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Australian (ASX) Trade Distributors Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies13
- 7D4.4%
- 3M8.3%
- 1Y38.3%
- YTD20.7%
Over the last 7 days, the Trade Distributors industry has risen 4.4%, driven by gains from SGH of 9.0%. During this same period, the Acrow underperformed, falling 99%. This takes the industry's 12 month performance to a gain of 38%. As for the next few years, earnings are expected to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | AU$39.2b | AU$22.8b | AU$1.1b | 22.8x | 36x | 1.7x |
| Sat, 19 Oct 2024 | AU$38.2b | AU$22.8b | AU$1.1b | 21.6x | 35.1x | 1.7x |
| Mon, 16 Sep 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 21.9x | 35x | 1.7x |
| Wed, 14 Aug 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 24.5x | 31.4x | 1.5x |
| Fri, 12 Jul 2024 | AU$33.4b | AU$22.5b | AU$1.1b | 27.4x | 30x | 1.5x |
| Sun, 09 Jun 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 23.4x | 32.1x | 1.6x |
| Tue, 07 May 2024 | AU$35.6b | AU$22.5b | AU$1.1b | 23.7x | 32.1x | 1.6x |
| Thu, 04 Apr 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 26.1x | 32.2x | 1.6x |
| Sat, 02 Mar 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 26.2x | 31.4x | 1.5x |
| Mon, 29 Jan 2024 | AU$30.0b | AU$21.9b | AU$1.2b | 22.6x | 25.9x | 1.4x |
| Wed, 27 Dec 2023 | AU$29.9b | AU$21.9b | AU$1.2b | 22.7x | 25.8x | 1.4x |
| Fri, 24 Nov 2023 | AU$26.5b | AU$21.9b | AU$1.2b | 21.2x | 22.8x | 1.2x |
| Sun, 22 Oct 2023 | AU$23.7b | AU$21.9b | AU$1.2b | 16.4x | 20.4x | 1.1x |
| Tue, 19 Sep 2023 | AU$25.0b | AU$21.9b | AU$1.2b | 16.6x | 21.6x | 1.1x |
| Thu, 17 Aug 2023 | AU$25.2b | AU$20.3b | AU$243.9m | 20.6x | 103.5x | 1.2x |
| Sat, 15 Jul 2023 | AU$23.8b | AU$20.3b | AU$239.8m | 19.1x | 99.2x | 1.2x |
| Mon, 12 Jun 2023 | AU$22.1b | AU$19.1b | AU$149.6m | 23.6x | 147.7x | 1.2x |
| Wed, 10 May 2023 | AU$21.5b | AU$19.1b | AU$150.1m | 22.5x | 143.4x | 1.1x |
| Fri, 07 Apr 2023 | AU$21.1b | AU$19.1b | AU$150.1m | 21.1x | 140.7x | 1.1x |
| Sun, 05 Mar 2023 | AU$20.3b | AU$19.1b | AU$150.1m | 18.6x | 135.4x | 1.1x |
| Tue, 31 Jan 2023 | AU$19.7b | AU$18.4b | AU$886.7m | 18.2x | 22.3x | 1.1x |
| Thu, 29 Dec 2022 | AU$17.6b | AU$18.4b | AU$886.7m | 17.8x | 19.9x | 1x |
| Sat, 26 Nov 2022 | AU$18.6b | AU$18.4b | AU$889.0m | 17.4x | 20.9x | 1x |
| Mon, 24 Oct 2022 | AU$16.7b | AU$18.4b | AU$889.0m | 15.9x | 18.8x | 0.9x |
| Wed, 21 Sep 2022 | AU$17.1b | AU$18.4b | AU$889.0m | 16.1x | 19.2x | 0.9x |
| Fri, 19 Aug 2022 | AU$18.2b | AU$16.1b | AU$1.7b | 13.2x | 10.6x | 1.1x |
| Sun, 17 Jul 2022 | AU$15.9b | AU$16.0b | AU$1.7b | 13.4x | 9.3x | 1x |
| Tue, 14 Jun 2022 | AU$16.8b | AU$16.0b | AU$1.7b | 12.6x | 9.8x | 1x |
| Thu, 12 May 2022 | AU$19.0b | AU$16.0b | AU$1.7b | 13.5x | 11.1x | 1.2x |
| Sat, 09 Apr 2022 | AU$20.1b | AU$16.0b | AU$1.7b | 15.5x | 11.7x | 1.3x |
| Mon, 07 Mar 2022 | AU$22.8b | AU$16.8b | AU$1.8b | 14.6x | 12.7x | 1.4x |
| Wed, 02 Feb 2022 | AU$24.1b | AU$13.6b | AU$1.0b | 22.7x | 23.4x | 1.8x |
| Fri, 31 Dec 2021 | AU$28.0b | AU$13.6b | AU$1.0b | 22x | 27.2x | 2.1x |
| Sun, 28 Nov 2021 | AU$24.8b | AU$13.5b | AU$1.0b | 21.5x | 24.2x | 1.8x |
Price to Earnings Ratio
24.2x
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 36.0x which is lower than its 3-year average PE of 41.5x.
- The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Trade Distributors industry have grown 2.0% per year over the last three years.
- Revenues for these companies have grown 19% 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 | 1.37% | |
| Industrials | 1.65% | |
| Trade Distributors | 4.40% | |
| Trade Companies and Distributors | 4.40% | |
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 | |
|---|---|---|---|---|---|
| SGH SGH | AU$48.31 | 9.0% +AU$1.6b | 52.1% | PE42.2x | |
| REH Reece | AU$24.22 | 1.5% +AU$232.6m | 26.3% | PE37.3x | |
| EHL Emeco Holdings | AU$0.81 | 6.6% +AU$25.7m | 39.7% | PE7.9x | |
| SGI Stealth Group Holdings | AU$0.42 | 23.5% +AU$9.3m | 100.0% | PE40.2x | |
| BPP Babylon Pump & Power | AU$0.0055 | 10.0% +AU$1.2m | n/a | PE27.1x |