Seven Group Holdings Limited's (ASX:SVW) Intrinsic Value Is Potentially 53% Above Its Share Price
Apr 21
Australian (ASX) Trade Distributors Industry Analysis
UpdatedApr 22, 2024
DataAggregated Company Financials
Companies13
- 7D-5.0%
- 3M13.2%
- 1Y49.8%
- YTD9.6%
Over the last 7 days, the Trade Distributors industry has dropped 5.0%, driven by Seven Group Holdings declining 0.5%. In the past year, the industry has gained 50%. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Australian Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Apr 2024 | AU$34.1b | AU$22.5b | AU$1.1b | 26.4x | 30.7x | 1.5x |
| Fri, 22 Mar 2024 | AU$36.2b | AU$22.5b | AU$1.1b | 26x | 32.5x | 1.6x |
| Sun, 18 Feb 2024 | AU$32.6b | AU$22.4b | AU$1.0b | 28.4x | 31.1x | 1.5x |
| Tue, 16 Jan 2024 | AU$30.5b | AU$21.9b | AU$1.2b | 22.8x | 26.2x | 1.4x |
| Thu, 14 Dec 2023 | AU$28.4b | AU$21.9b | AU$1.2b | 22.8x | 24.5x | 1.3x |
| Sat, 11 Nov 2023 | AU$25.2b | AU$21.9b | AU$1.2b | 19.3x | 21.8x | 1.2x |
| Mon, 09 Oct 2023 | AU$24.6b | AU$21.9b | AU$1.2b | 17.4x | 21.3x | 1.1x |
| Wed, 06 Sep 2023 | AU$26.1b | AU$21.9b | AU$1.2b | 17x | 22.5x | 1.2x |
| Fri, 04 Aug 2023 | AU$24.6b | AU$20.3b | AU$239.8m | 19.8x | 102.5x | 1.2x |
| Sun, 02 Jul 2023 | AU$22.1b | AU$19.1b | AU$149.6m | 23x | 148x | 1.2x |
| Tue, 30 May 2023 | AU$21.7b | AU$19.1b | AU$149.6m | 22.4x | 144.9x | 1.1x |
| Thu, 27 Apr 2023 | AU$21.6b | AU$19.1b | AU$150.1m | 21.6x | 144.1x | 1.1x |
| Sat, 25 Mar 2023 | AU$19.9b | AU$19.1b | AU$150.1m | 17.2x | 132.4x | 1x |
| Mon, 20 Feb 2023 | AU$20.9b | AU$18.1b | AU$142.8m | 18.1x | 146.5x | 1.2x |
| Wed, 18 Jan 2023 | AU$19.5b | AU$18.4b | AU$886.7m | 18.8x | 22x | 1.1x |
| Fri, 16 Dec 2022 | AU$18.2b | AU$18.4b | AU$886.7m | 18.3x | 20.6x | 1x |
| Sun, 13 Nov 2022 | AU$18.0b | AU$18.4b | AU$889.0m | 16.7x | 20.3x | 1x |
| Tue, 11 Oct 2022 | AU$17.2b | AU$18.4b | AU$889.0m | 16.2x | 19.4x | 0.9x |
| Thu, 08 Sep 2022 | AU$17.7b | AU$18.4b | AU$889.0m | 15.6x | 19.9x | 1x |
| Sat, 06 Aug 2022 | AU$17.5b | AU$16.0b | AU$1.7b | 13.2x | 10.3x | 1.1x |
| Mon, 04 Jul 2022 | AU$16.0b | AU$16.0b | AU$1.7b | 14.2x | 9.4x | 1x |
| Wed, 01 Jun 2022 | AU$18.2b | AU$16.0b | AU$1.7b | 12.8x | 10.6x | 1.1x |
| Fri, 29 Apr 2022 | AU$19.2b | AU$16.0b | AU$1.7b | 15.2x | 11.2x | 1.2x |
| Sun, 27 Mar 2022 | AU$21.3b | AU$16.0b | AU$1.7b | 15.1x | 12.4x | 1.3x |
| Tue, 22 Feb 2022 | AU$23.6b | AU$13.8b | AU$1.1b | 18x | 21.9x | 1.7x |
| Thu, 20 Jan 2022 | AU$25.2b | AU$13.6b | AU$1.0b | 22.9x | 24.4x | 1.9x |
| Sat, 18 Dec 2021 | AU$26.2b | AU$13.5b | AU$1.0b | 23.7x | 25.6x | 1.9x |
| Mon, 15 Nov 2021 | AU$24.1b | AU$13.5b | AU$1.0b | 23.3x | 23.7x | 1.8x |
| Wed, 13 Oct 2021 | AU$20.3b | AU$12.8b | AU$955.0m | 28x | 21.3x | 1.6x |
| Fri, 10 Sep 2021 | AU$21.0b | AU$12.8b | AU$959.9m | 23.2x | 21.9x | 1.6x |
| Sun, 08 Aug 2021 | AU$25.4b | AU$12.8b | AU$959.9m | 19.2x | 26.5x | 2x |
| Sat, 01 May 2021 | AU$21.8b | AU$12.5b | AU$845.2m | 14.5x | 25.8x | 1.7x |
Price to Earnings Ratio
25.8x
Current Industry PE
- Investors are pessimistic on the Australian Trade Distributors 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 30.7x which is lower than its 3-year average PE of 39.9x.
- The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Trade Distributors industry have grown 9.6% per year over the last three years.
- Revenues for these companies have grown 22% 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 | -2.96% | |
| Industrials | -2.95% | |
| Trade Distributors | -4.98% | |
| Trade Companies and Distributors | -4.98% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$27.66 | 4.3% +AU$736.4m | 52.2% | PE42x | |
| RDX Redox | AU$3.00 | 2.7% +AU$42.0m | n/a | PE18.9x | |
| CYG Coventry Group | AU$1.58 | 7.5% +AU$10.5m | 43.0% | PE270.5x | |
| ACF Acrow | AU$1.15 | 3.1% +AU$10.3m | 36.9% | PE13.4x | |
| HNG Hancock & Gore | AU$0.39 | 5.4% +AU$6.0m | 47.2% | PE14.3x |
