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Australian (ASX) Trade Distributors Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies11
  • 7D2.1%
  • 3M3.7%
  • 1Y-14.1%
  • YTD2.1%

SGH is up 1.5%, leading the way for the Trade Distributors industry, which has gained 2.1%. In the past year, the industry is down 14%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the Australian Trade Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026AU$31.4bAU$23.0bAU$997.5m21.8x31.5x1.4x
Tue, 09 Dec 2025AU$30.0bAU$23.0bAU$997.5m19.7x30.1x1.3x
Thu, 06 Nov 2025AU$29.1bAU$23.0bAU$1.0b18.5x29.1x1.3x
Sat, 04 Oct 2025AU$31.1bAU$23.0bAU$1.0b19.3x31.1x1.4x
Mon, 01 Sep 2025AU$30.7bAU$23.0bAU$1.0b17.1x30.7x1.3x
Wed, 30 Jul 2025AU$32.4bAU$23.1bAU$1.4b18.7x23.2x1.4x
Fri, 27 Jun 2025AU$35.9bAU$23.1bAU$1.4b19.3x25.7x1.6x
Sun, 25 May 2025AU$33.6bAU$23.1bAU$1.4b20.9x23.9x1.5x
Tue, 22 Apr 2025AU$32.4bAU$23.1bAU$1.4b18.8x23.1x1.4x
Thu, 20 Mar 2025AU$32.9bAU$23.1bAU$1.4b18.8x23.5x1.4x
Sat, 15 Feb 2025AU$40.7bAU$23.2bAU$1.4b25.8x28.8x1.8x
Mon, 13 Jan 2025AU$37.2bAU$22.8bAU$1.1b24.6x34.3x1.6x
Wed, 11 Dec 2024AU$38.8bAU$22.8bAU$1.1b23.5x35.8x1.7x
Fri, 08 Nov 2024AU$36.5bAU$22.8bAU$1.1b21.9x33.5x1.6x
Sun, 06 Oct 2024AU$38.6bAU$22.8bAU$1.1b21.9x35.4x1.7x
Tue, 03 Sep 2024AU$37.9bAU$22.8bAU$1.1b24.1x34.8x1.7x
Thu, 01 Aug 2024AU$37.1bAU$22.5bAU$1.1b26.8x33.3x1.6x
Sat, 29 Jun 2024AU$34.5bAU$22.5bAU$1.1b25.3x31x1.5x
Mon, 27 May 2024AU$34.9bAU$22.5bAU$1.1b23.3x31.3x1.5x
Wed, 24 Apr 2024AU$35.3bAU$22.5bAU$1.1b25.3x31.8x1.6x
Fri, 22 Mar 2024AU$36.2bAU$22.5bAU$1.1b26x32.5x1.6x
Sun, 18 Feb 2024AU$32.6bAU$22.4bAU$1.0b28.4x31.1x1.5x
Tue, 16 Jan 2024AU$30.5bAU$21.9bAU$1.2b22.8x26.2x1.4x
Thu, 14 Dec 2023AU$28.4bAU$21.9bAU$1.2b22.8x24.5x1.3x
Sat, 11 Nov 2023AU$25.2bAU$21.9bAU$1.2b19.3x21.8x1.2x
Mon, 09 Oct 2023AU$24.6bAU$21.9bAU$1.2b17.4x21.3x1.1x
Wed, 06 Sep 2023AU$26.1bAU$21.9bAU$1.2b17x22.5x1.2x
Fri, 04 Aug 2023AU$24.6bAU$20.3bAU$239.8m19.8x102.5x1.2x
Sun, 02 Jul 2023AU$22.1bAU$19.1bAU$149.6m23x148x1.2x
Tue, 30 May 2023AU$21.7bAU$19.1bAU$149.6m22.4x144.9x1.1x
Thu, 27 Apr 2023AU$21.6bAU$19.1bAU$150.1m21.6x144.1x1.1x
Sat, 25 Mar 2023AU$19.9bAU$19.1bAU$150.1m17.2x132.4x1x
Mon, 20 Feb 2023AU$20.9bAU$18.1bAU$142.8m18.1x146.5x1.2x
Wed, 18 Jan 2023AU$19.5bAU$18.4bAU$886.7m18.8x22x1.1x
Price to Earnings Ratio

