Narrative Update • Jun 30
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Australian (ASX) Distributors Industry Analysis
UpdatedAug 23, 2026
DataAggregated Company Financials
Companies4
- 7D0.8%
- 3M17.1%
- 1Y-60.2%
- YTDn/a
Last week, the Distributors industry hasn't moved much but Bapcor is up 4.7% in that time. As for the longer term, the industry has declined 60% in the last year. Earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | AU$1.8b | AU$2.9b | -AU$82,616,930.00 | 34.5x | -22.2x | 0.6x |
| Tue, 21 Jul 2026 | AU$1.7b | AU$2.9b | -AU$82,616,930.00 | 32.8x | -21x | 0.6x |
| Thu, 18 Jun 2026 | AU$1.9b | AU$2.9b | -AU$82,616,930.00 | 34.9x | -22.8x | 0.7x |
| Sat, 16 May 2026 | AU$1.7b | AU$2.9b | -AU$82,616,930.00 | 31.4x | -20.1x | 0.6x |
| Mon, 13 Apr 2026 | AU$2.0b | AU$2.9b | -AU$82,616,930.00 | 34x | -23.7x | 0.7x |
| Wed, 11 Mar 2026 | AU$1.9b | AU$2.9b | -AU$82,616,930.00 | 36.5x | -23.4x | 0.7x |
| Fri, 06 Feb 2026 | AU$2.3b | AU$2.9b | AU$21.9m | 31.1x | 103.3x | 0.8x |
| Sun, 04 Jan 2026 | AU$2.2b | AU$2.9b | AU$21.9m | 30.5x | 99.8x | 0.8x |
| Tue, 02 Dec 2025 | AU$2.3b | AU$2.9b | AU$21.9m | 32.2x | 105.3x | 0.8x |
| Thu, 30 Oct 2025 | AU$2.5b | AU$2.9b | AU$21.9m | 35.3x | 115.3x | 0.9x |
| Sat, 27 Sep 2025 | AU$2.6b | AU$2.9b | AU$21.9m | 37.7x | 120.4x | 0.9x |
| Mon, 25 Aug 2025 | AU$3.2b | AU$2.9b | -AU$168,291,487.00 | 60.1x | -19.2x | 1.1x |
| Wed, 23 Jul 2025 | AU$3.5b | AU$2.9b | -AU$168,291,487.00 | 59.6x | -20.8x | 1.2x |
| Fri, 20 Jun 2025 | AU$3.3b | AU$2.9b | -AU$168,291,487.00 | 72x | -19.7x | 1.1x |
| Sun, 18 May 2025 | AU$3.6b | AU$2.9b | -AU$168,291,487.00 | 82.3x | -21.5x | 1.2x |
| Tue, 15 Apr 2025 | AU$3.3b | AU$2.9b | -AU$168,291,487.00 | 64.8x | -19.5x | 1.1x |
| Thu, 13 Mar 2025 | AU$3.3b | AU$2.9b | -AU$168,291,487.00 | 70x | -19.6x | 1.1x |
| Sat, 08 Feb 2025 | AU$3.3b | AU$2.9b | -AU$121,422,230.00 | 19.9x | -27.3x | 1.1x |
| Mon, 06 Jan 2025 | AU$3.1b | AU$2.9b | -AU$121,422,230.00 | 27.4x | -25.2x | 1x |
| Wed, 04 Dec 2024 | AU$3.0b | AU$2.9b | -AU$121,422,230.00 | 41.3x | -25.1x | 1x |
| Fri, 01 Nov 2024 | AU$3.0b | AU$2.9b | -AU$121,422,230.00 | 40.6x | -24.7x | 1x |
| Sun, 29 Sep 2024 | AU$3.2b | AU$2.9b | -AU$121,422,230.00 | 33x | -26.4x | 1.1x |
| Tue, 27 Aug 2024 | AU$3.0b | AU$3.0b | -AU$123,633,943.00 | 24.5x | -23.9x | 1x |
| Thu, 25 Jul 2024 | AU$2.8b | AU$3.0b | AU$132.8m | 17.8x | 21.4x | 1x |
| Sat, 22 Jun 2024 | AU$2.8b | AU$3.0b | AU$131.4m | 17.9x | 21.5x | 1x |
| Mon, 20 May 2024 | AU$2.6b | AU$3.0b | AU$131.7m | 15.8x | 19.6x | 0.9x |
| Wed, 17 Apr 2024 | AU$3.0b | AU$3.0b | AU$131.7m | 20.7x | 22.9x | 1x |
| Fri, 15 Mar 2024 | AU$2.9b | AU$3.0b | AU$106.4m | 20.7x | 27.2x | 1x |
| Sun, 11 Feb 2024 | AU$2.8b | AU$2.9b | AU$108.5m | 26.4x | 25.7x | 0.9x |
| Tue, 09 Jan 2024 | AU$2.7b | AU$3.0b | AU$89.7m | 25.1x | 30.1x | 0.9x |
| Thu, 07 Dec 2023 | AU$2.7b | AU$3.0b | AU$89.7m | 23.9x | 29.8x | 0.9x |
| Sat, 04 Nov 2023 | AU$2.7b | AU$3.0b | AU$89.6m | 22.2x | 29.9x | 0.9x |
| Mon, 02 Oct 2023 | AU$3.1b | AU$3.0b | AU$89.6m | 22.8x | 34.6x | 1x |
| Wed, 30 Aug 2023 | AU$3.0b | AU$3.0b | AU$81.9m | 22.4x | 36.5x | 1x |
Price to Earnings Ratio
36.5x
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 close to its 3-year average PS ratio of 0.93x.
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 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 Market | -0.61% | |
| Consumer Discretionary | -5.84% | |
| Retail Distributors | 0.80% | |
| Distributors | 0.80% | |
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 | |
|---|---|---|---|---|---|
| BAP Bapcor | AU$0.45 | 4.7% +AU$13.5m | -89.1% | PS0.2x | |
| SNL Supply Network | AU$34.00 | 0.1% +AU$2.2m | -15.8% | PE34.5x |