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Australian (ASX) Coal and Fuels Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies30
  • 7D0.4%
  • 3M-5.0%
  • 1Y35.3%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has remained flat, although notably Yancoal Australia gained 6.1%. As for the the longer term, the industry is up 35% over the past 12 months. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026AU$31.0bAU$13.2bAU$829.2m25.4x37.4x2.3x
Sat, 18 Apr 2026AU$34.2bAU$13.2bAU$792.0m24.6x43.1x2.6x
Mon, 16 Mar 2026AU$35.8bAU$13.4bAU$1.1b18.3x32.1x2.7x
Wed, 11 Feb 2026AU$32.9bAU$14.7bAU$1.6b10.3x20.5x2.2x
Fri, 09 Jan 2026AU$28.3bAU$14.7bAU$1.6b8.8x17.7x1.9x
Sun, 07 Dec 2025AU$27.7bAU$14.7bAU$1.6b8.9x17.3x1.9x
Tue, 04 Nov 2025AU$27.7bAU$14.7bAU$1.6b8.6x17.2x1.9x
Thu, 02 Oct 2025AU$25.9bAU$14.7bAU$1.6b7.9x16x1.8x
Sat, 30 Aug 2025AU$25.2bAU$14.9bAU$1.8b7.5x14.1x1.7x
Mon, 28 Jul 2025AU$27.2bAU$15.1bAU$1.5b20.2x18.3x1.8x
Wed, 25 Jun 2025AU$25.0bAU$15.1bAU$1.5b16.5x17x1.7x
Fri, 23 May 2025AU$22.0bAU$15.1bAU$1.5b15.8x15x1.5x
Sun, 20 Apr 2025AU$19.7bAU$15.0bAU$1.5b14.3x13.1x1.3x
Tue, 18 Mar 2025AU$22.0bAU$14.8bAU$1.4b16.9x15.7x1.5x
Thu, 13 Feb 2025AU$25.9bAU$13.0bAU$899.9m10.9x28.7x2x
Sat, 11 Jan 2025AU$25.7bAU$13.0bAU$900.3m11.3x28.5x2x
Mon, 09 Dec 2024AU$25.5bAU$13.0bAU$889.7m11.8x28.7x2x
Wed, 06 Nov 2024AU$26.3bAU$13.0bAU$886.7m12.3x29.6x2x
Fri, 04 Oct 2024AU$27.3bAU$13.0bAU$887.9m12.8x30.8x2.1x
Sun, 01 Sep 2024AU$23.9bAU$13.3bAU$1.1b10.8x21.7x1.8x
Tue, 30 Jul 2024AU$28.8bAU$14.2bAU$2.4b5.8x12.1x2x
Thu, 27 Jun 2024AU$28.9bAU$14.2bAU$2.4b5.9x12.2x2x
Sat, 25 May 2024AU$31.7bAU$14.2bAU$2.4b5.9x13.4x2.2x
Mon, 22 Apr 2024AU$29.2bAU$14.2bAU$2.4b5.8x12.2x2x
Wed, 20 Mar 2024AU$26.5bAU$14.2bAU$2.4b5.2x11.1x1.9x
Fri, 16 Feb 2024AU$28.1bAU$17.2bAU$4.8b3.9x5.9x1.6x
Sun, 14 Jan 2024AU$28.4bAU$19.4bAU$6.3b2.5x4.5x1.5x
Tue, 12 Dec 2023AU$25.2bAU$19.4bAU$6.3b2.3x4x1.3x
Thu, 09 Nov 2023AU$24.6bAU$19.4bAU$6.3b2.2x3.9x1.3x
Sat, 07 Oct 2023AU$25.8bAU$19.5bAU$6.3b2.2x4.1x1.3x
Mon, 04 Sep 2023AU$25.1bAU$19.7bAU$6.5b2x3.9x1.3x
Wed, 02 Aug 2023AU$22.7bAU$22.0bAU$8.5b1.8x2.7x1x
Fri, 30 Jun 2023AU$21.6bAU$22.0bAU$8.5b1.7x2.5x1x
Sun, 28 May 2023AU$33.5bAU$24.0bAU$9.6b1.8x3.5x1.4x
Price to Earnings Ratio

3.5x


Total Market Cap: AU$33.5bTotal Earnings: AU$9.6bTotal Revenue: AU$24.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Coal and Fuels Industry Price to Earnings3Y Average 16.3x202420252026
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 37.4x which is higher than its 3-year average PE of 16.3x.
  • 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 56% per year over the last three years,
  • Revenues have also declined 18% 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 Market-1.73%
Energy3.64%
Oil and Gas3.64%
Coal and Fuels0.42%
Oil and Gas Exploration and Production4.66%
Oil and Gas Refining and Marketing3.92%
Oil and Gas Storage and Transportation0%0
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
WHC Whitehaven CoalAU$8.206.2%
+AU$395.6m		51.6%PE10.9x
YAL Yancoal AustraliaAU$6.724.3%
+AU$369.7m		30.5%PE20.2x
NHC New HopeAU$5.478.5%
+AU$362.6m		47.8%PE30.1x
GHY Gold HydrogenAU$0.4027.0%
+AU$15.3m		-39.4%PB1.6x
EDE Eden InnovationsAU$0.2411.4%
+AU$14.5m		716.7%PS63.3x

Latest News

YAL
AU$6.72
Yancoal Australia
7D
4.3%
1Y
30.5%
WHC
AU$8.20
Whitehaven Coal
7D
6.2%
1Y
51.6%
Narrative Update • May 20

WHC: Modest Risk Repricing And Capital Returns Will Shape Future Balance

Analysts have trimmed their fair value estimate for Whitehaven Coal slightly to A$8.78 per share, reflecting a modestly higher discount rate, a small adjustment to profit margin expectations and a slightly higher implied future P/E multiple. Analyst Commentary Analysts covering Whitehaven Coal are using a mix of cautious and constructive inputs when thinking about valuation, particularly around risk, earnings quality and the level of market expectations embedded in the updated fair value.
NHC
AU$5.47
New Hope
7D
8.5%
1Y
47.8%
AGE
AU$0.037
Alligator Energy
7D
-9.8%
1Y
42.3%
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...
LOT
AU$0.61
Lotus Resources
7D
-14.7%
1Y
-68.8%
New Narrative • May 17

Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability

Catalysts About Lotus Resources Lotus Resources is an uranium producer focused on restarting and ramping up the Kayelekera uranium mine in Malawi. What are the underlying business or industry changes driving this perspective?
PDN
AU$10.45
Paladin Energy
7D
-2.8%
1Y
93.2%
BOE
AU$1.21
Boss Energy
7D
-10.7%
1Y
-66.1%
GHY
AU$0.40
Gold Hydrogen
7D
27.0%
1Y
-39.4%
BSN
AU$0.034
Basin Energy
7D
3.0%
1Y
161.5%
EDE
AU$0.24
Eden Innovations
7D
11.4%
1Y
716.7%
DYL
AU$1.55
Deep Yellow
7D
-10.4%
1Y
34.8%
BMN
AU$3.41
Bannerman Energy
7D
-13.7%
1Y
34.8%
MEU
AU$0.095
Marmota
7D
-13.6%
1Y
120.9%
BKY
AU$0.40
Berkeley Energia
7D
5.3%
1Y
-20.8%
WEC
AU$0.043
White Energy
7D
4.9%
1Y
53.6%
CXU
AU$0.046
Cauldron Energy
7D
-19.3%
1Y
557.1%