Narrative Update • May 27

Over the last 7 days, the Transaction and Payment Processing Services industry has risen 2.6%, driven by gains from Tyro Payments of 6.0%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 32% per annum.
Has the Australian Transaction and Payment Processing Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 01 Jun 2026 | AU$1.8b | AU$1.6b | -AU$52,194,104.79 | 25.2x | -34.9x | 1.2x |
| Wed, 29 Apr 2026 | AU$1.8b | AU$1.6b | -AU$17,003,790.71 | 20.5x | -103.8x | 1.1x |
| Fri, 27 Mar 2026 | AU$1.6b | AU$1.6b | -AU$16,968,238.46 | 18x | -96x | 1x |
| Sun, 22 Feb 2026 | AU$1.8b | AU$1.5b | -AU$22,415,291.63 | 26.8x | -80.5x | 1.2x |
| Tue, 20 Jan 2026 | AU$1.9b | AU$1.5b | -AU$22,483,589.58 | 28.5x | -85.6x | 1.3x |
| Thu, 18 Dec 2025 | AU$1.9b | AU$1.5b | -AU$22,499,814.59 | 27.1x | -84.3x | 1.2x |
| Sat, 15 Nov 2025 | AU$1.9b | AU$1.5b | -AU$3,172,561.20 | 26.1x | -608x | 1.3x |
| Mon, 13 Oct 2025 | AU$2.1b | AU$1.5b | AU$5.2m | 26x | 415.7x | 1.4x |
| Wed, 10 Sep 2025 | AU$2.3b | AU$1.5b | AU$5.2m | 25.4x | 434.2x | 1.5x |
| Fri, 08 Aug 2025 | AU$2.0b | AU$1.6b | AU$74.2m | 18x | 27x | 1.3x |
| Sun, 06 Jul 2025 | AU$2.0b | AU$1.6b | AU$74.2m | 17.4x | 26.3x | 1.3x |
| Tue, 03 Jun 2025 | AU$1.9b | AU$1.6b | AU$73.6m | 17.1x | 26.5x | 1.2x |
| Thu, 01 May 2025 | AU$1.9b | AU$1.6b | AU$87.1m | 15.1x | 21.5x | 1.2x |
| Sat, 29 Mar 2025 | AU$1.8b | AU$1.6b | AU$87.1m | 15x | 20.7x | 1.1x |
| Mon, 24 Feb 2025 | AU$1.9b | AU$1.5b | AU$69.6m | 16x | 27.9x | 1.3x |
| Wed, 22 Jan 2025 | AU$1.8b | AU$1.5b | AU$69.5m | 15.9x | 26.6x | 1.2x |
| Fri, 20 Dec 2024 | AU$1.8b | AU$1.5b | AU$69.5m | 14.2x | 26.6x | 1.2x |
| Sun, 17 Nov 2024 | AU$1.5b | AU$1.0b | AU$42.4m | 19.2x | 35.4x | 1.4x |
| Tue, 15 Oct 2024 | AU$1.6b | AU$1.0b | AU$47.6m | 18.4x | 33.2x | 1.5x |
| Thu, 12 Sep 2024 | AU$1.5b | AU$1.0b | AU$47.6m | 20.1x | 31.1x | 1.4x |
| Sat, 10 Aug 2024 | AU$1.5b | AU$1.1b | -AU$125,703,801.42 | 43.3x | -11.8x | 1.4x |
| Mon, 08 Jul 2024 | AU$1.7b | AU$1.1b | -AU$125,604,803.86 | 48.5x | -13.1x | 1.5x |
| Wed, 05 Jun 2024 | AU$1.5b | AU$1.1b | -AU$125,665,993.31 | 40.4x | -11.6x | 1.3x |
| Fri, 03 May 2024 | AU$1.4b | AU$1.1b | -AU$125,565,431.49 | 43.2x | -11.3x | 1.3x |
| Sun, 31 Mar 2024 | AU$1.6b | AU$1.1b | -AU$125,573,639.83 | 41.9x | -12.4x | 1.5x |
| Tue, 27 Feb 2024 | AU$1.5b | AU$1.0b | -AU$247,768,270.66 | 29.5x | -5.9x | 1.5x |
| Thu, 25 Jan 2024 | AU$1.6b | AU$1.3b | -AU$275,216,927.00 | 18.1x | -5.6x | 1.2x |
| Sat, 23 Dec 2023 | AU$1.4b | AU$1.2b | -AU$275,355,612.00 | 15.3x | -5.2x | 1.2x |
| Mon, 20 Nov 2023 | AU$1.4b | AU$1.2b | -AU$278,815,902.00 | 12.1x | -5.1x | 1.2x |
| Wed, 18 Oct 2023 | AU$1.7b | AU$1.2b | -AU$275,815,855.00 | 13.7x | -6x | 1.4x |
| Fri, 15 Sep 2023 | AU$1.7b | AU$1.2b | -AU$275,179,638.00 | 14.5x | -6.3x | 1.5x |
| Sun, 13 Aug 2023 | AU$1.6b | AU$1.1b | -AU$154,778,502.00 | 14.9x | -10.3x | 1.5x |
| Tue, 11 Jul 2023 | AU$1.5b | AU$1.1b | -AU$153,605,263.00 | 14.7x | -9.7x | 1.4x |
| Thu, 08 Jun 2023 | AU$1.0b | AU$859.5m | -AU$184,540,066.00 | n/a | -5.6x | 1.2x |
-5.6x
How does Australian Transaction and Payment Processing Services compare with similar industries?
| AU Market | 0.98% | |
| Financials | -1.13% | |
| Diversified Financial | 0.012% | |
| Transaction and Payment Processing Services | 2.62% | |
| Multi-Sector Holdings | 2.53% | |
| Specialized Finance | 0.32% | |
| Other Diversified Financial Services | -4.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TYR Tyro Payments | AU$0.89 | 6.0% +AU$26.4m | 0% | PE18.5x | |
| CCL Cuscal | AU$4.80 | 1.3% +AU$12.0m | 63.3% | PE25.2x | |
| EML EML Payments | AU$0.39 | 6.8% +AU$9.7m | -65.5% | PS0.7x | |
| OFX OFX Group | AU$0.58 | 1.7% +AU$2.3m | -18.8% | PS0.6x |