Narrative Update • Jun 03

Over the last 7 days, the Commercial Services industry has risen 1.3%, driven by gains from Brambles of 2.4%. In the same time, AMA Group was down 7.1%. In contrast, the industry has lost 17% in the last 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | AU$36.4b | AU$27.1b | AU$1.6b | 31.5x | 23.1x | 1.3x |
| Thu, 07 May 2026 | AU$43.7b | AU$26.8b | AU$1.5b | 30.6x | 28.6x | 1.6x |
| Sat, 04 Apr 2026 | AU$44.1b | AU$27.3b | AU$1.6b | 30.8x | 27.6x | 1.6x |
| Mon, 02 Mar 2026 | AU$48.7b | AU$27.0b | AU$1.6b | 32.8x | 31.2x | 1.8x |
| Wed, 28 Jan 2026 | AU$45.3b | AU$26.9b | AU$1.5b | 38x | 29.6x | 1.7x |
| Fri, 26 Dec 2025 | AU$45.6b | AU$27.3b | AU$1.6b | 36.1x | 29.1x | 1.7x |
| Sun, 23 Nov 2025 | AU$46.1b | AU$27.7b | AU$1.6b | 35.4x | 28.6x | 1.7x |
| Tue, 21 Oct 2025 | AU$48.5b | AU$27.7b | AU$1.6b | 35.7x | 30.2x | 1.8x |
| Thu, 18 Sep 2025 | AU$48.9b | AU$27.4b | AU$1.6b | 34.5x | 31.1x | 1.8x |
| Sat, 16 Aug 2025 | AU$45.9b | AU$27.5b | AU$1.5b | 25.2x | 30.1x | 1.7x |
| Mon, 14 Jul 2025 | AU$45.8b | AU$27.4b | AU$1.5b | 25.6x | 30.3x | 1.7x |
| Wed, 11 Jun 2025 | AU$44.5b | AU$27.5b | AU$1.5b | 23.2x | 29.2x | 1.6x |
| Fri, 09 May 2025 | AU$42.0b | AU$27.7b | AU$1.5b | 22.7x | 27.2x | 1.5x |
| Sun, 06 Apr 2025 | AU$41.3b | AU$29.6b | AU$1.7b | 17.3x | 24.1x | 1.4x |
| Tue, 04 Mar 2025 | AU$42.5b | AU$29.2b | AU$1.7b | 18x | 25.4x | 1.5x |
| Thu, 30 Jan 2025 | AU$40.9b | AU$29.2b | AU$1.6b | 23x | 25x | 1.4x |
| Sat, 28 Dec 2024 | AU$40.3b | AU$29.3b | AU$1.6b | 21.2x | 24.5x | 1.4x |
| Mon, 25 Nov 2024 | AU$40.7b | AU$29.1b | AU$1.6b | 22.2x | 25.2x | 1.4x |
| Wed, 23 Oct 2024 | AU$39.9b | AU$28.9b | AU$1.6b | 22.2x | 25.2x | 1.4x |
| Fri, 20 Sep 2024 | AU$39.7b | AU$28.7b | AU$1.6b | 19.5x | 25.4x | 1.4x |
| Sun, 18 Aug 2024 | AU$35.6b | AU$28.6b | AU$753.2m | 17.1x | 47.2x | 1.2x |
| Tue, 16 Jul 2024 | AU$33.2b | AU$28.5b | AU$726.4m | 16.7x | 45.8x | 1.2x |
| Thu, 13 Jun 2024 | AU$33.9b | AU$28.8b | AU$743.1m | 17.6x | 45.6x | 1.2x |
| Sat, 11 May 2024 | AU$33.5b | AU$28.8b | AU$741.2m | 18x | 45.2x | 1.2x |
| Mon, 08 Apr 2024 | AU$35.7b | AU$29.1b | AU$730.5m | 20.7x | 48.9x | 1.2x |
| Wed, 06 Mar 2024 | AU$34.7b | AU$29.3b | AU$743.9m | 19.6x | 46.6x | 1.2x |
| Fri, 02 Feb 2024 | AU$33.1b | AU$29.0b | AU$513.5m | 24x | 64.4x | 1.1x |
| Sun, 31 Dec 2023 | AU$32.3b | AU$28.6b | AU$470.3m | 23.5x | 68.7x | 1.1x |
| Tue, 28 Nov 2023 | AU$30.6b | AU$28.9b | AU$503.7m | 18.5x | 60.7x | 1.1x |
| Thu, 26 Oct 2023 | AU$31.4b | AU$29.3b | AU$544.8m | 19.5x | 57.7x | 1.1x |
| Sat, 23 Sep 2023 | AU$32.0b | AU$29.1b | AU$527.8m | 19.9x | 60.7x | 1.1x |
| Mon, 21 Aug 2023 | AU$32.5b | AU$28.1b | AU$504.1m | 30x | 64.6x | 1.2x |
| Wed, 19 Jul 2023 | AU$32.1b | AU$27.1b | AU$970.0m | 27.5x | 33.1x | 1.2x |
| Fri, 16 Jun 2023 | AU$31.4b | AU$27.2b | AU$970.9m | 25.2x | 32.3x | 1.2x |
32.3x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -1.11% | |
| Industrials | 0.78% | |
| Commercial Services | 2.00% | |
| Environmental and Facilities Services | 2.48% | |
| Diversified Support Services | 1.98% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -5.59% | |
| Commercial Printing | -18.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$17.51 | 5.9% +AU$1.3b | -23.9% | PE18x | |
| CWY Cleanaway Waste Management | AU$2.37 | 3.0% +AU$156.9m | -13.5% | PE43.9x | |
| DOW Downer EDI | AU$8.00 | 1.9% +AU$98.4m | 30.3% | PE35.4x | |
| T3D 333D | AU$0.065 | 140.7% +AU$8.0m | 1,200.0% | PE1531.7x | |
| CNQ Clean TeQ Water | AU$0.55 | 7.9% +AU$3.5m | 251.6% | PS2.9x |