Narrative Update • Jul 27

Over the last 7 days, the Transaction and Payment Processing Services industry has risen 4.8%, driven by gains from Cuscal of 5.5%. In contrast, the industry has lost 14% in the last 12 months. As for the next few years, earnings are expected to grow by 30% 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | AU$1.8b | AU$1.6b | -AU$52,172,034.47 | 26.4x | -35.2x | 1.2x |
| Mon, 29 Jun 2026 | AU$1.7b | AU$1.6b | -AU$52,152,925.66 | 25.8x | -33.5x | 1.1x |
| Wed, 27 May 2026 | AU$1.8b | AU$1.5b | -AU$33,911,213.79 | 25.6x | -52.4x | 1.2x |
| Fri, 24 Apr 2026 | AU$1.8b | AU$1.6b | -AU$16,999,729.21 | 20.6x | -103.5x | 1.1x |
| Sun, 22 Mar 2026 | AU$1.6b | AU$1.6b | -AU$16,983,596.02 | 17.3x | -93.8x | 1x |
| Tue, 17 Feb 2026 | AU$1.8b | AU$1.5b | -AU$22,415,546.47 | 26.2x | -78.9x | 1.2x |
| Thu, 15 Jan 2026 | AU$1.9b | AU$1.5b | -AU$22,487,412.23 | 28.2x | -84.8x | 1.2x |
| Sat, 13 Dec 2025 | AU$1.9b | AU$1.5b | -AU$22,490,640.24 | 27.8x | -84.9x | 1.2x |
| Mon, 10 Nov 2025 | AU$2.0b | AU$1.5b | AU$5.2m | 27.4x | 381.2x | 1.3x |
| Wed, 08 Oct 2025 | AU$2.2b | AU$1.5b | AU$5.2m | 26x | 421.5x | 1.4x |
| Fri, 05 Sep 2025 | AU$2.3b | AU$1.5b | AU$5.2m | 25x | 436.3x | 1.5x |
| Sun, 03 Aug 2025 | AU$2.0b | AU$1.6b | AU$74.1m | 17.7x | 26.6x | 1.3x |
| Tue, 01 Jul 2025 | AU$2.0b | AU$1.6b | AU$73.7m | 17x | 26.6x | 1.3x |
| Thu, 29 May 2025 | AU$1.9b | AU$1.6b | AU$85.8m | 16.7x | 22.5x | 1.2x |
| Sat, 26 Apr 2025 | AU$1.8b | AU$1.6b | AU$87.1m | 14.2x | 20.2x | 1.1x |
| Mon, 24 Mar 2025 | AU$1.9b | AU$1.6b | AU$87.1m | 15.3x | 21.3x | 1.2x |
| Wed, 19 Feb 2025 | AU$1.9b | AU$1.5b | AU$69.6m | 15.9x | 27.4x | 1.3x |
| Fri, 17 Jan 2025 | AU$1.7b | AU$1.5b | AU$69.5m | 14.4x | 25x | 1.1x |
| Sun, 15 Dec 2024 | AU$1.9b | AU$1.5b | AU$69.6m | 14.9x | 27.4x | 1.3x |
| Tue, 12 Nov 2024 | AU$1.4b | AU$1.0b | AU$47.5m | 16.9x | 29.9x | 1.4x |
| Thu, 10 Oct 2024 | AU$1.5b | AU$1.0b | AU$47.6m | 18.1x | 32.2x | 1.5x |
| Sat, 07 Sep 2024 | AU$1.5b | AU$1.0b | AU$47.6m | 21x | 32.5x | 1.5x |
| Mon, 05 Aug 2024 | AU$1.6b | AU$1.1b | -AU$125,735,639.83 | 44x | -12.4x | 1.4x |
| Wed, 03 Jul 2024 | AU$1.6b | AU$1.1b | -AU$125,660,769.82 | 48.8x | -13x | 1.5x |
| Fri, 31 May 2024 | AU$1.5b | AU$1.1b | -AU$125,666,490.78 | 40.1x | -12x | 1.4x |
| Sun, 28 Apr 2024 | AU$1.4b | AU$1.1b | -AU$125,565,680.23 | 37.2x | -11.1x | 1.3x |
| Tue, 26 Mar 2024 | AU$1.5b | AU$1.1b | -AU$125,570,903.72 | 40.3x | -12.3x | 1.4x |
| Thu, 22 Feb 2024 | AU$1.5b | AU$1.0b | -AU$247,765,935.92 | 30.6x | -5.9x | 1.5x |
| Sat, 20 Jan 2024 | AU$1.5b | AU$1.3b | -AU$275,216,051.00 | 16.5x | -5.6x | 1.2x |
| Mon, 18 Dec 2023 | AU$1.4b | AU$1.2b | -AU$275,307,076.00 | 13.4x | -5.2x | 1.2x |
| Wed, 15 Nov 2023 | AU$1.4b | AU$1.2b | -AU$280,290,026.00 | 12.1x | -5.2x | 1.2x |
| Fri, 13 Oct 2023 | AU$1.7b | AU$1.2b | -AU$275,394,754.00 | 13.6x | -6.1x | 1.4x |
| Sun, 10 Sep 2023 | AU$1.8b | AU$1.2b | -AU$275,475,824.00 | 13.7x | -6.4x | 1.5x |
| Tue, 08 Aug 2023 | AU$1.6b | AU$1.1b | -AU$154,263,232.00 | 15.7x | -10.6x | 1.5x |
-10.6x
How does Australian Transaction and Payment Processing Services compare with similar industries?
| AU Market | 1.96% | |
| Financials | 1.42% | |
| Diversified Financial | 0.17% | |
| Transaction and Payment Processing Services | 4.79% | |
| Multi-Sector Holdings | 1.65% | |
| Other Diversified Financial Services | -2.73% | |
| Specialized Finance | -2.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCL Cuscal | AU$5.03 | 5.5% +AU$52.0m | 64.9% | PE26.4x | |
| TYR Tyro Payments | AU$0.84 | 5.0% +AU$21.2m | -10.1% | PE17.7x | |
| EML EML Payments | AU$0.33 | 4.8% +AU$5.8m | -70.2% | PS0.6x | |
| OFX OFX Group | AU$0.80 | 3.2% +AU$5.8m | -2.5% | PS0.9x |