Narrative Update • Jun 06

Last week, the Consumer Durables industry hasn't moved much but Simonds Group is up 7.7% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 11% per annum.
Has the Australian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | AU$4.4b | AU$2.9b | AU$146.2m | 15.9x | 30.1x | 1.5x |
| Tue, 05 May 2026 | AU$4.5b | AU$2.9b | AU$146.2m | 16.7x | 30.9x | 1.6x |
| Thu, 02 Apr 2026 | AU$4.3b | AU$2.9b | AU$146.2m | 18.4x | 29.3x | 1.5x |
| Sat, 28 Feb 2026 | AU$5.1b | AU$3.4b | AU$166.4m | 15.5x | 30.5x | 1.5x |
| Mon, 26 Jan 2026 | AU$5.0b | AU$3.2b | AU$158.2m | 19.2x | 31.6x | 1.5x |
| Wed, 24 Dec 2025 | AU$4.8b | AU$3.2b | AU$158.2m | 18.7x | 30.3x | 1.5x |
| Fri, 21 Nov 2025 | AU$4.9b | AU$3.2b | AU$158.2m | 18.4x | 31.2x | 1.5x |
| Sun, 19 Oct 2025 | AU$4.6b | AU$3.2b | AU$158.2m | 19.2x | 29.2x | 1.4x |
| Tue, 16 Sep 2025 | AU$5.0b | AU$3.2b | AU$158.2m | 18.5x | 31.4x | 1.5x |
| Thu, 14 Aug 2025 | AU$6.0b | AU$3.5b | AU$154.8m | 18x | 38.6x | 1.7x |
| Sat, 12 Jul 2025 | AU$6.7b | AU$3.5b | AU$154.7m | 18x | 43.5x | 1.9x |
| Mon, 09 Jun 2025 | AU$5.1b | AU$3.5b | AU$154.7m | 18.4x | 32.7x | 1.5x |
| Wed, 07 May 2025 | AU$4.9b | AU$3.5b | AU$154.7m | 20.3x | 31.8x | 1.4x |
| Fri, 04 Apr 2025 | AU$5.2b | AU$3.5b | AU$154.7m | 20.6x | 33.5x | 1.5x |
| Sun, 02 Mar 2025 | AU$5.9b | AU$3.5b | AU$154.7m | 22.2x | 38.4x | 1.7x |
| Tue, 28 Jan 2025 | AU$6.3b | AU$3.4b | AU$114.8m | 32.2x | 54.5x | 1.9x |
| Thu, 26 Dec 2024 | AU$5.9b | AU$3.4b | AU$114.8m | 30.6x | 51.6x | 1.8x |
| Sat, 23 Nov 2024 | AU$5.4b | AU$3.4b | AU$114.8m | 29.1x | 46.7x | 1.6x |
| Mon, 21 Oct 2024 | AU$5.7b | AU$3.4b | AU$114.8m | 32x | 49.3x | 1.7x |
| Wed, 18 Sep 2024 | AU$5.5b | AU$3.4b | AU$114.8m | 31.3x | 48.1x | 1.6x |
| Fri, 16 Aug 2024 | AU$4.8b | AU$3.3b | AU$111.0m | 22.5x | 43.7x | 1.5x |
| Sun, 14 Jul 2024 | AU$4.5b | AU$3.3b | AU$111.0m | 22.9x | 40.9x | 1.4x |
| Tue, 11 Jun 2024 | AU$4.5b | AU$3.3b | AU$111.0m | 20.1x | 40.6x | 1.4x |
| Thu, 09 May 2024 | AU$4.4b | AU$3.2b | AU$131.3m | 21.5x | 33.1x | 1.3x |
| Sat, 06 Apr 2024 | AU$4.3b | AU$3.2b | AU$131.3m | 20.8x | 33.1x | 1.3x |
| Mon, 04 Mar 2024 | AU$4.4b | AU$3.2b | AU$131.3m | 20.5x | 33.9x | 1.4x |
| Wed, 31 Jan 2024 | AU$4.6b | AU$3.3b | AU$63.0m | 24.8x | 72.6x | 1.4x |
| Fri, 29 Dec 2023 | AU$4.6b | AU$3.3b | AU$63.0m | 24.7x | 72.5x | 1.4x |
| Sun, 26 Nov 2023 | AU$3.9b | AU$3.3b | AU$63.0m | 21.9x | 62.4x | 1.2x |
| Tue, 24 Oct 2023 | AU$3.7b | AU$3.3b | AU$63.0m | 21.6x | 58.8x | 1.1x |
| Thu, 21 Sep 2023 | AU$3.9b | AU$3.3b | AU$63.0m | 22.9x | 61.2x | 1.2x |
| Sat, 19 Aug 2023 | AU$4.0b | AU$3.4b | AU$54.9m | 8.5x | 72.3x | 1.2x |
| Mon, 17 Jul 2023 | AU$3.8b | AU$3.4b | AU$54.9m | 8.2x | 69.6x | 1.1x |
| Wed, 14 Jun 2023 | AU$3.4b | AU$3.4b | AU$54.9m | 7.9x | 61.7x | 1x |
61.7x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -1.23% | |
| Consumer Discretionary | -1.31% | |
| Consumer Durables | -0.23% | |
| Consumer Electronics | 14.29% | |
| Home Furnishings | 1.28% | |
| Homebuilding | 0.56% | |
| Household Appliances | -0.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SIO Simonds Group | AU$0.14 | 7.7% +AU$3.6m | -3.4% | PE18.4x | |
| SHM Shriro Holdings | AU$0.76 | 2.0% +AU$959.2k | 14.3% | PE6x | |
| AUA Audeara | AU$0.04 | 14.3% +AU$904.9k | 53.8% | PS1.5x | |
| GAP Gale Pacific | AU$0.079 | 1.3% +AU$284.6k | -12.2% | PS0.1x |