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Australian (ASX) Infrastructure Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies7
- 7D0.7%
- 3M1.0%
- 1Y5.8%
- YTD9.0%
Over the last 7 days, the Infrastructure industry has remained flat. The past year has been better, since the industry has gained 5.8% in that time.
Industry Valuation and Performance
Has the Australian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 28 Nov 2021 | AU$78.9b | AU$5.9b | -AU$1,635,445,827.00 | 40.5x |
| Tue, 26 Oct 2021 | AU$78.0b | AU$5.9b | -AU$1,635,445,827.00 | 38.9x |
| Thu, 23 Sep 2021 | AU$75.1b | AU$5.9b | -AU$1,635,445,827.00 | 41.4x |
| Sat, 21 Aug 2021 | AU$72.1b | AU$5.9b | -AU$1,635,445,827.00 | 38x |
| Sat, 05 Jun 2021 | AU$66.6b | AU$5.9b | -AU$1,802,980,008.00 | 82.9x |
| Tue, 09 Mar 2021 | AU$63.1b | AU$6.3b | -AU$2,020,070,189.00 | 34.7x |
| Mon, 30 Nov 2020 | AU$68.2b | AU$6.5b | -AU$279,903,580.00 | 60.1x |
| Thu, 03 Sep 2020 | AU$48.2b | AU$5.2b | -AU$976,971.00 | 38.8x |
| Sun, 07 Jun 2020 | AU$50.5b | AU$5.5b | AU$164.9m | 501.4x |
| Sat, 29 Feb 2020 | AU$52.4b | AU$5.9b | AU$330.7m | 292.2x |
| Tue, 03 Dec 2019 | AU$52.7b | AU$6.0b | AU$358.6m | 270.7x |
| Fri, 06 Sep 2019 | AU$51.5b | AU$6.1b | AU$386.4m | 131.7x |
| Mon, 10 Jun 2019 | AU$46.6b | AU$5.8b | AU$480.9m | 21.9x |
| Sun, 03 Mar 2019 | AU$42.7b | AU$5.6b | AU$575.3m | 20.7x |
| Wed, 05 Dec 2018 | AU$39.3b | AU$5.4b | AU$672.4m | 20.6x |
PE Ratio
20.6x
Current Industry PE: There are only 3 profitable companies in this industry, so there is insufficient data to make an industry-wide assessment of PE.
Past Earnings Growth: Total earnings for the Infrastructure industry have declined over the last three years, with the industry now making a loss overall. But revenues have grown 3.3% per year. This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Infrastructure industry?
| Highways and Railtracks | 1.69% | |
| Airport Services | -0.36% | |
| Marine Ports and Services | -2.22% | |
Industry PE: Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 170x. This is likely because analysts are expecting annual earnings growth of 51%, which is higher than its past year's earnings growth of 2.7% per year.
Forecasted Growth: Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 74% over the next 5 years. Meanwhile, the Marine Ports and Services industry is expected to see its earnings grow by 36% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| TCL Transurban Group | 1.8%+AU$767.4m | -2.0% | PS14.8x | |
| ALX Atlas Arteria | 0.8%+AU$48.0m | 2.0% | PE40.5x | |
| DBI Dalrymple Bay Infrastructure | 1.0%+AU$9.9m | n/a | PS3.7x | |
| TTI Traffic Technologies | 3.2%+AU$554.6k | -20.0% | PE88.9x |
