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Australian (ASX) Consumer Services Industry Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies13
  • 7D-7.3%
  • 3M-30.9%
  • 1Y-54.1%
  • YTD-32.0%

Over the last 7 days, the Consumer Services industry has dropped 8.9%, driven by a pullback from IDP Education of 7.7%. However, the industry is down 51% over the past year. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Mar 2026AU$2.5bAU$3.0b-AU$270,461,041.0012.9x-9.2x0.8x
Fri, 13 Feb 2026AU$3.2bAU$3.0bAU$129.1m12.7x24.7x1x
Sun, 11 Jan 2026AU$3.7bAU$3.0bAU$129.1m15.3x28.3x1.2x
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
Price to Earnings Ratio

75.5x


Total Market Cap: AU$11.9bTotal Earnings: AU$157.4mTotal Revenue: AU$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 54.6x202420252026
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 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 0.84x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 6.3% per year, which is driving profits down.

Industry Trends

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

AU Market-1.20%
Consumer Discretionary-1.98%
Consumer Services-7.28%
Specialized Consumer Services-2.06%
Education Services-9.64%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.8x.
    • Analysts are expecting annual earnings growth of 12.7%, which is higher than its past year's earnings decline of 0.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings growth rate of 2.4% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 13% 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
MFD Mayfield ChildcareAU$0.4015.9%
+AU$4.1m		-10.1%PS0.3x
SHJ Shine JusticeAU$0.712.1%
+AU$2.5m		12.2%PE12x
EDU EDU HoldingsAU$0.683.0%
+AU$2.3m		369.0%PE5.8x
KME Kip McGrath Education CentresAU$0.552.8%
+AU$831.5k		19.8%PE12.1x

Latest News

IEL
AU$4.03
IDP Education
7D
-6.1%
1Y
-61.0%

IEL: Student Volume Recovery And Dividend Payout Will Support Renewed Market Confidence

Analysts have nudged their price target on IDP Education slightly higher to A$6.85 from A$6.80. This adjustment reflects small refinements to fair value, discount rate, growth and margin assumptions in light of mixed recent research, including renewed Neutral coverage and lingering caution around student volume uncertainty.
CLU
AU$0.034
Cluey
7D
-10.5%
1Y
-62.2%
3PL
AU$0.29
3P Learning
7D
-34.4%
1Y
-59.3%
GEM
AU$0.26
G8 Education
7D
-7.3%
1Y
-80.0%

GEM: Lower Fair Value And Impairment Charge Will Reset Earnings Base

Analysts have trimmed their price target for G8 Education from A$0.73 to A$0.43. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, as highlighted in recent Street research downgrades.
NDO
AU$0.40
Nido Education
7D
-9.1%
1Y
-50.3%

Incubator Pipeline And Government Reforms Will Support Long Term Expansion And Earnings Quality

Catalysts About Nido Education Nido Education operates purpose built early childhood education and care services in Australia, supported by an incubator model for new centre development. What are the underlying business or industry changes driving this perspective?
PFP
AU$4.16
Propel Funeral Partners
7D
-7.1%
1Y
-19.7%
EDU
AU$0.68
EDU Holdings
7D
3.0%
1Y
369.0%
MFD
AU$0.40
Mayfield Childcare
7D
15.9%
1Y
-10.1%
KME
AU$0.55
Kip McGrath Education Centres
7D
2.8%
1Y
19.8%
NXD
AU$0.15
NextEd Group
7D
-6.1%
1Y
-8.8%
EVO
AU$0.45
Embark Early Education
7D
-11.0%
1Y
-40.7%
SHJ
AU$0.71
Shine Justice
7D
2.1%
1Y
12.2%