Is Now The Time To Look At Buying SGH Limited (ASX:SGH)?
Jun 01
Have your own idea? Try our Stock Screener
Australian (ASX) Industrials Sector Analysis
UpdatedJun 05, 2025
DataAggregated Company Financials
Companies126
- 7D2.0%
- 3M5.3%
- 1Y16.9%
- YTD6.8%
The Industrials industry is up 1.3% in the last week, with SGH up 6.5%. Meanwhile, Redox actually underperformed within the industry, shrinking 12% in the last week. This takes the industry's 12 month performance to a gain of 17%. As for the next few years, earnings are expected to grow by 17% per annum.
Sector Valuation and Performance
Has the Australian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 05 Jun 2025 | AU$236.0b | AU$144.9b | AU$8.4b | 16.8x | 27.9x | 1.6x |
| Sat, 03 May 2025 | AU$226.2b | AU$144.8b | AU$8.2b | 16.7x | 27.5x | 1.6x |
| Mon, 31 Mar 2025 | AU$222.7b | AU$146.5b | AU$8.4b | 16x | 26.6x | 1.5x |
| Wed, 26 Feb 2025 | AU$213.5b | AU$123.0b | AU$6.9b | 18x | 30.7x | 1.7x |
| Fri, 24 Jan 2025 | AU$212.4b | AU$121.5b | AU$6.7b | 19.7x | 31.8x | 1.7x |
| Sun, 22 Dec 2024 | AU$206.0b | AU$122.5b | AU$6.7b | 19.2x | 30.7x | 1.7x |
| Tue, 19 Nov 2024 | AU$206.1b | AU$120.5b | AU$6.6b | 20.4x | 31.4x | 1.7x |
| Thu, 17 Oct 2024 | AU$205.1b | AU$120.7b | AU$6.5b | 19.7x | 31.4x | 1.7x |
| Sat, 14 Sep 2024 | AU$208.7b | AU$123.4b | AU$6.3b | 18.6x | 33x | 1.7x |
| Mon, 12 Aug 2024 | AU$195.2b | AU$121.0b | AU$5.6b | 18.1x | 35.1x | 1.6x |
| Wed, 10 Jul 2024 | AU$189.7b | AU$120.6b | AU$5.4b | 18.1x | 35.2x | 1.6x |
| Fri, 07 Jun 2024 | AU$195.3b | AU$120.9b | AU$5.4b | 18.1x | 36.3x | 1.6x |
| Sun, 05 May 2024 | AU$194.0b | AU$122.3b | AU$5.8b | 18.4x | 33.4x | 1.6x |
| Tue, 02 Apr 2024 | AU$201.7b | AU$122.3b | AU$5.9b | 18.7x | 34.3x | 1.6x |
| Thu, 29 Feb 2024 | AU$196.2b | AU$121.6b | AU$5.8b | 17.6x | 33.6x | 1.6x |
| Sat, 27 Jan 2024 | AU$186.0b | AU$118.2b | AU$4.8b | 18.4x | 38.9x | 1.6x |
| Mon, 25 Dec 2023 | AU$187.6b | AU$117.7b | AU$4.7b | 17.3x | 39.7x | 1.6x |
| Wed, 22 Nov 2023 | AU$177.0b | AU$118.3b | AU$4.8b | 16.6x | 37x | 1.5x |
| Fri, 20 Oct 2023 | AU$171.8b | AU$118.8b | AU$4.9b | 16.6x | 35.2x | 1.4x |
| Sun, 17 Sep 2023 | AU$181.5b | AU$118.6b | AU$4.8b | 16.4x | 37.5x | 1.5x |
| Tue, 15 Aug 2023 | AU$182.9b | AU$112.1b | AU$3.1b | 17.6x | 58.6x | 1.6x |
| Thu, 13 Jul 2023 | AU$177.8b | AU$111.2b | AU$3.6b | 18.5x | 50x | 1.6x |
| Sat, 10 Jun 2023 | AU$175.1b | AU$109.9b | AU$3.5b | 18.3x | 50.1x | 1.6x |
| Mon, 08 May 2023 | AU$177.0b | AU$109.8b | AU$3.5b | 18.2x | 50.9x | 1.6x |
| Wed, 05 Apr 2023 | AU$172.1b | AU$109.8b | AU$3.5b | 16.9x | 49.3x | 1.6x |
| Fri, 03 Mar 2023 | AU$147.8b | AU$93.8b | AU$3.5b | 17.2x | 42.5x | 1.6x |
| Sun, 29 Jan 2023 | AU$146.9b | AU$87.0b | AU$3.7b | 19.6x | 40x | 1.7x |
| Tue, 27 Dec 2022 | AU$142.7b | AU$87.6b | AU$3.7b | 18.9x | 38.3x | 1.6x |
| Thu, 24 Nov 2022 | AU$146.7b | AU$87.8b | AU$3.7b | 18.8x | 39.2x | 1.7x |
| Sat, 22 Oct 2022 | AU$135.2b | AU$88.0b | AU$3.7b | 17.3x | 36.4x | 1.5x |
| Mon, 19 Sep 2022 | AU$139.7b | AU$87.3b | AU$3.6b | 18.8x | 38.3x | 1.6x |
| Wed, 17 Aug 2022 | AU$148.8b | AU$80.7b | AU$4.2b | 18.4x | 35.1x | 1.8x |
| Fri, 15 Jul 2022 | AU$140.9b | AU$81.0b | AU$4.4b | 17.1x | 32.2x | 1.7x |
| Sun, 12 Jun 2022 | AU$149.5b | AU$90.4b | AU$4.7b | 16.9x | 31.6x | 1.7x |
Price to Earnings Ratio
31.6x
Current Industry PE
- Investors are pessimistic on the Australian Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 27.8x which is lower than its 3-year average PE of 37.0x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 17% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Industrials sector?
| AU Market | 1.78% | |
| Industrials | 1.96% | |
| Aerospace & Defense | 17.20% | |
| Trade Distributors | 5.03% | |
| Electrical | 3.87% | |
| Airlines | 1.75% | |
| Construction | 1.70% | |
| Transportation | 1.49% | |
| Machinery | 1.24% | |
| Professional Services | 1.21% | |
| Infrastructure | 1.02% | |
| Commercial Services | 0.94% | |
| Industrials | 0% | 0 |
| Building | -0.45% | |
| Logistics | -2.87% | |
Industry PE
- Investors are most optimistic about the Infrastructure industry even though it's trading below its 3-year average PE ratio of 99x.
- Analysts are expecting annual earnings growth of 28.0%, which is higher than its past year's earnings growth of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Logistics industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings growth rate of 2.8% per year.
- In contrast, the Transportation industry is expected to see its earnings grow by 8.9% 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 | |
|---|---|---|---|---|---|
| SGH SGH | AU$53.11 | 6.5% +AU$1.3b | 35.3% | PE27.2x | |
| REH Reece | AU$16.32 | 5.4% +AU$542.6m | -36.6% | PE28x | |
| CPU Computershare | AU$41.25 | 2.3% +AU$525.2m | 54.6% | PE28.2x | |
| BXB Brambles | AU$23.25 | 1.3% +AU$387.3m | 62.5% | PE25.1x | |
| TCL Transurban Group | AU$14.32 | 0.8% +AU$373.0m | 12.5% | PE593.5x |
