Narrative Update • Jun 08

In the last week, the Commercial Services industry is up 4.3%, with Brambles up 5.9%. In the past year, the industry is down 16%. 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | AU$37.2b | AU$27.1b | AU$1.6b | 31.3x | 23.6x | 1.4x |
| Fri, 08 May 2026 | AU$43.7b | AU$26.8b | AU$1.5b | 30.6x | 28.6x | 1.6x |
| Sun, 05 Apr 2026 | AU$44.1b | AU$27.3b | AU$1.6b | 30.8x | 27.6x | 1.6x |
| Tue, 03 Mar 2026 | AU$48.7b | AU$27.0b | AU$1.6b | 32.8x | 31.2x | 1.8x |
| Thu, 29 Jan 2026 | AU$45.5b | AU$26.8b | AU$1.5b | 38.5x | 30x | 1.7x |
| Sat, 27 Dec 2025 | AU$45.6b | AU$27.3b | AU$1.6b | 36.1x | 29.1x | 1.7x |
| Mon, 24 Nov 2025 | AU$46.1b | AU$27.7b | AU$1.6b | 35.4x | 28.6x | 1.7x |
| Wed, 22 Oct 2025 | AU$49.5b | AU$27.7b | AU$1.6b | 34.9x | 30.8x | 1.8x |
| Fri, 19 Sep 2025 | AU$48.1b | AU$27.4b | AU$1.6b | 33.6x | 30.5x | 1.8x |
| Sun, 17 Aug 2025 | AU$45.9b | AU$27.5b | AU$1.5b | 25.1x | 30.1x | 1.7x |
| Tue, 15 Jul 2025 | AU$45.6b | AU$27.4b | AU$1.5b | 25.5x | 30.1x | 1.7x |
| Thu, 12 Jun 2025 | AU$44.4b | AU$27.5b | AU$1.5b | 23.2x | 29.1x | 1.6x |
| Sat, 10 May 2025 | AU$41.9b | AU$27.7b | AU$1.6b | 22.6x | 27x | 1.5x |
| Mon, 07 Apr 2025 | AU$41.3b | AU$29.6b | AU$1.7b | 17.3x | 24.1x | 1.4x |
| Wed, 05 Mar 2025 | AU$42.3b | AU$29.2b | AU$1.7b | 18x | 25.3x | 1.4x |
| Fri, 31 Jan 2025 | AU$41.4b | AU$29.2b | AU$1.6b | 23.4x | 25.3x | 1.4x |
| Sun, 29 Dec 2024 | AU$40.3b | AU$29.3b | AU$1.6b | 21.2x | 24.5x | 1.4x |
| Tue, 26 Nov 2024 | AU$40.6b | AU$29.1b | AU$1.6b | 21.9x | 25.2x | 1.4x |
| Thu, 24 Oct 2024 | AU$39.9b | AU$29.0b | AU$1.6b | 22x | 25x | 1.4x |
| Sat, 21 Sep 2024 | AU$39.8b | AU$28.7b | AU$1.6b | 19.8x | 25.4x | 1.4x |
| Mon, 19 Aug 2024 | AU$35.5b | AU$28.6b | AU$753.2m | 17.1x | 47.2x | 1.2x |
| Wed, 17 Jul 2024 | AU$33.3b | AU$28.5b | AU$732.2m | 16.6x | 45.5x | 1.2x |
| Fri, 14 Jun 2024 | AU$33.7b | AU$28.7b | AU$737.9m | 17.7x | 45.7x | 1.2x |
| Sun, 12 May 2024 | AU$33.5b | AU$28.8b | AU$741.2m | 18x | 45.2x | 1.2x |
| Tue, 09 Apr 2024 | AU$35.7b | AU$29.1b | AU$728.8m | 20.7x | 49x | 1.2x |
| Thu, 07 Mar 2024 | AU$34.6b | AU$29.2b | AU$738.0m | 19.7x | 46.9x | 1.2x |
| Sat, 03 Feb 2024 | AU$33.9b | AU$28.9b | AU$506.9m | 22.2x | 66.8x | 1.2x |
| Mon, 01 Jan 2024 | AU$32.3b | AU$28.6b | AU$470.3m | 23.5x | 68.7x | 1.1x |
| Wed, 29 Nov 2023 | AU$30.6b | AU$28.8b | AU$502.1m | 23.3x | 60.9x | 1.1x |
| Fri, 27 Oct 2023 | AU$30.9b | AU$29.3b | AU$550.5m | 18.9x | 56.2x | 1.1x |
| Sun, 24 Sep 2023 | AU$32.0b | AU$29.1b | AU$528.0m | 19.9x | 60.6x | 1.1x |
| Tue, 22 Aug 2023 | AU$32.5b | AU$28.1b | AU$504.2m | 29.7x | 64.5x | 1.2x |
| Thu, 20 Jul 2023 | AU$32.2b | AU$27.2b | AU$976.8m | 27.6x | 33x | 1.2x |
| Sat, 17 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 | -1.58% | |
| Industrials | 1.26% | |
| Commercial Services | 4.28% | |
| Commercial Printing | 140.74% | |
| Diversified Support Services | 4.71% | |
| Environmental and Facilities Services | 2.35% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -4.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$18.00 | 9.8% +AU$2.2b | -21.7% | PE18.4x | |
| DOW Downer EDI | AU$8.08 | 3.6% +AU$183.8m | 33.3% | PE35.7x | |
| CWY Cleanaway Waste Management | AU$2.39 | 3.0% +AU$156.9m | -12.5% | PE44.3x | |
| AMA AMA Group | AU$0.47 | 14.5% +AU$28.9m | -50.5% | PS0.2x | |
| T3D 333D | AU$0.053 | 140.9% +AU$6.6m | 960.0% | PE1248.9x |