Narrative Update • Jun 23

Over the last 7 days, the Commercial Services industry has risen 1.5%, driven by gains from Brambles of 2.3%. In the past year, the industry is down 11%. Earnings are forecast to grow by 13% annually.
Has the Australian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | AU$40.0b | AU$27.3b | AU$1.6b | 30.9x | 25x | 1.5x |
| Wed, 27 May 2026 | AU$36.5b | AU$26.9b | AU$1.5b | 31x | 23.6x | 1.4x |
| Fri, 24 Apr 2026 | AU$43.4b | AU$27.0b | AU$1.6b | 29.9x | 27.9x | 1.6x |
| Sun, 22 Mar 2026 | AU$43.4b | AU$27.1b | AU$1.6b | 28.9x | 27.5x | 1.6x |
| Tue, 17 Feb 2026 | AU$46.1b | AU$26.7b | AU$1.5b | 37.2x | 30.7x | 1.7x |
| Thu, 15 Jan 2026 | AU$46.0b | AU$27.3b | AU$1.6b | 37.6x | 29.2x | 1.7x |
| Sat, 13 Dec 2025 | AU$45.9b | AU$27.3b | AU$1.6b | 35.2x | 29.1x | 1.7x |
| Mon, 10 Nov 2025 | AU$47.2b | AU$27.7b | AU$1.6b | 33.1x | 29.4x | 1.7x |
| Wed, 08 Oct 2025 | AU$49.0b | AU$27.5b | AU$1.6b | 35.3x | 30.9x | 1.8x |
| Fri, 05 Sep 2025 | AU$50.5b | AU$27.6b | AU$1.6b | 33.6x | 31.5x | 1.8x |
| Sun, 03 Aug 2025 | AU$46.4b | AU$27.6b | AU$1.5b | 25.5x | 30.2x | 1.7x |
| Tue, 01 Jul 2025 | AU$45.3b | AU$27.5b | AU$1.5b | 25.5x | 29.7x | 1.6x |
| Thu, 29 May 2025 | AU$44.5b | AU$27.7b | AU$1.5b | 23.6x | 28.9x | 1.6x |
| Sat, 26 Apr 2025 | AU$42.2b | AU$28.9b | AU$1.6b | 18.4x | 25.8x | 1.5x |
| Mon, 24 Mar 2025 | AU$41.3b | AU$29.2b | AU$1.7b | 17.7x | 24.9x | 1.4x |
| Wed, 19 Feb 2025 | AU$40.4b | AU$28.8b | AU$1.6b | 21.7x | 25.1x | 1.4x |
| Fri, 17 Jan 2025 | AU$39.6b | AU$29.3b | AU$1.6b | 20.8x | 24x | 1.4x |
| Sun, 15 Dec 2024 | AU$40.4b | AU$29.0b | AU$1.6b | 23.2x | 25x | 1.4x |
| Tue, 12 Nov 2024 | AU$40.8b | AU$28.9b | AU$1.6b | 22.8x | 25.6x | 1.4x |
| Thu, 10 Oct 2024 | AU$40.7b | AU$28.8b | AU$1.6b | 21.5x | 25.8x | 1.4x |
| Sat, 07 Sep 2024 | AU$39.8b | AU$28.8b | AU$1.6b | 20.4x | 25.3x | 1.4x |
| Mon, 05 Aug 2024 | AU$34.4b | AU$28.9b | AU$777.3m | 16.6x | 44.2x | 1.2x |
| Wed, 03 Jul 2024 | AU$32.5b | AU$28.7b | AU$746.6m | 16.3x | 43.5x | 1.1x |
| Fri, 31 May 2024 | AU$33.2b | AU$28.7b | AU$738.9m | 17.5x | 44.9x | 1.2x |
| Sun, 28 Apr 2024 | AU$33.2b | AU$29.2b | AU$740.8m | 18.4x | 44.9x | 1.1x |
| Tue, 26 Mar 2024 | AU$35.0b | AU$29.2b | AU$739.3m | 19.8x | 47.3x | 1.2x |
| Thu, 22 Feb 2024 | AU$34.8b | AU$28.6b | AU$619.5m | 21.7x | 56.2x | 1.2x |
| Sat, 20 Jan 2024 | AU$32.6b | AU$28.9b | AU$501.4m | 24x | 65x | 1.1x |
| Mon, 18 Dec 2023 | AU$31.6b | AU$28.7b | AU$486.2m | 23x | 64.9x | 1.1x |
| Wed, 15 Nov 2023 | AU$31.5b | AU$29.2b | AU$539.8m | 18.7x | 58.4x | 1.1x |
| Fri, 13 Oct 2023 | AU$32.2b | AU$29.2b | AU$533.8m | 19.7x | 60.4x | 1.1x |
| Sun, 10 Sep 2023 | AU$33.9b | AU$29.2b | AU$538.6m | 21.5x | 62.9x | 1.2x |
| Tue, 08 Aug 2023 | AU$32.6b | AU$27.5b | AU$1.0b | 25.8x | 32.4x | 1.2x |
| Thu, 06 Jul 2023 | AU$32.3b | AU$27.4b | AU$990.4m | 26.4x | 32.6x | 1.2x |
32.6x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -0.91% | |
| Industrials | 1.16% | |
| Commercial Services | 1.51% | |
| Security and Alarm Services | 3.31% | |
| Diversified Support Services | 1.66% | |
| Environmental and Facilities Services | 0.57% | |
| Office Services and Supplies | 0% | 0 |
| Commercial Printing | -10.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$19.79 | 3.4% +AU$871.5m | -15.5% | PE19.7x | |
| CWY Cleanaway Waste Management | AU$2.38 | 0.4% +AU$22.4m | -12.5% | PE44.1x | |
| DOW Downer EDI | AU$8.18 | 0.4% +AU$19.7m | 29.6% | PE36.2x | |
| CNQ Clean TeQ Water | AU$0.48 | 2.1% +AU$884.7k | 159.5% | PS2.6x |