Narrative Update • Jun 03

In the last week, the Commercial Services industry is up 1.6%, with Brambles up 2.7%. However, the industry is down 18% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | AU$36.3b | AU$27.0b | AU$1.6b | 31x | 23.3x | 1.3x |
| Sun, 03 May 2026 | AU$43.8b | AU$26.9b | AU$1.5b | 29.4x | 28.4x | 1.6x |
| Tue, 31 Mar 2026 | AU$43.4b | AU$27.4b | AU$1.6b | 29.7x | 27x | 1.6x |
| Thu, 26 Feb 2026 | AU$48.4b | AU$26.8b | AU$1.6b | 36x | 30.1x | 1.8x |
| Sat, 24 Jan 2026 | AU$45.5b | AU$27.0b | AU$1.5b | 38.3x | 29.5x | 1.7x |
| Mon, 22 Dec 2025 | AU$45.6b | AU$27.4b | AU$1.6b | 36.2x | 28.7x | 1.7x |
| Wed, 19 Nov 2025 | AU$46.2b | AU$27.6b | AU$1.6b | 34.8x | 28.8x | 1.7x |
| Fri, 17 Oct 2025 | AU$49.0b | AU$27.6b | AU$1.6b | 34.9x | 30.6x | 1.8x |
| Sun, 14 Sep 2025 | AU$49.3b | AU$27.4b | AU$1.6b | 34.5x | 31.3x | 1.8x |
| Tue, 12 Aug 2025 | AU$46.2b | AU$27.5b | AU$1.5b | 25.3x | 30.3x | 1.7x |
| Thu, 10 Jul 2025 | AU$45.1b | AU$27.5b | AU$1.5b | 25.1x | 29.6x | 1.6x |
| Sat, 07 Jun 2025 | AU$44.5b | AU$27.6b | AU$1.5b | 23.1x | 29.1x | 1.6x |
| Mon, 05 May 2025 | AU$41.2b | AU$27.6b | AU$1.5b | 22.5x | 26.7x | 1.5x |
| Wed, 02 Apr 2025 | AU$41.2b | AU$29.2b | AU$1.7b | 17.6x | 24.7x | 1.4x |
| Fri, 28 Feb 2025 | AU$42.6b | AU$29.1b | AU$1.7b | 18.2x | 25.5x | 1.5x |
| Sun, 26 Jan 2025 | AU$40.8b | AU$29.1b | AU$1.6b | 23.1x | 25.2x | 1.4x |
| Tue, 24 Dec 2024 | AU$40.4b | AU$29.2b | AU$1.6b | 21.3x | 24.6x | 1.4x |
| Thu, 21 Nov 2024 | AU$40.4b | AU$29.1b | AU$1.6b | 21.9x | 25.1x | 1.4x |
| Sat, 19 Oct 2024 | AU$40.5b | AU$28.9b | AU$1.6b | 22.8x | 25.6x | 1.4x |
| Mon, 16 Sep 2024 | AU$39.3b | AU$28.9b | AU$1.6b | 20.7x | 24.8x | 1.4x |
| Wed, 14 Aug 2024 | AU$34.7b | AU$28.8b | AU$765.2m | 16.8x | 45.3x | 1.2x |
| Fri, 12 Jul 2024 | AU$32.9b | AU$28.5b | AU$730.4m | 16.6x | 45.1x | 1.2x |
| Sun, 09 Jun 2024 | AU$34.1b | AU$28.8b | AU$748.6m | 17.9x | 45.5x | 1.2x |
| Tue, 07 May 2024 | AU$33.5b | AU$28.8b | AU$723.5m | 18.3x | 46.3x | 1.2x |
| Thu, 04 Apr 2024 | AU$35.3b | AU$29.2b | AU$741.5m | 20.2x | 47.6x | 1.2x |
| Sat, 02 Mar 2024 | AU$34.8b | AU$29.3b | AU$750.5m | 17.8x | 46.3x | 1.2x |
| Mon, 29 Jan 2024 | AU$33.2b | AU$28.9b | AU$504.2m | 24x | 65.9x | 1.1x |
| Wed, 27 Dec 2023 | AU$32.0b | AU$28.6b | AU$473.3m | 23.3x | 67.6x | 1.1x |
| Fri, 24 Nov 2023 | AU$31.0b | AU$29.0b | AU$513.0m | 18.5x | 60.4x | 1.1x |
| Sun, 22 Oct 2023 | AU$31.6b | AU$29.3b | AU$548.7m | 19.4x | 57.5x | 1.1x |
| Tue, 19 Sep 2023 | AU$32.9b | AU$29.1b | AU$528.4m | 20.7x | 62.2x | 1.1x |
| Thu, 17 Aug 2023 | AU$32.7b | AU$28.1b | AU$499.1m | 31x | 65.5x | 1.2x |
| Sat, 15 Jul 2023 | AU$32.3b | AU$27.1b | AU$962.7m | 27.4x | 33.5x | 1.2x |
| Mon, 12 Jun 2023 | AU$30.6b | AU$27.3b | AU$977.6m | 24.5x | 31.3x | 1.1x |
31.3x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 1.08% | |
| Industrials | 2.08% | |
| Commercial Services | 1.56% | |
| Environmental and Facilities Services | 2.20% | |
| Diversified Support Services | 1.51% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -6.30% | |
| Commercial Printing | -24.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$16.92 | 2.1% +AU$471.0m | -26.5% | PE17.5x | |
| CWY Cleanaway Waste Management | AU$2.37 | 3.5% +AU$179.3m | -13.2% | PE43.9x | |
| MAD Mader Group | AU$8.51 | 1.7% +AU$28.5m | 42.3% | PE28.1x | |
| CNQ Clean TeQ Water | AU$0.56 | 21.7% +AU$8.8m | 239.4% | PS3x | |
| AVD AVADA Group | AU$0.15 | 55.0% +AU$4.7m | 3.3% | PS0.07x |