Narrative Update • May 13

Over the last 7 days, the Automotive Retail industry has dropped 8.9%, driven by Eagers Automotive declining 7.2%. Over the past 12 months, the industry was up 14%. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Australian Automotive Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | AU$6.9b | AU$19.4b | AU$256.0m | 10.7x | 26.9x | 0.4x |
| Sat, 18 Apr 2026 | AU$7.7b | AU$19.4b | AU$256.0m | 12.7x | 30x | 0.4x |
| Mon, 16 Mar 2026 | AU$6.9b | AU$19.4b | AU$256.0m | 12.6x | 27.1x | 0.4x |
| Wed, 11 Feb 2026 | AU$8.5b | AU$18.2b | AU$270.7m | 22.2x | 31.4x | 0.5x |
| Fri, 09 Jan 2026 | AU$8.8b | AU$18.2b | AU$270.7m | 24.8x | 32.4x | 0.5x |
| Sun, 07 Dec 2025 | AU$9.2b | AU$18.2b | AU$270.7m | 25.7x | 34.1x | 0.5x |
| Tue, 04 Nov 2025 | AU$10.4b | AU$18.2b | AU$270.7m | 26x | 38.5x | 0.6x |
| Thu, 02 Oct 2025 | AU$8.8b | AU$18.2b | AU$270.7m | 23.8x | 32.5x | 0.5x |
| Sat, 30 Aug 2025 | AU$8.4b | AU$18.2b | AU$270.7m | 23.8x | 31.1x | 0.5x |
| Mon, 28 Jul 2025 | AU$5.9b | AU$17.0b | AU$276.4m | 15.2x | 21.3x | 0.3x |
| Wed, 25 Jun 2025 | AU$5.3b | AU$17.0b | AU$276.4m | 12.7x | 19.2x | 0.3x |
| Fri, 23 May 2025 | AU$5.5b | AU$17.0b | AU$276.4m | 13.2x | 19.7x | 0.3x |
| Sun, 20 Apr 2025 | AU$5.3b | AU$17.0b | AU$276.4m | 11.5x | 19.3x | 0.3x |
| Tue, 18 Mar 2025 | AU$4.6b | AU$17.0b | AU$276.4m | 11.9x | 16.7x | 0.3x |
| Thu, 13 Feb 2025 | AU$4.0b | AU$16.2b | AU$370.4m | 8.3x | 10.9x | 0.2x |
| Sat, 11 Jan 2025 | AU$3.9b | AU$16.2b | AU$370.4m | 8.6x | 10.6x | 0.2x |
| Mon, 09 Dec 2024 | AU$3.7b | AU$16.2b | AU$370.4m | 9x | 10.1x | 0.2x |
| Wed, 06 Nov 2024 | AU$3.8b | AU$16.2b | AU$370.4m | 8.4x | 10.1x | 0.2x |
| Fri, 04 Oct 2024 | AU$3.7b | AU$16.2b | AU$370.4m | 8.2x | 10x | 0.2x |
| Sun, 01 Sep 2024 | AU$3.5b | AU$16.2b | AU$375.5m | 8x | 9.5x | 0.2x |
| Tue, 30 Jul 2024 | AU$3.5b | AU$15.4b | AU$414.0m | 6.5x | 8.6x | 0.2x |
| Thu, 27 Jun 2024 | AU$3.6b | AU$15.4b | AU$414.0m | 6.2x | 8.7x | 0.2x |
| Sat, 25 May 2024 | AU$3.7b | AU$15.4b | AU$414.0m | 7.2x | 8.8x | 0.2x |
| Mon, 22 Apr 2024 | AU$4.3b | AU$15.4b | AU$414.0m | 8x | 10.5x | 0.3x |
| Wed, 20 Mar 2024 | AU$4.7b | AU$15.4b | AU$414.0m | 8.2x | 11.3x | 0.3x |
| Fri, 16 Feb 2024 | AU$4.8b | AU$14.2b | AU$419.6m | 7.6x | 11.4x | 0.3x |
| Sun, 14 Jan 2024 | AU$4.7b | AU$14.2b | AU$419.6m | 7.1x | 11.3x | 0.3x |
| Tue, 12 Dec 2023 | AU$4.6b | AU$14.2b | AU$419.6m | 7x | 10.9x | 0.3x |
| Thu, 09 Nov 2023 | AU$4.5b | AU$14.2b | AU$419.6m | 7.2x | 10.7x | 0.3x |
| Sat, 07 Oct 2023 | AU$4.7b | AU$14.2b | AU$419.6m | 7.5x | 11.2x | 0.3x |
| Mon, 04 Sep 2023 | AU$5.1b | AU$14.2b | AU$419.6m | 7.9x | 12.2x | 0.4x |
| Wed, 02 Aug 2023 | AU$4.8b | AU$13.0b | AU$459.9m | 7x | 10.4x | 0.4x |
| Fri, 30 Jun 2023 | AU$4.4b | AU$13.0b | AU$459.9m | 6.4x | 9.5x | 0.3x |
| Sun, 28 May 2023 | AU$4.1b | AU$13.0b | AU$459.9m | 6.6x | 9x | 0.3x |
9x
How does Australian Automotive Retail compare with similar industries?
| AU Market | -1.73% | |
| Consumer Discretionary | -0.42% | |
| Specialty Stores | -4.55% | |
| Automotive Retail | -8.90% | |
| Computer and Electronics Retail | -2.53% | |
| Specialty Stores | -2.72% | |
| Home Improvement Retail | -3.09% | |
| Apparel Retail | -3.13% | |
| Home Furnishing Retail | -3.39% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASG Autosports Group | AU$2.18 | 1.9% +AU$8.5m | 3.3% | PE10.5x |