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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies11
  • 7D0.6%
  • 3M-10.9%
  • 1Y-12.5%
  • YTDn/a

The Trade Companies and Distributors industry has been flat over the last week, but IPD Group has lost 13%. As for the longer term, the industry has declined 12% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026AU$28.7bAU$23.3bAU$937.5m20.3x30.6x1.2x
Sat, 25 Apr 2026AU$28.4bAU$23.3bAU$949.5m21.4x29.9x1.2x
Mon, 23 Mar 2026AU$27.9bAU$23.3bAU$949.5m18.3x29.3x1.2x
Wed, 18 Feb 2026AU$31.5bAU$22.9bAU$1.0b17.9x31.2x1.4x
Fri, 16 Jan 2026AU$31.9bAU$23.0bAU$997.5m21.7x32x1.4x
Sun, 14 Dec 2025AU$29.7bAU$23.0bAU$997.5m19.2x29.8x1.3x
Tue, 11 Nov 2025AU$28.7bAU$23.0bAU$1.0b18.5x28.6x1.2x
Thu, 09 Oct 2025AU$30.8bAU$23.0bAU$1.0b19.1x30.7x1.3x
Sat, 06 Sep 2025AU$29.8bAU$23.0bAU$1.0b17.2x29.8x1.3x
Mon, 04 Aug 2025AU$31.9bAU$23.1bAU$1.4b18.2x22.8x1.4x
Wed, 02 Jul 2025AU$33.8bAU$23.1bAU$1.4b19.1x24.2x1.5x
Fri, 30 May 2025AU$33.6bAU$23.1bAU$1.4b20.9x23.9x1.5x
Sun, 27 Apr 2025AU$33.1bAU$23.1bAU$1.4b18.8x23.6x1.4x
Tue, 25 Mar 2025AU$33.1bAU$23.1bAU$1.4b18.8x23.6x1.4x
Thu, 20 Feb 2025AU$40.5bAU$23.2bAU$1.4b25.2x28.7x1.7x
Sat, 18 Jan 2025AU$37.2bAU$22.8bAU$1.1b24.5x34.3x1.6x
Mon, 16 Dec 2024AU$37.7bAU$22.8bAU$1.1b24.2x34.8x1.7x
Wed, 13 Nov 2024AU$37.5bAU$22.8bAU$1.1b22.3x34.5x1.6x
Fri, 11 Oct 2024AU$38.5bAU$22.8bAU$1.1b21.8x35.4x1.7x
Sun, 08 Sep 2024AU$36.9bAU$22.8bAU$1.1b22.2x33.8x1.6x
Tue, 06 Aug 2024AU$35.1bAU$22.5bAU$1.1b24.6x31.5x1.6x
Thu, 04 Jul 2024AU$33.8bAU$22.5bAU$1.1b26x30.4x1.5x
Sat, 01 Jun 2024AU$35.4bAU$22.5bAU$1.1b24.1x31.8x1.6x
Mon, 29 Apr 2024AU$35.2bAU$22.5bAU$1.1b24.6x31.6x1.6x
Wed, 27 Mar 2024AU$35.6bAU$22.5bAU$1.1b26.9x32x1.6x
Fri, 23 Feb 2024AU$32.4bAU$22.4bAU$1.1b29.1x30.3x1.4x
Sun, 21 Jan 2024AU$29.4bAU$21.9bAU$1.2b20.9x25.3x1.3x
Tue, 19 Dec 2023AU$29.2bAU$21.9bAU$1.2b23.2x25.2x1.3x
Thu, 16 Nov 2023AU$26.2bAU$21.9bAU$1.2b20x22.6x1.2x
Sat, 14 Oct 2023AU$24.4bAU$21.9bAU$1.2b16.8x21.1x1.1x
Mon, 11 Sep 2023AU$25.4bAU$21.9bAU$1.2b16.9x22x1.2x
Wed, 09 Aug 2023AU$25.0bAU$20.3bAU$239.8m19.8x104.3x1.2x
Fri, 07 Jul 2023AU$22.8bAU$20.3bAU$239.8m19x95.1x1.1x
Sun, 04 Jun 2023AU$21.6bAU$19.1bAU$149.6m22.6x144.4x1.1x
Price to Earnings Ratio

144.4x


Total Market Cap: AU$21.6bTotal Earnings: AU$149.6mTotal Revenue: AU$19.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Companies and Distributors Industry Price to Earnings3Y Average 36x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Trading Companies and 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 30.6x which is lower than its 3-year average PE of 36.0x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have grown 84% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Australian Trade Companies and Distributors compare with similar industries?

AU Market2.49%
Industrials3.42%
Trade Distributors0.57%
Trade Companies and Distributors0.57%
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$41.430.8%
+AU$126.0m		-18.2%PE33.8x
IPG IPD GroupAU$5.725.3%
+AU$30.2m		82.2%PE22.1x
RDX RedoxAU$2.981.0%
+AU$15.8m		7.6%PE19.4x
EHL Emeco HoldingsAU$1.061.4%
+AU$7.7m		44.2%PE6.8x
SBZ SchoolblazerAU$0.172.9%
+AU$2.6m		-38.6%PS1.8x

Latest News

MSI
AU$0.003
Multistack International
7D
-25.0%
1Y
n/a
SBZ
AU$0.17
Schoolblazer
7D
2.9%
1Y
-38.6%
SGH
AU$41.43
SGH
7D
0.8%
1Y
-18.2%
Narrative Update • May 22

SGH: Long Dated Crux Cashflows Will Underpin Future Upside Repricing

Analysts have kept their fair value estimate for SGH steady at A$56.00. The latest price targets are framed around slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions, and are supported by recent bullish coverage that highlights potential long term cashflow from Crux and a more constructive view on the infrastructure outlook.
IPG
AU$5.72
IPD Group
7D
5.3%
1Y
82.2%
EHL
AU$1.06
Emeco Holdings
7D
1.4%
1Y
44.2%
Narrative Update • May 17

EHL: Higher Required Returns And Marginally Stronger Margins Will Support Future Upside

Analysts have raised their price target for Emeco Holdings to A$1.42 from A$1.41, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E that together support a slightly higher fair value estimate. Valuation Changes Fair Value: A$1.41 updated to A$1.42, reflecting a small uplift in the assessed valuation.
SGI
AU$0.91
Stealth Group Holdings
7D
-9.9%
1Y
5.8%
New Narrative • May 17

Supplier Harmonisation Risks Will Test National Expansion But Network Scale Should Eventually Support Progress

Catalysts About Stealth Group Holdings Stealth Group Holdings operates an asset light wholesale, distribution and retail platform focused on hardware, industrial, safety and consumer technology accessories across Australia. What are the underlying business or industry changes driving this perspective?
REH
AU$13.60
Reece
7D
-0.07%
1Y
-12.7%
RDX
AU$2.98
Redox
7D
1.0%
1Y
7.6%
Narrative Update • Apr 27

RDX: Future Returns Will Reflect Stable Dividend And Slightly Refined Assumptions

Analysts have adjusted their price target on Redox to A$3.30, broadly in line with the previous A$3.30. This reflects updated assumptions around discount rate, revenue growth, profit margins and future P/E, which leave their overall valuation view largely unchanged.
ACF
AU$0.81
Acrow
7D
0.6%
1Y
-19.3%
CYG
AU$0.30
Coventry Group
7D
-18.9%
1Y
-63.6%