Narrative Update • Jun 23

The Commercial Services industry has been flat over the last week, but Downer EDI has lost 4.6%. As for the longer term, the industry has declined 10% in the last 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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | AU$40.0b | AU$27.2b | AU$1.6b | 30.4x | 25.1x | 1.5x |
| Thu, 04 Jun 2026 | AU$35.4b | AU$26.9b | AU$1.5b | 30.9x | 22.9x | 1.3x |
| Sat, 02 May 2026 | AU$43.8b | AU$26.8b | AU$1.5b | 29.4x | 28.5x | 1.6x |
| Mon, 30 Mar 2026 | AU$43.3b | AU$27.3b | AU$1.6b | 29.8x | 27x | 1.6x |
| Wed, 25 Feb 2026 | AU$48.0b | AU$26.7b | AU$1.6b | 35.6x | 29.9x | 1.8x |
| Fri, 23 Jan 2026 | AU$45.8b | AU$27.1b | AU$1.6b | 37.5x | 29.5x | 1.7x |
| Sun, 21 Dec 2025 | AU$45.7b | AU$27.4b | AU$1.6b | 36.2x | 28.7x | 1.7x |
| Tue, 18 Nov 2025 | AU$46.6b | AU$27.6b | AU$1.6b | 33x | 29.1x | 1.7x |
| Thu, 16 Oct 2025 | AU$48.7b | AU$27.6b | AU$1.6b | 35.3x | 30.4x | 1.8x |
| Sat, 13 Sep 2025 | AU$49.3b | AU$27.4b | AU$1.6b | 34.5x | 31.3x | 1.8x |
| Mon, 11 Aug 2025 | AU$46.0b | AU$27.5b | AU$1.5b | 25.2x | 30.2x | 1.7x |
| Wed, 09 Jul 2025 | AU$45.2b | AU$27.5b | AU$1.5b | 25.3x | 29.8x | 1.6x |
| Fri, 06 Jun 2025 | AU$44.7b | AU$27.5b | AU$1.5b | 23.2x | 29.3x | 1.6x |
| Sun, 04 May 2025 | AU$41.2b | AU$27.6b | AU$1.5b | 22.5x | 26.7x | 1.5x |
| Tue, 01 Apr 2025 | AU$40.9b | AU$29.2b | AU$1.7b | 17.5x | 24.5x | 1.4x |
| Thu, 27 Feb 2025 | AU$42.3b | AU$29.0b | AU$1.7b | 18.1x | 25.4x | 1.5x |
| Sat, 25 Jan 2025 | AU$40.8b | AU$29.1b | AU$1.6b | 23.1x | 25.2x | 1.4x |
| Mon, 23 Dec 2024 | AU$40.0b | AU$29.2b | AU$1.6b | 22.7x | 24.5x | 1.4x |
| Wed, 20 Nov 2024 | AU$41.6b | AU$29.1b | AU$1.6b | 22.7x | 25.8x | 1.4x |
| Fri, 18 Oct 2024 | AU$40.2b | AU$28.9b | AU$1.6b | 22.3x | 25.3x | 1.4x |
| Sun, 15 Sep 2024 | AU$39.3b | AU$28.9b | AU$1.6b | 20.7x | 24.8x | 1.4x |
| Tue, 13 Aug 2024 | AU$34.6b | AU$28.8b | AU$764.4m | 16.7x | 45.2x | 1.2x |
| Thu, 11 Jul 2024 | AU$32.6b | AU$28.5b | AU$732.6m | 16.4x | 44.4x | 1.1x |
| Sat, 08 Jun 2024 | AU$34.1b | AU$28.7b | AU$736.2m | 18x | 46.3x | 1.2x |
| Mon, 06 May 2024 | AU$33.6b | AU$29.1b | AU$728.1m | 18.8x | 46.1x | 1.2x |
| Wed, 03 Apr 2024 | AU$35.6b | AU$29.3b | AU$742.9m | 20.3x | 47.9x | 1.2x |
| Fri, 01 Mar 2024 | AU$34.8b | AU$29.3b | AU$759.5m | 17.7x | 45.9x | 1.2x |
| Sun, 28 Jan 2024 | AU$33.2b | AU$28.9b | AU$504.2m | 24x | 65.9x | 1.1x |
| Tue, 26 Dec 2023 | AU$32.0b | AU$28.6b | AU$473.3m | 23.3x | 67.6x | 1.1x |
| Thu, 23 Nov 2023 | AU$30.7b | AU$28.9b | AU$510.7m | 18.5x | 60.1x | 1.1x |
| Sat, 21 Oct 2023 | AU$31.6b | AU$29.3b | AU$548.5m | 19.4x | 57.6x | 1.1x |
| Mon, 18 Sep 2023 | AU$33.1b | AU$29.1b | AU$529.7m | 20.7x | 62.4x | 1.1x |
| Wed, 16 Aug 2023 | AU$32.7b | AU$28.0b | AU$494.4m | 30.7x | 66.2x | 1.2x |
| Fri, 14 Jul 2023 | AU$31.9b | AU$27.1b | AU$964.6m | 26.8x | 33.1x | 1.2x |
33.1x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.16% | |
| Industrials | -1.00% | |
| Commercial Services | -0.24% | |
| Security and Alarm Services | 13.85% | |
| Environmental and Facilities Services | 0.16% | |
| Office Services and Supplies | 0% | 0 |
| Diversified Support Services | -0.41% | |
| Commercial Printing | -9.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.84 | 0.3% +AU$67.0m | -14.1% | PE19.9x | |
| IMB Intelligent Monitoring Group | AU$0.63 | 14.5% +AU$32.9m | 26.0% | PS1.4x | |
| MAD Mader Group | AU$7.99 | 2.0% +AU$32.6m | 15.6% | PE26.4x | |
| AMA AMA Group | AU$0.47 | 5.6% +AU$12.0m | -52.0% | PS0.2x | |
| ECT Environmental Clean Technologies | AU$0.13 | 19.0% +AU$8.3m | 177.8% | PB2.4x |