There Are Reasons To Feel Uneasy About IDP Education's (ASX:IEL) Returns On Capital
Apr 14
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Australian (ASX) Consumer Services Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies15
- 7D-0.2%
- 3M-15.3%
- 1Y-30.4%
- YTD-18.6%
Over the last 7 days, the Consumer Services industry has remained flat, although notably Nido Education gained 6.5%. Unfortunately though, the industry is down 30% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | AU$5.1b | AU$3.1b | AU$106.7m | 14.8x | 47.3x | 1.6x |
| Thu, 13 Mar 2025 | AU$5.0b | AU$3.1b | AU$106.7m | 15.1x | 46.6x | 1.6x |
| Sat, 08 Feb 2025 | AU$6.1b | AU$3.1b | AU$93.1m | 18.8x | 65.8x | 2x |
| Mon, 06 Jan 2025 | AU$6.2b | AU$3.1b | AU$93.1m | 19.9x | 67x | 2x |
| Wed, 04 Dec 2024 | AU$6.3b | AU$3.1b | AU$93.1m | 21.6x | 67.4x | 2x |
| Fri, 01 Nov 2024 | AU$6.7b | AU$3.1b | AU$92.0m | 18.1x | 73.4x | 2.1x |
| Sun, 29 Sep 2024 | AU$7.3b | AU$3.1b | AU$92.2m | 18.7x | 79.4x | 2.3x |
| Tue, 27 Aug 2024 | AU$7.1b | AU$3.4b | AU$127.9m | 16.8x | 55.3x | 2.1x |
| Thu, 25 Jul 2024 | AU$6.8b | AU$3.3b | AU$167.4m | 16.3x | 40.8x | 2.1x |
| Sat, 22 Jun 2024 | AU$6.9b | AU$3.3b | AU$167.5m | 14.7x | 41.2x | 2.1x |
| Mon, 20 May 2024 | AU$7.4b | AU$3.3b | AU$154.1m | 19.3x | 47.7x | 2.2x |
| Wed, 17 Apr 2024 | AU$7.3b | AU$3.3b | AU$153.1m | 19.9x | 47.8x | 2.2x |
| Fri, 15 Mar 2024 | AU$8.3b | AU$3.3b | AU$153.7m | 22x | 53.7x | 2.5x |
| Sun, 11 Feb 2024 | AU$7.9b | AU$3.0b | AU$151.8m | 36.2x | 52.2x | 2.6x |
| Tue, 09 Jan 2024 | AU$10.3b | AU$3.9b | AU$130.0m | 36.4x | 79.3x | 2.6x |
| Thu, 07 Dec 2023 | AU$10.9b | AU$3.9b | AU$129.1m | 34.1x | 84.2x | 2.8x |
| Sat, 04 Nov 2023 | AU$10.8b | AU$3.9b | AU$127.3m | 32.3x | 84.6x | 2.7x |
| Mon, 02 Oct 2023 | AU$10.4b | AU$3.9b | AU$126.9m | 33.1x | 81.7x | 2.6x |
| Wed, 30 Aug 2023 | AU$11.5b | AU$3.9b | AU$153.7m | 24.2x | 74.8x | 2.9x |
| Fri, 28 Jul 2023 | AU$11.4b | AU$3.7b | AU$155.6m | 25x | 73.5x | 3.1x |
| Sun, 25 Jun 2023 | AU$10.4b | AU$3.7b | AU$158.4m | 22x | 65.8x | 2.8x |
| Tue, 23 May 2023 | AU$12.0b | AU$3.7b | AU$162.1m | 24.7x | 74.1x | 3.3x |
| Thu, 20 Apr 2023 | AU$12.2b | AU$3.7b | AU$162.5m | 26.7x | 75.1x | 3.3x |
| Sat, 18 Mar 2023 | AU$12.2b | AU$3.6b | AU$157.8m | 26x | 77x | 3.3x |
| Mon, 13 Feb 2023 | AU$13.3b | AU$3.4b | AU$95.9m | 32.6x | 138.2x | 3.9x |
| Wed, 11 Jan 2023 | AU$12.7b | AU$3.4b | AU$95.3m | 30.2x | 133.3x | 3.8x |
| Fri, 09 Dec 2022 | AU$11.9b | AU$3.4b | AU$104.0m | 27.7x | 114.3x | 3.5x |
| Sun, 06 Nov 2022 | AU$12.4b | AU$3.4b | AU$109.3m | 26.6x | 113.4x | 3.6x |
| Tue, 04 Oct 2022 | AU$11.5b | AU$3.4b | AU$110.3m | 25.4x | 104.6x | 3.4x |
| Thu, 01 Sep 2022 | AU$12.5b | AU$3.4b | AU$126.9m | 29x | 98.5x | 3.7x |
| Sat, 30 Jul 2022 | AU$12.5b | AU$3.2b | AU$62.6m | 27.9x | 199.9x | 3.9x |
| Mon, 27 Jun 2022 | AU$11.0b | AU$3.2b | AU$62.2m | 22.2x | 177.6x | 3.5x |
| Wed, 25 May 2022 | AU$11.5b | AU$3.2b | AU$69.7m | 22.7x | 165x | 3.6x |
| Fri, 22 Apr 2022 | AU$12.9b | AU$3.2b | AU$74.1m | 24.6x | 174.5x | 4.1x |
Price to Earnings Ratio
174.5x
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 47.3x which is lower than its 3-year average PE of 89.4x.
- The 3-year average PS ratio of 2.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have grown 13% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 0.085% | |
| Consumer Discretionary | 2.64% | |
| Consumer Services | -0.21% | |
| Specialized Consumer Services | 0.80% | |
| Education Services | -0.48% | |
Industry PE
- Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio of 45.0x.
- Analysts are expecting annual earnings growth of 17.5%, which is higher than its past year's earnings growth of 15.0% per year.
- Investors are most pessimistic about the Specialized Consumer Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 1.8x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 18% 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 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 | |
|---|---|---|---|---|---|
| IEL IDP Education | AU$8.99 | 4.2% +AU$100.2m | -43.9% | PE26.3x | |
| GEM G8 Education | AU$1.27 | 2.8% +AU$26.3m | 4.1% | PE14.7x | |
| NDO Nido Education | AU$0.85 | 13.3% +AU$22.6m | -5.6% | PE13.1x | |
| PFP Propel Funeral Partners | AU$5.23 | 3.2% +AU$22.1m | -0.8% | PE33.9x | |
| EVO Embark Early Education | AU$0.73 | 5.0% +AU$6.4m | 5.0% | PE14.8x |
