Narrative Update • Jun 03

In the last week, the Commercial Services industry is up 1.3%, with Brambles up 2.1%. However, the industry is down 17% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | AU$36.4b | AU$27.1b | AU$1.6b | 31.5x | 23.1x | 1.3x |
| Tue, 05 May 2026 | AU$43.5b | AU$26.9b | AU$1.5b | 29.9x | 28.2x | 1.6x |
| Thu, 02 Apr 2026 | AU$44.3b | AU$27.2b | AU$1.6b | 30.8x | 27.9x | 1.6x |
| Sat, 28 Feb 2026 | AU$48.8b | AU$27.0b | AU$1.6b | 39.7x | 31.2x | 1.8x |
| Mon, 26 Jan 2026 | AU$45.5b | AU$27.0b | AU$1.5b | 38.3x | 29.7x | 1.7x |
| Wed, 24 Dec 2025 | AU$45.9b | AU$27.3b | AU$1.6b | 36x | 29.2x | 1.7x |
| Fri, 21 Nov 2025 | AU$46.3b | AU$27.7b | AU$1.6b | 35.3x | 28.8x | 1.7x |
| Sun, 19 Oct 2025 | AU$48.5b | AU$27.7b | AU$1.6b | 34.5x | 30.2x | 1.8x |
| Tue, 16 Sep 2025 | AU$49.4b | AU$27.4b | AU$1.6b | 34.7x | 31.3x | 1.8x |
| Thu, 14 Aug 2025 | AU$45.9b | AU$27.5b | AU$1.5b | 25.3x | 30.3x | 1.7x |
| Sat, 12 Jul 2025 | AU$45.7b | AU$27.5b | AU$1.5b | 25.6x | 30.2x | 1.7x |
| Mon, 09 Jun 2025 | AU$44.5b | AU$27.6b | AU$1.5b | 23.1x | 29.1x | 1.6x |
| Wed, 07 May 2025 | AU$41.3b | AU$27.6b | AU$1.5b | 22.6x | 26.8x | 1.5x |
| Fri, 04 Apr 2025 | AU$41.5b | AU$29.0b | AU$1.6b | 17.8x | 25.2x | 1.4x |
| Sun, 02 Mar 2025 | AU$42.2b | AU$29.3b | AU$1.7b | 17.9x | 25.1x | 1.4x |
| Tue, 28 Jan 2025 | AU$40.8b | AU$29.1b | AU$1.6b | 23x | 25.1x | 1.4x |
| Thu, 26 Dec 2024 | AU$40.3b | AU$29.3b | AU$1.6b | 21.3x | 24.5x | 1.4x |
| Sat, 23 Nov 2024 | AU$40.7b | AU$29.1b | AU$1.6b | 22.2x | 25.2x | 1.4x |
| Mon, 21 Oct 2024 | AU$40.5b | AU$28.9b | AU$1.6b | 22.8x | 25.6x | 1.4x |
| Wed, 18 Sep 2024 | AU$40.1b | AU$28.8b | AU$1.6b | 20x | 25.5x | 1.4x |
| Fri, 16 Aug 2024 | AU$35.2b | AU$28.7b | AU$760.4m | 16.9x | 46.3x | 1.2x |
| Sun, 14 Jul 2024 | AU$33.1b | AU$28.5b | AU$725.7m | 16.7x | 45.6x | 1.2x |
| Tue, 11 Jun 2024 | AU$34.1b | AU$28.8b | AU$747.0m | 17.9x | 45.6x | 1.2x |
| Thu, 09 May 2024 | AU$33.9b | AU$28.8b | AU$747.2m | 17.7x | 45.4x | 1.2x |
| Sat, 06 Apr 2024 | AU$35.7b | AU$29.1b | AU$729.7m | 20.7x | 49x | 1.2x |
| Mon, 04 Mar 2024 | AU$34.8b | AU$29.2b | AU$737.7m | 19.5x | 47.1x | 1.2x |
| Wed, 31 Jan 2024 | AU$32.8b | AU$28.9b | AU$502.1m | 23.8x | 65.2x | 1.1x |
| Fri, 29 Dec 2023 | AU$32.3b | AU$28.5b | AU$467.3m | 23.5x | 69.2x | 1.1x |
| Sun, 26 Nov 2023 | AU$30.9b | AU$28.9b | AU$505.8m | 18.7x | 61.2x | 1.1x |
| Tue, 24 Oct 2023 | AU$31.4b | AU$29.3b | AU$550.0m | 19.3x | 57x | 1.1x |
| Thu, 21 Sep 2023 | AU$32.9b | AU$29.1b | AU$522.2m | 20.4x | 63x | 1.1x |
| Sat, 19 Aug 2023 | AU$32.5b | AU$28.1b | AU$505.4m | 30x | 64.4x | 1.2x |
| Mon, 17 Jul 2023 | AU$32.3b | AU$27.1b | AU$967.7m | 27.4x | 33.3x | 1.2x |
| Wed, 14 Jun 2023 | AU$30.8b | AU$27.2b | AU$973.0m | 24.5x | 31.7x | 1.1x |
31.7x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -1.23% | |
| Industrials | 0.75% | |
| Commercial Services | 1.26% | |
| Environmental and Facilities Services | 2.72% | |
| Diversified Support Services | 1.06% | |
| Office Services and Supplies | 0% | 0 |
| Security and Alarm Services | -7.43% | |
| Commercial Printing | -18.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BXB Brambles | AU$16.92 | 2.1% +AU$471.0m | -26.5% | PE17.3x | |
| CWY Cleanaway Waste Management | AU$2.37 | 3.5% +AU$179.3m | -13.2% | PE43.9x | |
| MAD Mader Group | AU$8.51 | 1.7% +AU$28.5m | 42.3% | PE28.1x | |
| CNQ Clean TeQ Water | AU$0.56 | 21.7% +AU$8.8m | 239.4% | PS3x | |
| AVD AVADA Group | AU$0.15 | 55.0% +AU$4.7m | 3.3% | PS0.07x |