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Australian (ASX) Infrastructure Industry Analysis

UpdatedOct 14, 2024
DataAggregated Company Financials
Companies6
  • 7D1.3%
  • 3M1.9%
  • 1Y6.7%
  • YTD-2.7%

In the last week, the Infrastructure industry is up 1.3%, with Transurban Group up 3.1%. In the last 12 months, the industry was up 6.7%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Oct 2024AU$56.9bAU$8.6bAU$931.7m29.9x61.1x6.6x
Fri, 13 Sep 2024AU$58.6bAU$8.6bAU$931.7m28.8x62.9x6.8x
Sun, 11 Aug 2024AU$55.7bAU$8.1bAU$911.0m22.7x61.2x6.8x
Tue, 09 Jul 2024AU$53.6bAU$8.1bAU$794.9m29.1x67.4x6.6x
Thu, 06 Jun 2024AU$55.1bAU$8.1bAU$794.9m29.8x69.3x6.8x
Sat, 04 May 2024AU$54.0bAU$8.1bAU$794.9m28.7x67.9x6.7x
Mon, 01 Apr 2024AU$56.3bAU$8.1bAU$794.9m28.3x70.8x7x
Wed, 28 Feb 2024AU$56.4bAU$8.1bAU$783.8m28.2x72x7x
Fri, 26 Jan 2024AU$55.7bAU$7.9bAU$635.2m29.1x87.7x7x
Sun, 24 Dec 2023AU$58.2bAU$7.9bAU$635.2m29.5x91.6x7.4x
Tue, 21 Nov 2023AU$54.9bAU$7.9bAU$635.2m28.5x86.4x6.9x
Thu, 19 Oct 2023AU$52.1bAU$7.9bAU$635.2m26.5x82x6.6x
Sat, 16 Sep 2023AU$55.5bAU$7.9bAU$635.5m29.8x87.3x7x
Mon, 14 Aug 2023AU$58.6bAU$7.7bAU$666.7m30x87.9x7.6x
Wed, 12 Jul 2023AU$58.1bAU$7.7bAU$666.7m29.5x87.2x7.5x
Fri, 09 Jun 2023AU$59.2bAU$7.7bAU$666.7m29.9x88.9x7.7x
Sun, 07 May 2023AU$61.8bAU$7.7bAU$666.7m33.2x92.7x8x
Tue, 04 Apr 2023AU$59.6bAU$7.7bAU$666.7m30.4x89.5x7.7x
Thu, 02 Mar 2023AU$59.8bAU$7.7bAU$666.4m36.4x89.8x7.7x
Sat, 28 Jan 2023AU$58.6bAU$6.6bAU$436.5m54.6x134.3x8.9x
Mon, 26 Dec 2022AU$58.0bAU$6.6bAU$436.5m53.5x132.8x8.8x
Wed, 23 Nov 2022AU$59.0bAU$6.6bAU$436.5m55.2x135.2x9x
Fri, 21 Oct 2022AU$53.7bAU$6.6bAU$436.5m53.7x123.1x8.2x
Sun, 18 Sep 2022AU$52.5bAU$6.6bAU$436.5m46.9x120.2x8x
Tue, 16 Aug 2022AU$58.1bAU$5.6bAU$215.7m24.9x269.2x10.3x
Thu, 14 Jul 2022AU$57.8bAU$5.6bAU$215.7m25.2x268x10.3x
Sat, 11 Jun 2022AU$57.9bAU$5.6bAU$215.7m25.2x268.4x10.3x
Mon, 09 May 2022AU$56.9bAU$5.6bAU$215.7m22.1x263.9x10.1x
Wed, 06 Apr 2022AU$54.2bAU$5.6bAU$215.7m21.2x251.1x9.6x
Fri, 04 Mar 2022AU$75.1bAU$6.3bAU$13.2m20.3x5681.3x12x
Sun, 30 Jan 2022AU$74.7bAU$5.9b-AU$1,635,445,827.0039.4x-45.7x12.6x
Tue, 28 Dec 2021AU$79.3bAU$5.9b-AU$1,635,445,827.0040.2x-48.5x13.4x
Thu, 25 Nov 2021AU$79.5bAU$5.9b-AU$1,635,445,827.0041.2x-48.6x13.4x
Sat, 23 Oct 2021AU$78.2bAU$5.9b-AU$1,635,445,827.0039.2x-47.8x13.2x
Price to Earnings Ratio

-47.8x


Total Market Cap: AU$78.2bTotal Earnings: -AU$1,635,445,827.00Total Revenue: AU$5.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average 273.2x202220232024
Current Industry PE
  • Investors are pessimistic on the Australian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 61.1x which is lower than its 3-year average PE of 273x.
  • The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 6.6x.
Past Earnings Growth
  • Total earnings for the Infrastructure industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

AU Market0.84%
Industrials0.93%
Infrastructure1.28%
Highways and Railtracks1.34%
Marine Ports and Services0.93%
Airport Services0%
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 115x.
    • Analysts are expecting annual earnings growth of 17.8%, which is lower than the prior year's growth of 203.6% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 30.0x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 18% over the next 5 years.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 11% 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$13.473.1%
+AU$1.3b
9.0%PE128.2x
ALX Atlas ArteriaAU$4.923.8%
+AU$261.2m
-10.9%PE23.8x
QUB Qube HoldingsAU$3.891.0%
+AU$70.7m
42.0%PE30.3x
BWN Bhagwan MarineAU$0.634.2%
+AU$6.9m
n/aPE31x
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