Narrative Update • Jun 03

In the last week, the Commercial Services industry is up 8.4%, with Brambles up 12%. However, the industry is down 10% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | AU$39.4b | AU$27.1b | AU$1.6b | 31.6x | 25.1x | 1.5x |
| Tue, 12 May 2026 | AU$42.9b | AU$26.8b | AU$1.5b | 29.8x | 27.9x | 1.6x |
| Thu, 09 Apr 2026 | AU$45.3b | AU$27.1b | AU$1.6b | 31.8x | 28.8x | 1.7x |
| Sat, 07 Mar 2026 | AU$47.2b | AU$27.1b | AU$1.6b | 31x | 30x | 1.7x |
| Mon, 02 Feb 2026 | AU$44.8b | AU$26.9b | AU$1.5b | 38.2x | 29.4x | 1.7x |
| Wed, 31 Dec 2025 | AU$45.9b | AU$27.3b | AU$1.6b | 37.7x | 29.2x | 1.7x |
| Fri, 28 Nov 2025 | AU$47.5b | AU$27.6b | AU$1.6b | 36.8x | 29.7x | 1.7x |
| Sun, 26 Oct 2025 | AU$48.7b | AU$27.6b | AU$1.6b | 35.8x | 30.4x | 1.8x |
| Tue, 23 Sep 2025 | AU$48.4b | AU$27.5b | AU$1.6b | 34x | 30.5x | 1.8x |
| Thu, 21 Aug 2025 | AU$45.9b | AU$27.7b | AU$1.5b | 24.9x | 29.8x | 1.7x |
| Sat, 19 Jul 2025 | AU$46.4b | AU$27.5b | AU$1.5b | 25.7x | 30.5x | 1.7x |
| Mon, 16 Jun 2025 | AU$44.4b | AU$27.6b | AU$1.5b | 23.2x | 29.1x | 1.6x |
| Wed, 14 May 2025 | AU$42.1b | AU$27.7b | AU$1.5b | 22.6x | 27.2x | 1.5x |
| Fri, 11 Apr 2025 | AU$42.2b | AU$29.3b | AU$1.7b | 17.9x | 25.1x | 1.4x |
| Sun, 09 Mar 2025 | AU$41.6b | AU$29.1b | AU$1.7b | 18x | 25.2x | 1.4x |
| Tue, 04 Feb 2025 | AU$40.7b | AU$29.3b | AU$1.6b | 23.1x | 24.7x | 1.4x |
| Thu, 02 Jan 2025 | AU$40.2b | AU$29.3b | AU$1.7b | 21.1x | 24.3x | 1.4x |
| Sat, 30 Nov 2024 | AU$40.8b | AU$29.1b | AU$1.6b | 22x | 25.4x | 1.4x |
| Mon, 28 Oct 2024 | AU$39.3b | AU$29.0b | AU$1.6b | 21.4x | 24.6x | 1.4x |
| Wed, 25 Sep 2024 | AU$40.1b | AU$28.7b | AU$1.6b | 19.8x | 25.7x | 1.4x |
| Fri, 23 Aug 2024 | AU$38.6b | AU$28.9b | AU$969.2m | 17.6x | 39.8x | 1.3x |
| Sun, 21 Jul 2024 | AU$34.0b | AU$28.6b | AU$741.7m | 16.8x | 45.8x | 1.2x |
| Tue, 18 Jun 2024 | AU$33.3b | AU$28.8b | AU$744.4m | 17.5x | 44.8x | 1.2x |
| Thu, 16 May 2024 | AU$33.6b | AU$28.7b | AU$736.1m | 18.5x | 45.6x | 1.2x |
| Sat, 13 Apr 2024 | AU$35.5b | AU$29.3b | AU$745.1m | 20.2x | 47.6x | 1.2x |
| Mon, 11 Mar 2024 | AU$35.0b | AU$29.1b | AU$723.5m | 20.2x | 48.3x | 1.2x |
| Wed, 07 Feb 2024 | AU$32.9b | AU$28.6b | AU$589.4m | 20.1x | 55.9x | 1.2x |
| Fri, 05 Jan 2024 | AU$32.3b | AU$28.7b | AU$482.5m | 23.5x | 67x | 1.1x |
| Sun, 03 Dec 2023 | AU$31.4b | AU$28.8b | AU$490.6m | 23.5x | 64x | 1.1x |
| Tue, 31 Oct 2023 | AU$29.6b | AU$29.2b | AU$538.8m | 18.6x | 54.9x | 1x |
| Thu, 28 Sep 2023 | AU$32.1b | AU$29.2b | AU$539.4m | 19.7x | 59.5x | 1.1x |
| Sat, 26 Aug 2023 | AU$32.4b | AU$28.5b | AU$447.9m | 26.7x | 72.4x | 1.1x |
| Mon, 24 Jul 2023 | AU$32.4b | AU$27.3b | AU$981.4m | 27.5x | 33x | 1.2x |
| Wed, 21 Jun 2023 | AU$32.1b | AU$27.2b | AU$973.0m | 25.7x | 33x | 1.2x |
33x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 1.68% | |
| Industrials | 2.73% | |
| Commercial Services | 8.35% | |
| Commercial Printing | 95.45% | |
| Diversified Support Services | 9.64% | |
| Security and Alarm Services | 4.14% | |
| Environmental and Facilities Services | 1.82% | |
| Office Services and Supplies | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.01 | 12.4% +AU$2.8b | -17.5% | PE19.5x | |
| DOW Downer EDI | AU$8.15 | 3.3% +AU$170.6m | 30.8% | PE36x | |
| CWY Cleanaway Waste Management | AU$2.42 | 2.1% +AU$112.1m | -10.7% | PE44.9x | |
| IMB Intelligent Monitoring Group | AU$0.57 | 4.5% +AU$10.3m | 3.6% | PS1.2x | |
| T3D 333D | AU$0.043 | 95.5% +AU$4.4m | 616.7% | PE1013.3x |