22x


Total Market Cap: AU$19.5bTotal Earnings: AU$886.7mTotal Revenue: AU$18.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Distributors Industry Price to Earnings3Y Average 45.9x202420252026
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 31.5x which is lower than its 3-year average PE of 45.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 4.0% per year over the last three years.
  • Revenues for these companies have grown 7.7% 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 Market0.16%
Industrials0.36%
Trade Distributors2.10%
Trade Companies and Distributors2.10%
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
SGH SGHAU$47.531.5%
+AU$284.4m		2.7%PE39.7x
REH ReeceAU$13.763.1%
+AU$258.3m		-39.0%PE26.7x
RDX RedoxAU$3.204.2%
+AU$68.3m		-24.5%PE21.8x
EHL Emeco HoldingsAU$1.262.0%
+AU$12.9m		41.8%PE8.6x
IPG IPD GroupAU$4.461.8%
+AU$8.3m		18.0%PE17.7x

Latest News

IPG
AU$4.46
IPD Group
7D
1.8%
1Y
18.0%
SGH
AU$47.53
SGH
7D
1.5%
1Y
2.7%
REH
AU$13.76
Reece
7D
3.1%
1Y
-39.0%

REH Will Face Weaker Margins Despite Expanded Share Buyback Program

Analysts have trimmed their price target on Reece from 12.50 dollars to 10.00 dollars, reflecting slightly higher perceived risk, a modestly stronger revenue growth outlook, and expectations for lower profit margins and valuation multiples. What's in the News Reece increased its equity buyback authorization by AUD 50 million on December 22, 2025, lifting the total program size to AUD 85 million (company announcement).
RDX
AU$3.20
Redox
7D
4.2%
1Y
-24.5%

RDX: Future Returns Will Reflect Stable Outlook And Slightly Higher Profitability

Analysts have modestly lifted their price target on Redox, citing slightly faster projected revenue growth, a marginally higher long term profit margin, and a small reduction in the assumed discount rate. Together, these factors support an updated fair value estimate of $3.16 per share.
SGI
AU$1.37
Stealth Group Holdings
7D
3.8%
1Y
238.3%

SGI: Equity Raise Will Support Liquidity And Drive Future Earnings Upside

Analysts have slightly lifted their price target on Stealth Group Holdings to A$1.80 from A$1.80, reflecting marginal tweaks to the discount rate and valuation assumptions rather than any material change in growth or profitability expectations. What's in the News Completed a follow on equity offering, raising AUD 19.5 million through the issue of 19,500,000 ordinary shares at AUD 1 per share (Key Developments) The new capital provides additional funding capacity for growth initiatives and balance sheet flexibility following the subsequent direct listing structure of the offer (Key Developments) The follow on offering expands the free float and may improve trading liquidity in Stealth Group Holdings shares over time (Key Developments) Valuation Changes Fair Value: Unchanged at A$1.80 per share, indicating no revision to the central valuation outcome.
HNG
AU$0.23
Hancock & Gore
7D
6.8%
1Y
-19.0%
BOL
AU$1.68
Boom Logistics
7D
-3.2%
1Y
34.4%
ACF
AU$1.04
Acrow
7D
0.5%
1Y
-2.8%
CYG
AU$0.60
Coventry Group
7D
-3.2%
1Y
-49.2%
EHL
AU$1.26
Emeco Holdings
7D
2.0%
1Y
41.8%

Emeco Holdings Limited (ASX:EHL) Shares Fly 25% But Investors Aren't Buying For Growth

Sep 19
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