Narrative Update • Jul 07

Over the last 7 days, the Commercial Services industry has dropped 1.8%, driven by Mader Group declining 6.5%. The industry has fallen 16% in the last year. Earnings are forecast to grow by 12% annually.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | AU$38.4b | AU$27.1b | AU$1.6b | 30.1x | 24.3x | 1.4x |
| 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 |
33.1x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.80% | |
| Industrials | -0.33% | |
| Commercial Services | -1.78% | |
| Commercial Printing | 14.29% | |
| Office Services and Supplies | 0% | 0 |
| Environmental and Facilities Services | -1.41% | |
| Diversified Support Services | -1.84% | |
| Security and Alarm Services | -2.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.44 | 3.7% +AU$935.0m | -18.1% | PE19.6x | |
| CWY Cleanaway Waste Management | AU$2.35 | 0.9% +AU$44.8m | -18.4% | PE43.6x | |
| DOW Downer EDI | AU$7.93 | 0.6% +AU$32.8m | 14.4% | PE35x | |
| AEI Aeris Environmental | AU$0.031 | 3.3% +AU$246.6k | -20.5% | PS2.7x | |
| AVD AVADA Group | AU$0.097 | 2.1% +AU$169.9k | -35.3% | PS0.04x |