Narrative Update • Jun 05

Over the last 7 days, the Electrical Components industry has dropped 9.5%, driven by a pullback from SKS Technologies Group of 11%. Meanwhile, Rectifier Technologies actually outperformed within the industry, gaining 129% in the last week. This takes the industry's 12 month performance to a gain of 111%. As for the next few years, earnings are expected to grow by 39% per annum.
Has the Australian Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | AU$1.3b | AU$346.0m | -AU$41,219,530.00 | 56.3x | -31.1x | 3.7x |
| Fri, 08 May 2026 | AU$1.1b | AU$346.0m | -AU$41,219,530.00 | 50.2x | -27.7x | 3.3x |
| Sun, 05 Apr 2026 | AU$720.5m | AU$318.0m | -AU$26,407,530.00 | 28.3x | -27.3x | 2.3x |
| Tue, 03 Mar 2026 | AU$880.8m | AU$321.8m | -AU$23,070,799.00 | 78.5x | -38.2x | 2.7x |
| Thu, 29 Jan 2026 | AU$815.2m | AU$314.9m | -AU$24,864,972.00 | 29.1x | -32.8x | 2.6x |
| Sat, 27 Dec 2025 | AU$845.8m | AU$314.9m | -AU$24,864,972.00 | 32.1x | -34x | 2.7x |
| Mon, 24 Nov 2025 | AU$735.4m | AU$314.9m | -AU$13,142,757.00 | 28.4x | -56x | 2.3x |
| Wed, 22 Oct 2025 | AU$778.8m | AU$314.9m | -AU$13,142,757.00 | 32.7x | -59.3x | 2.5x |
| Fri, 19 Sep 2025 | AU$711.3m | AU$314.8m | -AU$14,317,337.00 | 28x | -49.7x | 2.3x |
| Sun, 17 Aug 2025 | AU$642.6m | AU$315.9m | AU$30.6m | 9.6x | 21x | 2x |
| Tue, 15 Jul 2025 | AU$511.2m | AU$315.9m | AU$30.6m | 9.3x | 16.7x | 1.6x |
| Thu, 12 Jun 2025 | AU$446.4m | AU$315.9m | AU$30.6m | 7.6x | 14.6x | 1.4x |
| Sat, 10 May 2025 | AU$447.3m | AU$315.9m | AU$30.6m | 8.1x | 14.6x | 1.4x |
| Mon, 07 Apr 2025 | AU$443.6m | AU$315.9m | AU$30.6m | 6.5x | 14.5x | 1.4x |
| Wed, 05 Mar 2025 | AU$438.1m | AU$317.3m | AU$40.5m | 8.4x | 10.8x | 1.4x |
| Fri, 31 Jan 2025 | AU$535.7m | AU$242.6m | AU$18.3m | 24.1x | 29.3x | 2.2x |
| Sun, 29 Dec 2024 | AU$527.2m | AU$242.6m | AU$18.3m | 24.6x | 28.8x | 2.2x |
| Tue, 26 Nov 2024 | AU$563.0m | AU$242.6m | AU$18.3m | 26.5x | 30.8x | 2.3x |
| Thu, 24 Oct 2024 | AU$508.1m | AU$243.2m | -AU$2,031,279.00 | 19.2x | -250.2x | 2.1x |
| Sat, 21 Sep 2024 | AU$531.0m | AU$243.2m | -AU$1,561,317.00 | 17.7x | -340.1x | 2.2x |
| Mon, 19 Aug 2024 | AU$566.2m | AU$249.6m | -AU$38,849,563.00 | 27.4x | -14.6x | 2.3x |
| Wed, 17 Jul 2024 | AU$578.0m | AU$249.6m | -AU$38,849,563.00 | 25.9x | -14.9x | 2.3x |
| Fri, 14 Jun 2024 | AU$491.4m | AU$249.6m | -AU$38,849,563.00 | 30.3x | -12.7x | 2x |
| Sun, 12 May 2024 | AU$519.7m | AU$249.6m | -AU$38,849,563.00 | 32.3x | -13.4x | 2.1x |
| Tue, 09 Apr 2024 | AU$501.9m | AU$249.6m | -AU$38,849,563.00 | 31x | -12.9x | 2x |
| Thu, 07 Mar 2024 | AU$404.7m | AU$221.6m | -AU$16,062,888.00 | 20.9x | -25.2x | 1.8x |
| Sat, 03 Feb 2024 | AU$518.2m | AU$266.2m | -AU$34,294,671.00 | 12.8x | -15.1x | 1.9x |
| Mon, 01 Jan 2024 | AU$536.9m | AU$266.2m | -AU$34,294,671.00 | 15.4x | -15.7x | 2x |
| Wed, 29 Nov 2023 | AU$583.9m | AU$266.2m | -AU$34,294,671.00 | 12.8x | -17x | 2.2x |
| Fri, 27 Oct 2023 | AU$510.1m | AU$266.2m | -AU$34,294,671.00 | 11.4x | -14.9x | 1.9x |
| Sun, 24 Sep 2023 | AU$540.0m | AU$266.2m | -AU$34,286,917.00 | 12.3x | -15.7x | 2x |
| Tue, 22 Aug 2023 | AU$557.1m | AU$250.8m | -AU$36,067,943.00 | 8.6x | -15.4x | 2.2x |
| Thu, 20 Jul 2023 | AU$526.9m | AU$250.8m | -AU$37,437,771.00 | 9x | -14.1x | 2.1x |
| Sat, 17 Jun 2023 | AU$482.9m | AU$246.5m | -AU$20,072,455.00 | 10.5x | -24.1x | 2x |
-24.1x
How does Australian Electrical Components compare with similar industries?
| AU Market | -1.58% | |
| Industrials | 1.26% | |
| Electrical | -8.27% | |
| Electrical Components | -9.52% | |
| Heavy Electrical Equipment | -3.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPV ClearVue Technologies | AU$0.15 | 7.1% +AU$3.1m | 0% | PS128.6x | |
| ECL Excelsior Capital | AU$0.87 | 0.6% +AU$145.0k | -72.5% | PS13.2x |