Narrative Update • Jun 08

The Commercial Services industry is up 7.0% in the last week, with Brambles up 7.8%. However, the industry is down 14% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | AU$37.9b | AU$27.1b | AU$1.6b | 31.3x | 24x | 1.4x |
| Sun, 10 May 2026 | AU$43.3b | AU$26.8b | AU$1.5b | 29.8x | 28.2x | 1.6x |
| Tue, 07 Apr 2026 | AU$44.1b | AU$27.3b | AU$1.6b | 30.8x | 27.7x | 1.6x |
| Thu, 05 Mar 2026 | AU$48.1b | AU$27.0b | AU$1.6b | 31.5x | 30.6x | 1.8x |
| Sat, 31 Jan 2026 | AU$44.8b | AU$26.8b | AU$1.5b | 38.2x | 29.6x | 1.7x |
| Mon, 29 Dec 2025 | AU$45.6b | AU$27.3b | AU$1.6b | 36.1x | 29.1x | 1.7x |
| Wed, 26 Nov 2025 | AU$46.8b | AU$27.7b | AU$1.6b | 35.7x | 29x | 1.7x |
| Fri, 24 Oct 2025 | AU$48.6b | AU$27.6b | AU$1.6b | 35x | 30.3x | 1.8x |
| Sun, 21 Sep 2025 | AU$48.4b | AU$27.5b | AU$1.6b | 33.8x | 30.5x | 1.8x |
| Tue, 19 Aug 2025 | AU$45.9b | AU$27.5b | AU$1.5b | 25.2x | 30.1x | 1.7x |
| Thu, 17 Jul 2025 | AU$45.8b | AU$27.5b | AU$1.5b | 25.4x | 30.1x | 1.7x |
| Sat, 14 Jun 2025 | AU$44.4b | AU$27.6b | AU$1.5b | 23.2x | 29x | 1.6x |
| Mon, 12 May 2025 | AU$41.9b | AU$27.7b | AU$1.5b | 22.6x | 27.1x | 1.5x |
| Wed, 09 Apr 2025 | AU$41.4b | AU$29.6b | AU$1.7b | 17.3x | 24.2x | 1.4x |
| Fri, 07 Mar 2025 | AU$41.8b | AU$29.0b | AU$1.6b | 18x | 25.4x | 1.4x |
| Sun, 02 Feb 2025 | AU$41.4b | AU$29.3b | AU$1.6b | 23.3x | 25.3x | 1.4x |
| Tue, 31 Dec 2024 | AU$40.3b | AU$29.2b | AU$1.6b | 21.4x | 24.6x | 1.4x |
| Thu, 28 Nov 2024 | AU$41.0b | AU$29.1b | AU$1.6b | 22.1x | 25.5x | 1.4x |
| Sat, 26 Oct 2024 | AU$39.3b | AU$29.0b | AU$1.6b | 21.5x | 24.6x | 1.4x |
| Mon, 23 Sep 2024 | AU$39.8b | AU$28.7b | AU$1.6b | 19.8x | 25.4x | 1.4x |
| Wed, 21 Aug 2024 | AU$35.2b | AU$28.6b | AU$748.6m | 17.3x | 47x | 1.2x |
| Fri, 19 Jul 2024 | AU$33.9b | AU$28.5b | AU$733.0m | 16.8x | 46.3x | 1.2x |
| Sun, 16 Jun 2024 | AU$33.5b | AU$28.8b | AU$743.1m | 17.6x | 45.1x | 1.2x |
| Tue, 14 May 2024 | AU$33.7b | AU$28.8b | AU$740.7m | 18.4x | 45.5x | 1.2x |
| Thu, 11 Apr 2024 | AU$36.1b | AU$29.1b | AU$723.5m | 20.9x | 49.9x | 1.2x |
| Sat, 09 Mar 2024 | AU$35.0b | AU$29.0b | AU$719.7m | 20.3x | 48.6x | 1.2x |
| Mon, 05 Feb 2024 | AU$33.9b | AU$29.0b | AU$520.4m | 22.1x | 65.1x | 1.2x |
| Wed, 03 Jan 2024 | AU$32.3b | AU$28.6b | AU$472.5m | 23.5x | 68.4x | 1.1x |
| Fri, 01 Dec 2023 | AU$31.2b | AU$28.9b | AU$501.6m | 23.3x | 62.2x | 1.1x |
| Sun, 29 Oct 2023 | AU$29.9b | AU$29.3b | AU$545.2m | 18x | 54.8x | 1x |
| Tue, 26 Sep 2023 | AU$32.4b | AU$29.1b | AU$529.3m | 20.1x | 61.2x | 1.1x |
| Thu, 24 Aug 2023 | AU$32.7b | AU$28.4b | AU$503.0m | 27.3x | 65.1x | 1.2x |
| Sat, 22 Jul 2023 | AU$32.4b | AU$27.2b | AU$978.4m | 27.5x | 33.1x | 1.2x |
| Mon, 19 Jun 2023 | AU$31.5b | AU$27.1b | AU$963.0m | 25.3x | 32.7x | 1.2x |
32.7x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -1.74% | |
| Industrials | 2.18% | |
| Commercial Services | 7.00% | |
| Commercial Printing | 140.91% | |
| Diversified Support Services | 7.95% | |
| Environmental and Facilities Services | 2.28% | |
| Security and Alarm Services | 1.95% | |
| 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$18.31 | 7.8% +AU$1.8b | -20.4% | PE18.6x | |
| DOW Downer EDI | AU$8.12 | 3.7% +AU$190.3m | 31.0% | PE35.9x | |
| CWY Cleanaway Waste Management | AU$2.39 | 2.1% +AU$112.1m | -12.1% | PE44.3x | |
| T3D 333D | AU$0.05 | 127.3% +AU$5.9m | 900.0% | PE1178.2x | |
| SPZ Smart Parking | AU$0.81 | 1.3% +AU$4.2m | -0.6% | PE58.2x |