Narrative Update • Jul 07

Over the last 7 days, the Commercial Services industry has dropped 2.4%, driven by Brambles declining 2.4%. Overall the industry is down 15% in 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Jul 2026 | AU$38.3b | AU$27.2b | AU$1.6b | 30x | 24.2x | 1.4x |
| Sat, 13 Jun 2026 | AU$39.4b | AU$27.1b | AU$1.6b | 31.6x | 25.1x | 1.5x |
| Mon, 11 May 2026 | AU$43.3b | AU$26.8b | AU$1.5b | 29.8x | 28.2x | 1.6x |
| Wed, 08 Apr 2026 | AU$44.3b | AU$27.3b | AU$1.6b | 30.7x | 27.8x | 1.6x |
| Fri, 06 Mar 2026 | AU$47.6b | AU$27.1b | AU$1.6b | 31.9x | 30.2x | 1.8x |
| Sun, 01 Feb 2026 | AU$44.8b | AU$26.9b | AU$1.5b | 38.2x | 29.4x | 1.7x |
| Tue, 30 Dec 2025 | AU$45.3b | AU$27.3b | AU$1.6b | 36x | 28.8x | 1.7x |
| Thu, 27 Nov 2025 | AU$47.3b | AU$27.7b | AU$1.6b | 35.8x | 29.4x | 1.7x |
| Sat, 25 Oct 2025 | AU$48.7b | AU$27.7b | AU$1.6b | 35.8x | 30.3x | 1.8x |
| Mon, 22 Sep 2025 | AU$48.4b | AU$27.5b | AU$1.6b | 33.8x | 30.5x | 1.8x |
| Wed, 20 Aug 2025 | AU$46.0b | AU$27.6b | AU$1.5b | 25.1x | 30.1x | 1.7x |
| Fri, 18 Jul 2025 | AU$46.1b | AU$27.6b | AU$1.5b | 25.3x | 30.1x | 1.7x |
| Sun, 15 Jun 2025 | AU$44.4b | AU$27.6b | AU$1.5b | 23.2x | 29.1x | 1.6x |
| Tue, 13 May 2025 | AU$42.3b | AU$27.7b | AU$1.6b | 22.7x | 27.2x | 1.5x |
| Thu, 10 Apr 2025 | AU$41.1b | AU$29.6b | AU$1.7b | 17.3x | 24x | 1.4x |
| Sat, 08 Mar 2025 | AU$41.6b | AU$29.1b | AU$1.7b | 17.9x | 25.1x | 1.4x |
| Mon, 03 Feb 2025 | AU$41.4b | AU$29.3b | AU$1.6b | 23.3x | 25.3x | 1.4x |
| Wed, 01 Jan 2025 | AU$40.2b | AU$29.3b | AU$1.6b | 21.2x | 24.4x | 1.4x |
| Fri, 29 Nov 2024 | AU$41.0b | AU$29.1b | AU$1.6b | 22.2x | 25.5x | 1.4x |
| Sun, 27 Oct 2024 | AU$39.3b | AU$29.0b | AU$1.6b | 21.4x | 24.6x | 1.4x |
| Tue, 24 Sep 2024 | AU$39.8b | AU$28.7b | AU$1.6b | 19.8x | 25.4x | 1.4x |
| Thu, 22 Aug 2024 | AU$37.2b | AU$29.0b | AU$968.3m | 17.2x | 38.4x | 1.3x |
| Sat, 20 Jul 2024 | AU$34.0b | AU$28.6b | AU$740.3m | 16.8x | 45.9x | 1.2x |
| Mon, 17 Jun 2024 | AU$33.5b | AU$28.8b | AU$743.1m | 17.6x | 45.1x | 1.2x |
| Wed, 15 May 2024 | AU$33.3b | AU$28.8b | AU$740.4m | 18.4x | 45x | 1.2x |
| Fri, 12 Apr 2024 | AU$35.7b | AU$29.2b | AU$739.5m | 20.4x | 48.3x | 1.2x |
| Sun, 10 Mar 2024 | AU$35.0b | AU$29.1b | AU$723.5m | 20.2x | 48.3x | 1.2x |
| Tue, 06 Feb 2024 | AU$33.6b | AU$28.6b | AU$588.5m | 20.7x | 57x | 1.2x |
| Thu, 04 Jan 2024 | AU$32.3b | AU$28.7b | AU$482.5m | 23.5x | 66.8x | 1.1x |
| Sat, 02 Dec 2023 | AU$31.4b | AU$28.8b | AU$498.7m | 23.5x | 62.9x | 1.1x |
| Mon, 30 Oct 2023 | AU$29.9b | AU$29.3b | AU$545.2m | 18x | 54.8x | 1x |
| Wed, 27 Sep 2023 | AU$32.3b | AU$29.2b | AU$533.9m | 19.9x | 60.5x | 1.1x |
| Fri, 25 Aug 2023 | AU$32.6b | AU$28.5b | AU$567.6m | 27.6x | 57.4x | 1.1x |
| Sun, 23 Jul 2023 | AU$32.4b | AU$27.3b | AU$981.4m | 27.5x | 33x | 1.2x |
33x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.67% | |
| Industrials | -0.37% | |
| Commercial Services | -2.39% | |
| Security and Alarm Services | 0.77% | |
| Commercial Printing | 0% | 0 |
| Office Services and Supplies | 0% | 0 |
| Diversified Support Services | -2.36% | |
| Environmental and Facilities Services | -2.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOW Downer EDI | AU$7.90 | 0.6% +AU$32.8m | 15.2% | PE34.9x | |
| IFN Infragreen Group | AU$0.41 | 1.2% +AU$1.1m | -65.4% | PS365x | |
| T3D 333D | AU$0.04 | 14.3% +AU$1.1m | 471.4% | PE942.6x | |
| CLG Close the Loop | AU$0.03 | 3.4% +AU$533.6k | -40.0% | PS0.08x | |
| PKD PARKD | AU$0.031 | 3.3% +AU$149.4k | 3.3% | PS0.5x |