Narrative Update • Aug 18

The Oil and Gas Refining and Marketing industry has stayed flat over the last week. As for the the longer term, the industry is up 35% over the past 12 months. Earnings are forecast to grow by 17% annually.
Has the Australian Oil and Gas Refining and Marketing Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 24 Aug 2026 | AU$14.1b | AU$59.9b | -AU$338,700,000.00 | 115.2x | -41.6x | 0.2x |
| Wed, 22 Jul 2026 | AU$13.1b | AU$59.9b | -AU$338,700,000.00 | 110.2x | -38.7x | 0.2x |
| Fri, 19 Jun 2026 | AU$11.5b | AU$59.9b | -AU$338,700,000.00 | 96.5x | -33.9x | 0.2x |
| Sun, 17 May 2026 | AU$12.1b | AU$59.9b | -AU$338,700,000.00 | 101.4x | -35.7x | 0.2x |
| Tue, 14 Apr 2026 | AU$12.3b | AU$59.9b | -AU$338,700,000.00 | 98x | -36.4x | 0.2x |
| Thu, 12 Mar 2026 | AU$10.3b | AU$59.9b | -AU$338,700,000.00 | 85.1x | -30.4x | 0.2x |
| Sat, 07 Feb 2026 | AU$9.7b | AU$62.6b | -AU$489,700,000.00 | n/a | -19.8x | 0.2x |
| Mon, 05 Jan 2026 | AU$11.0b | AU$62.6b | -AU$489,700,000.00 | n/a | -22.6x | 0.2x |
| Wed, 03 Dec 2025 | AU$10.9b | AU$62.6b | -AU$489,700,000.00 | n/a | -22.3x | 0.2x |
| Fri, 31 Oct 2025 | AU$10.2b | AU$62.6b | -AU$489,700,000.00 | n/a | -20.7x | 0.2x |
| Sun, 28 Sep 2025 | AU$10.3b | AU$62.6b | -AU$489,700,000.00 | n/a | -21x | 0.2x |
| Tue, 26 Aug 2025 | AU$10.5b | AU$62.1b | -AU$214,300,000.00 | n/a | -49x | 0.2x |
| Thu, 24 Jul 2025 | AU$10.3b | AU$65.0b | AU$46.2m | 54x | 223.7x | 0.2x |
| Sat, 21 Jun 2025 | AU$9.5b | AU$65.0b | AU$46.2m | 50.1x | 204.9x | 0.1x |
| Mon, 19 May 2025 | AU$9.5b | AU$65.0b | AU$46.2m | 51.6x | 205.1x | 0.1x |
| Wed, 16 Apr 2025 | AU$7.5b | AU$65.0b | AU$46.2m | 41.4x | 162.3x | 0.1x |
| Fri, 14 Mar 2025 | AU$8.4b | AU$65.0b | AU$46.2m | 46.9x | 182.3x | 0.1x |
| Sun, 09 Feb 2025 | AU$10.5b | AU$65.9b | AU$866.5m | 16.7x | 12.1x | 0.2x |
| Tue, 07 Jan 2025 | AU$11.1b | AU$65.9b | AU$866.5m | 18.1x | 12.8x | 0.2x |
| Thu, 05 Dec 2024 | AU$11.0b | AU$65.9b | AU$866.5m | 17.7x | 12.6x | 0.2x |
| Sat, 02 Nov 2024 | AU$11.0b | AU$65.9b | AU$866.5m | 17.9x | 12.7x | 0.2x |
| Mon, 30 Sep 2024 | AU$11.8b | AU$65.9b | AU$866.5m | 19.4x | 13.6x | 0.2x |
| Wed, 28 Aug 2024 | AU$11.9b | AU$65.9b | AU$866.5m | 19.8x | 13.7x | 0.2x |
| Fri, 26 Jul 2024 | AU$12.5b | AU$64.5b | AU$552.9m | 638x | 22.7x | 0.2x |
| Sun, 23 Jun 2024 | AU$12.8b | AU$64.5b | AU$552.9m | 663.2x | 23.2x | 0.2x |
| Tue, 21 May 2024 | AU$13.9b | AU$64.5b | AU$552.9m | 728.5x | 25.1x | 0.2x |
| Thu, 18 Apr 2024 | AU$14.7b | AU$64.5b | AU$552.9m | 745.9x | 26.5x | 0.2x |
| Sat, 16 Mar 2024 | AU$14.5b | AU$64.5b | AU$552.9m | 716.2x | 26.2x | 0.2x |
| Mon, 12 Feb 2024 | AU$14.4b | AU$67.2b | AU$46.3m | 67.1x | 311x | 0.2x |
| Wed, 10 Jan 2024 | AU$14.1b | AU$67.2b | AU$46.3m | 66.7x | 304x | 0.2x |
| Fri, 08 Dec 2023 | AU$13.0b | AU$67.2b | AU$46.3m | 63.4x | 281.6x | 0.2x |
| Sun, 05 Nov 2023 | AU$12.3b | AU$67.2b | AU$46.3m | 60.5x | 266x | 0.2x |
| Tue, 03 Oct 2023 | AU$12.7b | AU$67.2b | AU$46.3m | 61.8x | 273.9x | 0.2x |
| Thu, 31 Aug 2023 | AU$13.1b | AU$67.2b | AU$46.3m | 63.7x | 283.2x | 0.2x |
283.2x
How does Australian Oil and Gas Refining and Marketing compare with similar industries?
| AU Market | -0.61% | |
| Energy | 3.37% | |
| Oil and Gas | 3.37% | |
| Oil and Gas Refining and Marketing | 0.47% | |
| Oil and Gas Exploration and Production | 4.08% | |
| Coal and Fuels | 2.37% | |
| Oil and Gas Storage and Transportation | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALD Ampol | AU$41.57 | 4.7% +AU$445.6m | 40.2% | PE6.7x | |
| VEA Viva Energy Group | AU$2.85 | 3.6% +AU$164.0m | 33.2% | PS0.2x |