IDP Education Limited's (ASX:IEL) Intrinsic Value Is Potentially 79% Above Its Share Price
Jan 14
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Australian (ASX) Consumer Services Industry Analysis
UpdatedJan 19, 2026
DataAggregated Company Financials
Companies13
- 7D1.4%
- 3M-3.7%
- 1Y-40.4%
- YTD1.1%
The Consumer Services industry is up 1.4% in the last week, with IDP Education up 4.9%. During this same period, the EDU Holdings underperformed, falling 9.0%. However, the industry is down 40% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 19 Jan 2026 | AU$3.7b | AU$3.0b | AU$129.1m | 14.1x | 28.6x | 1.2x |
| Wed, 17 Dec 2025 | AU$3.5b | AU$3.0b | AU$129.1m | 15.1x | 27.5x | 1.2x |
| Fri, 14 Nov 2025 | AU$3.4b | AU$3.0b | AU$129.1m | 14x | 26.2x | 1.1x |
| Sun, 12 Oct 2025 | AU$4.0b | AU$3.1b | AU$122.4m | 14.7x | 33x | 1.3x |
| Tue, 09 Sep 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 15.1x | 29.8x | 1.2x |
| Thu, 07 Aug 2025 | AU$3.4b | AU$3.1b | AU$110.7m | 16.5x | 30.9x | 1.1x |
| Sat, 05 Jul 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 16.2x | 29.9x | 1.1x |
| Mon, 02 Jun 2025 | AU$4.5b | AU$3.1b | AU$110.7m | 15.6x | 40.8x | 1.5x |
| Wed, 30 Apr 2025 | AU$4.9b | AU$3.1b | AU$106.7m | 14.6x | 46.3x | 1.6x |
| Fri, 28 Mar 2025 | AU$5.3b | AU$3.1b | AU$106.7m | 15.2x | 49.5x | 1.7x |
| Sun, 23 Feb 2025 | AU$6.1b | AU$3.1b | AU$102.2m | 19.5x | 60x | 2x |
| Tue, 21 Jan 2025 | AU$6.3b | AU$3.1b | AU$93.1m | 20.1x | 67.8x | 2x |
| Thu, 19 Dec 2024 | AU$6.1b | AU$3.1b | AU$93.1m | 20.5x | 65x | 1.9x |
| Sat, 16 Nov 2024 | AU$6.4b | AU$3.1b | AU$92.0m | 17.9x | 70x | 2x |
| Mon, 14 Oct 2024 | AU$6.9b | AU$3.1b | AU$92.0m | 18.2x | 75.4x | 2.2x |
| Wed, 11 Sep 2024 | AU$7.4b | AU$3.3b | AU$78.6m | 19x | 94.1x | 2.2x |
| Fri, 09 Aug 2024 | AU$6.7b | AU$3.3b | AU$167.4m | 15.2x | 40.3x | 2x |
| Sun, 07 Jul 2024 | AU$6.9b | AU$3.3b | AU$167.7m | 14.4x | 41.2x | 2.1x |
| Tue, 04 Jun 2024 | AU$7.3b | AU$3.3b | AU$153.9m | 16.3x | 47.3x | 2.2x |
| Thu, 02 May 2024 | AU$7.3b | AU$3.3b | AU$153.4m | 18.8x | 47.3x | 2.2x |
| Sat, 30 Mar 2024 | AU$7.9b | AU$3.3b | AU$153.4m | 19.9x | 51.4x | 2.4x |
| Mon, 26 Feb 2024 | AU$7.9b | AU$3.2b | AU$134.1m | 32.9x | 59.2x | 2.5x |
| Wed, 24 Jan 2024 | AU$10.2b | AU$3.9b | AU$129.2m | 35.9x | 79.3x | 2.6x |
| Fri, 22 Dec 2023 | AU$10.2b | AU$3.9b | AU$130.4m | 34.2x | 78.3x | 2.6x |
| Sun, 19 Nov 2023 | AU$10.9b | AU$3.9b | AU$127.3m | 35.4x | 85.5x | 2.8x |
| Tue, 17 Oct 2023 | AU$10.9b | AU$3.9b | AU$126.1m | 35x | 86.3x | 2.8x |
| Thu, 14 Sep 2023 | AU$11.2b | AU$3.9b | AU$126.8m | 35.5x | 88.3x | 2.8x |
| Sat, 12 Aug 2023 | AU$11.1b | AU$3.7b | AU$154.0m | 23.7x | 71.9x | 3x |
| Mon, 10 Jul 2023 | AU$10.3b | AU$3.7b | AU$157.5m | 22.6x | 65.6x | 2.8x |
| Wed, 07 Jun 2023 | AU$10.6b | AU$3.7b | AU$158.3m | 22.8x | 66.7x | 2.9x |
| Fri, 05 May 2023 | AU$11.8b | AU$3.7b | AU$162.2m | 26.4x | 72.7x | 3.2x |
| Sun, 02 Apr 2023 | AU$12.2b | AU$3.6b | AU$157.7m | 26.8x | 77.6x | 3.4x |
| Tue, 28 Feb 2023 | AU$12.3b | AU$3.6b | AU$178.1m | 27.2x | 69x | 3.4x |
| Thu, 26 Jan 2023 | AU$13.1b | AU$3.4b | AU$96.7m | 33.4x | 135.4x | 3.9x |
Price to Earnings Ratio
135.4x
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 28.6x which is lower than its 3-year average PE of 59.9x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have grown 10% 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 Market | 1.95% | |
| Consumer Discretionary | 2.72% | |
| Consumer Services | 1.37% | |
| Education Services | 1.47% | |
| Specialized Consumer Services | 1.09% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.4x.
- 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 56.0x.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IEL IDP Education | AU$6.00 | 2.6% +AU$41.7m | -54.0% | PE37.5x | |
| PFP Propel Funeral Partners | AU$5.00 | 1.0% +AU$6.9m | -14.1% | PE33.8x | |
| SHJ Shine Justice | AU$0.69 | 1.5% +AU$1.7m | -4.8% | PE202.7x | |
| NDO Nido Education | AU$0.58 | 0.9% +AU$1.1m | -24.2% | PE9.5x |
