Narrative Update • Jun 03

The Commercial Services industry is up 8.4% in the last week, with Brambles up 12%. Meanwhile, Mader Group actually underperformed within the industry, shrinking 5.5% in the last week. However, the industry is down 10% over the past year. Looking forward, earnings are forecast to grow by 13% annually.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | AU$39.4b | AU$27.1b | AU$1.6b | 31.6x | 25.1x | 1.5x |
| Wed, 13 May 2026 | AU$42.0b | AU$26.8b | AU$1.5b | 29.1x | 27.3x | 1.6x |
| Fri, 10 Apr 2026 | AU$45.5b | AU$27.1b | AU$1.6b | 31.5x | 28.9x | 1.7x |
| Sun, 08 Mar 2026 | AU$47.2b | AU$27.1b | AU$1.6b | 31x | 29.9x | 1.7x |
| Tue, 03 Feb 2026 | AU$44.9b | AU$26.9b | AU$1.5b | 37.1x | 29.5x | 1.7x |
| Thu, 01 Jan 2026 | AU$45.7b | AU$27.3b | AU$1.6b | 37.5x | 29x | 1.7x |
| Sat, 29 Nov 2025 | AU$47.8b | AU$27.6b | AU$1.6b | 36.7x | 29.8x | 1.7x |
| Mon, 27 Oct 2025 | AU$48.7b | AU$27.6b | AU$1.6b | 35.8x | 30.4x | 1.8x |
| Wed, 24 Sep 2025 | AU$48.9b | AU$27.5b | AU$1.6b | 34.3x | 30.8x | 1.8x |
| Fri, 22 Aug 2025 | AU$50.3b | AU$27.7b | AU$1.6b | 28.1x | 31.9x | 1.8x |
| Sun, 20 Jul 2025 | AU$46.4b | AU$27.5b | AU$1.5b | 25.7x | 30.4x | 1.7x |
| Tue, 17 Jun 2025 | AU$44.5b | AU$27.5b | AU$1.5b | 23.3x | 29.2x | 1.6x |
| Thu, 15 May 2025 | AU$42.4b | AU$27.6b | AU$1.5b | 23.3x | 27.6x | 1.5x |
| Sat, 12 Apr 2025 | AU$42.0b | AU$29.2b | AU$1.7b | 17.9x | 25.1x | 1.4x |
| Mon, 10 Mar 2025 | AU$41.6b | AU$29.1b | AU$1.7b | 18x | 25.2x | 1.4x |
| Wed, 05 Feb 2025 | AU$40.4b | AU$29.3b | AU$1.6b | 23x | 24.7x | 1.4x |
| Fri, 03 Jan 2025 | AU$40.2b | AU$29.3b | AU$1.6b | 21.4x | 24.4x | 1.4x |
| Sun, 01 Dec 2024 | AU$40.8b | AU$29.0b | AU$1.6b | 22.1x | 25.4x | 1.4x |
| Tue, 29 Oct 2024 | AU$39.6b | AU$28.9b | AU$1.6b | 17x | 24.9x | 1.4x |
| Thu, 26 Sep 2024 | AU$39.8b | AU$28.6b | AU$1.6b | 19.5x | 25.6x | 1.4x |
| Sat, 24 Aug 2024 | AU$38.7b | AU$29.1b | AU$1.1b | 14.1x | 34.6x | 1.3x |
| Mon, 22 Jul 2024 | AU$34.0b | AU$28.6b | AU$741.7m | 16.8x | 45.8x | 1.2x |
| Wed, 19 Jun 2024 | AU$33.7b | AU$28.8b | AU$742.7m | 17.6x | 45.3x | 1.2x |
| Fri, 17 May 2024 | AU$33.9b | AU$28.7b | AU$730.2m | 18.6x | 46.5x | 1.2x |
| Sun, 14 Apr 2024 | AU$35.5b | AU$29.3b | AU$745.1m | 20.2x | 47.6x | 1.2x |
| Tue, 12 Mar 2024 | AU$34.5b | AU$29.1b | AU$724.5m | 20x | 47.7x | 1.2x |
| Thu, 08 Feb 2024 | AU$33.7b | AU$28.6b | AU$584.7m | 20.9x | 57.7x | 1.2x |
| Sat, 06 Jan 2024 | AU$32.3b | AU$28.7b | AU$489.6m | 23.5x | 65.9x | 1.1x |
| Mon, 04 Dec 2023 | AU$31.4b | AU$28.8b | AU$490.6m | 23.5x | 64x | 1.1x |
| Wed, 01 Nov 2023 | AU$29.8b | AU$29.2b | AU$540.5m | 18.6x | 55.2x | 1x |
| Fri, 29 Sep 2023 | AU$32.0b | AU$29.2b | AU$535.8m | 19.7x | 59.7x | 1.1x |
| Sun, 27 Aug 2023 | AU$32.4b | AU$28.5b | AU$450.2m | 26.7x | 72x | 1.1x |
| Tue, 25 Jul 2023 | AU$32.4b | AU$27.2b | AU$978.9m | 27.5x | 33.1x | 1.2x |
| Thu, 22 Jun 2023 | AU$31.8b | AU$27.2b | AU$976.8m | 25.7x | 32.5x | 1.2x |
32.5x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 1.68% | |
| Industrials | 2.73% | |
| Commercial Services | 8.35% | |
| Commercial Printing | 95.45% | |
| Diversified Support Services | 9.64% | |
| Security and Alarm Services | 4.14% | |
| Environmental and Facilities Services | 1.82% | |
| Office Services and Supplies | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$18.91 | 11.8% +AU$2.7b | -17.8% | PE19.5x | |
| DOW Downer EDI | AU$8.23 | 4.3% +AU$223.1m | 30.2% | PE36.4x | |
| CWY Cleanaway Waste Management | AU$2.40 | 1.3% +AU$67.2m | -12.1% | PE44.5x | |
| SPZ Smart Parking | AU$0.82 | 3.1% +AU$10.4m | 8.6% | PE59.2x | |
| AMA AMA Group | AU$0.47 | 3.3% +AU$7.2m | -51.5% | PS0.2x |