Australian (ASX) Distributors Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 01 Feb 2025	AU$3.3b	AU$2.9b	-AU$121,422,230.00	20.4x	-27.3x	1.1x
Mon, 30 Dec 2024	AU$3.1b	AU$2.9b	-AU$121,422,230.00	27.9x	-25.5x	1.1x
Wed, 27 Nov 2024	AU$2.9b	AU$2.9b	-AU$121,422,230.00	38.6x	-23.9x	1x
Fri, 25 Oct 2024	AU$3.0b	AU$2.9b	-AU$121,422,230.00	35.6x	-25.1x	1x
Sun, 22 Sep 2024	AU$3.1b	AU$2.9b	-AU$121,422,230.00	33x	-25.7x	1.1x
Tue, 20 Aug 2024	AU$2.9b	AU$3.0b	AU$132.8m	17.2x	21.9x	1x
Thu, 18 Jul 2024	AU$2.8b	AU$3.0b	AU$132.8m	18.1x	21.1x	0.9x
Sat, 15 Jun 2024	AU$2.8b	AU$3.0b	AU$131.4m	17.3x	21.1x	0.9x
Mon, 13 May 2024	AU$2.5b	AU$3.0b	AU$131.7m	15.3x	18.8x	0.8x
Wed, 10 Apr 2024	AU$3.1b	AU$3.0b	AU$131.7m	21.4x	23.2x	1x
Fri, 08 Mar 2024	AU$2.9b	AU$3.0b	AU$106.4m	20.7x	27.1x	1x
Sun, 04 Feb 2024	AU$2.8b	AU$3.0b	AU$89.7m	25.1x	30.7x	0.9x
Tue, 02 Jan 2024	AU$2.7b	AU$3.0b	AU$89.7m	25.1x	30.5x	0.9x
Thu, 30 Nov 2023	AU$2.6b	AU$3.0b	AU$89.6m	24.1x	29x	0.9x
Sat, 28 Oct 2023	AU$2.6b	AU$3.0b	AU$89.6m	22x	29.2x	0.9x
Mon, 25 Sep 2023	AU$3.1b	AU$3.0b	AU$85.2m	22.8x	36.8x	1x
Wed, 23 Aug 2023	AU$3.0b	AU$2.9b	AU$77.7m	25.8x	38.1x	1x
Fri, 21 Jul 2023	AU$2.9b	AU$2.9b	AU$94.5m	26.8x	30.3x	1x
Sun, 18 Jun 2023	AU$2.8b	AU$2.9b	AU$94.5m	26.5x	29.2x	1x
Tue, 16 May 2023	AU$2.8b	AU$2.9b	AU$93.9m	23.2x	30.2x	1x
Thu, 13 Apr 2023	AU$2.9b	AU$2.9b	AU$93.9m	23.2x	30.9x	1x
Sat, 11 Mar 2023	AU$2.9b	AU$2.8b	AU$116.1m	21.3x	24.7x	1x
Mon, 06 Feb 2023	AU$2.9b	AU$2.7b	AU$121.5m	17.7x	23.9x	1.1x
Wed, 04 Jan 2023	AU$2.8b	AU$2.7b	AU$121.5m	17.4x	23.4x	1.1x
Fri, 02 Dec 2022	AU$3.0b	AU$2.7b	AU$121.5m	18.8x	25.1x	1.1x
Sun, 30 Oct 2022	AU$2.8b	AU$2.7b	AU$121.6m	17.4x	22.9x	1x
Tue, 27 Sep 2022	AU$2.7b	AU$2.7b	AU$135.4m	16.9x	20x	1x
Thu, 25 Aug 2022	AU$2.9b	AU$2.6b	AU$133.8m	17.9x	21.5x	1.1x
Sat, 23 Jul 2022	AU$2.9b	AU$2.5b	AU$116.9m	21x	25.1x	1.2x
Mon, 20 Jun 2022	AU$2.5b	AU$2.5b	AU$117.3m	19.6x	21.4x	1x
Wed, 18 May 2022	AU$2.8b	AU$2.5b	AU$119.4m	19.5x	23.2x	1.1x
Fri, 15 Apr 2022	AU$3.0b	AU$2.5b	AU$119.4m	20.4x	24.9x	1.2x
Sun, 13 Mar 2022	AU$2.8b	AU$2.5b	AU$122.1m	21.2x	22.6x	1.1x
Tue, 08 Feb 2022	AU$3.3b	AU$2.5b	AU$134.6m	20.2x	24.2x	1.3x

Current Industry PE

Investors are relatively neutral on the Australian Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PS ratio of 1.0x.

Past Earnings Growth

Total earnings for the Distributors industry have declined over the last three years, with the industry now making a loss overall.
Meanwhile revenues have grown 5.7% 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 Market	1.42%
Consumer Discretionary	3.52%
Retail Distributors	3.20%
Distributors	3.20%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Company	Last Price	7D	1Y	Valuation
BAP Bapcor	AU$5.00	4.6% +AU$74.7m	-11.7%	PS0.8x
SNL Supply Network	AU$36.00	2.1% +AU$32.4m	119.5%	PE47x
NTD NTAW Holdings	AU$0.19	5.6% +AU$1.7m	-71.6%	PE20.4x

Company

Last Price

Valuation

BAP Bapcor

AU$5.00

4.6%
+AU$74.7m

-11.7%

PS0.8x

SNL Supply Network

AU$36.00

2.1%
+AU$32.4m

119.5%