IDP Education (ASX:IEL) Has A Pretty Healthy Balance Sheet
Dec 19
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Australian (ASX) Consumer Services Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies16
- 7D-4.8%
- 3M-16.7%
- 1Y-30.2%
- YTD-29.4%
Over the last 7 days, the Consumer Services industry has dropped 2.7%, driven by a pullback from IDP Education of 6.1%. However, the industry is down 30% over the past year. Earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the Australian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | AU$5.9b | AU$3.1b | AU$93.1m | 20.5x | 63.2x | 1.9x |
| Mon, 18 Nov 2024 | AU$6.4b | AU$3.1b | AU$92.0m | 17.9x | 70x | 2x |
| Wed, 16 Oct 2024 | AU$6.6b | AU$3.1b | AU$92.0m | 18.4x | 71.7x | 2.1x |
| Fri, 13 Sep 2024 | AU$7.2b | AU$3.1b | AU$92.2m | 19x | 77.8x | 2.3x |
| Sun, 11 Aug 2024 | AU$7.0b | AU$3.3b | AU$167.4m | 15.9x | 42x | 2.1x |
| Tue, 09 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.7m | 14.9x | 40.9x | 2.1x |
| Thu, 06 Jun 2024 | AU$7.3b | AU$3.3b | AU$167.5m | 14.9x | 43.4x | 2.2x |
| Sat, 04 May 2024 | AU$7.4b | AU$3.3b | AU$153.7m | 18.6x | 48.2x | 2.2x |
| Mon, 01 Apr 2024 | AU$7.9b | AU$3.3b | AU$153.4m | 19.9x | 51.4x | 2.4x |
| Wed, 28 Feb 2024 | AU$8.0b | AU$3.3b | AU$149.1m | 31.1x | 53.5x | 2.4x |
| Fri, 26 Jan 2024 | AU$9.9b | AU$3.9b | AU$129.2m | 35.4x | 76.6x | 2.5x |
| Sun, 24 Dec 2023 | AU$10.2b | AU$3.9b | AU$130.4m | 35.2x | 77.9x | 2.6x |
| Tue, 21 Nov 2023 | AU$10.8b | AU$3.9b | AU$127.5m | 34.9x | 84.6x | 2.7x |
| Thu, 19 Oct 2023 | AU$10.9b | AU$3.9b | AU$126.6m | 34.9x | 86.4x | 2.8x |
| Sat, 16 Sep 2023 | AU$11.3b | AU$3.9b | AU$127.0m | 35.5x | 89.2x | 2.9x |
| Mon, 14 Aug 2023 | AU$11.1b | AU$3.7b | AU$153.9m | 23.7x | 72x | 3x |
| Wed, 12 Jul 2023 | AU$10.5b | AU$3.7b | AU$157.3m | 23x | 66.8x | 2.9x |
| Fri, 09 Jun 2023 | AU$10.8b | AU$3.7b | AU$158.5m | 22.5x | 68x | 2.9x |
| Sun, 07 May 2023 | AU$11.7b | AU$3.7b | AU$162.6m | 26.1x | 72.1x | 3.2x |
| Tue, 04 Apr 2023 | AU$12.5b | AU$3.6b | AU$158.0m | 26.7x | 79.2x | 3.4x |
| Thu, 02 Mar 2023 | AU$12.1b | AU$3.6b | AU$163.8m | 27.3x | 73.7x | 3.3x |
| Sat, 28 Jan 2023 | AU$13.1b | AU$3.4b | AU$97.0m | 33.3x | 134.9x | 3.9x |
| Mon, 26 Dec 2022 | AU$12.0b | AU$3.4b | AU$104.1m | 30.1x | 115x | 3.5x |
| Wed, 23 Nov 2022 | AU$12.7b | AU$3.4b | AU$111.2m | 25.4x | 114.5x | 3.8x |
| Fri, 21 Oct 2022 | AU$12.0b | AU$3.4b | AU$109.3m | 25.2x | 109.8x | 3.5x |
| Sun, 18 Sep 2022 | AU$12.1b | AU$3.4b | AU$111.8m | 26.9x | 108.5x | 3.6x |
| Tue, 16 Aug 2022 | AU$12.3b | AU$3.1b | AU$60.4m | 29.2x | 204x | 3.9x |
| Thu, 14 Jul 2022 | AU$11.4b | AU$3.2b | AU$59.0m | 25.5x | 193.3x | 3.6x |
| Sat, 11 Jun 2022 | AU$11.1b | AU$3.2b | AU$65.1m | 31x | 171.2x | 3.5x |
| Mon, 09 May 2022 | AU$12.0b | AU$3.2b | AU$69.7m | 22.7x | 172.5x | 3.8x |
| Wed, 06 Apr 2022 | AU$13.5b | AU$3.2b | AU$78.2m | 22.5x | 173x | 4.2x |
| Fri, 04 Mar 2022 | AU$13.2b | AU$3.2b | AU$73.8m | 22.9x | 179.1x | 4.1x |
| Sun, 30 Jan 2022 | AU$13.0b | AU$3.0b | AU$113.1m | 23.9x | 115.3x | 4.3x |
| Tue, 28 Dec 2021 | AU$15.1b | AU$3.0b | AU$115.3m | 28.6x | 130.7x | 5x |
Price to Earnings Ratio
130.7x
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 63.8x which is lower than its 3-year average PE of 98.5x.
- The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have declined 6.9% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 | -2.74% | |
| Consumer Discretionary | -3.11% | |
| Consumer Services | -4.76% | |
| Specialized Consumer Services | -3.59% | |
| Education Services | -5.05% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 23.7%, which is lower than the prior year's growth of 36.4% per year.
- Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 345x.
Forecasted Growth
- Analysts are most optimistic on the Specialized Consumer Services industry, expecting annual earnings growth of 24% over the next 5 years.
- However this is lower than its past earnings growth rate of 36% per year.
- In contrast, the Education Services industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IVC InvoCare | AU$12.67 | 0.9% +AU$15.7m | 22.9% | PS3.1x | |
| EVO Embark Early Education | AU$0.77 | 2.0% +AU$2.8m | 29.4% | PE16.9x | |
| 3PL 3P Learning | AU$0.81 | 0.6% +AU$1.4m | -38.6% | PS2x | |
| MPA Mad Paws Holdings | AU$0.069 | 1.5% +AU$406.2k | -31.0% | PS1x |
