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Australian (ASX) Consumer Services Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies13
  • 7D-0.08%
  • 3M-26.0%
  • 1Y-47.5%
  • YTD-54.2%

Over the last 7 days, the Consumer Services industry has dropped 3.1%, driven by a pullback from IDP Education of 1.4%. On the other hand EDU Holdings is actually up 14%. The industry has fallen 48% in the last year. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026AU$1.7bAU$3.0b-AU$270,461,041.0011x-6.2x0.6x
Thu, 25 Jun 2026AU$1.7bAU$3.0b-AU$270,461,041.0011.2x-6.2x0.6x
Sat, 23 May 2026AU$1.9bAU$3.0b-AU$270,461,041.0011.9x-7x0.6x
Mon, 20 Apr 2026AU$2.4bAU$3.0b-AU$270,461,041.0012.8x-8.8x0.8x
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
Price to Earnings Ratio

71.8x


Total Market Cap: AU$11.1bTotal Earnings: AU$154.0mTotal Revenue: AU$3.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Consumer Services Industry Price to Earnings3Y Average 45.1x202420252026
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 1.8x is higher than the industry's current PS ratio of 0.55x.
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 6.9% per year, which is driving profits down.

Industry Trends

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

AU Market0.96%
Consumer Discretionary-3.61%
Consumer Services-0.082%
Education Services1.14%
Specialized Consumer Services-2.08%
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 10.1%, 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 39% 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 10% 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
EDU EDU HoldingsAU$1.0313.8%
+AU$15.7m		139.5%PE8.7x
GEM G8 EducationAU$0.147.7%
+AU$7.7m		-84.8%PS0.1x
3PL 3P LearningAU$0.323.2%
+AU$2.7m		-51.5%PE71x
SHJ Shine JusticeAU$0.590.8%
+AU$840.2k		-7.0%PE10x

Latest News

EDU
AU$1.03
EDU Holdings
7D
13.8%
1Y
139.5%
SHJ
AU$0.59
Shine Justice
7D
0.8%
1Y
-7.0%
IEL
AU$2.11
IDP Education
7D
-1.4%
1Y
-43.0%
Narrative Update • Jul 13

IEL: Share Buyback Will Support Future Re Rating Despite Index Removal

Analysts have trimmed their price target on IDP Education to A$4.21 from A$4.85, citing slightly higher discount rates, more measured revenue growth assumptions, modestly softer profit margin expectations, and a lower future P/E multiple in their refreshed models. What's in the News for IDP Education The Board of Directors of IDP Education authorized a share buyback plan on June 19, 2026, according to a buyback transaction announcement.
NDO
AU$0.34
Nido Education
7D
-8.1%
1Y
-49.3%
Narrative Update • Jul 10

nan

Analysts have trimmed their price target on Nido Education to A$0.73 from A$0.90, citing updated assumptions that reflect slightly higher discount rates, more moderate revenue growth and margins, and a somewhat higher future P/E multiple. What’s in the News for Nido Education No recent company specific news items for Nido Education were identified in the provided sources.
PFP
AU$3.15
Propel Funeral Partners
7D
-1.6%
1Y
-34.6%
3PL
AU$0.32
3P Learning
7D
3.2%
1Y
-51.5%
NXD
AU$0.081
NextEd Group
7D
-6.9%
1Y
-61.4%
KME
AU$0.48
Kip McGrath Education Centres
7D
-2.0%
1Y
-15.8%
EVO
AU$0.41
Embark Early Education
7D
-4.7%
1Y
-39.7%
MFD
AU$0.14
Mayfield Childcare
7D
-3.6%
1Y
-60.3%
GEM
AU$0.14
G8 Education
7D
7.7%
1Y
-84.8%
Narrative Update • Jun 18

GEM: Future Earnings Will Reflect Compressed Margins And Potential Repricing Opportunity

Analysts have reduced their price target for G8 Education to A$0.18 from A$0.38, citing updated assumptions for lower revenue growth, a slightly higher discount rate of 12.08%, a thinner profit margin profile, and a lower future P/E multiple estimate. What's in the News for G8 Education No recent news stories for G8 Education were identified in the provided sources.