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Australian (ASX) Consumer Services Industry Analysis

UpdatedDec 08, 2025
DataAggregated Company Financials
Companies13
  • 7D-1.4%
  • 3M-3.5%
  • 1Y-44.8%
  • YTD-43.5%

Over the last 7 days, the Consumer Services industry has dropped 1.4%, driven by a pullback from Propel Funeral Partners of 1.6%. Meanwhile, EDU Holdings actually outperformed within the industry, gaining 31% in the last week. The industry has fallen 45% in the last year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Dec 2025AU$3.5bAU$3.0bAU$129.1m13.7x26.8x1.1x
Thu, 06 Nov 2025AU$3.4bAU$3.1bAU$122.4m14.5x28.1x1.1x
Sat, 04 Oct 2025AU$4.1bAU$3.1bAU$122.4m14.4x33.1x1.3x
Mon, 01 Sep 2025AU$3.8bAU$3.1bAU$122.4m15.6x30.8x1.2x
Wed, 30 Jul 2025AU$3.2bAU$3.1bAU$110.7m16.2x28.7x1x
Fri, 27 Jun 2025AU$3.3bAU$3.1bAU$110.7m15.6x30x1.1x
Sun, 25 May 2025AU$4.7bAU$3.1bAU$106.7m14.7x44.2x1.5x
Tue, 22 Apr 2025AU$4.9bAU$3.1bAU$106.7m14.6x45.8x1.6x
Thu, 20 Mar 2025AU$5.4bAU$3.1bAU$106.7m15.2x50.8x1.8x
Sat, 15 Feb 2025AU$6.2bAU$3.1bAU$90.9m19.2x67.8x2x
Mon, 13 Jan 2025AU$6.1bAU$3.1bAU$93.2m19.9x65.6x1.9x
Wed, 11 Dec 2024AU$6.2bAU$3.1bAU$93.1m21.1x66.5x2x
Fri, 08 Nov 2024AU$6.7bAU$3.1bAU$92.0m18.6x72.7x2.1x
Sun, 06 Oct 2024AU$7.0bAU$3.1bAU$92.0m18.6x76.5x2.2x
Tue, 03 Sep 2024AU$7.4bAU$3.3bAU$78.8m19.4x93.5x2.2x
Thu, 01 Aug 2024AU$7.2bAU$3.3bAU$167.2m16.3x42.8x2.2x
Sat, 29 Jun 2024AU$7.0bAU$3.3bAU$167.5m14.4x42.1x2.1x
Mon, 27 May 2024AU$7.4bAU$3.3bAU$153.9m17.5x48.1x2.2x
Wed, 24 Apr 2024AU$7.4bAU$3.3bAU$153.2m19.3x48.1x2.2x
Fri, 22 Mar 2024AU$8.1bAU$3.3bAU$153.6m21.7x52.5x2.4x
Sun, 18 Feb 2024AU$8.3bAU$3.1bAU$167.1m37.5x49.6x2.7x
Tue, 16 Jan 2024AU$10.4bAU$3.9bAU$129.8m35.9x79.9x2.6x
Thu, 14 Dec 2023AU$10.1bAU$3.9bAU$129.1m34.4x78.3x2.6x
Sat, 11 Nov 2023AU$10.9bAU$3.9bAU$126.4m32.8x86.1x2.8x
Mon, 09 Oct 2023AU$10.3bAU$3.9bAU$126.6m34.9x81.2x2.6x
Wed, 06 Sep 2023AU$11.5bAU$3.9bAU$126.9m33.9x90.5x2.9x
Fri, 04 Aug 2023AU$11.1bAU$3.7bAU$154.0m24.1x71.8x3x
Sun, 02 Jul 2023AU$10.6bAU$3.7bAU$158.3m23x66.7x2.9x
Tue, 30 May 2023AU$10.5bAU$3.7bAU$161.5m23.6x64.8x2.8x
Thu, 27 Apr 2023AU$12.5bAU$3.7bAU$161.9m26.9x77.3x3.4x
Sat, 25 Mar 2023AU$11.9bAU$3.6bAU$157.4m25.6x75.5x3.3x
Mon, 20 Feb 2023AU$13.1bAU$3.4bAU$95.7m33.6x137.3x3.9x
Wed, 18 Jan 2023AU$12.9bAU$3.4bAU$95.7m30.5x134.9x3.8x
Fri, 16 Dec 2022AU$12.3bAU$3.4bAU$104.9m29.5x117.1x3.6x
Price to Earnings Ratio

