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Australian (ASX) Coal and Fuels Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies30
  • 7D-0.9%
  • 3M7.4%
  • 1Y-2.1%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has remained flat, although notably Paladin Energy gained 9.4%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025AU$27.5bAU$14.7bAU$1.6b8.8x17.2x1.9x
Thu, 13 Nov 2025AU$26.5bAU$14.7bAU$1.6b8.6x16.5x1.8x
Sat, 11 Oct 2025AU$26.3bAU$14.7bAU$1.6b7.9x16.3x1.8x
Mon, 08 Sep 2025AU$25.3bAU$14.9bAU$1.8b7.5x14.4x1.7x
Wed, 06 Aug 2025AU$24.8bAU$15.1bAU$1.6b19.2x15.5x1.6x
Fri, 04 Jul 2025AU$26.3bAU$15.1bAU$1.5b17.9x17.9x1.8x
Sun, 01 Jun 2025AU$22.9bAU$15.1bAU$1.5b16.2x15.6x1.5x
Tue, 29 Apr 2025AU$20.3bAU$15.0bAU$1.5b14.4x13.5x1.4x
Thu, 27 Mar 2025AU$21.9bAU$15.0bAU$1.5b15.9x14.6x1.5x
Sat, 22 Feb 2025AU$24.3bAU$14.8bAU$708.7m17.3x34.3x1.6x
Mon, 20 Jan 2025AU$26.7bAU$13.0bAU$900.4m11.8x29.7x2.1x
Wed, 18 Dec 2024AU$25.4bAU$13.0bAU$899.4m11.8x28.3x2x
Fri, 15 Nov 2024AU$24.9bAU$13.0bAU$887.6m12x28.1x1.9x
Sun, 13 Oct 2024AU$27.7bAU$13.0bAU$886.5m13.1x31.2x2.1x
Tue, 10 Sep 2024AU$22.2bAU$13.3bAU$1.1b9.6x20.4x1.7x
Thu, 08 Aug 2024AU$27.3bAU$14.2bAU$2.4b5.8x11.5x1.9x
Sat, 06 Jul 2024AU$31.8bAU$14.2bAU$2.4b6.4x13.4x2.2x
Mon, 03 Jun 2024AU$32.0bAU$14.2bAU$2.4b6.1x13.5x2.2x
Wed, 01 May 2024AU$28.6bAU$14.2bAU$2.4b5.7x12x2x
Fri, 29 Mar 2024AU$27.6bAU$14.2bAU$2.4b5.5x11.6x1.9x
Sun, 25 Feb 2024AU$26.8bAU$15.2bAU$3.9b4.7x7x1.8x
Tue, 23 Jan 2024AU$29.1bAU$19.4bAU$6.3b2.5x4.6x1.5x
Thu, 21 Dec 2023AU$25.4bAU$19.4bAU$6.3b2.3x4x1.3x
Sat, 18 Nov 2023AU$24.8bAU$19.4bAU$6.3b2.2x3.9x1.3x
Mon, 16 Oct 2023AU$26.0bAU$19.5bAU$6.3b2.2x4.1x1.3x
Wed, 13 Sep 2023AU$24.6bAU$19.7bAU$6.5b1.9x3.8x1.2x
Fri, 11 Aug 2023AU$24.3bAU$22.0bAU$8.5b1.9x2.9x1.1x
Sun, 09 Jul 2023AU$21.6bAU$22.0bAU$8.5b1.7x2.5x1x
Tue, 06 Jun 2023AU$20.6bAU$22.0bAU$8.5b1.6x2.4x0.9x
Thu, 04 May 2023AU$34.5bAU$24.0bAU$9.6b2x3.6x1.4x
Sat, 01 Apr 2023AU$37.9bAU$28.0bAU$10.6b2.6x3.6x1.4x
Mon, 27 Feb 2023AU$39.2bAU$23.9bAU$7.5b3.1x5.3x1.6x
Wed, 25 Jan 2023AU$44.6bAU$21.6bAU$5.3b3.8x8.4x2.1x
Fri, 23 Dec 2022AU$43.7bAU$21.7bAU$5.3b4.1x8.2x2x
Price to Earnings Ratio

