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Australian (ASX) Consumer Services Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies13
  • 7D2.5%
  • 3M-32.3%
  • 1Y-50.8%
  • YTD-32.3%

The Consumer Services industry is up 2.5% in the last week, with IDP Education up 7.3%. In the past year, the industry is down 51%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026AU$2.5bAU$3.0b-AU$270,461,041.0013x-9.1x0.8x
Tue, 03 Mar 2026AU$2.9bAU$3.0b-AU$279,886,041.0022.7x-10.4x1x
Thu, 29 Jan 2026AU$3.7bAU$3.0bAU$129.1m14.1x28.3x1.2x
Sat, 27 Dec 2025AU$3.7bAU$3.0bAU$129.1m14.7x28.5x1.2x
Mon, 24 Nov 2025AU$3.3bAU$3.0bAU$129.1m13.2x25.8x1.1x
Wed, 22 Oct 2025AU$3.9bAU$3.1bAU$122.4m14.3x32.2x1.3x
Fri, 19 Sep 2025AU$3.7bAU$3.1bAU$122.4m14.8x30.3x1.2x
Sun, 17 Aug 2025AU$3.5bAU$3.1bAU$110.7m16.9x31.6x1.1x
Tue, 15 Jul 2025AU$3.2bAU$3.1bAU$110.7m16.2x28.7x1x
Thu, 12 Jun 2025AU$3.3bAU$3.1bAU$110.7m14.1x30x1.1x
Sat, 10 May 2025AU$5.2bAU$3.1bAU$106.7m14.9x48.6x1.7x
Mon, 07 Apr 2025AU$5.1bAU$3.1bAU$106.7m14.8x47.5x1.6x
Wed, 05 Mar 2025AU$5.4bAU$3.1bAU$114.1m20.5x47.5x1.7x
Fri, 31 Jan 2025AU$6.4bAU$3.1bAU$93.2m19.4x68.5x2x
Sun, 29 Dec 2024AU$6.2bAU$3.1bAU$93.1m20.3x66.1x2x
Tue, 26 Nov 2024AU$6.1bAU$3.1bAU$92.0m20.7x66.6x2x
Thu, 24 Oct 2024AU$6.6bAU$3.1bAU$92.0m18x71.7x2.1x
Sat, 21 Sep 2024AU$7.1bAU$3.1bAU$92.2m18.8x76.7x2.2x
Mon, 19 Aug 2024AU$7.2bAU$3.3bAU$122.7m15.2x58.6x2.2x
Wed, 17 Jul 2024AU$6.9bAU$3.3bAU$167.7m15.2x41.1x2.1x
Fri, 14 Jun 2024AU$7.1bAU$3.3bAU$167.5m14.9x42.4x2.2x
Sun, 12 May 2024AU$7.4bAU$3.3bAU$153.8m19.1x48.1x2.2x
Tue, 09 Apr 2024AU$7.6bAU$3.3bAU$153.7m19.8x49.2x2.3x
Thu, 07 Mar 2024AU$8.1bAU$3.3bAU$153.3m22.3x53x2.5x
Sat, 03 Feb 2024AU$9.9bAU$3.9bAU$129.3m36.1x76.2x2.5x
Mon, 01 Jan 2024AU$10.2bAU$3.9bAU$130.5m36x77.9x2.6x
Wed, 29 Nov 2023AU$10.4bAU$3.9bAU$128.0m34.9x81.1x2.6x
Fri, 27 Oct 2023AU$10.5bAU$3.9bAU$126.2m35.1x83.5x2.7x
Sun, 24 Sep 2023AU$10.5bAU$3.9bAU$127.0m34.9x82.8x2.7x
Tue, 22 Aug 2023AU$10.7bAU$3.7bAU$155.2m25.2x68.9x2.9x
Thu, 20 Jul 2023AU$11.0bAU$3.7bAU$155.5m23.8x70.7x3x
Sat, 17 Jun 2023AU$11.2bAU$3.7bAU$159.5m22.5x70x3.1x
Mon, 15 May 2023AU$12.1bAU$3.7bAU$162.1m25.5x74.4x3.3x
Wed, 12 Apr 2023AU$12.3bAU$3.6bAU$157.5m26.4x77.9x3.4x
Price to Earnings Ratio

77.9x


Total Market Cap: AU$12.3bTotal Earnings: AU$157.5mTotal Revenue: AU$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 53.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 6.3% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Australian Consumer Discretionary industry?

AU Market0.63%
Consumer Discretionary-0.66%
Consumer Services2.54%
Education Services5.29%
Specialized Consumer Services-2.85%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.9x.
    • Analysts are expecting annual earnings growth of 12.6%, which is higher than its past year's earnings decline of 0.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 13% 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
IEL IDP EducationAU$4.147.3%
+AU$77.9m		-54.2%PE1167.5x
EDU EDU HoldingsAU$0.767.9%
+AU$6.9m		411.9%PE6.4x
3PL 3P LearningAU$0.285.6%
+AU$4.1m		-64.4%PE63.2x
NXD NextEd GroupAU$0.189.1%
+AU$3.4m		10.8%PS0.4x

Latest News

PFP
AU$4.03
Propel Funeral Partners
7D
-1.7%
1Y
-22.4%
NXD
AU$0.18
NextEd Group
7D
9.1%
1Y
10.8%
3PL
AU$0.28
3P Learning
7D
5.6%
1Y
-64.4%
SHJ
AU$0.70
Shine Justice
7D
-5.4%
1Y
-0.7%
IEL
AU$4.14
IDP Education
7D
7.3%
1Y
-54.2%

IEL: Student Volume Recovery And 2026 Dividend Payout Will Restore Market Confidence

Analysts have trimmed their fair value estimate for IDP Education, nudging the implied price target slightly lower to around A$6.80. This reflects a modestly higher discount rate, slightly adjusted revenue growth and profit margin assumptions, and a small reset in future P/E expectations in light of recent, mixed broker research, including a Neutral resumption at A$4.90.
GEM
AU$0.23
G8 Education
7D
-2.1%
1Y
-82.0%

GEM: Downgrade And Goodwill Impairment Will Reset Expectations For Future Recovery

Analysts have trimmed their price target on G8 Education to A$X.X0 from A$Y.Y0, citing the recent downgrade and concerns highlighted in Street research about the company's near term operating outlook. Analyst Commentary Recent Street research around the downgrade focuses on how G8 Education balances its valuation with execution risks in the near term.
EDU
AU$0.76
EDU Holdings
7D
7.9%
1Y
411.9%

The Tiny Australian School Stock That Bought Back a Quarter of Itself While Nobody Was Looking

There's a particular kind of stock I keep coming back to. It's the one where the entire sector gets hammered by a single headline, "Government Caps International Students," and every listed education company gets dragged to the same gutter.
NDO
AU$0.40
Nido Education
7D
-4.8%
1Y
-48.4%

Incubator Pipeline And Government Reforms Will Support Long Term Expansion And Earnings Quality

Catalysts About Nido Education Nido Education operates purpose built early childhood education and care services in Australia, supported by an incubator model for new centre development. What are the underlying business or industry changes driving this perspective?
MFD
AU$0.34
Mayfield Childcare
7D
-8.1%
1Y
-19.0%
KME
AU$0.55
Kip McGrath Education Centres
7D
-2.7%
1Y
27.9%
EVO
AU$0.41
Embark Early Education
7D
-3.5%
1Y
-41.8%