Narrative Update • Jun 23

Over the last 7 days, the Commercial Services industry has risen 2.0%, driven by gains from Brambles of 3.3%. However, the industry is down 10% over the past year. 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | AU$39.6b | AU$27.3b | AU$1.6b | 30.9x | 24.7x | 1.4x |
| Fri, 29 May 2026 | AU$35.8b | AU$27.0b | AU$1.6b | 31.5x | 22.9x | 1.3x |
| Sun, 26 Apr 2026 | AU$42.9b | AU$26.9b | AU$1.6b | 29.5x | 27.6x | 1.6x |
| Tue, 24 Mar 2026 | AU$42.8b | AU$27.2b | AU$1.6b | 28.7x | 27.1x | 1.6x |
| Thu, 19 Feb 2026 | AU$45.9b | AU$26.8b | AU$1.5b | 37.3x | 30.6x | 1.7x |
| Sat, 17 Jan 2026 | AU$46.3b | AU$27.3b | AU$1.6b | 36.6x | 29.5x | 1.7x |
| Mon, 15 Dec 2025 | AU$45.8b | AU$27.3b | AU$1.6b | 35.2x | 29x | 1.7x |
| Wed, 12 Nov 2025 | AU$47.4b | AU$27.6b | AU$1.6b | 33.8x | 29.7x | 1.7x |
| Fri, 10 Oct 2025 | AU$49.0b | AU$27.5b | AU$1.6b | 34.8x | 30.9x | 1.8x |
| Sun, 07 Sep 2025 | AU$51.0b | AU$27.6b | AU$1.6b | 33.7x | 32x | 1.9x |
| Tue, 05 Aug 2025 | AU$46.4b | AU$27.6b | AU$1.5b | 25.6x | 30.3x | 1.7x |
| Thu, 03 Jul 2025 | AU$45.3b | AU$27.5b | AU$1.5b | 25.6x | 29.9x | 1.7x |
| Sat, 31 May 2025 | AU$44.9b | AU$27.7b | AU$1.5b | 23.6x | 29.1x | 1.6x |
| Mon, 28 Apr 2025 | AU$42.2b | AU$28.9b | AU$1.6b | 18.4x | 25.8x | 1.5x |
| Wed, 26 Mar 2025 | AU$41.5b | AU$29.1b | AU$1.7b | 17.6x | 25.1x | 1.4x |
| Fri, 21 Feb 2025 | AU$41.0b | AU$28.9b | AU$1.7b | 21.4x | 24.5x | 1.4x |
| Sun, 19 Jan 2025 | AU$40.0b | AU$29.3b | AU$1.6b | 20.8x | 24.3x | 1.4x |
| Tue, 17 Dec 2024 | AU$40.3b | AU$29.0b | AU$1.6b | 23x | 24.9x | 1.4x |
| Thu, 14 Nov 2024 | AU$40.5b | AU$29.0b | AU$1.6b | 22.4x | 25.2x | 1.4x |
| Sat, 12 Oct 2024 | AU$40.7b | AU$28.8b | AU$1.6b | 22.1x | 25.8x | 1.4x |
| Mon, 09 Sep 2024 | AU$39.8b | AU$28.9b | AU$1.6b | 20.4x | 25.1x | 1.4x |
| Wed, 07 Aug 2024 | AU$33.5b | AU$28.9b | AU$783.9m | 16.1x | 42.8x | 1.2x |
| Fri, 05 Jul 2024 | AU$32.5b | AU$28.6b | AU$734.4m | 16.4x | 44.2x | 1.1x |
| Sun, 02 Jun 2024 | AU$33.5b | AU$28.7b | AU$737.0m | 18.4x | 45.5x | 1.2x |
| Tue, 30 Apr 2024 | AU$33.9b | AU$29.1b | AU$735.9m | 18.8x | 46.1x | 1.2x |
| Thu, 28 Mar 2024 | AU$36.1b | AU$29.2b | AU$739.8m | 20.7x | 48.9x | 1.2x |
| Sat, 24 Feb 2024 | AU$35.0b | AU$29.1b | AU$730.8m | 19.8x | 48x | 1.2x |
| Mon, 22 Jan 2024 | AU$32.6b | AU$28.9b | AU$501.7m | 24x | 65x | 1.1x |
| Wed, 20 Dec 2023 | AU$31.6b | AU$28.7b | AU$482.0m | 23.5x | 65.5x | 1.1x |
| Fri, 17 Nov 2023 | AU$31.1b | AU$29.0b | AU$518.2m | 18.6x | 60.1x | 1.1x |
| Sun, 15 Oct 2023 | AU$31.9b | AU$29.3b | AU$550.9m | 19.3x | 57.9x | 1.1x |
| Tue, 12 Sep 2023 | AU$33.7b | AU$29.1b | AU$530.1m | 21.5x | 63.6x | 1.2x |
| Thu, 10 Aug 2023 | AU$32.7b | AU$27.5b | AU$1.0b | 26.3x | 32.5x | 1.2x |
| Sat, 08 Jul 2023 | AU$31.6b | AU$27.3b | AU$987.3m | 26.3x | 32x | 1.2x |
32x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.033% | |
| Industrials | 0.47% | |
| Commercial Services | 2.09% | |
| Diversified Support Services | 2.33% | |
| Environmental and Facilities Services | 1.00% | |
| Office Services and Supplies | 0% | 0 |
| Commercial Printing | -2.44% | |
| Security and Alarm Services | -4.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.46 | 2.0% +AU$522.9m | -16.7% | PE19.4x | |
| MAD Mader Group | AU$8.18 | 4.6% +AU$73.2m | 19.1% | PE27x | |
| ECT Environmental Clean Technologies | AU$0.10 | 5.0% +AU$2.1m | 133.3% | PB2x | |
| CLG Close the Loop | AU$0.027 | 12.5% +AU$1.6m | -15.6% | PS0.07x | |
| T3D 333D | AU$0.041 | 17.1% +AU$1.3m | 583.3% | PE966.1x |