Narrative Update • Jul 31

Over the last 7 days, the Other Diversified Financial Services industry has dropped 2.7%, driven by a pullback from Challenger of 6.0%. Over the past 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 10% per annum.
Has the Australian Other Diversified Financial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | AU$11.8b | AU$5.6b | AU$596.3m | 14.6x | 19.8x | 2.1x |
| Tue, 30 Jun 2026 | AU$10.6b | AU$5.6b | AU$596.3m | 14.6x | 17.8x | 1.9x |
| Thu, 28 May 2026 | AU$10.2b | AU$5.6b | AU$597.4m | 11.2x | 17x | 1.8x |
| Sat, 25 Apr 2026 | AU$9.5b | AU$5.6b | AU$597.4m | 11.1x | 15.9x | 1.7x |
| Mon, 23 Mar 2026 | AU$8.6b | AU$5.6b | AU$597.4m | 10.3x | 14.5x | 1.5x |
| Wed, 18 Feb 2026 | AU$9.3b | AU$5.7b | AU$597.1m | 10.9x | 15.6x | 1.6x |
| Fri, 16 Jan 2026 | AU$10.8b | AU$5.7b | AU$370.7m | 18.6x | 29.2x | 1.9x |
| Sun, 14 Dec 2025 | AU$11.0b | AU$5.7b | AU$370.7m | 18.8x | 29.6x | 1.9x |
| Tue, 11 Nov 2025 | AU$10.6b | AU$5.7b | AU$368.7m | 25.1x | 28.9x | 1.9x |
| Thu, 09 Oct 2025 | AU$10.2b | AU$5.7b | AU$368.7m | 24.1x | 27.6x | 1.8x |
| Sat, 06 Sep 2025 | AU$10.1b | AU$5.7b | AU$368.6m | 24.7x | 27.4x | 1.8x |
| Mon, 04 Aug 2025 | AU$9.8b | AU$6.6b | AU$329.7m | 22.9x | 29.7x | 1.5x |
| Wed, 02 Jul 2025 | AU$8.8b | AU$6.6b | AU$329.7m | 17.7x | 26.7x | 1.3x |
| Fri, 30 May 2025 | AU$8.5b | AU$6.6b | AU$332.0m | 14.6x | 25.5x | 1.3x |
| Sun, 27 Apr 2025 | AU$8.0b | AU$6.6b | AU$332.0m | 14.4x | 24.1x | 1.2x |
| Tue, 25 Mar 2025 | AU$7.3b | AU$6.6b | AU$332.0m | 14.3x | 21.8x | 1.1x |
| Thu, 20 Feb 2025 | AU$7.8b | AU$6.4b | AU$332.1m | 15.6x | 23.6x | 1.2x |
| Sat, 18 Jan 2025 | AU$8.3b | AU$6.6b | AU$209.4m | 19.8x | 39.7x | 1.3x |
| Mon, 16 Dec 2024 | AU$8.2b | AU$6.6b | AU$209.4m | 19.4x | 39.2x | 1.3x |
| Wed, 13 Nov 2024 | AU$8.2b | AU$6.6b | AU$209.3m | 19.9x | 39.1x | 1.2x |
| Fri, 11 Oct 2024 | AU$7.9b | AU$6.6b | AU$209.3m | 20.8x | 37.8x | 1.2x |
| Sun, 08 Sep 2024 | AU$7.6b | AU$6.6b | AU$209.3m | 19.6x | 36.2x | 1.2x |
| Tue, 06 Aug 2024 | AU$7.4b | AU$6.1b | AU$342.1m | 10.3x | 21.6x | 1.2x |
| Thu, 04 Jul 2024 | AU$7.6b | AU$6.1b | AU$342.4m | 10.7x | 22.1x | 1.2x |
| Sat, 01 Jun 2024 | AU$7.3b | AU$6.1b | AU$328.0m | 14x | 22.2x | 1.2x |
| Mon, 29 Apr 2024 | AU$7.6b | AU$6.1b | AU$327.9m | 14.4x | 23x | 1.2x |
| Wed, 27 Mar 2024 | AU$7.8b | AU$6.1b | AU$327.8m | 14.9x | 23.8x | 1.3x |
| Fri, 23 Feb 2024 | AU$7.7b | AU$6.1b | AU$327.9m | 15x | 23.6x | 1.3x |
| Sun, 21 Jan 2024 | AU$6.9b | AU$5.3b | AU$240.3m | 10.4x | 28.9x | 1.3x |
| Tue, 19 Dec 2023 | AU$6.8b | AU$5.3b | AU$240.4m | 10.1x | 28.2x | 1.3x |
| Thu, 16 Nov 2023 | AU$6.9b | AU$5.3b | AU$239.5m | 10.1x | 28.7x | 1.3x |
| Sat, 14 Oct 2023 | AU$7.8b | AU$5.3b | AU$239.2m | 11.1x | 32.5x | 1.5x |
| Mon, 11 Sep 2023 | AU$7.9b | AU$5.3b | AU$239.4m | 10.5x | 33x | 1.5x |
| Wed, 09 Aug 2023 | AU$7.8b | AU$3.1b | AU$80.7m | 29.8x | 97.2x | 2.6x |
97.2x
How does Australian Other Diversified Financial Services compare with similar industries?
| AU Market | 1.96% | |
| Financials | 1.42% | |
| Diversified Financial | 0.17% | |
| Other Diversified Financial Services | -2.73% | |
| Transaction and Payment Processing Services | 4.79% | |
| Multi-Sector Holdings | 1.65% | |
| Specialized Finance | -2.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMP AMP | AU$2.15 | 1.9% +AU$94.1m | 31.9% | PE38x | |
| WTL WT Financial Group | AU$0.17 | 6.3% +AU$3.4m | 30.8% | PE11.9x |