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Australian (ASX) Distributors Industry Analysis

UpdatedDec 04, 2025
DataAggregated Company Financials
Companies4
  • 7D0.04%
  • 3M-17.4%
  • 1Y-23.3%
  • YTDn/a

Over the last 7 days, the Distributors industry has risen 1.3%, driven by gains from every company within the industry. However, the industry is down 24% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

Has the Australian Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025AU$2.3bAU$2.9bAU$21.9m32.4x105.7x0.8x
Sun, 02 Nov 2025AU$2.5bAU$2.9bAU$21.9m34.5x112.4x0.9x
Tue, 30 Sep 2025AU$2.7bAU$2.9bAU$21.9m37.9x120.9x0.9x
Thu, 28 Aug 2025AU$3.1bAU$2.9b-AU$166,046,487.0057.9x-18.9x1.1x
Sat, 26 Jul 2025AU$3.0bAU$2.9b-AU$168,291,487.0059x-17.8x1x
Mon, 23 Jun 2025AU$3.3bAU$2.9b-AU$168,291,487.0068.9x-19.6x1.1x
Wed, 21 May 2025AU$3.6bAU$2.9b-AU$168,291,487.0082.3x-21.5x1.2x
Fri, 18 Apr 2025AU$3.3bAU$2.9b-AU$168,291,487.0074.1x-19.5x1.1x
Sun, 16 Mar 2025AU$3.3bAU$2.9b-AU$168,291,487.0068.3x-19.7x1.1x
Tue, 11 Feb 2025AU$3.3bAU$2.9b-AU$121,422,230.0019.9x-27.5x1.1x
Thu, 09 Jan 2025AU$3.1bAU$2.9b-AU$121,422,230.0027.9x-25.5x1.1x
Sat, 07 Dec 2024AU$3.1bAU$2.9b-AU$121,422,230.0042.1x-25.5x1.1x
Mon, 04 Nov 2024AU$3.0bAU$2.9b-AU$121,422,230.0040.1x-24.4x1x
Wed, 02 Oct 2024AU$3.3bAU$2.9b-AU$121,422,230.0033x-26.8x1.1x
Fri, 30 Aug 2024AU$2.9bAU$3.0b-AU$124,612,943.0034.7x-23.6x1x
Sun, 28 Jul 2024AU$2.8bAU$3.0bAU$132.8m17.3x21.4x1x
Tue, 25 Jun 2024AU$2.8bAU$3.0bAU$131.4m17.4x21.1x0.9x
Thu, 23 May 2024AU$2.5bAU$3.0bAU$131.7m14.7x18.8x0.8x
Sat, 20 Apr 2024AU$2.8bAU$3.0bAU$131.7m19.5x21.6x1x
Mon, 18 Mar 2024AU$2.9bAU$3.0bAU$106.4m20.7x27.2x1x
Wed, 14 Feb 2024AU$2.9bAU$2.9bAU$108.5m26x26.3x1x
Fri, 12 Jan 2024AU$2.7bAU$3.0bAU$89.7m24.8x30.5x0.9x
Sun, 10 Dec 2023AU$2.6bAU$3.0bAU$89.7m23.3x29.2x0.9x
Tue, 07 Nov 2023AU$2.7bAU$3.0bAU$89.6m22.5x29.9x0.9x
Thu, 05 Oct 2023AU$3.1bAU$3.0bAU$89.6m22.5x34.5x1x
Sat, 02 Sep 2023AU$3.0bAU$3.0bAU$86.6m22.9x34.8x1x
Mon, 31 Jul 2023AU$2.9bAU$2.9bAU$94.5m26.3x30.4x1x
Wed, 28 Jun 2023AU$2.7bAU$2.9bAU$94.5m26.7x28.9x1x
Fri, 26 May 2023AU$2.7bAU$2.9bAU$93.9m22.7x29x1x
Sun, 23 Apr 2023AU$2.9bAU$2.9bAU$93.9m22.6x31x1x
Tue, 21 Mar 2023AU$2.8bAU$2.9bAU$98.6m21.4x28.6x1x
Thu, 16 Feb 2023AU$2.8bAU$2.7bAU$121.5m16.8x22.7x1x
Sat, 14 Jan 2023AU$2.9bAU$2.7bAU$121.5m17.9x24x1.1x
Mon, 12 Dec 2022AU$2.9bAU$2.7bAU$121.5m18.1x24.1x1.1x
Price to Earnings Ratio

24.1x


Total Market Cap: AU$2.9bTotal Earnings: AU$121.5mTotal Revenue: AU$2.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Distributors Industry Price to Earnings3Y Average 18.1x202320242025
Current Industry PE
  • Investors are optimistic on the Australian Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 106x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.80x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 43% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% 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 decreased profits.

Industry Comparison

How does Australian Distributors compare with similar industries?

AU Market0.015%
Consumer Discretionary0.30%
Retail Distributors0.037%
Distributors0.037%
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?

CompanyLast Price7D1YValuation
BAP BapcorAU$2.292.2%
+AU$17.0m		-50.0%PE27.6x

Latest News

BAP
AU$2.29
Bapcor
7D
2.2%
1Y
-50.0%

BAP: Future Earnings Will Benefit From Easing Sector Headwinds And Lower Discount Rate

Analysts have modestly raised their price target on Bapcor to reflect a slightly lower discount rate and broadly unchanged long term growth and profitability assumptions, aligning with recent peer target upgrades, such as Credicorp's increases from $242 to $310 and from $257 to $318. Analyst Commentary Recent actions by bullish analysts on regional peers, including higher price targets from JPMorgan, have reinforced confidence that sector headwinds are easing and that quality operators can sustain premium valuations.
SNL
AU$33.43
Supply Network
7D
-1.2%
1Y
1.0%