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Australian (ASX) Coal and Fuels Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies30
  • 7D-6.7%
  • 3M-10.0%
  • 1Y25.5%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has dropped 6.7%, driven by declines in Paladin Energy and Yancoal Australia of 12% and 6.0%, respectively. In contrast, Peninsula Energy has gained 8.1%. Over the past 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Australian Coal and Fuels Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026AU$30.8bAU$13.2bAU$828.4m26.4x37.1x2.3x
Wed, 13 May 2026AU$31.4bAU$13.2bAU$794.3m23.4x39.6x2.4x
Fri, 10 Apr 2026AU$34.0bAU$13.2bAU$790.7m25.8x42.9x2.6x
Sun, 08 Mar 2026AU$33.1bAU$13.4bAU$1.1b15.2x29.7x2.5x
Tue, 03 Feb 2026AU$33.2bAU$14.7bAU$1.6b10.2x20.7x2.3x
Thu, 01 Jan 2026AU$27.1bAU$14.7bAU$1.6b8.8x17x1.8x
Sat, 29 Nov 2025AU$25.5bAU$14.7bAU$1.6b8.2x16x1.7x
Mon, 27 Oct 2025AU$26.1bAU$14.7bAU$1.6b8.3x16.2x1.8x
Wed, 24 Sep 2025AU$25.7bAU$14.7bAU$1.6b7.6x15.7x1.7x
Fri, 22 Aug 2025AU$24.0bAU$14.6bAU$1.3b19.7x17.9x1.6x
Sun, 20 Jul 2025AU$25.8bAU$15.1bAU$1.5b17.9x17.3x1.7x
Tue, 17 Jun 2025AU$25.1bAU$15.1bAU$1.5b17x17.1x1.7x
Thu, 15 May 2025AU$23.0bAU$15.1bAU$1.5b16.2x15.6x1.5x
Sat, 12 Apr 2025AU$19.9bAU$15.0bAU$1.5b14.2x13.2x1.3x
Mon, 10 Mar 2025AU$23.1bAU$14.9bAU$1.4b7.1x16.3x1.6x
Wed, 05 Feb 2025AU$27.3bAU$13.0bAU$900.4m11.5x30.4x2.1x
Fri, 03 Jan 2025AU$26.3bAU$13.0bAU$900.3m11.8x29.3x2x
Sun, 01 Dec 2024AU$25.2bAU$13.0bAU$887.2m11.9x28.4x1.9x
Tue, 29 Oct 2024AU$27.4bAU$13.0bAU$886.8m12.6x30.9x2.1x
Thu, 26 Sep 2024AU$25.7bAU$13.0bAU$887.1m12.3x29x2x
Sat, 24 Aug 2024AU$24.8bAU$13.4bAU$1.0b11.2x23.9x1.9x
Mon, 22 Jul 2024AU$29.8bAU$14.2bAU$2.4b6x12.6x2.1x
Wed, 19 Jun 2024AU$29.2bAU$14.2bAU$2.4b5.7x12.3x2x
Fri, 17 May 2024AU$31.1bAU$14.2bAU$2.4b5.7x13.1x2.2x
Sun, 14 Apr 2024AU$25.5bAU$14.2bAU$2.4b5.9x10.7x1.8x
Tue, 12 Mar 2024AU$27.7bAU$14.9bAU$2.8b4.8x9.8x1.9x
Thu, 08 Feb 2024AU$30.4bAU$19.4bAU$6.3b2.8x4.9x1.6x
Sat, 06 Jan 2024AU$27.1bAU$19.4bAU$6.3b2.5x4.3x1.4x
Mon, 04 Dec 2023AU$25.5bAU$19.4bAU$6.3b2.3x4.1x1.3x
Wed, 01 Nov 2023AU$25.7bAU$19.5bAU$6.3b2.3x4.1x1.3x
Fri, 29 Sep 2023AU$27.5bAU$19.4bAU$6.3b2.3x4.4x1.4x
Sun, 27 Aug 2023AU$23.4bAU$19.9bAU$7.0b2.2x3.3x1.2x
Tue, 25 Jul 2023AU$22.9bAU$22.0bAU$8.5b1.8x2.7x1x
Thu, 22 Jun 2023AU$22.2bAU$22.0bAU$8.5b1.7x2.6x1x
Price to Earnings Ratio

