K&S (ASX:KSC) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Has the Australian Logistics Industry valuation changed over the past few years?
|Tue, 30 Nov 2021||AU$595.2m||AU$1.4b||AU$36.5m||16.8x|
|Thu, 28 Oct 2021||AU$617.9m||AU$1.4b||AU$36.5m||16.4x|
|Sat, 25 Sep 2021||AU$604.5m||AU$1.4b||AU$36.5m||16.4x|
|Mon, 23 Aug 2021||AU$504.5m||AU$1.4b||AU$36.5m||16.6x|
|Sat, 10 Jul 2021||AU$307.7m||AU$1.1b||AU$28.1m||10.8x|
|Fri, 02 Apr 2021||AU$274.3m||AU$1.1b||AU$29.1m||13x|
|Mon, 04 Jan 2021||AU$263.5m||AU$1.1b||AU$30.2m||6.4x|
|Thu, 08 Oct 2020||AU$233.6m||AU$1.1b||AU$16.8m||19.1x|
|Wed, 01 Jul 2020||AU$216.1m||AU$1.1b||AU$3.4m||14.8x|
|Sat, 04 Apr 2020||AU$261.5m||AU$1.1b||-AU$3,906,108.00||60x|
|Tue, 07 Jan 2020||AU$278.8m||AU$1.1b||-AU$9,009,377.00||56.6x|
|Mon, 30 Sep 2019||AU$325.8m||AU$1.2b||-AU$1,563,152.00||68x|
|Thu, 04 Jul 2019||AU$316.5m||AU$1.2b||AU$1.7m||88.1x|
|Sun, 07 Apr 2019||AU$339.8m||AU$1.2b||AU$14.6m||38.6x|
|Wed, 09 Jan 2019||AU$291.3m||AU$1.2b||AU$24.9m||38.7x|
Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 16.9x which is lower than its 3-year average PE of 36.8x. It appears they believe that earnings will not grow as fast as they have historically.
Past Earnings Growth: The earnings for companies in the Logistics industry have grown 16% per year over the last three years, and revenues for these companies have grown 6.4% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Which industries have driven the changes within the Australian Logistics industry?
|Air Freight and Logistics||1.00%|
Industry PE: Investors are most optimistic about the Air Freight and Logistics industry even though it's trading below its 3-year average PE ratio of 36.8x. However analysts are expecting annual earnings growth of 31%, which is lower than the prior year's growth of 63% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Air Freight and Logistics industry, expecting annual earnings growth of 31% over the next 5 years. However this is lower than its past earnings growth rate of 63% per year.
Silk Logistics Holdings