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Australian (ASX) Logistics Industry Analysis

UpdatedMar 16, 2024
DataAggregated Company Financials
Companies4
  • 7D5.1%
  • 3M20.1%
  • 1Y9.1%
  • YTD15.8%

The Logistics industry is up 2.5% in the last week, with K&S up 8.0%. This means that the industry has gained 5.3% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 Mar 2024AU$731.4mAU$1.8bAU$58.7m12.2x12.5x0.4x
Mon, 12 Feb 2024AU$669.1mAU$1.7bAU$58.9m9x11.4x0.4x
Wed, 10 Jan 2024AU$614.9mAU$1.7bAU$58.9m9x10.4x0.4x
Fri, 08 Dec 2023AU$607.1mAU$1.7bAU$58.9m8.7x10.3x0.3x
Sun, 05 Nov 2023AU$598.0mAU$1.7bAU$58.9m8.7x10.2x0.3x
Tue, 03 Oct 2023AU$603.5mAU$1.7bAU$58.9m9.1x10.2x0.3x
Thu, 31 Aug 2023AU$603.7mAU$1.8bAU$51.5m8.5x11.7x0.3x
Sat, 29 Jul 2023AU$633.0mAU$1.7bAU$49.5m8.6x12.8x0.4x
Mon, 26 Jun 2023AU$603.5mAU$1.7bAU$49.5m8.5x12.2x0.4x
Wed, 24 May 2023AU$583.4mAU$1.7bAU$49.5m9.6x11.8x0.3x
Fri, 21 Apr 2023AU$632.4mAU$1.7bAU$49.5m9.9x12.8x0.4x
Sun, 19 Mar 2023AU$663.0mAU$1.7bAU$49.5m10.3x13.4x0.4x
Tue, 14 Feb 2023AU$612.0mAU$1.6bAU$37.9m13.8x16.2x0.4x
Thu, 12 Jan 2023AU$580.1mAU$1.6bAU$37.9m13x15.3x0.4x
Sat, 10 Dec 2022AU$572.9mAU$1.6bAU$37.9m12.9x15.1x0.4x
Mon, 07 Nov 2022AU$548.6mAU$1.6bAU$37.9m13.1x14.5x0.3x
Wed, 05 Oct 2022AU$547.3mAU$1.6bAU$37.9m13x14.4x0.3x
Fri, 02 Sep 2022AU$529.4mAU$1.6bAU$37.9m13.4x14x0.3x
Sun, 31 Jul 2022AU$500.2mAU$1.4bAU$25.9m23.8x19.3x0.3x
Tue, 28 Jun 2022AU$486.4mAU$1.4bAU$25.9m22.7x18.8x0.3x
Thu, 26 May 2022AU$525.5mAU$1.4bAU$25.9m24.4x20.3x0.4x
Sat, 23 Apr 2022AU$537.6mAU$1.4bAU$25.9m25.1x20.7x0.4x
Mon, 21 Mar 2022AU$558.6mAU$1.4bAU$22.8m23.4x24.5x0.4x
Wed, 16 Feb 2022AU$513.8mAU$1.4bAU$36.5m16.2x14.1x0.4x
Fri, 14 Jan 2022AU$475.3mAU$1.4bAU$36.5m15.4x13x0.3x
Sun, 12 Dec 2021AU$529.6mAU$1.4bAU$36.5m15.2x14.5x0.4x
Tue, 09 Nov 2021AU$577.4mAU$1.4bAU$36.5m15.8x15.8x0.4x
Thu, 07 Oct 2021AU$595.1mAU$1.4bAU$36.5m16.2x16.3x0.4x
Sat, 04 Sep 2021AU$526.0mAU$1.4bAU$36.5m17x14.4x0.4x
Mon, 02 Aug 2021AU$513.8mAU$1.4bAU$36.5m17x14.1x0.4x
Thu, 06 May 2021AU$309.1mAU$1.1bAU$29.1m15x10.6x0.3x
Price to Earnings Ratio

9.4x


Total Market Cap: AU$274.3mTotal Earnings: AU$29.1mTotal Revenue: AU$1.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Logistics Industry Price to Earnings3Y Average 14.3x202220232024
Current Industry PE
  • Investors are pessimistic on the Australian Logistics 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 11.9x which is lower than its 3-year average PE of 14.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market-2.25%
Industrials-2.45%
Logistics5.09%
Air Freight and Logistics5.09%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
KSC K&SAU$3.498.0%
+AU$35.6m
41.3%PE16x
CLX CTI LogisticsAU$1.582.6%
+AU$3.1m
0.6%PE8.7x
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KSC

AU$3.49

K&S

7D

8.0%

1Y

41.3%

CLX

AU$1.58

CTI Logistics

7D

2.6%

1Y

0.6%

SLH

AU$1.41

Silk Logistics Holdings

7D

-2.8%

1Y

-42.4%