Narrative Update • Jul 13

Over the last 7 days, the Consumer Services industry has dropped 2.9%, driven by a pullback from IDP Education of 4.4%. However, the industry is down 47% over the past year. Looking forward, earnings are forecast to grow by 27% annually.
Has the Australian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | AU$1.7b | AU$3.0b | -AU$270,461,041.00 | 11.1x | -6.2x | 0.6x |
| Sat, 20 Jun 2026 | AU$1.8b | AU$3.0b | -AU$270,461,041.00 | 11x | -6.6x | 0.6x |
| Mon, 18 May 2026 | AU$1.9b | AU$3.0b | -AU$270,461,041.00 | 12x | -7.1x | 0.6x |
| Wed, 15 Apr 2026 | AU$2.3b | AU$3.0b | -AU$270,461,041.00 | 13.2x | -8.6x | 0.8x |
| Fri, 13 Mar 2026 | AU$2.6b | AU$3.0b | -AU$270,461,041.00 | 13.5x | -9.5x | 0.9x |
| Sun, 08 Feb 2026 | AU$3.4b | AU$3.0b | AU$129.1m | 13.6x | 26.7x | 1.1x |
| Tue, 06 Jan 2026 | AU$3.6b | AU$3.0b | AU$129.1m | 14.6x | 27.8x | 1.2x |
| Thu, 04 Dec 2025 | AU$3.5b | AU$3.0b | AU$129.1m | 14x | 27.1x | 1.1x |
| Sat, 01 Nov 2025 | AU$3.7b | AU$3.1b | AU$122.4m | 14.5x | 30.4x | 1.2x |
| Mon, 29 Sep 2025 | AU$3.8b | AU$3.1b | AU$122.4m | 14.4x | 30.9x | 1.2x |
| Wed, 27 Aug 2025 | AU$3.5b | AU$3.1b | AU$115.8m | 16.5x | 30.4x | 1.1x |
| Fri, 25 Jul 2025 | AU$3.2b | AU$3.1b | AU$110.7m | 16.5x | 28.9x | 1x |
| Sun, 22 Jun 2025 | AU$3.3b | AU$3.1b | AU$110.7m | 14.3x | 29.9x | 1.1x |
| Tue, 20 May 2025 | AU$5.0b | AU$3.1b | AU$106.7m | 14.9x | 46.5x | 1.6x |
| Thu, 17 Apr 2025 | AU$4.9b | AU$3.1b | AU$106.7m | 14.7x | 46.2x | 1.6x |
| Sat, 15 Mar 2025 | AU$5.3b | AU$3.1b | AU$106.7m | 15.2x | 49.3x | 1.7x |
| Mon, 10 Feb 2025 | AU$6.1b | AU$3.1b | AU$93.1m | 18.8x | 65.7x | 2x |
| Wed, 08 Jan 2025 | AU$6.2b | AU$3.1b | AU$93.1m | 19.9x | 66.7x | 2x |
| Fri, 06 Dec 2024 | AU$6.3b | AU$3.1b | AU$93.1m | 21.4x | 68x | 2x |
| Sun, 03 Nov 2024 | AU$6.7b | AU$3.1b | AU$92.0m | 18.1x | 73.1x | 2.1x |
| Tue, 01 Oct 2024 | AU$7.3b | AU$3.1b | AU$92.2m | 18.7x | 78.9x | 2.3x |
| Thu, 29 Aug 2024 | AU$7.2b | AU$3.4b | AU$128.8m | 16.6x | 55.8x | 2.1x |
| Sat, 27 Jul 2024 | AU$6.8b | AU$3.3b | AU$167.4m | 16.1x | 40.8x | 2.1x |
| Mon, 24 Jun 2024 | AU$6.9b | AU$3.3b | AU$167.5m | 14.7x | 41.2x | 2.1x |
| Wed, 22 May 2024 | AU$7.7b | AU$3.3b | AU$154.0m | 18.6x | 49.8x | 2.3x |
| Fri, 19 Apr 2024 | AU$7.5b | AU$3.3b | AU$153.1m | 19.6x | 49.2x | 2.3x |
| Sun, 17 Mar 2024 | AU$8.2b | AU$3.3b | AU$153.5m | 22.1x | 53.2x | 2.5x |
| Tue, 13 Feb 2024 | AU$8.0b | AU$3.0b | AU$151.8m | 36.9x | 52.7x | 2.6x |
| Thu, 11 Jan 2024 | AU$10.3b | AU$3.9b | AU$129.9m | 36.9x | 79.5x | 2.6x |
| Sat, 09 Dec 2023 | AU$10.8b | AU$3.9b | AU$129.2m | 34.4x | 83.4x | 2.7x |
| Mon, 06 Nov 2023 | AU$10.8b | AU$3.9b | AU$127.3m | 32.3x | 84.6x | 2.7x |
| Wed, 04 Oct 2023 | AU$10.3b | AU$3.9b | AU$126.6m | 34.6x | 81.6x | 2.6x |
| Fri, 01 Sep 2023 | AU$11.3b | AU$3.9b | AU$130.5m | 28.7x | 87x | 2.9x |
| Sun, 30 Jul 2023 | AU$11.4b | AU$3.7b | AU$154.7m | 24.3x | 73.6x | 3.1x |
73.6x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -0.32% | |
| Consumer Discretionary | -0.46% | |
| Consumer Services | -2.89% | |
| Specialized Consumer Services | -2.75% | |
| Education Services | -2.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EDU EDU Holdings | AU$0.99 | 3.6% +AU$4.4m | 126.1% | PE8.4x | |
| 3PL 3P Learning | AU$0.31 | 3.3% +AU$2.7m | -50.8% | PE68.8x | |
| SHJ Shine Justice | AU$0.59 | 1.7% +AU$1.7m | -7.1% | PE9.9x |