Narrative Update • Jul 07

Over the last 7 days, the Commercial Services industry has dropped 3.8%, driven by Brambles declining 5.0%. Meanwhile, Infragreen Group actually outperformed within the industry, gaining 6.5% in the last week. Overall the industry is down 15% in 12 months. Earnings are forecast to grow by 12% annually.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | AU$38.5b | AU$27.2b | AU$1.6b | 30.6x | 24.2x | 1.4x |
| 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 |
33x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -0.42% | |
| Industrials | -1.51% | |
| Commercial Services | -3.77% | |
| Commercial Printing | 0% | 0 |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -1.81% | |
| Environmental and Facilities Services | -2.04% | |
| Diversified Support Services | -4.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOW Downer EDI | AU$7.87 | 0.9% +AU$40.8m | 17.3% | PE34.8x | |
| IFN Infragreen Group | AU$0.41 | 6.5% +AU$5.5m | -65.1% | PS360.6x | |
| CLG Close the Loop | AU$0.032 | 23.1% +AU$3.2m | -33.3% | PS0.09x | |
| SSH SSH Group | AU$0.15 | 7.1% +AU$1.1m | 20.0% | PE10x | |
| PET Phoslock Environmental Technologies | AU$0.007 | 16.7% +AU$624.4k | n/a | PS1.4x |