New Narrative • Jul 09

The Trade Companies and Distributors is pretty flat in the last 7 days, but Reece has stood out, gaining 4.5%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Australian Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | AU$31.7b | AU$23.3b | AU$944.3m | 22.2x | 33.6x | 1.4x |
| Sun, 14 Jun 2026 | AU$30.2b | AU$23.3b | AU$937.5m | 23.5x | 32.3x | 1.3x |
| Tue, 12 May 2026 | AU$28.1b | AU$23.3b | AU$949.5m | 23x | 29.6x | 1.2x |
| Thu, 09 Apr 2026 | AU$30.2b | AU$23.3b | AU$949.5m | 20.3x | 31.8x | 1.3x |
| Sat, 07 Mar 2026 | AU$31.2b | AU$23.3b | AU$949.5m | 19.6x | 32.9x | 1.3x |
| Mon, 02 Feb 2026 | AU$31.5b | AU$23.0b | AU$997.5m | 19.4x | 31.6x | 1.4x |
| Wed, 31 Dec 2025 | AU$30.6b | AU$23.0b | AU$997.5m | 20.8x | 30.7x | 1.3x |
| Fri, 28 Nov 2025 | AU$30.4b | AU$23.0b | AU$997.5m | 20x | 30.5x | 1.3x |
| Sun, 26 Oct 2025 | AU$30.7b | AU$23.0b | AU$1.0b | 19.3x | 30.7x | 1.3x |
| Tue, 23 Sep 2025 | AU$31.4b | AU$23.0b | AU$1.0b | 19.3x | 31.4x | 1.4x |
| Thu, 21 Aug 2025 | AU$31.4b | AU$22.9b | AU$1.1b | 19.1x | 28.7x | 1.4x |
| Sat, 19 Jul 2025 | AU$32.3b | AU$23.1b | AU$1.4b | 18.6x | 23.1x | 1.4x |
| Mon, 16 Jun 2025 | AU$35.1b | AU$23.1b | AU$1.4b | 17.4x | 25.1x | 1.5x |
| Wed, 14 May 2025 | AU$35.0b | AU$23.1b | AU$1.4b | 22.6x | 25x | 1.5x |
| Fri, 11 Apr 2025 | AU$32.6b | AU$23.1b | AU$1.4b | 18.8x | 23.3x | 1.4x |
| Sun, 09 Mar 2025 | AU$34.2b | AU$23.1b | AU$1.4b | 21.7x | 24.4x | 1.5x |
| Tue, 04 Feb 2025 | AU$38.2b | AU$22.8b | AU$1.1b | 24.7x | 35.2x | 1.7x |
| Thu, 02 Jan 2025 | AU$37.2b | AU$22.8b | AU$1.1b | 26.8x | 34.3x | 1.6x |
| Sat, 30 Nov 2024 | AU$40.5b | AU$22.8b | AU$1.1b | 25.2x | 37.3x | 1.8x |
| Mon, 28 Oct 2024 | AU$35.8b | AU$22.8b | AU$1.1b | 21.1x | 32.9x | 1.6x |
| Wed, 25 Sep 2024 | AU$39.6b | AU$22.8b | AU$1.1b | 22.4x | 36.3x | 1.7x |
| Fri, 23 Aug 2024 | AU$35.9b | AU$22.8b | AU$1.1b | 23x | 33.5x | 1.6x |
| Sun, 21 Jul 2024 | AU$35.5b | AU$22.5b | AU$1.1b | 25.7x | 31.9x | 1.6x |
| Tue, 18 Jun 2024 | AU$34.5b | AU$22.5b | AU$1.1b | 24.8x | 31x | 1.5x |
| Thu, 16 May 2024 | AU$34.8b | AU$22.5b | AU$1.1b | 22.8x | 31.3x | 1.5x |
| Sat, 13 Apr 2024 | AU$35.9b | AU$22.5b | AU$1.1b | 26.8x | 32.2x | 1.6x |
| Mon, 11 Mar 2024 | AU$36.5b | AU$22.5b | AU$1.1b | 25.9x | 32.8x | 1.6x |
| Wed, 07 Feb 2024 | AU$29.8b | AU$21.9b | AU$1.2b | 21.1x | 25.7x | 1.4x |
| Fri, 05 Jan 2024 | AU$30.2b | AU$21.9b | AU$1.2b | 22.2x | 26.1x | 1.4x |
| Sun, 03 Dec 2023 | AU$26.9b | AU$21.9b | AU$1.2b | 22.5x | 23.1x | 1.2x |
| Tue, 31 Oct 2023 | AU$23.6b | AU$21.9b | AU$1.2b | 17.1x | 20.4x | 1.1x |
| Thu, 28 Sep 2023 | AU$25.6b | AU$21.9b | AU$1.2b | 18.8x | 22.1x | 1.2x |
| Sat, 26 Aug 2023 | AU$25.1b | AU$21.9b | AU$1.2b | 16.4x | 21.7x | 1.1x |
| Mon, 24 Jul 2023 | AU$23.9b | AU$20.3b | AU$239.8m | 19.2x | 99.8x | 1.2x |
99.8x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 0.80% | |
| Industrials | -0.33% | |
| Trade Distributors | 1.14% | |
| Trade Companies and Distributors | 1.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$16.31 | 4.6% +AU$436.7m | 23.3% | PE35.8x | |
| RDX Redox | AU$3.70 | 2.2% +AU$42.0m | 63.7% | PE24.1x | |
| CYG Coventry Group | AU$0.40 | 23.4% +AU$10.4m | -46.6% | PS0.1x | |
| ACF Acrow | AU$0.91 | 2.8% +AU$8.8m | -8.1% | PE15.5x |