It Looks Like Kogan.com Ltd's (ASX:KGN) CEO May Expect Their Salary To Be Put Under The Microscope
Nov 17
Australian (ASX) Online Retail and Ecommerce Industry Analysis
UpdatedDec 01, 2022
DataAggregated Company Financials
Companies16
- 7D1.6%
- 3M11.4%
- 1Y-61.8%
- YTD-60.8%
The Online Retail and Ecommerce industry is up 1.6% in the last week, with Temple & Webster Group up 6.8%. In the same time, Kogan.com was down 6.5%. In contrast, the industry has lost 62% in the last 12 months. Earnings are forecast to grow by 51% annually.
Industry Valuation and Performance
Has the Australian Online Retail and Ecommerce Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Dec 2022 | AU$2.4b | AU$2.8b | -AU$182,234,028.00 | 59.3x | -13.1x | 0.9x |
| Sat, 29 Oct 2022 | AU$2.4b | AU$2.8b | -AU$182,424,284.00 | 56x | -13x | 0.9x |
| Mon, 26 Sep 2022 | AU$2.1b | AU$2.8b | -AU$182,375,324.00 | 53.1x | -11.3x | 0.7x |
| Wed, 24 Aug 2022 | AU$2.2b | AU$2.8b | -AU$162,473,703.00 | 41.4x | -13.3x | 0.8x |
| Fri, 22 Jul 2022 | AU$1.9b | AU$2.8b | -AU$151,496,575.00 | 45.9x | -12.7x | 0.7x |
| Sun, 19 Jun 2022 | AU$1.7b | AU$2.8b | -AU$154,568,120.00 | 35.4x | -10.9x | 0.6x |
| Tue, 17 May 2022 | AU$2.1b | AU$2.8b | -AU$154,578,011.00 | 56.2x | -13.5x | 0.8x |
| Thu, 14 Apr 2022 | AU$3.0b | AU$2.7b | -AU$151,860,355.00 | 88.1x | -19.5x | 1.1x |
| Sat, 12 Mar 2022 | AU$3.3b | AU$2.7b | -AU$148,987,417.00 | 101.8x | -22.1x | 1.2x |
| Mon, 07 Feb 2022 | AU$4.3b | AU$2.7b | -AU$43,011,787.00 | 131.3x | -99.4x | 1.6x |
| Wed, 05 Jan 2022 | AU$6.0b | AU$2.6b | -AU$32,084,168.00 | 176.8x | -187.4x | 2.3x |
| Fri, 03 Dec 2021 | AU$6.1b | AU$2.6b | -AU$32,068,817.00 | 166.9x | -189.4x | 2.3x |
| Sun, 31 Oct 2021 | AU$6.7b | AU$2.5b | -AU$31,789,105.00 | 109.4x | -209.7x | 2.6x |
| Tue, 28 Sep 2021 | AU$6.8b | AU$2.5b | -AU$32,406,206.00 | 111.8x | -210.1x | 2.7x |
| Thu, 26 Aug 2021 | AU$6.2b | AU$2.5b | -AU$31,806,029.87 | 114.9x | -195.2x | 2.5x |
| Fri, 02 Jul 2021 | AU$5.9b | AU$2.5b | -AU$31,806,029.87 | 93.1x | -184.3x | 2.3x |
| Mon, 05 Apr 2021 | AU$5.9b | AU$2.4b | AU$15.2m | 57.9x | 389.9x | 2.5x |
| Thu, 07 Jan 2021 | AU$7.2b | AU$2.6b | -AU$84,160,274.27 | 51.1x | -85.3x | 2.7x |
| Wed, 30 Sep 2020 | AU$5.4b | AU$1.8b | -AU$101,426,071.88 | 71.3x | -53.4x | 3.1x |
| Sat, 04 Jul 2020 | AU$2.8b | AU$1.1b | -AU$1,011,339.18 | 54.1x | -2810.6x | 2.5x |
| Tue, 07 Apr 2020 | AU$950.3m | AU$1.0b | -AU$27,884,792.29 | 26.1x | -34.1x | 0.9x |
| Fri, 10 Jan 2020 | AU$1.4b | AU$907.3m | -AU$16,360,438.08 | 61.1x | -82.8x | 1.5x |
Price to Earnings Ratio
-73.2x
Current Industry PE
- Investors are pessimistic on the Australian Online Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
- The earnings for companies in the Online Retail industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 47% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 0.51% | |
| Consumer Discretionary | -0.35% | |
| Online Retail and Ecommerce | 1.59% | |
| Ecommerce | 1.59% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TPW Temple & Webster Group | AU$5.18 | 6.8% +AU$39.9m | -50.6% | PE52.3x | |
| CTT Cettire | AU$1.47 | 1.7% +AU$9.5m | -56.0% | PS2.7x | |
| MPA Mad Paws Holdings | AU$0.14 | 7.4% +AU$3.2m | -32.6% | PS4.7x | |
| BKG Booktopia Group | AU$0.22 | 4.8% +AU$1.4m | -89.0% | PS0.1x | |
| BEX BikeExchange | AU$0.018 | 5.9% +AU$836.3k | -88.8% | PS2.3x |