Narrative Update • Sep 03

Over the last 7 days, the Home Improvement Retail industry has dropped 9.9%, driven by pullbacks from every company within the industry. Overall the industry is down 47% in 12 months. Looking forward, earnings are forecast to grow by 9.5% annually.
Has the Australian Home Improvement Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 13 Sep 2026 | AU$424.3m | AU$340.4m | AU$27.0m | 15.7x | 15.7x | 1.2x |
| Tue, 11 Aug 2026 | AU$409.4m | AU$334.9m | AU$28.3m | 14.5x | 14.5x | 1.2x |
| Thu, 09 Jul 2026 | AU$368.1m | AU$334.9m | AU$28.3m | 13x | 13x | 1.1x |
| Sat, 06 Jun 2026 | AU$339.4m | AU$334.9m | AU$28.3m | 12x | 12x | 1x |
| Mon, 04 May 2026 | AU$350.9m | AU$334.9m | AU$28.3m | 12.4x | 12.4x | 1x |
| Wed, 01 Apr 2026 | AU$365.8m | AU$334.9m | AU$28.3m | 12.9x | 12.9x | 1.1x |
| Fri, 27 Feb 2026 | AU$486.2m | AU$334.9m | AU$28.3m | 17.2x | 17.2x | 1.5x |
| Sun, 25 Jan 2026 | AU$614.6m | AU$329.4m | AU$29.4m | 20.9x | 20.9x | 1.9x |
| Tue, 23 Dec 2025 | AU$630.7m | AU$329.4m | AU$29.4m | 21.5x | 21.5x | 1.9x |
| Thu, 20 Nov 2025 | AU$642.2m | AU$329.4m | AU$29.4m | 21.9x | 21.9x | 1.9x |
| Sat, 18 Oct 2025 | AU$697.2m | AU$329.4m | AU$29.4m | 23.7x | 23.7x | 2.1x |
| Mon, 15 Sep 2025 | AU$740.8m | AU$329.4m | AU$29.4m | 25.2x | 25.2x | 2.2x |
| Wed, 13 Aug 2025 | AU$811.7m | AU$331.1m | AU$29.6m | 27.4x | 27.4x | 2.5x |
| Fri, 11 Jul 2025 | AU$761.4m | AU$331.1m | AU$29.6m | 25.7x | 25.7x | 2.3x |
| Sun, 08 Jun 2025 | AU$839.2m | AU$331.1m | AU$29.6m | 28.3x | 28.3x | 2.5x |
| Tue, 06 May 2025 | AU$743.1m | AU$331.1m | AU$29.6m | 25.1x | 25.1x | 2.2x |
| Thu, 03 Apr 2025 | AU$765.2m | AU$331.1m | AU$29.6m | 25.8x | 25.8x | 2.3x |
| Sat, 01 Mar 2025 | AU$785.7m | AU$331.1m | AU$29.6m | 26.5x | 26.5x | 2.4x |
| Mon, 27 Jan 2025 | AU$696.9m | AU$324.8m | AU$30.1m | 23.2x | 23.2x | 2.1x |
| Wed, 25 Dec 2024 | AU$712.8m | AU$324.8m | AU$30.1m | 23.7x | 23.7x | 2.2x |
| Fri, 22 Nov 2024 | AU$665.0m | AU$324.8m | AU$30.1m | 22.1x | 22.1x | 2x |
| Sun, 20 Oct 2024 | AU$683.2m | AU$324.8m | AU$30.1m | 22.7x | 22.7x | 2.1x |
| Tue, 17 Sep 2024 | AU$646.5m | AU$324.8m | AU$30.1m | 21.5x | 21.5x | 2x |
| Thu, 15 Aug 2024 | AU$530.8m | AU$312.9m | AU$30.6m | 17.3x | 17.3x | 1.7x |
| Sat, 13 Jul 2024 | AU$553.5m | AU$312.9m | AU$30.6m | 18.1x | 18.1x | 1.8x |
| Mon, 10 Jun 2024 | AU$544.4m | AU$312.9m | AU$30.6m | 17.8x | 17.8x | 1.7x |
| Wed, 08 May 2024 | AU$644.2m | AU$312.9m | AU$30.6m | 21x | 21x | 2.1x |
| Fri, 05 Apr 2024 | AU$689.6m | AU$312.9m | AU$30.6m | 22.5x | 22.5x | 2.2x |
| Sun, 03 Mar 2024 | AU$644.1m | AU$312.9m | AU$30.6m | 21x | 21x | 2.1x |
| Tue, 30 Jan 2024 | AU$519.8m | AU$312.7m | AU$33.6m | 15.4x | 15.4x | 1.7x |
| Thu, 28 Dec 2023 | AU$531.1m | AU$312.7m | AU$33.6m | 15.8x | 15.8x | 1.7x |
| Sat, 25 Nov 2023 | AU$446.3m | AU$312.7m | AU$33.6m | 13.3x | 13.3x | 1.4x |
| Mon, 23 Oct 2023 | AU$418.1m | AU$312.7m | AU$33.6m | 12.4x | 12.4x | 1.3x |
| Wed, 20 Sep 2023 | AU$426.7m | AU$312.7m | AU$33.6m | 12.7x | 12.7x | 1.4x |
12.7x
How does Australian Home Improvement Retail compare with similar industries?
| AU Market | -2.94% | |
| Consumer Discretionary | -4.85% | |
| Specialty Stores | -5.50% | |
| Home Improvement Retail | 4.52% | |
| Computer and Electronics Retail | -3.61% | |
| Apparel Retail | -4.84% | |
| Home Furnishing Retail | -5.20% | |
| Specialty Stores | -6.90% | |
| Automotive Retail | -7.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BLX Beacon Lighting Group | AU$1.85 | 4.5% +AU$18.3m | -42.9% | PE15.7x |