7 days, the Auto Components industry has dropped 2.0%, driven by a pullback from ARB of 1.4%. The industry has fallen 25% in the last year. As for the next few years, earnings are expected to grow by 24% per annum.
Has the Australian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | AU$3.7b | AU$2.4b | AU$33.3m | 17.8x | 110.8x | 1.5x |
| Fri, 29 May 2026 | AU$3.8b | AU$2.4b | AU$33.3m | 17.8x | 113x | 1.6x |
| Sun, 26 Apr 2026 | AU$3.9b | AU$2.4b | AU$33.3m | 17.9x | 116.1x | 1.6x |
| Tue, 24 Mar 2026 | AU$3.9b | AU$2.4b | AU$33.3m | 17.2x | 118.4x | 1.6x |
| Thu, 19 Feb 2026 | AU$4.5b | AU$2.4b | AU$51.0m | 21.7x | 89.1x | 1.9x |
| Sat, 17 Jan 2026 | AU$5.3b | AU$2.4b | AU$38.0m | 27.9x | 140.6x | 2.2x |
| Mon, 15 Dec 2025 | AU$5.1b | AU$2.4b | AU$38.0m | 24.6x | 133x | 2.1x |
| Wed, 12 Nov 2025 | AU$5.4b | AU$2.4b | AU$38.0m | 26.8x | 141x | 2.3x |
| Fri, 10 Oct 2025 | AU$5.7b | AU$2.4b | AU$38.0m | 24.6x | 148.7x | 2.4x |
| Sun, 07 Sep 2025 | AU$5.9b | AU$2.4b | AU$38.0m | 26.8x | 154.1x | 2.5x |
| Tue, 05 Aug 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 20.9x | 21.1x | 2.2x |
| Thu, 03 Jul 2025 | AU$5.0b | AU$2.4b | AU$244.5m | 19.8x | 20.4x | 2.1x |
| Sat, 31 May 2025 | AU$4.7b | AU$2.4b | AU$244.5m | 19.2x | 19.3x | 2x |
| Mon, 28 Apr 2025 | AU$4.6b | AU$2.4b | AU$244.5m | 18.8x | 18.9x | 1.9x |
| Wed, 26 Mar 2025 | AU$5.2b | AU$2.4b | AU$244.5m | 19.9x | 21.4x | 2.2x |
| Fri, 21 Feb 2025 | AU$5.8b | AU$2.4b | AU$251.8m | 18.7x | 23.2x | 2.5x |
| Sun, 19 Jan 2025 | AU$6.0b | AU$2.3b | AU$266.6m | 16.8x | 22.6x | 2.6x |
| Tue, 17 Dec 2024 | AU$5.9b | AU$2.3b | AU$266.6m | 17.1x | 22.2x | 2.5x |
| Thu, 14 Nov 2024 | AU$6.3b | AU$2.3b | AU$266.6m | 16.8x | 23.5x | 2.7x |
| Sat, 12 Oct 2024 | AU$6.5b | AU$2.3b | AU$266.6m | 15.4x | 24.3x | 2.8x |
| Mon, 09 Sep 2024 | AU$6.0b | AU$2.3b | AU$266.8m | 15.2x | 22.6x | 2.6x |
| Wed, 07 Aug 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 16.2x | 24.4x | 2.6x |
| Fri, 05 Jul 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 14.3x | 24.2x | 2.6x |
| Sun, 02 Jun 2024 | AU$6.1b | AU$2.4b | AU$251.2m | 14x | 24.5x | 2.6x |
| Tue, 30 Apr 2024 | AU$6.2b | AU$2.4b | AU$251.2m | 14x | 24.8x | 2.6x |
| Thu, 28 Mar 2024 | AU$6.6b | AU$2.4b | AU$251.2m | 15.6x | 26.4x | 2.8x |
| Sat, 24 Feb 2024 | AU$6.5b | AU$2.4b | AU$249.1m | 14.5x | 26.2x | 2.8x |
| Mon, 22 Jan 2024 | AU$5.8b | AU$2.3b | AU$151.9m | 16.9x | 38x | 2.5x |
| Wed, 20 Dec 2023 | AU$6.0b | AU$2.3b | AU$151.9m | 17x | 39.7x | 2.6x |
| Fri, 17 Nov 2023 | AU$5.8b | AU$2.3b | AU$151.9m | 16.1x | 37.9x | 2.5x |
| Sun, 15 Oct 2023 | AU$5.6b | AU$2.3b | AU$151.9m | 16.7x | 37x | 2.4x |
| Tue, 12 Sep 2023 | AU$5.8b | AU$2.3b | AU$151.9m | 17x | 38.2x | 2.5x |
| Thu, 10 Aug 2023 | AU$5.3b | AU$2.3b | AU$143.7m | 23.7x | 37x | 2.3x |
| Sat, 08 Jul 2023 | AU$4.8b | AU$2.3b | AU$148.6m | 22.2x | 32.5x | 2.1x |
32.5x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.062% | |
| Consumer Discretionary | 4.14% | |
| Auto Components | -1.97% | |
| Auto Parts and Equipment | -1.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFC Schaffer | AU$19.15 | 3.2% +AU$8.2m | -9.2% | PE15.8x | |
| ABV Advanced Braking Technology | AU$0.11 | 4.8% +AU$2.0m | 39.2% | PE22.1x | |
| DDT DataDot Technology | AU$0.004 | 33.3% +AU$1.2m | 0% | PE17.2x | |
| RPM RPM Automotive Group | AU$0.017 | 13.3% +AU$544.8k | -73.8% | PE2.6x |