Narrative Update • Jun 18

In the last week, the Commercial Services industry is up 2.1%, with Brambles up 1.0%. In the past year, the industry is down 13%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | AU$39.4b | AU$27.1b | AU$1.6b | 31.4x | 25x | 1.5x |
| Mon, 18 May 2026 | AU$43.0b | AU$26.9b | AU$1.6b | 30.8x | 27.7x | 1.6x |
| Wed, 15 Apr 2026 | AU$43.5b | AU$27.0b | AU$1.6b | 30.5x | 27.9x | 1.6x |
| Fri, 13 Mar 2026 | AU$43.9b | AU$27.0b | AU$1.6b | 29.4x | 28.2x | 1.6x |
| Sun, 08 Feb 2026 | AU$45.7b | AU$26.8b | AU$1.5b | 35.7x | 30.2x | 1.7x |
| Tue, 06 Jan 2026 | AU$45.1b | AU$27.3b | AU$1.6b | 36.5x | 28.7x | 1.7x |
| Thu, 04 Dec 2025 | AU$46.8b | AU$27.4b | AU$1.6b | 35.9x | 29.4x | 1.7x |
| Sat, 01 Nov 2025 | AU$48.7b | AU$27.6b | AU$1.6b | 34x | 30.5x | 1.8x |
| Mon, 29 Sep 2025 | AU$48.4b | AU$27.6b | AU$1.6b | 34.4x | 30.3x | 1.8x |
| Wed, 27 Aug 2025 | AU$50.0b | AU$27.6b | AU$1.6b | 28.8x | 30.8x | 1.8x |
| Fri, 25 Jul 2025 | AU$45.5b | AU$27.4b | AU$1.5b | 25.4x | 30.2x | 1.7x |
| Sun, 22 Jun 2025 | AU$46.5b | AU$27.6b | AU$1.5b | 22.7x | 30.4x | 1.7x |
| Tue, 20 May 2025 | AU$42.8b | AU$27.6b | AU$1.5b | 23.4x | 27.7x | 1.5x |
| Thu, 17 Apr 2025 | AU$41.7b | AU$29.0b | AU$1.6b | 18.1x | 25.4x | 1.4x |
| Sat, 15 Mar 2025 | AU$41.0b | AU$29.1b | AU$1.7b | 17.7x | 24.8x | 1.4x |
| Mon, 10 Feb 2025 | AU$40.6b | AU$29.2b | AU$1.6b | 23.2x | 25x | 1.4x |
| Wed, 08 Jan 2025 | AU$41.1b | AU$29.2b | AU$1.6b | 22.2x | 25.2x | 1.4x |
| Fri, 06 Dec 2024 | AU$41.7b | AU$28.9b | AU$1.6b | 23.2x | 26.1x | 1.4x |
| Sun, 03 Nov 2024 | AU$39.3b | AU$29.0b | AU$1.6b | 16.9x | 24.5x | 1.4x |
| Tue, 01 Oct 2024 | AU$40.3b | AU$28.6b | AU$1.5b | 19.9x | 26.1x | 1.4x |
| Thu, 29 Aug 2024 | AU$37.8b | AU$29.1b | AU$1.1b | 12.9x | 34.1x | 1.3x |
| Sat, 27 Jul 2024 | AU$34.0b | AU$28.8b | AU$761.0m | 16.6x | 44.7x | 1.2x |
| Mon, 24 Jun 2024 | AU$33.3b | AU$28.7b | AU$746.2m | 16.9x | 44.6x | 1.2x |
| Wed, 22 May 2024 | AU$33.8b | AU$28.7b | AU$731.2m | 17.1x | 46.3x | 1.2x |
| Fri, 19 Apr 2024 | AU$35.1b | AU$29.4b | AU$759.5m | 18.2x | 46.2x | 1.2x |
| Sun, 17 Mar 2024 | AU$34.4b | AU$29.2b | AU$733.4m | 19.7x | 46.9x | 1.2x |
| Tue, 13 Feb 2024 | AU$34.0b | AU$28.6b | AU$585.3m | 21.9x | 58.1x | 1.2x |
| Thu, 11 Jan 2024 | AU$32.2b | AU$28.7b | AU$485.9m | 23.5x | 66.3x | 1.1x |
| Sat, 09 Dec 2023 | AU$31.1b | AU$28.9b | AU$500.6m | 23x | 62.1x | 1.1x |
| Mon, 06 Nov 2023 | AU$30.8b | AU$29.0b | AU$517.8m | 18.8x | 59.5x | 1.1x |
| Wed, 04 Oct 2023 | AU$32.0b | AU$29.2b | AU$540.2m | 19.6x | 59.3x | 1.1x |
| Fri, 01 Sep 2023 | AU$33.9b | AU$29.0b | AU$527.5m | 28.6x | 64.2x | 1.2x |
| Sun, 30 Jul 2023 | AU$32.4b | AU$27.4b | AU$991.6m | 26.9x | 32.7x | 1.2x |
| Tue, 27 Jun 2023 | AU$31.2b | AU$27.3b | AU$988.7m | 25.4x | 31.6x | 1.1x |
31.6x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.56% | |
| Industrials | 0.64% | |
| Commercial Services | 0.23% | |
| Commercial Printing | 9.30% | |
| Diversified Support Services | 0.68% | |
| Office Services and Supplies | 0% | 0 |
| Environmental and Facilities Services | -2.10% | |
| Security and Alarm Services | -4.41% | |
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 |