117.1x


Total Market Cap: AU$12.3bTotal Earnings: AU$104.9mTotal Revenue: AU$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 63.5x202320242025
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 industry is trading at a PE ratio of 26.8x which is lower than its 3-year average PE of 63.6x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have grown 7.2% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

AU Market0.058%
Consumer Discretionary-1.76%
Consumer Services-1.37%
Specialized Consumer Services-1.03%
Education Services-1.50%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.2x.
    • Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings decline of 38.1% per year.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 61.4x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 18% 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
EDU EDU HoldingsAU$0.8031.4%
+AU$27.4m		783.3%PE13x
KME Kip McGrath Education CentresAU$0.567.7%
+AU$2.2m		12.0%PE13.7x
SHJ Shine JusticeAU$0.691.5%
+AU$1.7m		-22.2%PE201.2x
AKG Academies Australasia GroupAU$0.143.8%
+AU$663.1k		3.8%PS0.4x

Latest News

KME
AU$0.56
Kip McGrath Education Centres
7D
7.7%
1Y
12.0%
CLU
AU$0.069
Cluey
7D
-11.5%
1Y
97.1%
GEM
AU$0.71
G8 Education
7D
0%
1Y
-47.8%

GEM: Lower Risk Assumptions Will Support Gradual Recovery Despite Near-Term Uncertainty

Analysts have marginally increased their price target on G8 Education by highlighting a slightly lower discount rate alongside steady expectations for revenue growth and profit margins, supporting a modest uplift in the stock's assessed fair value in Australian dollar terms. Valuation Changes Fair Value is unchanged at A$0.89 per share, indicating the modest uplift is driven by risk assumptions rather than cash flow revisions.
EDU
AU$0.80
EDU Holdings
7D
31.4%
1Y
783.3%
3PL
AU$0.60
3P Learning
7D
-3.2%
1Y
-27.3%
IEL
AU$5.12
IDP Education
7D
-0.6%
1Y
-59.5%

IEL: Index Changes and Outlook Will Drive Renewed Market Confidence

Analysts have slightly raised their price target for IDP Education to $7.64 from $7.64, citing minor improvements in projected revenue growth and a modest decrease in the discount rate. What's in the News IDP Education Limited (ASX:IEL) was removed from the FTSE All-World Index (USD) (Key Developments) IDP Education Limited (ASX:IEL) was included in the S&P/ASX Small Ordinaries Index (Key Developments) IDP Education Limited (ASX:IEL) was removed from the S&P/ASX 100 Index (Key Developments) Valuation Changes Consensus Analyst Price Target: increased marginally from A$7.64 to A$7.64 Discount Rate: declined slightly from 7.20% to 7.18% Revenue Growth: edged up slightly from 4.95% to 4.95% Net Profit Margin: remained nearly unchanged, moving from 11.11% to 11.11% Future P/E: decreased just slightly from 23.10x to 23.09x
EVO
AU$0.63
Embark Early Education
7D
-1.6%
1Y
-19.2%

Embark Early Education (ASX:EVO) Will Pay A Dividend Of A$0.015

Nov 24
Embark Early Education (ASX:EVO) Will Pay A Dividend Of A$0.015
PFP
AU$4.94
Propel Funeral Partners
7D
-1.6%
1Y
-15.8%
AKG
AU$0.14
Academies Australasia Group
7D
3.8%
1Y
3.8%

It Looks Like Academies Australasia Group Limited's (ASX:AKG) CEO May Expect Their Salary To Be Put Under The Microscope

Nov 14
It Looks Like Academies Australasia Group Limited's (ASX:AKG) CEO May Expect Their Salary To Be Put Under The Microscope
MFD
AU$0.48
Mayfield Childcare
7D
-1.0%
1Y
-7.7%
SHJ
AU$0.69
Shine Justice
7D
1.5%
1Y
-22.2%

Shine Justice Ltd (ASX:SHJ) Not Flying Under The Radar

Nov 06
Shine Justice Ltd (ASX:SHJ) Not Flying Under The Radar
NXD
AU$0.28
NextEd Group
7D
-5.1%
1Y
143.5%

NextEd Group Limited (ASX:NXD) Looks Just Right With A 26% Price Jump

Nov 01
NextEd Group Limited (ASX:NXD) Looks Just Right With A 26% Price Jump