8.2x


Total Market Cap: AU$43.7bTotal Earnings: AU$5.3bTotal Revenue: AU$21.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Coal and Fuels Industry Price to Earnings3Y Average 12.9x202320242025
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 17.2x which is higher than its 3-year average PE of 12.8x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 33% per year over the last three years,
  • Revenues have also declined 12% 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 Market0.56%
Energy-1.49%
Oil and Gas-1.49%
Coal and Fuels-0.88%
Oil and Gas Refining and Marketing1.79%
Oil and Gas Storage and Transportation0%0
Oil and Gas Exploration and Production-2.17%
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
PDN Paladin EnergyAU$8.956.2%
+AU$233.7m		17.5%PS15.8x
WHC Whitehaven CoalAU$7.772.6%
+AU$165.6m		19.2%PE9.9x
DYL Deep YellowAU$1.774.7%
+AU$77.9m		43.9%PE240.7x
MEU MarmotaAU$0.1050.0%
+AU$41.3m		176.3%PB5.5x
PEN Peninsula EnergyAU$0.5513.4%
+AU$26.5m		-50.0%PB0.9x

Latest News

DYL
AU$1.77
Deep Yellow
7D
4.7%
1Y
43.9%
MEU
AU$0.10
Marmota
7D
50.0%
1Y
176.3%
LOT
AU$0.17
Lotus Resources
7D
-2.8%
1Y
-10.3%
TER
AU$0.092
TerraCom
7D
-16.4%
1Y
-48.9%

TerraCom Limited (ASX:TER) Held Back By Insufficient Growth Even After Shares Climb 29%

Dec 08
TerraCom Limited (ASX:TER) Held Back By Insufficient Growth Even After Shares Climb 29%
WHC
AU$7.77
Whitehaven Coal
7D
2.6%
1Y
19.2%

WHC: Future Margins And Buybacks May Support Balanced Risk Reward Profile

Analysts have nudged their price target on Whitehaven Coal modestly higher, citing slightly improved fair value and profit margin assumptions, while tempering revenue growth expectations and keeping the discount rate and future P/E largely unchanged. Analyst Commentary Bullish analysts view the modest price target increase as a reflection of improving confidence in Whitehaven Coal's ability to sustain healthier profit margins, even as they remain selective on top line growth.
PEN
AU$0.55
Peninsula Energy
7D
13.4%
1Y
-50.0%
PDN
AU$8.95
Paladin Energy
7D
6.2%
1Y
17.5%

PDN: Future Equity Raises Will Support Margins While Keeping Shares Fairly Valued

Analysts have trimmed their price target for Paladin Energy slightly, from A$9.50 to A$9.38, citing marginally softer long term revenue growth assumptions that are only partly offset by a modest improvement in expected profit margins. What's in the News Completed a follow on equity offering raising approximately AUD 100 million through the issue of 13.8 million ordinary shares at AUD 7.25 per share (company filing) Filed a separate follow on equity offering for about AUD 20 million, covering 2.8 million ordinary shares at AUD 7.25 per share (company filing) Closed a larger follow on equity transaction totaling roughly AUD 261.4 million, including a subsequent direct listing component with shares priced at AUD 7.25 and AUD 6.66.
NHC
AU$4.02
New Hope
7D
0.2%
1Y
-20.1%
AEE
AU$0.15
Aura Energy
7D
-11.4%
1Y
0%
AEU
AU$0.31
Atomic Eagle
7D
-16.2%
1Y
n/a
YAL
AU$5.11
Yancoal Australia
7D
-8.6%
1Y
-19.5%
EL8
AU$0.25
Elevate Uranium
7D
-19.4%
1Y
-10.7%
BMN
AU$3.08
Bannerman Energy
7D
-4.6%
1Y
7.3%
BKY
AU$0.53
Berkeley Energia
7D
5.0%
1Y
65.6%
MCM
AU$0.21
MC Mining
7D
4.9%
1Y
48.3%
ERA
AU$0.0025
Energy Resources of Australia
7D
-16.7%
1Y
-16.7%