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Australian (ASX) Oil and Gas Industry Analysis
UpdatedOct 01, 2025
DataAggregated Company Financials
Companies101
- 7D0.1%
- 3M-3.9%
- 1Y-11.2%
- YTD-5.7%
The Oil and Gas is pretty flat in the last 7 days, but Tamboran Resources has stood out, gaining 29%. As for the longer term, the industry has declined 11% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Australian Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Oct 2025 | AU$110.5b | AU$110.2b | AU$6.9b | 13.4x | 16x | 1x |
| Fri, 29 Aug 2025 | AU$138.3b | AU$110.6b | AU$7.3b | 13.3x | 19x | 1.2x |
| Sun, 27 Jul 2025 | AU$121.3b | AU$112.2b | AU$8.9b | 15.2x | 13.6x | 1.1x |
| Tue, 24 Jun 2025 | AU$118.2b | AU$113.1b | AU$9.1b | 14x | 12.9x | 1x |
| Thu, 22 May 2025 | AU$101.8b | AU$112.7b | AU$9.1b | 13.3x | 11.3x | 0.9x |
| Sat, 19 Apr 2025 | AU$91.6b | AU$113.0b | AU$9.2b | 13.1x | 10x | 0.8x |
| Mon, 17 Mar 2025 | AU$101.7b | AU$113.1b | AU$9.2b | 16.8x | 11.1x | 0.9x |
| Wed, 12 Feb 2025 | AU$114.6b | AU$111.9b | AU$7.0b | 14.1x | 16.4x | 1x |
| Fri, 10 Jan 2025 | AU$117.0b | AU$112.2b | AU$6.5b | 12.5x | 18x | 1x |
| Sun, 08 Dec 2024 | AU$112.0b | AU$111.3b | AU$6.3b | 12.5x | 17.7x | 1x |
| Tue, 05 Nov 2024 | AU$113.5b | AU$110.3b | AU$6.1b | 11.6x | 18.5x | 1x |
| Thu, 03 Oct 2024 | AU$118.5b | AU$109.1b | AU$5.9b | 11.1x | 20.1x | 1.1x |
| Sat, 31 Aug 2024 | AU$119.3b | AU$110.0b | AU$6.3b | 11.2x | 19.1x | 1.1x |
| Mon, 29 Jul 2024 | AU$127.4b | AU$113.0b | AU$7.5b | 7.8x | 17x | 1.1x |
| Wed, 26 Jun 2024 | AU$129.3b | AU$112.4b | AU$7.4b | 8.2x | 17.5x | 1.1x |
| Fri, 24 May 2024 | AU$134.1b | AU$112.5b | AU$7.4b | 7.3x | 18.1x | 1.2x |
| Sun, 21 Apr 2024 | AU$135.7b | AU$113.6b | AU$7.6b | 7.2x | 17.8x | 1.2x |
| Tue, 19 Mar 2024 | AU$131.1b | AU$113.7b | AU$7.9b | 6.5x | 16.6x | 1.2x |
| Thu, 15 Feb 2024 | AU$137.0b | AU$129.4b | AU$19.0b | 6x | 7.2x | 1.1x |
| Sat, 13 Jan 2024 | AU$138.0b | AU$128.1b | AU$19.1b | 6x | 7.2x | 1.1x |
| Mon, 11 Dec 2023 | AU$129.3b | AU$128.8b | AU$19.3b | 5.6x | 6.7x | 1x |
| Wed, 08 Nov 2023 | AU$134.9b | AU$129.8b | AU$19.6b | 5.4x | 6.9x | 1x |
| Fri, 06 Oct 2023 | AU$146.1b | AU$130.4b | AU$19.8b | 5.5x | 7.4x | 1.1x |
| Sun, 03 Sep 2023 | AU$146.2b | AU$130.0b | AU$19.8b | 5.2x | 7.4x | 1.1x |
| Tue, 01 Aug 2023 | AU$144.8b | AU$127.2b | AU$23.0b | 6.5x | 6.3x | 1.1x |
| Thu, 29 Jun 2023 | AU$131.1b | AU$127.6b | AU$23.1b | 6.4x | 5.7x | 1x |
| Sat, 27 May 2023 | AU$147.4b | AU$130.2b | AU$24.4b | 6.7x | 6x | 1.1x |
| Mon, 24 Apr 2023 | AU$145.9b | AU$129.2b | AU$24.1b | 6.9x | 6.1x | 1.1x |
| Wed, 22 Mar 2023 | AU$139.1b | AU$134.1b | AU$23.8b | 6.4x | 5.8x | 1x |
| Fri, 17 Feb 2023 | AU$153.9b | AU$98.9b | AU$13.9b | 7.5x | 11.1x | 1.6x |
| Sun, 15 Jan 2023 | AU$158.7b | AU$98.5b | AU$13.8b | 7.2x | 11.5x | 1.6x |
| Tue, 13 Dec 2022 | AU$152.1b | AU$99.3b | AU$14.0b | 6.5x | 10.8x | 1.5x |
| Thu, 10 Nov 2022 | AU$157.5b | AU$100.7b | AU$14.4b | 6.6x | 10.9x | 1.6x |
| Sat, 08 Oct 2022 | AU$158.8b | AU$100.8b | AU$14.5b | 6.9x | 11x | 1.6x |
Price to Earnings Ratio
11x
Current Industry PE
- Investors are optimistic on the Australian Oil and Gas industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.0x which is higher than its 3-year average PE of 12.2x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Oil and Gas industry have declined 22% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Energy industry?
| AU Market | 0.012% | |
| Energy | 0.14% | |
| Oil and Gas | 0.14% | |
| Oil and Gas Refining and Marketing | 0.39% | |
| Oil and Gas Exploration and Production | 0.34% | |
| Oil and Gas Storage and Transportation | 0% | 0 |
| Coal and Fuels | -0.52% | |
Industry PE
- Investors are most optimistic about the Coal and Fuels industry which is trading above its 3-year average PE ratio of 12.2x.
- Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings decline of 7.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 52% over the next 5 years.
- In contrast, the Oil and Gas Exploration and Production industry is expected to see its earnings grow by 5.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TBN Tamboran Resources | AU$0.22 | 29.4% +AU$179.9m | 41.9% | PB1.8x | |
| ALD Ampol | AU$30.18 | 1.2% +AU$88.2m | -0.8% | PS0.2x | |
| FDR Finder Energy Holdings | AU$0.39 | 110.8% +AU$78.4m | 680.0% | PE39.6x | |
| BTL Beetaloo Energy Australia | AU$0.34 | 13.1% +AU$49.6m | 46.8% | PS30495.8x | |
| BKY Berkeley Energia | AU$0.61 | 9.8% +AU$24.5m | 78.3% | PB3.4x |