Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Australian (ASX) Distributors Industry Analysis

UpdatedNov 22, 2025
DataAggregated Company Financials
Companies4
  • 7D-0.4%
  • 3M-31.5%
  • 1Y-24.1%
  • YTDn/a

Over the last 7 days, the Distributors industry has dropped 1.3%, driven by a pullback from Supply Network of 2.6%. Overall the industry is down 26% in 12 months. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Nov 2025AU$2.2bAU$2.9bAU$21.9m30.8x101.1x0.8x
Tue, 21 Oct 2025AU$2.7bAU$2.9bAU$21.9m34.5x121.4x0.9x
Thu, 18 Sep 2025AU$2.7bAU$2.9bAU$21.9m38.9x123.9x0.9x
Sat, 16 Aug 2025AU$3.0bAU$2.9b-AU$168,291,487.0058.3x-18.1x1x
Mon, 14 Jul 2025AU$3.6bAU$2.9b-AU$168,291,487.0059.3x-21.3x1.2x
Wed, 11 Jun 2025AU$3.6bAU$2.9b-AU$168,291,487.0071.2x-21.1x1.2x
Fri, 09 May 2025AU$3.6bAU$2.9b-AU$168,291,487.0084x-21.3x1.2x
Sun, 06 Apr 2025AU$3.0bAU$2.9b-AU$168,291,487.0067.5x-18x1x
Tue, 04 Mar 2025AU$3.4bAU$2.9b-AU$168,291,487.0075.8x-20.4x1.2x
Thu, 30 Jan 2025AU$3.3bAU$2.9b-AU$121,422,230.0020.9x-27.1x1.1x
Sat, 28 Dec 2024AU$3.1bAU$2.9b-AU$121,422,230.0027.9x-25.5x1.1x
Mon, 25 Nov 2024AU$2.9bAU$2.9b-AU$121,422,230.0037.8x-23.9x1x
Wed, 23 Oct 2024AU$3.1bAU$2.9b-AU$121,422,230.0036.5x-25.4x1.1x
Fri, 20 Sep 2024AU$3.1bAU$2.9b-AU$121,422,230.0032.6x-25.2x1x
Sun, 18 Aug 2024AU$2.9bAU$3.0bAU$132.8m17.1x21.9x1x
Tue, 16 Jul 2024AU$2.8bAU$3.0bAU$132.8m17.9x20.8x0.9x
Thu, 13 Jun 2024AU$2.8bAU$3.0bAU$131.4m17.4x21.1x0.9x
Sat, 11 May 2024AU$2.5bAU$3.0bAU$131.7m15.3x18.7x0.8x
Mon, 08 Apr 2024AU$3.0bAU$3.0bAU$131.7m21.1x22.7x1x
Wed, 06 Mar 2024AU$2.9bAU$3.0bAU$106.4m20.6x27x1x
Fri, 02 Feb 2024AU$2.8bAU$3.0bAU$89.7m26x31.2x0.9x
Sun, 31 Dec 2023AU$2.7bAU$3.0bAU$89.7m25.1x30.5x0.9x
Tue, 28 Nov 2023AU$2.6bAU$3.0bAU$89.6m24.4x29.2x0.9x
Thu, 26 Oct 2023AU$2.6bAU$3.0bAU$89.6m22.3x29.4x0.9x
Sat, 23 Sep 2023AU$3.1bAU$3.0bAU$85.2m22.8x36.8x1x
Mon, 21 Aug 2023AU$2.9bAU$2.9bAU$77.7m25.4x37.7x1x
Wed, 19 Jul 2023AU$2.9bAU$2.9bAU$94.5m26.5x30.2x1x
Fri, 16 Jun 2023AU$2.7bAU$2.9bAU$94.5m26.6x28.6x0.9x
Sun, 14 May 2023AU$2.9bAU$2.9bAU$93.9m23.2x30.6x1x
Tue, 11 Apr 2023AU$2.9bAU$2.9bAU$93.9m22.5x30.4x1x
Thu, 09 Mar 2023AU$2.9bAU$2.8bAU$116.1m20.8x25x1x
Sat, 04 Feb 2023AU$2.9bAU$2.7bAU$121.5m17.7x23.9x1.1x
Mon, 02 Jan 2023AU$2.8bAU$2.7bAU$121.5m17.4x23.4x1.1x
Wed, 30 Nov 2022AU$3.0bAU$2.7bAU$121.6m18.7x24.9x1.1x
Price to Earnings Ratio

24.9x


Total Market Cap: AU$3.0bTotal Earnings: AU$121.6mTotal Revenue: AU$2.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Distributors Industry Price to Earnings3Y Average 17.2x202320242025
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 101x which is higher than its 3-year average PE of 16.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Distributors industry have declined 43% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% 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-2.49%
Consumer Discretionary-1.66%
Retail Distributors-0.37%
Distributors-0.37%
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
SNL Supply NetworkAU$32.551.5%
+AU$20.6m		12.4%PE35.6x

Latest News

BAP
AU$2.15
Bapcor
7D
-3.6%
1Y
-53.0%

BAP: Future Cash Flows Will Benefit From Updated Discount Rate Assumptions

Narrative Update on Bapcor Analysts have modestly increased their price target for Bapcor, reflecting updated assumptions for discount rates while maintaining stability across key valuation metrics. Analyst Commentary Bullish Takeaways Bullish analysts view the recent price target increase as a signal of improved confidence in Bapcor's valuation and future cash flows, supported by updated discount rate assumptions.
NTD
AU$0.29
NTAW Holdings
7D
-3.3%
1Y
-27.5%
SNL
AU$32.55
Supply Network
7D
1.5%
1Y
12.4%