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Australian (ASX) Distributors Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies4
  • 7D-5.8%
  • 3M-42.8%
  • 1Y-70.8%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 7.7%, driven by a pullback from Supply Network of 5.6%. In contrast, NTAW Holdings has gained 8.6%. Overall the industry is down 71% in 12 months. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026AU$1.6bAU$2.9b-AU$82,616,930.0029.6x-19x0.5x
Wed, 22 Apr 2026AU$1.9bAU$2.9b-AU$82,616,930.0033.4x-22.9x0.7x
Fri, 20 Mar 2026AU$1.8bAU$2.9b-AU$82,616,930.0031.4x-21.5x0.6x
Sun, 15 Feb 2026AU$2.1bAU$2.9bAU$21.9m28.2x94.4x0.7x
Tue, 13 Jan 2026AU$2.3bAU$2.9bAU$21.9m32.4x106.1x0.8x
Thu, 11 Dec 2025AU$2.1bAU$2.9bAU$21.9m28.8x95.8x0.7x
Sat, 08 Nov 2025AU$2.3bAU$2.9bAU$21.9m31.9x104.2x0.8x
Mon, 06 Oct 2025AU$2.7bAU$2.9bAU$21.9m39x124.3x0.9x
Wed, 03 Sep 2025AU$2.9bAU$2.9bAU$21.9m41x130x1x
Fri, 01 Aug 2025AU$3.0bAU$2.9b-AU$168,291,487.0063.5x-17.8x1x
Sun, 29 Jun 2025AU$3.3bAU$2.9b-AU$168,291,487.0068.4x-19.9x1.1x
Tue, 27 May 2025AU$3.6bAU$2.9b-AU$168,291,487.0076x-21.5x1.2x
Thu, 24 Apr 2025AU$3.4bAU$2.9b-AU$168,291,487.0077.2x-20x1.2x
Sat, 22 Mar 2025AU$3.4bAU$2.9b-AU$168,291,487.0065.3x-20.1x1.2x
Mon, 17 Feb 2025AU$3.4bAU$2.9b-AU$121,422,230.0020.4x-28.1x1.2x
Wed, 15 Jan 2025AU$3.1bAU$2.9b-AU$121,422,230.0022x-25.4x1.1x
Fri, 13 Dec 2024AU$3.1bAU$2.9b-AU$121,422,230.0041.8x-25.2x1x
Sun, 10 Nov 2024AU$3.1bAU$2.9b-AU$121,422,230.0040x-25.1x1x
Tue, 08 Oct 2024AU$3.3bAU$2.9b-AU$121,422,230.0032.6x-27.2x1.1x
Thu, 05 Sep 2024AU$3.0bAU$2.9b-AU$121,422,230.0033.5x-24.4x1x
Sat, 03 Aug 2024AU$2.9bAU$3.0bAU$132.8m17.3x21.7x1x
Mon, 01 Jul 2024AU$2.8bAU$3.0bAU$132.8m17.8x21.1x1x
Wed, 29 May 2024AU$2.5bAU$3.0bAU$131.7m14.8x19x0.8x
Fri, 26 Apr 2024AU$2.9bAU$3.0bAU$131.7m19.8x21.9x1x
Sun, 24 Mar 2024AU$3.0bAU$3.0bAU$106.4m21.6x28.1x1x
Tue, 20 Feb 2024AU$2.8bAU$2.9bAU$108.5m25.8x26.1x1x
Thu, 18 Jan 2024AU$2.6bAU$3.0bAU$89.7m25.4x29.3x0.9x
Sat, 16 Dec 2023AU$2.7bAU$3.0bAU$89.7m23.3x29.5x0.9x
Mon, 13 Nov 2023AU$2.7bAU$3.0bAU$89.6m22.7x29.9x0.9x
Wed, 11 Oct 2023AU$3.1bAU$3.0bAU$89.6m22.9x34.4x1x
Fri, 08 Sep 2023AU$3.0bAU$3.0bAU$85.2m23.5x35.6x1x
Sun, 06 Aug 2023AU$2.9bAU$2.9bAU$94.5m26.2x30.3x1x
Tue, 04 Jul 2023AU$2.8bAU$2.9bAU$94.5m26.3x29.9x1x
Thu, 01 Jun 2023AU$2.8bAU$2.9bAU$93.9m25.2x29.7x1x
Price to Earnings Ratio

29.7x


Total Market Cap: AU$2.8bTotal Earnings: AU$93.9mTotal Revenue: AU$2.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Distributors Industry Price to Earnings3Y Average 20.1x202420252026
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 0.96x.
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 Market0.078%
Consumer Discretionary1.01%
Retail Distributors-5.84%
Distributors-5.84%
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$0.198.6%
+AU$2.5m		-5.0%PS0.06x

Latest News

BAP
AU$0.36
Bapcor
7D
-8.9%
1Y
-93.1%
Narrative Update • May 18

BAP: Equity Raise And Tighter P/E Assumptions Will Drive Future Upside

Analysts have adjusted their price target on Bapcor to A$1.38 from A$1.46, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts view the revised A$1.38 price target for Bapcor as consistent with a view that the stock can still offer upside if the company executes well on its core business drivers.
SNL
AU$29.16
Supply Network
7D
-5.6%
1Y
-28.4%
NTD
AU$0.19
NTAW Holdings
7D
8.6%
1Y
-5.0%