2.6x


Total Market Cap: AU$22.2bTotal Earnings: AU$8.5bTotal Revenue: AU$22.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Coal and Fuels Industry Price to Earnings3Y Average 17.1x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Coal and Consumable Fuels industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.1x which is higher than its 3-year average PE of 17.1x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 54% per year over the last three years,
  • Revenues have also declined 16% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Australian Coal and Fuels compare with similar industries?

AU Market1.68%
Energy-0.66%
Oil and Gas-0.66%
Coal and Fuels-6.67%
Oil and Gas Exploration and Production1.22%
Oil and Gas Refining and Marketing0.97%
Oil and Gas Storage and Transportation-18.18%
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
PEN Peninsula EnergyAU$0.4213.5%
+AU$25.5m		n/aPB0.7x
BKY Berkeley EnergiaAU$0.5012.4%
+AU$24.5m		-9.1%PB2.9x
DYL Deep YellowAU$1.601.3%
+AU$19.5m		1.6%PE840.5x
AGE Alligator EnergyAU$0.0411.1%
+AU$17.7m		17.6%PS159.7x
CXU Cauldron EnergyAU$0.06412.3%
+AU$14.3m		611.1%PS261.2x

Latest News

PDN
AU$10.46
Paladin Energy
7D
-5.3%
1Y
43.7%
Narrative Update • Jun 12

PDN: Uranium Supply Shift And Langer Heinrich Ramp-Up Will Support Future Upside

Analysts have raised their A$ fair value estimate for Paladin Energy from about A$17.29 to roughly A$17.90, reflecting updated assumptions on margins, P/E and mining costs after recent Street research highlighting perceived value following the share price pullback. What's in the News Paladin Energy shares recently led gains on the ASX 200, with trading activity focused on uranium stocks after sector wide interest picked up.
BMN
AU$3.47
Bannerman Energy
7D
-4.7%
1Y
17.2%
Analysis Article • Jun 10

We're Hopeful That Bannerman Energy (ASX:BMN) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
AEU
AU$0.41
Atomic Eagle
7D
1.3%
1Y
n/a
PEN
AU$0.42
Peninsula Energy
7D
13.5%
1Y
n/a
GHY
AU$0.39
Gold Hydrogen
7D
-20.6%
1Y
-37.9%
WHC
AU$8.45
Whitehaven Coal
7D
-9.8%
1Y
46.4%
YAL
AU$6.07
Yancoal Australia
7D
-12.9%
1Y
3.8%
NHC
AU$5.56
New Hope
7D
-8.6%
1Y
41.5%
Narrative Update • Jun 07

NHC: Lower Interim Dividend Will Limit Appeal Despite Higher Margin Outlook

Analysts have increased their A$ fair value estimate for New Hope from A$3.50 to A$3.80, citing updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E. What's in the News New Hope declared a fully franked interim ordinary cash dividend of A$0.10 per share on its fully paid ordinary shares for the six month period ended January 31, 2026.
DYL
AU$1.60
Deep Yellow
7D
1.3%
1Y
1.6%
AGE
AU$0.04
Alligator Energy
7D
11.1%
1Y
17.6%
Analysis Article • May 19

We're Hopeful That Alligator Energy (ASX:AGE) Will Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
BOE
AU$1.22
Boss Energy
7D
-4.7%
1Y
-71.9%
BSN
AU$0.035
Basin Energy
7D
6.1%
1Y
66.7%
ERA
AU$0.002
Energy Resources of Australia
7D
-20.0%
1Y
-20.0%
BKY
AU$0.50
Berkeley Energia
7D
12.4%
1Y
-9.1%
EPM
AU$0.014
Eclipse Metals
7D
3.7%
1Y
7.7%
CXU
AU$0.064
Cauldron Energy
7D
12.3%
1Y
611.1%