Narrative Update • Jun 18

In the last week, the Commercial Services industry is up 2.1%, with Brambles up 1.0%. However, the industry is down 13% 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | AU$39.1b | AU$27.1b | AU$1.6b | 31.7x | 24.8x | 1.4x |
| Sun, 17 May 2026 | AU$43.0b | AU$26.9b | AU$1.6b | 30.8x | 27.7x | 1.6x |
| Tue, 14 Apr 2026 | AU$44.4b | AU$27.1b | AU$1.6b | 31x | 28.2x | 1.6x |
| Thu, 12 Mar 2026 | AU$44.3b | AU$26.9b | AU$1.6b | 30.1x | 28.6x | 1.6x |
| Sat, 07 Feb 2026 | AU$45.7b | AU$26.9b | AU$1.5b | 35.7x | 30.1x | 1.7x |
| Mon, 05 Jan 2026 | AU$45.5b | AU$27.3b | AU$1.6b | 37.3x | 29x | 1.7x |
| Wed, 03 Dec 2025 | AU$47.3b | AU$27.6b | AU$1.6b | 35.8x | 29.6x | 1.7x |
| Fri, 31 Oct 2025 | AU$48.3b | AU$27.6b | AU$1.6b | 34.2x | 30.3x | 1.8x |
| Sun, 28 Sep 2025 | AU$48.4b | AU$27.6b | AU$1.6b | 34.4x | 30.3x | 1.8x |
| Tue, 26 Aug 2025 | AU$50.5b | AU$27.6b | AU$1.7b | 27x | 30.5x | 1.8x |
| Thu, 24 Jul 2025 | AU$46.1b | AU$27.4b | AU$1.5b | 25.7x | 30.5x | 1.7x |
| Sat, 21 Jun 2025 | AU$46.5b | AU$27.6b | AU$1.5b | 22.7x | 30.4x | 1.7x |
| Mon, 19 May 2025 | AU$42.9b | AU$27.7b | AU$1.5b | 23.3x | 27.7x | 1.5x |
| Wed, 16 Apr 2025 | AU$41.9b | AU$29.0b | AU$1.6b | 18.1x | 25.5x | 1.4x |
| Fri, 14 Mar 2025 | AU$40.6b | AU$29.1b | AU$1.7b | 17.6x | 24.4x | 1.4x |
| Sun, 09 Feb 2025 | AU$40.6b | AU$29.2b | AU$1.6b | 23.2x | 25x | 1.4x |
| Tue, 07 Jan 2025 | AU$40.9b | AU$29.2b | AU$1.6b | 22.1x | 25.1x | 1.4x |
| Thu, 05 Dec 2024 | AU$41.5b | AU$28.9b | AU$1.6b | 23x | 25.8x | 1.4x |
| Sat, 02 Nov 2024 | AU$39.3b | AU$29.0b | AU$1.6b | 16.9x | 24.6x | 1.4x |
| Mon, 30 Sep 2024 | AU$39.8b | AU$28.6b | AU$1.5b | 19.7x | 25.7x | 1.4x |
| Wed, 28 Aug 2024 | AU$37.9b | AU$29.1b | AU$1.1b | 12.9x | 34.2x | 1.3x |
| Fri, 26 Jul 2024 | AU$33.9b | AU$28.8b | AU$764.6m | 16.6x | 44.3x | 1.2x |
| Sun, 23 Jun 2024 | AU$33.3b | AU$28.7b | AU$746.2m | 16.9x | 44.6x | 1.2x |
| Tue, 21 May 2024 | AU$33.4b | AU$28.7b | AU$728.2m | 18.4x | 45.8x | 1.2x |
| Thu, 18 Apr 2024 | AU$34.9b | AU$29.4b | AU$761.0m | 19.8x | 45.9x | 1.2x |
| Sat, 16 Mar 2024 | AU$34.4b | AU$29.2b | AU$732.0m | 19.7x | 47x | 1.2x |
| Mon, 12 Feb 2024 | AU$34.1b | AU$28.6b | AU$585.0m | 21.3x | 58.3x | 1.2x |
| Wed, 10 Jan 2024 | AU$32.6b | AU$28.7b | AU$487.9m | 23.5x | 66.8x | 1.1x |
| Fri, 08 Dec 2023 | AU$31.1b | AU$28.9b | AU$506.4m | 23.3x | 61.4x | 1.1x |
| Sun, 05 Nov 2023 | AU$30.8b | AU$29.0b | AU$517.8m | 18.8x | 59.5x | 1.1x |
| Tue, 03 Oct 2023 | AU$32.0b | AU$29.2b | AU$534.9m | 19.7x | 59.8x | 1.1x |
| Thu, 31 Aug 2023 | AU$34.2b | AU$28.6b | AU$455.2m | 28.2x | 75.2x | 1.2x |
| Sat, 29 Jul 2023 | AU$32.4b | AU$27.4b | AU$990.9m | 26.9x | 32.7x | 1.2x |
| Mon, 26 Jun 2023 | AU$31.2b | AU$27.3b | AU$987.9m | 25.3x | 31.6x | 1.1x |
31.6x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 3.31% | |
| Industrials | 1.90% | |
| Commercial Services | 2.14% | |
| Diversified Support Services | 2.44% | |
| Environmental and Facilities Services | 0.65% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -1.42% | |
| Commercial Printing | -4.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.20 | 1.0% +AU$255.3m | -21.8% | PE19.5x | |
| AMA AMA Group | AU$0.47 | 3.3% +AU$7.2m | -49.5% | PS0.2x | |
| SUG Sugar Terminals | AU$0.82 | 2.5% +AU$7.2m | -16.3% | PE9.4x | |
| T3D 333D | AU$0.047 | 9.3% +AU$845.6k | 422.2% | PE1107.5x | |
| AEI Aeris Environmental | AU$0.038 | 2.7% +AU$246.6k | 2.7% | PS3.3x |