Narrative Update • Jul 07

Over the last 7 days, the Commercial Services industry has risen 2.0%, driven by gains from Brambles of 6.4%. In contrast, the industry has lost 14% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | AU$39.5b | AU$27.2b | AU$1.6b | 29x | 24.8x | 1.4x |
| Sat, 27 Jun 2026 | AU$40.0b | AU$27.3b | AU$1.6b | 30.9x | 25x | 1.5x |
| Mon, 25 May 2026 | AU$36.2b | AU$27.0b | AU$1.6b | 30.8x | 23.3x | 1.3x |
| Wed, 22 Apr 2026 | AU$43.8b | AU$26.9b | AU$1.6b | 29.2x | 28.2x | 1.6x |
| Fri, 20 Mar 2026 | AU$43.6b | AU$27.1b | AU$1.6b | 29.2x | 27.7x | 1.6x |
| Sun, 15 Feb 2026 | AU$45.6b | AU$26.7b | AU$1.5b | 36.5x | 30.3x | 1.7x |
| Tue, 13 Jan 2026 | AU$46.2b | AU$27.3b | AU$1.6b | 38.8x | 29.4x | 1.7x |
| Thu, 11 Dec 2025 | AU$45.6b | AU$27.4b | AU$1.6b | 35.6x | 28.8x | 1.7x |
| Sat, 08 Nov 2025 | AU$47.2b | AU$27.7b | AU$1.6b | 33.1x | 29.4x | 1.7x |
| Mon, 06 Oct 2025 | AU$49.2b | AU$27.5b | AU$1.6b | 35.5x | 31x | 1.8x |
| Wed, 03 Sep 2025 | AU$50.4b | AU$27.6b | AU$1.6b | 33.9x | 31.4x | 1.8x |
| Fri, 01 Aug 2025 | AU$46.7b | AU$27.7b | AU$1.5b | 25.6x | 30.4x | 1.7x |
| Sun, 29 Jun 2025 | AU$45.1b | AU$27.5b | AU$1.5b | 25.4x | 29.7x | 1.6x |
| Tue, 27 May 2025 | AU$43.2b | AU$27.5b | AU$1.5b | 23.2x | 28.3x | 1.6x |
| Thu, 24 Apr 2025 | AU$42.2b | AU$28.9b | AU$1.6b | 18.4x | 25.8x | 1.5x |
| Sat, 22 Mar 2025 | AU$41.4b | AU$29.1b | AU$1.7b | 17.7x | 25x | 1.4x |
| Mon, 17 Feb 2025 | AU$40.2b | AU$28.7b | AU$1.6b | 21.7x | 24.9x | 1.4x |
| Wed, 15 Jan 2025 | AU$39.9b | AU$29.3b | AU$1.7b | 20.8x | 24.2x | 1.4x |
| Fri, 13 Dec 2024 | AU$40.5b | AU$29.0b | AU$1.6b | 23.2x | 25.2x | 1.4x |
| Sun, 10 Nov 2024 | AU$40.5b | AU$28.9b | AU$1.6b | 22.5x | 25.4x | 1.4x |
| Tue, 08 Oct 2024 | AU$40.1b | AU$28.8b | AU$1.6b | 21.6x | 25.5x | 1.4x |
| Thu, 05 Sep 2024 | AU$39.0b | AU$28.9b | AU$1.6b | 20.7x | 24.7x | 1.4x |
| Sat, 03 Aug 2024 | AU$34.4b | AU$28.9b | AU$778.6m | 16.6x | 44.2x | 1.2x |
| Mon, 01 Jul 2024 | AU$33.8b | AU$28.7b | AU$741.9m | 17.3x | 45.6x | 1.2x |
| Wed, 29 May 2024 | AU$34.0b | AU$28.7b | AU$731.1m | 18x | 46.5x | 1.2x |
| Fri, 26 Apr 2024 | AU$33.7b | AU$29.2b | AU$745.3m | 18.5x | 45.2x | 1.2x |
| Sun, 24 Mar 2024 | AU$35.0b | AU$29.2b | AU$741.4m | 19.8x | 47.2x | 1.2x |
| Tue, 20 Feb 2024 | AU$34.9b | AU$28.5b | AU$611.6m | 21.5x | 57x | 1.2x |
| Thu, 18 Jan 2024 | AU$32.3b | AU$28.9b | AU$507.7m | 23.5x | 63.7x | 1.1x |
| Sat, 16 Dec 2023 | AU$31.6b | AU$28.7b | AU$484.3m | 23x | 65.2x | 1.1x |
| Mon, 13 Nov 2023 | AU$31.3b | AU$29.2b | AU$541.0m | 18.6x | 57.8x | 1.1x |
| Wed, 11 Oct 2023 | AU$31.7b | AU$29.2b | AU$533.7m | 19.6x | 59.4x | 1.1x |
| Fri, 08 Sep 2023 | AU$33.9b | AU$29.2b | AU$558.2m | 21.5x | 60.7x | 1.2x |
| Sun, 06 Aug 2023 | AU$32.5b | AU$27.5b | AU$1.0b | 25.8x | 32.4x | 1.2x |
32.4x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 2.05% | |
| Industrials | 0.28% | |
| Commercial Services | 1.99% | |
| Environmental and Facilities Services | 3.40% | |
| Diversified Support Services | 1.80% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -3.23% | |
| Commercial Printing | -8.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.87 | 6.4% +AU$1.6b | -16.9% | PE19.9x | |
| CWY Cleanaway Waste Management | AU$2.36 | 0.9% +AU$44.8m | -18.1% | PE43.7x | |
| ECT Environmental Clean Technologies | AU$0.14 | 28.6% +AU$12.5m | 200.0% | PB2.5x | |
| CNQ Clean TeQ Water | AU$0.51 | 7.4% +AU$3.1m | 152.5% | PS2.7x | |
| IMB Intelligent Monitoring Group | AU$0.61 | 0.8% +AU$2.1m | -3.9% | PS1.3x |