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Australian (ASX) Consumer Services Industry Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies13
  • 7D-5.4%
  • 3M-34.7%
  • 1Y-53.6%
  • YTD-34.4%

Over the last 7 days, the Consumer Services industry has dropped 5.4%, driven by a pullback from IDP Education of 4.6%. The industry has fallen 54% in the last year. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Mar 2026AU$2.4bAU$3.0b-AU$270,461,041.0013.1x-8.9x0.8x
Mon, 16 Feb 2026AU$3.1bAU$3.0bAU$129.1m12.8x24.1x1x
Wed, 14 Jan 2026AU$3.7bAU$3.0bAU$129.1m14.5x28.8x1.2x
Fri, 12 Dec 2025AU$3.4bAU$3.0bAU$129.1m15.2x26.7x1.1x
Sun, 09 Nov 2025AU$3.3bAU$3.1bAU$122.4m14.1x27.1x1.1x
Tue, 07 Oct 2025AU$4.0bAU$3.1bAU$122.4m14.7x32.7x1.3x
Thu, 04 Sep 2025AU$3.8bAU$3.1bAU$122.4m15.4x30.8x1.2x
Sat, 02 Aug 2025AU$3.2bAU$3.1bAU$110.7m16.2x28.7x1x
Mon, 30 Jun 2025AU$3.4bAU$3.1bAU$110.7m15.9x30.3x1.1x
Wed, 28 May 2025AU$4.6bAU$3.1bAU$106.7m14.2x43.5x1.5x
Fri, 25 Apr 2025AU$4.8bAU$3.1bAU$106.7m15x45x1.6x
Sun, 23 Mar 2025AU$5.2bAU$3.1bAU$106.7m15.2x48.8x1.7x
Tue, 18 Feb 2025AU$6.2bAU$3.1bAU$90.9m19.6x68.2x2x
Thu, 16 Jan 2025AU$6.2bAU$3.1bAU$93.1m19.4x66.5x2x
Sat, 14 Dec 2024AU$6.2bAU$3.1bAU$93.1m21.1x66.4x2x
Mon, 11 Nov 2024AU$6.8bAU$3.1bAU$92.0m19x73.5x2.2x
Wed, 09 Oct 2024AU$7.0bAU$3.1bAU$92.0m18.6x75.9x2.2x
Fri, 06 Sep 2024AU$7.2bAU$3.3bAU$78.7m19.6x91.9x2.2x
Sun, 04 Aug 2024AU$7.1bAU$3.3bAU$167.3m15.6x42.4x2.2x
Tue, 02 Jul 2024AU$7.0bAU$3.3bAU$167.6m14.4x41.6x2.1x
Thu, 30 May 2024AU$7.4bAU$3.3bAU$153.9m16.3x48.2x2.3x
Sat, 27 Apr 2024AU$7.3bAU$3.3bAU$153.6m19.1x47.3x2.2x
Mon, 25 Mar 2024AU$8.1bAU$3.3bAU$153.4m22.3x52.7x2.5x
Wed, 21 Feb 2024AU$8.0bAU$3.1bAU$167.1m38.5x48.1x2.6x
Fri, 19 Jan 2024AU$10.4bAU$3.9bAU$129.1m35.9x80.5x2.7x
Sun, 17 Dec 2023AU$9.9bAU$3.9bAU$129.9m34.4x76.5x2.5x
Tue, 14 Nov 2023AU$10.9bAU$3.9bAU$126.5m32.1x86x2.8x
Thu, 12 Oct 2023AU$10.7bAU$3.9bAU$126.8m35x84.5x2.7x
Sat, 09 Sep 2023AU$11.3bAU$3.9bAU$126.6m35.2x88.9x2.9x
Mon, 07 Aug 2023AU$11.2bAU$3.7bAU$154.2m23.9x72.4x3x
Wed, 05 Jul 2023AU$10.6bAU$3.7bAU$158.4m23.6x66.7x2.9x
Fri, 02 Jun 2023AU$10.1bAU$3.7bAU$157.4m23x64.1x2.8x
Sun, 30 Apr 2023AU$12.3bAU$3.7bAU$161.9m27x76x3.3x
Tue, 28 Mar 2023AU$12.0bAU$3.6bAU$157.4m25.6x76.2x3.3x
Price to Earnings Ratio

76.2x


Total Market Cap: AU$12.0bTotal Earnings: AU$157.4mTotal Revenue: AU$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 54.4x202420252026
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 0.80x.
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-2.36%
Consumer Discretionary-3.28%
Consumer Services-5.38%
Specialized Consumer Services-3.73%
Education Services-6.18%
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
SHJ Shine JusticeAU$0.711.4%
+AU$1.7m		7.6%PE11.9x
NXD NextEd GroupAU$0.173.0%
+AU$1.3m		6.3%PS0.4x
NDO Nido EducationAU$0.411.2%
+AU$1.1m		-50.0%PE14.3x
MFD Mayfield ChildcareAU$0.352.9%
+AU$754.2k		-20.2%PS0.3x
EDU EDU HoldingsAU$0.630.8%
+AU$463.2k		334.5%PE5.3x

Latest News

3PL
AU$0.30
3P Learning
7D
-15.5%
1Y
-60.8%
IEL
AU$3.91
IDP Education
7D
-4.6%
1Y
-58.7%

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
-2.9%
1Y
-61.4%
AKG
AU$0.10
Academies Australasia Group
7D
-4.5%
1Y
0%
GEM
AU$0.22
G8 Education
7D
-13.7%
1Y
-82.9%

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$0.41
Nido Education
7D
1.2%
1Y
-50.0%

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$4.06
Propel Funeral Partners
7D
-5.8%
1Y
-22.4%
EDU
AU$0.63
EDU Holdings
7D
0.8%
1Y
334.5%
MFD
AU$0.35
Mayfield Childcare
7D
2.9%
1Y
-20.2%
KME
AU$0.53
Kip McGrath Education Centres
7D
-6.2%
1Y
16.5%
NXD
AU$0.17
NextEd Group
7D
3.0%
1Y
6.3%
EVO
AU$0.42
Embark Early Education
7D
-9.7%
1Y
-44.0%
SHJ
AU$0.71
Shine Justice
7D
1.4%
1Y
7.6%