Narrative Update • Jun 26

Last week, the Specialized Finance industry hasn't moved much but Omni Bridgeway is up 3.8% in that time. As for the the longer term, the industry is up 3.8% over the past 12 months. As for the next few years, earnings are forecast to decline by 128% per annum.
Has the Australian Specialized Finance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | AU$622.5m | AU$338.7m | AU$474.4m | 6.9x | 1.3x | 1.8x |
| Sun, 31 May 2026 | AU$632.1m | AU$338.7m | AU$474.4m | 6.3x | 1.3x | 1.9x |
| Tue, 28 Apr 2026 | AU$639.4m | AU$338.7m | AU$474.4m | 6.4x | 1.3x | 1.9x |
| Thu, 26 Mar 2026 | AU$611.0m | AU$338.7m | AU$474.4m | 6.6x | 1.3x | 1.8x |
| Sat, 21 Feb 2026 | AU$633.2m | AU$225.6m | AU$359.7m | 6.9x | 1.8x | 2.8x |
| Mon, 19 Jan 2026 | AU$630.5m | AU$222.8m | AU$351.2m | 16x | 1.8x | 2.8x |
| Wed, 17 Dec 2025 | AU$651.3m | AU$222.8m | AU$351.2m | 15.6x | 1.9x | 2.9x |
| Fri, 14 Nov 2025 | AU$686.7m | AU$222.8m | AU$351.2m | 17.7x | 2x | 3.1x |
| Sun, 12 Oct 2025 | AU$698.8m | AU$222.8m | AU$351.2m | 15.8x | 2x | 3.1x |
| Tue, 09 Sep 2025 | AU$736.8m | AU$222.8m | AU$351.2m | 14.1x | 2.1x | 3.3x |
| Thu, 07 Aug 2025 | AU$627.7m | AU$244.4m | -AU$100,103,553.00 | 29.6x | -6.3x | 2.6x |
| Sat, 05 Jul 2025 | AU$589.5m | AU$244.4m | -AU$100,103,553.00 | 29.6x | -5.9x | 2.4x |
| Mon, 02 Jun 2025 | AU$628.3m | AU$244.4m | -AU$100,103,553.00 | 31.1x | -6.3x | 2.6x |
| Wed, 30 Apr 2025 | AU$619.5m | AU$244.4m | -AU$100,103,553.00 | 32.6x | -6.2x | 2.5x |
| Fri, 28 Mar 2025 | AU$573.9m | AU$244.4m | -AU$100,103,553.00 | 34.1x | -5.7x | 2.3x |
| Sun, 23 Feb 2025 | AU$554.5m | AU$177.4m | -AU$107,445,346.00 | 24.5x | -5.2x | 3.1x |
| Tue, 21 Jan 2025 | AU$560.6m | AU$177.4m | -AU$107,445,346.00 | 22.5x | -5.2x | 3.2x |
| Thu, 19 Dec 2024 | AU$563.8m | AU$177.4m | -AU$107,445,346.00 | 22.8x | -5.2x | 3.2x |
| Sat, 16 Nov 2024 | AU$405.4m | AU$177.4m | -AU$107,445,346.00 | 20x | -3.8x | 2.3x |
| Mon, 14 Oct 2024 | AU$448.0m | AU$177.4m | -AU$107,445,346.00 | 19.4x | -4.2x | 2.5x |
| Wed, 11 Sep 2024 | AU$421.0m | AU$177.4m | -AU$107,445,346.00 | 20.6x | -3.9x | 2.4x |
| Fri, 09 Aug 2024 | AU$429.0m | AU$155.8m | -AU$51,764,621.00 | 44.6x | -8.3x | 2.8x |
| Sun, 07 Jul 2024 | AU$452.2m | AU$155.8m | -AU$51,764,621.00 | 48.7x | -8.7x | 2.9x |
| Tue, 04 Jun 2024 | AU$395.9m | AU$155.8m | -AU$51,764,621.00 | 42.3x | -7.6x | 2.5x |
| Thu, 02 May 2024 | AU$477.6m | AU$155.8m | -AU$51,764,621.00 | 40x | -9.2x | 3.1x |
| Sat, 30 Mar 2024 | AU$588.5m | AU$155.8m | -AU$51,764,621.00 | 42.8x | -11.4x | 3.8x |
| Mon, 26 Feb 2024 | AU$606.7m | AU$146.9m | -AU$48,237,621.00 | 235.9x | -12.6x | 4.1x |
| Wed, 24 Jan 2024 | AU$511.9m | AU$151.3m | -AU$52,028,492.00 | 261.8x | -9.8x | 3.4x |
| Fri, 22 Dec 2023 | AU$543.6m | AU$151.3m | -AU$52,028,492.00 | 297.3x | -10.4x | 3.6x |
| Sun, 19 Nov 2023 | AU$587.8m | AU$151.3m | -AU$52,028,492.00 | 228.4x | -11.3x | 3.9x |
| Tue, 17 Oct 2023 | AU$611.9m | AU$151.3m | -AU$52,028,492.00 | 225.2x | -11.8x | 4x |
| Thu, 14 Sep 2023 | AU$733.7m | AU$151.3m | -AU$52,028,492.00 | 202.6x | -14.1x | 4.8x |
| Sat, 12 Aug 2023 | AU$934.7m | AU$141.1m | -AU$88,082,350.00 | 61x | -10.6x | 6.6x |
| Mon, 10 Jul 2023 | AU$902.8m | AU$141.1m | -AU$88,082,350.00 | 67x | -10.2x | 6.4x |
-10.2x
How does Australian Specialized Finance compare with similar industries?
| AU Market | -0.83% | |
| Financials | -1.75% | |
| Diversified Financial | 1.82% | |
| Specialized Finance | -0.55% | |
| Other Diversified Financial Services | 4.36% | |
| Transaction and Payment Processing Services | 1.02% | |
| Multi-Sector Holdings | 0.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OBL Omni Bridgeway | AU$1.62 | 3.8% +AU$17.4m | 19.6% | PE1x | |
| IAM Income Asset Management Group | AU$0.02 | 17.6% +AU$2.8m | -35.5% | PS1x | |
| BTN Butn | AU$0.017 | 13.3% +AU$762.8k | -85.2% | PS0.8x |