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Australian (ASX) Infrastructure Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies6
  • 7D3.0%
  • 3M-0.3%
  • 1Y1.9%
  • YTD1.1%

The Infrastructure industry is up 3.0% in the last week, with Transurban Group up 2.6%. In the same time, Traffic Technologies was down 11%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

Has the Australian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022AU$60.2bAU$6.6bAU$436.5m53.9x138x9.1x
Wed, 26 Oct 2022AU$53.9bAU$6.6bAU$436.5m52.8x123.4x8.2x
Fri, 23 Sep 2022AU$52.0bAU$6.6bAU$436.5m46.4x119.1x7.9x
Sun, 21 Aug 2022AU$57.1bAU$6.3bAU$308.7m42x184.9x9.1x
Tue, 19 Jul 2022AU$57.5bAU$5.6bAU$215.7m25x266.6x10.2x
Thu, 16 Jun 2022AU$56.2bAU$5.6bAU$215.7m24.7x260.3x10x
Sat, 14 May 2022AU$55.7bAU$5.6bAU$215.7m21.9x258.2x9.9x
Mon, 11 Apr 2022AU$54.9bAU$5.6bAU$215.7m21.1x254.5x9.7x
Wed, 09 Mar 2022AU$74.3bAU$6.3bAU$13.2m20.2x5619x11.8x
Fri, 04 Feb 2022AU$75.7bAU$5.9b-AU$1,635,445,827.0041.2x-46.3x12.8x
Sun, 02 Jan 2022AU$79.6bAU$5.9b-AU$1,635,445,827.0041.9x-48.7x13.5x
Tue, 30 Nov 2021AU$77.7bAU$5.9b-AU$1,635,445,827.0039.5x-47.5x13.1x
Thu, 28 Oct 2021AU$77.8bAU$5.9b-AU$1,635,445,827.0038.6x-47.6x13.1x
Sat, 25 Sep 2021AU$74.6bAU$5.9b-AU$1,635,445,827.0040.2x-45.6x12.6x
Mon, 23 Aug 2021AU$71.9bAU$5.9b-AU$1,635,445,827.0037.9x-44x12.2x
Sat, 10 Jul 2021AU$67.8bAU$5.9b-AU$1,635,445,827.0038.6x-41.5x11.5x
Fri, 02 Apr 2021AU$65.7bAU$5.9b-AU$1,802,980,008.0080.2x-36.4x11.2x
Mon, 04 Jan 2021AU$67.6bAU$6.3b-AU$2,020,070,189.0034.5x-33.5x10.8x
Thu, 08 Oct 2020AU$65.0bAU$6.5b-AU$279,903,580.0052.2x-232.2x10x
Wed, 01 Jul 2020AU$50.5bAU$5.2b-AU$976,971.0039.7x-51682.3x9.7x
Sat, 04 Apr 2020AU$41.3bAU$5.5bAU$164.9m424.8x250.4x7.4x
Tue, 07 Jan 2020AU$53.0bAU$5.9bAU$330.7m293.2x160.2x9x
Price to Earnings Ratio

146.8x


Total Market Cap: AU$52.7bTotal Earnings: AU$358.6mTotal Revenue: AU$6.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average -4016.9x202020212022
Current Industry PE
  • Investors are optimistic on the Australian Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 138x which is higher than its 3-year average PE of -4kx.
  • The 3-year average PS ratio of 10.4x is higher than the industry's current PS ratio of 9.1x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 3.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Industrials industry?

AU Market1.17%
Industrials2.25%
Infrastructure2.97%
Highways and Railtracks3.16%
Marine Ports and Services1.34%
Airport Services0%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 78.4x.
    • Analysts are expecting annual earnings growth of 36.5%, which is lower than the prior year's growth of 59.0% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 26.0x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 36% over the next 5 years.
  • However this is lower than its past earnings growth rate of 59% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TCL Transurban GroupAU$14.282.6%
+AU$1.1b
2.9%PE2314.4x
ALX Atlas ArteriaAU$7.035.7%
+AU$551.3m
5.1%PE39.2x
QUB Qube HoldingsAU$2.771.5%
+AU$70.6m
-13.4%PE36.3x
DBI Dalrymple Bay InfrastructureAU$2.450.8%
+AU$9.9m
18.9%PE53.9x
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DBI

AU$2.45

Dalrymple Bay Infrastructure

7D

0.8%

1Y

18.9%

TCL

AU$14.28

Transurban Group

7D

2.6%

1Y

2.9%

ALX

AU$7.03

Atlas Arteria

7D

5.7%

1Y

5.1%

TTI

AU$0.017

Traffic Technologies

7D

-10.5%

1Y

-46.9%