Australian (ASX) Consumer Durables Industry Analysis

Industry Valuation and Performance

Has the Australian Consumer Durables Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 06 Jun 2024	AU$4.4b	AU$3.3b	AU$111.0m	20.1x	40x	1.4x
Sat, 04 May 2024	AU$4.3b	AU$3.2b	AU$131.3m	23.5x	32.8x	1.3x
Mon, 01 Apr 2024	AU$4.6b	AU$3.2b	AU$131.3m	22.3x	34.8x	1.4x
Wed, 28 Feb 2024	AU$4.6b	AU$3.2b	AU$125.8m	20.6x	36.2x	1.4x
Fri, 26 Jan 2024	AU$4.5b	AU$3.3b	AU$63.0m	24.3x	71.2x	1.3x
Sun, 24 Dec 2023	AU$4.4b	AU$3.3b	AU$63.0m	24.1x	70.1x	1.3x
Tue, 21 Nov 2023	AU$4.1b	AU$3.3b	AU$63.0m	22.9x	64.7x	1.2x
Thu, 19 Oct 2023	AU$3.8b	AU$3.3b	AU$63.0m	22x	59.5x	1.1x
Sat, 16 Sep 2023	AU$3.8b	AU$3.3b	AU$63.0m	22.3x	61x	1.2x
Mon, 14 Aug 2023	AU$4.2b	AU$3.4b	AU$54.9m	8.5x	75.8x	1.2x
Wed, 12 Jul 2023	AU$3.7b	AU$3.4b	AU$54.9m	7.9x	67.7x	1.1x
Fri, 09 Jun 2023	AU$3.4b	AU$3.4b	AU$54.9m	8.1x	61.4x	1x
Sun, 07 May 2023	AU$3.7b	AU$3.4b	AU$54.9m	9x	66.7x	1.1x
Tue, 04 Apr 2023	AU$3.4b	AU$3.4b	AU$103.5m	9.9x	32.7x	1x
Thu, 02 Mar 2023	AU$3.5b	AU$3.4b	AU$103.5m	10.3x	34.1x	1x
Sat, 28 Jan 2023	AU$3.8b	AU$3.4b	AU$66.2m	13.3x	57.6x	1.1x
Mon, 26 Dec 2022	AU$3.2b	AU$3.4b	AU$66.2m	12.9x	48.1x	0.9x
Wed, 23 Nov 2022	AU$3.4b	AU$3.3b	AU$70.4m	12.7x	48.7x	1x
Fri, 21 Oct 2022	AU$3.2b	AU$3.3b	AU$70.4m	12.1x	45.8x	1x
Sun, 18 Sep 2022	AU$3.5b	AU$3.3b	AU$74.7m	13.8x	47.4x	1.1x
Tue, 16 Aug 2022	AU$4.4b	AU$3.3b	AU$114.3m	13.4x	38.8x	1.3x
Thu, 14 Jul 2022	AU$3.7b	AU$3.0b	AU$93.0m	13.9x	40.1x	1.2x
Sat, 11 Jun 2022	AU$3.6b	AU$3.0b	AU$93.0m	15.7x	38.6x	1.2x
Mon, 09 May 2022	AU$4.2b	AU$3.0b	AU$93.0m	16.6x	45.5x	1.4x
Wed, 06 Apr 2022	AU$4.9b	AU$3.0b	AU$93.0m	17.9x	53x	1.6x
Fri, 04 Mar 2022	AU$5.0b	AU$3.0b	AU$93.0m	17.8x	53.9x	1.7x
Sun, 30 Jan 2022	AU$5.2b	AU$2.8b	AU$123.9m	14.8x	41.8x	1.8x
Tue, 28 Dec 2021	AU$5.8b	AU$2.8b	AU$123.9m	15.2x	46.8x	2.1x
Thu, 25 Nov 2021	AU$5.5b	AU$2.8b	AU$123.9m	14.3x	44.5x	2x
Sat, 23 Oct 2021	AU$5.8b	AU$2.8b	AU$123.9m	15.9x	47x	2.1x
Mon, 20 Sep 2021	AU$6.0b	AU$2.8b	AU$133.3m	15.7x	44.9x	2.1x
Wed, 18 Aug 2021	AU$6.1b	AU$2.8b	AU$133.3m	17.4x	45.5x	2.2x

Current Industry PE

Investors are pessimistic on the Australian Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 40.0x which is lower than its 3-year average PE of 49.8x.

The industry is trading close to its 3-year average PS ratio of 1.4x.

Past Earnings Growth

The earnings for companies in the Consumer Durables industry have declined 5.9% per year over the last three years.
Meanwhile revenues for these companies have grown 5.1% per year.
This means that although more sales are being generated, 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	1.06%
Consumer Discretionary	2.56%
Consumer Durables	0.90%
Household Appliances	1.33%
Consumer Electronics	0%
Home Furnishings	0%
Housewares and Specialties	0%
Homebuilding	-2.48%

Industry PE

Investors are most optimistic about the Homebuilding industry which is trading above its 3-year average PE ratio of 30.1x.

Analysts are expecting annual earnings growth of 63.0%, which is lower than the prior year's growth of 89.4% per year.

Forecasted Growth

Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 63% over the next 5 years.
However this is lower than its past earnings growth rate of 89% per year.