Australian (ASX) Distributors Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies4
- 7D-1.1%
- 3M-2.8%
- 1Y-3.6%
- YTDn/a
Over the last 7 days, the Distributors industry has risen 2.5%, driven by gains from Supply Network of 10%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 14% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | AU$2.8b | AU$3.0b | AU$132.8m | 17.5x | 20.9x | 0.9x |
| Sun, 23 Jun 2024 | AU$2.8b | AU$3.0b | AU$131.4m | 17.9x | 21.5x | 1x |
| Tue, 21 May 2024 | AU$2.6b | AU$3.0b | AU$131.7m | 15.7x | 19.6x | 0.9x |
| Thu, 18 Apr 2024 | AU$2.9b | AU$3.0b | AU$131.7m | 20.3x | 22.4x | 1x |
| Sat, 16 Mar 2024 | AU$2.9b | AU$3.0b | AU$106.4m | 20.7x | 27.2x | 1x |
| Mon, 12 Feb 2024 | AU$2.8b | AU$2.9b | AU$108.5m | 26.4x | 25.7x | 0.9x |
| Wed, 10 Jan 2024 | AU$2.7b | AU$3.0b | AU$89.7m | 25x | 30.6x | 0.9x |
| Fri, 08 Dec 2023 | AU$2.7b | AU$3.0b | AU$89.7m | 23.8x | 29.6x | 0.9x |
| Sun, 05 Nov 2023 | AU$2.7b | AU$3.0b | AU$89.6m | 22.2x | 29.9x | 0.9x |
| Tue, 03 Oct 2023 | AU$3.1b | AU$3.0b | AU$89.6m | 22.9x | 34.5x | 1x |
| Thu, 31 Aug 2023 | AU$3.0b | AU$2.9b | AU$82.9m | 22.3x | 35.9x | 1x |
| Sat, 29 Jul 2023 | AU$2.9b | AU$2.9b | AU$94.5m | 26.3x | 30.4x | 1x |
| Mon, 26 Jun 2023 | AU$2.7b | AU$2.9b | AU$94.5m | 25.5x | 28.6x | 0.9x |
| Wed, 24 May 2023 | AU$2.7b | AU$2.9b | AU$93.9m | 22.7x | 29.2x | 1x |
| Fri, 21 Apr 2023 | AU$2.9b | AU$2.9b | AU$93.9m | 22.7x | 30.8x | 1x |
| Sun, 19 Mar 2023 | AU$2.9b | AU$2.9b | AU$98.6m | 21.4x | 28.9x | 1x |
| Tue, 14 Feb 2023 | AU$2.7b | AU$2.7b | AU$121.5m | 16.4x | 22.5x | 1x |
| Thu, 12 Jan 2023 | AU$2.9b | AU$2.7b | AU$121.5m | 18x | 24x | 1.1x |
| Sat, 10 Dec 2022 | AU$2.9b | AU$2.7b | AU$121.5m | 18.1x | 24.1x | 1.1x |
| Mon, 07 Nov 2022 | AU$2.9b | AU$2.7b | AU$121.6m | 18x | 23.5x | 1.1x |
| Wed, 05 Oct 2022 | AU$2.7b | AU$2.7b | AU$121.1m | 17x | 22.5x | 1x |
| Fri, 02 Sep 2022 | AU$2.9b | AU$2.6b | AU$127.3m | 17.6x | 22.6x | 1.1x |
| Sun, 31 Jul 2022 | AU$2.9b | AU$2.5b | AU$116.9m | 20.7x | 24.7x | 1.1x |
| Tue, 28 Jun 2022 | AU$2.6b | AU$2.5b | AU$116.9m | 19x | 22.7x | 1x |
| Thu, 26 May 2022 | AU$2.7b | AU$2.5b | AU$119.4m | 18.7x | 22.3x | 1x |
| Sat, 23 Apr 2022 | AU$3.0b | AU$2.5b | AU$119.4m | 21.1x | 25.3x | 1.2x |
| Mon, 21 Mar 2022 | AU$2.9b | AU$2.5b | AU$122.1m | 21.2x | 23.4x | 1.1x |
| Wed, 16 Feb 2022 | AU$3.2b | AU$2.5b | AU$122.7m | 21.8x | 26.1x | 1.3x |
| Fri, 14 Jan 2022 | AU$3.2b | AU$2.5b | AU$134.6m | 19.7x | 23.7x | 1.3x |
| Sun, 12 Dec 2021 | AU$3.1b | AU$2.5b | AU$134.6m | 19.3x | 23.1x | 1.3x |
| Tue, 09 Nov 2021 | AU$3.5b | AU$2.5b | AU$135.2m | 10.1x | 25.7x | 1.4x |
| Thu, 07 Oct 2021 | AU$3.1b | AU$2.5b | AU$135.2m | 10.8x | 23x | 1.3x |
| Sat, 04 Sep 2021 | AU$3.3b | AU$2.5b | AU$135.3m | 9.1x | 24x | 1.3x |
| Mon, 02 Aug 2021 | AU$3.5b | AU$2.5b | AU$135.3m | 8.9x | 26.2x | 1.4x |
Price to Earnings Ratio
26.2x
Current Industry PE
- Investors are pessimistic on the Australian Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 21.4x which is lower than its 3-year average PE of 25.8x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Distributors industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.3% 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 and as a result, profits have held steady.
Industry Comparison
How does Australian Distributors compare with similar industries?
| AU Market | -2.20% | |
| Consumer Discretionary | -0.45% | |
| Retail Distributors | -1.10% | |
| Distributors | -1.10% | |
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 | |
|---|---|---|---|---|---|
| SNL Supply Network | AU$24.00 | 10.6% +AU$97.8m | 63.3% | PE34.3x | |
| JAT Jatcorp | AU$0.84 | 11.3% +AU$7.1m | 154.5% | PS0.8x |