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Australian (ASX) Consumer Services Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies13
  • 7D-2.2%
  • 3M-8.5%
  • 1Y-40.4%
  • YTD-40.5%

Over the last 7 days, the Consumer Services industry has dropped 2.2%, driven by IDP Education declining 5.3%. Meanwhile, Nido Education actually outperformed within the industry, gaining 6.4% in the last week. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Dec 2025AU$3.7bAU$3.0bAU$129.1m14.7x28.3x1.2x
Thu, 27 Nov 2025AU$3.5bAU$3.0bAU$129.1m12.7x26.7x1.1x
Sat, 25 Oct 2025AU$3.8bAU$3.1bAU$122.4m14.5x30.9x1.2x
Mon, 22 Sep 2025AU$3.7bAU$3.1bAU$122.4m14.4x30.2x1.2x
Wed, 20 Aug 2025AU$3.6bAU$3.1bAU$110.7m17.3x32.1x1.2x
Fri, 18 Jul 2025AU$3.2bAU$3.1bAU$110.7m16.2x28.5x1x
Sun, 15 Jun 2025AU$3.3bAU$3.1bAU$110.7m14.6x29.9x1.1x
Tue, 13 May 2025AU$5.2bAU$3.1bAU$106.7m14.9x48.9x1.7x
Thu, 10 Apr 2025AU$4.8bAU$3.1bAU$106.7m14.3x45x1.5x
Sat, 08 Mar 2025AU$5.2bAU$3.1bAU$114.8m15.4x44.9x1.7x
Mon, 03 Feb 2025AU$6.5bAU$3.1bAU$93.1m19.6x69.3x2.1x
Wed, 01 Jan 2025AU$6.2bAU$3.1bAU$93.1m19.9x66.9x2x
Fri, 29 Nov 2024AU$6.4bAU$3.1bAU$92.0m21.6x69x2x
Sun, 27 Oct 2024AU$6.6bAU$3.1bAU$92.0m17.6x71.9x2.1x
Tue, 24 Sep 2024AU$7.1bAU$3.1bAU$92.2m18.8x76.7x2.2x
Thu, 22 Aug 2024AU$7.1bAU$3.3bAU$122.8m17.5x57.9x2.1x
Sat, 20 Jul 2024AU$6.9bAU$3.3bAU$167.6m16.1x41.1x2.1x
Mon, 17 Jun 2024AU$7.2bAU$3.3bAU$167.5m14.7x42.8x2.2x
Wed, 15 May 2024AU$7.3bAU$3.3bAU$153.8m17.9x47.3x2.2x
Fri, 12 Apr 2024AU$7.5bAU$3.3bAU$153.5m19.7x48.6x2.3x
Sun, 10 Mar 2024AU$8.2bAU$3.3bAU$153.7m23.6x53.5x2.5x
Tue, 06 Feb 2024AU$7.8bAU$3.0bAU$151.8m35.9x51.2x2.6x
Thu, 04 Jan 2024AU$10.0bAU$3.9bAU$130.1m35x77.2x2.6x
Sat, 02 Dec 2023AU$10.7bAU$3.9bAU$129.4m34.1x82.4x2.7x
Mon, 30 Oct 2023AU$10.4bAU$3.9bAU$126.3m32.9x82.1x2.6x
Wed, 27 Sep 2023AU$10.4bAU$3.9bAU$126.8m35.4x82.1x2.6x
Fri, 25 Aug 2023AU$11.6bAU$3.9bAU$176.3m20.8x65.7x3x
Sun, 23 Jul 2023AU$10.9bAU$3.7bAU$155.3m23.7x70.2x2.9x
Tue, 20 Jun 2023AU$11.2bAU$3.7bAU$159.4m22.7x70x3x
Thu, 18 May 2023AU$12.0bAU$3.7bAU$162.1m24.7x74.1x3.3x
Sat, 15 Apr 2023AU$12.3bAU$3.7bAU$163.0m27x75.6x3.4x
Mon, 13 Mar 2023AU$12.4bAU$3.7bAU$157.1m25.8x78.6x3.4x
Wed, 08 Feb 2023AU$13.2bAU$3.4bAU$95.9m31.5x137.9x3.9x
Fri, 06 Jan 2023AU$12.4bAU$3.4bAU$95.0m30.1x130.1x3.7x
Price to Earnings Ratio

130.1x


Total Market Cap: AU$12.4bTotal Earnings: AU$95.0mTotal Revenue: AU$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 61.8x20242025
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 28.3x which is lower than its 3-year average PE of 61.8x.
  • The 3-year average PS ratio of 2.3x 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 11% per year over the last three years.
  • Meanwhile revenues for these companies have declined 3.3% 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 Market0.41%
Consumer Discretionary-0.18%
Consumer Services-2.23%
Specialized Consumer Services0.55%
Education Services-3.21%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 9.5x.
    • Analysts are expecting annual earnings growth of 18.3%, 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 58.6x.
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?

CompanyLast Price7D1YValuation
3PL 3P LearningAU$0.623.3%
+AU$5.5m		-26.2%PE805.7x
EDU EDU HoldingsAU$0.874.2%
+AU$5.0m		866.7%PE14.2x
NDO Nido EducationAU$0.582.7%
+AU$3.4m		-24.2%PE9.5x
SHJ Shine JusticeAU$0.722.9%
+AU$3.4m		-18.2%PE211.5x
EVO Embark Early EducationAU$0.622.1%
+AU$2.5m		-19.3%PE11.9x

Latest News

CLU
AU$0.064
Cluey
7D
-4.5%
1Y
42.2%
IEL
AU$5.73
IDP Education
7D
-5.3%
1Y
-54.0%
GEM
AU$0.69
G8 Education
7D
-0.7%
1Y
-47.1%

GEM Will Reflect Moderated Revenue Prospects And Softer Margins Ahead

Analysts have trimmed their price target on G8 Education to reflect a fair value reduction to approximately 0.72 Australian dollars from about 0.90, citing slightly higher perceived risk, more muted revenue growth expectations and softer profit margin forecasts, which are partially offset by a modestly higher future earnings multiple. Valuation Changes Fair Value: reduced notably from A$0.90 to A$0.72 per share, implying a lower central valuation estimate.
EVO
AU$0.62
Embark Early Education
7D
2.1%
1Y
-19.3%
EDU
AU$0.87
EDU Holdings
7D
4.2%
1Y
866.7%
KME
AU$0.60
Kip McGrath Education Centres
7D
1.7%
1Y
27.7%
NDO
AU$0.58
Nido Education
7D
2.7%
1Y
-24.2%
3PL
AU$0.62
3P Learning
7D
3.3%
1Y
-26.2%
PFP
AU$4.98
Propel Funeral Partners
7D
-1.2%
1Y
-15.2%
MFD
AU$0.48
Mayfield Childcare
7D
-1.0%
1Y
-1.0%
SHJ
AU$0.72
Shine Justice
7D
2.9%
1Y
-18.2%

Shine Justice Ltd (ASX:SHJ) Not Flying Under The Radar

Nov 06
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