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Australian (ASX) Distributors Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies4
  • 7D-6.2%
  • 3M-8.3%
  • 1Y-39.9%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 4.8%, driven by a pullback from Bapcor of 12%. In contrast, NTAW Holdings has gained 6.4%. The industry has fallen 36% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026AU$2.1bAU$2.9bAU$21.9m28.2x94.4x0.7x
Wed, 14 Jan 2026AU$2.3bAU$2.9bAU$21.9m32.2x106.2x0.8x
Fri, 12 Dec 2025AU$2.1bAU$2.9bAU$21.9m28.5x94.8x0.7x
Sun, 09 Nov 2025AU$2.3bAU$2.9bAU$21.9m31.9x104.2x0.8x
Tue, 07 Oct 2025AU$2.7bAU$2.9bAU$21.9m38x120.9x0.9x
Thu, 04 Sep 2025AU$2.8bAU$2.9bAU$21.9m40.6x129.2x1x
Sat, 02 Aug 2025AU$3.0bAU$2.9b-AU$168,291,487.0065.4x-17.5x1x
Mon, 30 Jun 2025AU$3.3bAU$2.9b-AU$168,291,487.0068.4x-19.9x1.1x
Wed, 28 May 2025AU$3.6bAU$2.9b-AU$168,291,487.0076x-21.6x1.2x
Fri, 25 Apr 2025AU$3.4bAU$2.9b-AU$168,291,487.0081.7x-20.1x1.2x
Sun, 23 Mar 2025AU$3.4bAU$2.9b-AU$168,291,487.0065.3x-20.1x1.2x
Tue, 18 Feb 2025AU$3.4bAU$2.9b-AU$121,422,230.0020.4x-27.9x1.2x
Thu, 16 Jan 2025AU$3.2bAU$2.9b-AU$121,422,230.0022.5x-26x1.1x
Sat, 14 Dec 2024AU$3.1bAU$2.9b-AU$121,422,230.0041.3x-25.2x1x
Mon, 11 Nov 2024AU$3.1bAU$2.9b-AU$121,422,230.0040x-25.1x1x
Wed, 09 Oct 2024AU$3.3bAU$2.9b-AU$121,422,230.0032.6x-26.9x1.1x
Fri, 06 Sep 2024AU$3.0bAU$2.9b-AU$121,422,230.0032.6x-24.3x1x
Sun, 04 Aug 2024AU$2.9bAU$3.0bAU$132.8m17.3x21.7x1x
Tue, 02 Jul 2024AU$2.7bAU$3.0bAU$132.8m17.5x20.6x0.9x
Thu, 30 May 2024AU$2.5bAU$3.0bAU$131.7m14.6x18.8x0.8x
Sat, 27 Apr 2024AU$2.9bAU$3.0bAU$131.7m19.5x21.7x1x
Mon, 25 Mar 2024AU$3.0bAU$3.0bAU$106.4m21.6x28.1x1x
Wed, 21 Feb 2024AU$2.8bAU$2.9bAU$108.5m26x26.1x1x
Fri, 19 Jan 2024AU$2.7bAU$3.0bAU$89.7m25.5x29.8x0.9x
Sun, 17 Dec 2023AU$2.7bAU$3.0bAU$89.7m23.3x29.5x0.9x
Tue, 14 Nov 2023AU$2.7bAU$3.0bAU$89.6m22.4x29.9x0.9x
Thu, 12 Oct 2023AU$3.1bAU$3.0bAU$89.6m22.9x34.7x1x
Sat, 09 Sep 2023AU$3.0bAU$3.0bAU$85.2m23.7x35.7x1x
Mon, 07 Aug 2023AU$2.9bAU$2.9bAU$94.5m26.2x30.3x1x
Wed, 05 Jul 2023AU$2.9bAU$2.9bAU$94.5m26.8x30.2x1x
Fri, 02 Jun 2023AU$2.8bAU$2.9bAU$93.9m25.4x29.6x1x
Sun, 30 Apr 2023AU$2.9bAU$2.9bAU$93.9m23.2x30.7x1x
Tue, 28 Mar 2023AU$2.8bAU$2.9bAU$98.6m21.6x28.5x1x
Thu, 23 Feb 2023AU$2.9bAU$2.8bAU$119.0m18.1x24.2x1x
Price to Earnings Ratio

24.2x


Total Market Cap: AU$2.9bTotal Earnings: AU$119.0mTotal Revenue: AU$2.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Distributors Industry Price to Earnings3Y Average 23.3x202420252026
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 98.4x which is higher than its 3-year average PE of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 43% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market2.05%
Consumer Discretionary-1.28%
Retail Distributors-6.22%
Distributors-6.22%
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
NTD NTAW HoldingsAU$0.256.4%
+AU$2.5m		31.6%PS0.08x
JAT JatcorpAU$0.153.4%
+AU$561.8k		-68.8%PS0.5x

Latest News

BAP
AU$1.70
Bapcor
7D
-11.3%
1Y
-66.8%

BAP: Weaker Guidance And Index Removal Will Shape Risk Reward Balance

Narrative Update on Bapcor The updated analyst price target for Bapcor reflects a modest adjustment, as analysts factor in a slightly higher discount rate alongside less severe revenue contraction, a small improvement in profit margin, and a marginally lower future P/E outlook. Analyst Commentary Recent commentary on Bapcor from bearish analysts has focused on how valuation assumptions intersect with execution and growth risks, particularly as expectations around revenue and margins are being recalibrated alongside a higher discount rate.
SNL
AU$33.91
Supply Network
7D
-4.6%
1Y
-7.6%
JAT
AU$0.15
Jatcorp
7D
3.4%
1Y
-68.8%
NTD
AU$0.25
NTAW Holdings
7D
6.4%
1Y
31.6%

Here's Why NTAW Holdings (ASX:NTD) Is Weighed Down By Its Debt Load

Dec 23
Here's Why NTAW Holdings (ASX:NTD) Is Weighed Down By Its Debt Load