Narrative Update • Jun 03

Over the last 7 days, the Commercial Services industry has risen 1.3%, driven by gains from Brambles of 2.1%. In contrast, the industry has lost 17% in the last 12 months. 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, 08 Jun 2026 | AU$36.4b | AU$27.1b | AU$1.6b | 31.5x | 23.1x | 1.3x |
| Wed, 06 May 2026 | AU$43.4b | AU$26.9b | AU$1.5b | 29.6x | 28x | 1.6x |
| Fri, 03 Apr 2026 | AU$44.1b | AU$27.4b | AU$1.6b | 30.8x | 27.5x | 1.6x |
| Sun, 01 Mar 2026 | AU$48.8b | AU$27.0b | AU$1.6b | 39.7x | 31.3x | 1.8x |
| Tue, 27 Jan 2026 | AU$45.5b | AU$27.0b | AU$1.5b | 38.3x | 29.7x | 1.7x |
| Thu, 25 Dec 2025 | AU$45.6b | AU$27.3b | AU$1.6b | 36.1x | 29.1x | 1.7x |
| Sat, 22 Nov 2025 | AU$46.1b | AU$27.8b | AU$1.6b | 35.4x | 28.5x | 1.7x |
| Mon, 20 Oct 2025 | AU$48.5b | AU$27.7b | AU$1.6b | 34.5x | 30.2x | 1.8x |
| Wed, 17 Sep 2025 | AU$49.2b | AU$27.4b | AU$1.6b | 34.8x | 31.2x | 1.8x |
| Fri, 15 Aug 2025 | AU$45.7b | AU$27.5b | AU$1.5b | 25x | 30x | 1.7x |
| Sun, 13 Jul 2025 | AU$45.8b | AU$27.4b | AU$1.5b | 25.6x | 30.3x | 1.7x |
| Tue, 10 Jun 2025 | AU$44.5b | AU$27.5b | AU$1.5b | 23.1x | 29.2x | 1.6x |
| Thu, 08 May 2025 | AU$41.5b | AU$27.6b | AU$1.5b | 22.7x | 27.1x | 1.5x |
| Sat, 05 Apr 2025 | AU$41.3b | AU$29.4b | AU$1.7b | 17.5x | 24.4x | 1.4x |
| Mon, 03 Mar 2025 | AU$42.2b | AU$29.3b | AU$1.7b | 17.9x | 25.1x | 1.4x |
| Wed, 29 Jan 2025 | AU$40.8b | AU$29.2b | AU$1.6b | 22.9x | 25x | 1.4x |
| Fri, 27 Dec 2024 | AU$40.3b | AU$29.2b | AU$1.6b | 21.3x | 24.5x | 1.4x |
| Sun, 24 Nov 2024 | AU$40.7b | AU$29.1b | AU$1.6b | 22.2x | 25.2x | 1.4x |
| Tue, 22 Oct 2024 | AU$40.7b | AU$28.9b | AU$1.6b | 22.7x | 25.6x | 1.4x |
| Thu, 19 Sep 2024 | AU$39.9b | AU$28.7b | AU$1.6b | 19.4x | 25.4x | 1.4x |
| Sat, 17 Aug 2024 | AU$35.6b | AU$28.7b | AU$758.7m | 17x | 46.9x | 1.2x |
| Mon, 15 Jul 2024 | AU$33.1b | AU$28.5b | AU$725.7m | 16.7x | 45.6x | 1.2x |
| Wed, 12 Jun 2024 | AU$34.1b | AU$28.8b | AU$745.5m | 17.7x | 45.7x | 1.2x |
| Fri, 10 May 2024 | AU$33.5b | AU$28.8b | AU$746.1m | 17.6x | 44.9x | 1.2x |
| Sun, 07 Apr 2024 | AU$35.7b | AU$29.1b | AU$730.5m | 20.7x | 48.9x | 1.2x |
| Tue, 05 Mar 2024 | AU$34.5b | AU$29.2b | AU$738.9m | 19.6x | 46.7x | 1.2x |
| Thu, 01 Feb 2024 | AU$33.3b | AU$28.9b | AU$504.3m | 23.8x | 66x | 1.2x |
| Sat, 30 Dec 2023 | AU$32.3b | AU$28.6b | AU$472.5m | 23.5x | 68.4x | 1.1x |
| Mon, 27 Nov 2023 | AU$30.9b | AU$28.9b | AU$505.8m | 18.7x | 61.2x | 1.1x |
| Wed, 25 Oct 2023 | AU$31.6b | AU$29.2b | AU$541.5m | 19.6x | 58.3x | 1.1x |
| Fri, 22 Sep 2023 | AU$32.3b | AU$29.2b | AU$533.2m | 19.8x | 60.5x | 1.1x |
| Sun, 20 Aug 2023 | AU$32.5b | AU$28.1b | AU$504.1m | 30x | 64.6x | 1.2x |
| Tue, 18 Jul 2023 | AU$32.5b | AU$27.2b | AU$970.3m | 27.1x | 33.5x | 1.2x |
| Thu, 15 Jun 2023 | AU$31.1b | AU$27.2b | AU$970.8m | 24.7x | 32.1x | 1.1x |
32.1x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -1.23% | |
| Industrials | 0.74% | |
| Commercial Services | 1.26% | |
| Environmental and Facilities Services | 2.72% | |
| Diversified Support Services | 1.06% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -7.43% | |
| Commercial Printing | -18.52% | |
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% | PE17.3x | |
| 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 |