Narrative Update • Aug 08

In the last week, the Trade Companies and Distributors industry is up 5.0%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 16% annually.
Has the Australian Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | AU$33.1b | AU$23.3b | AU$944.3m | 21.9x | 35x | 1.4x |
| Wed, 08 Jul 2026 | AU$31.6b | AU$23.3b | AU$937.5m | 21.3x | 33.7x | 1.4x |
| Fri, 05 Jun 2026 | AU$29.0b | AU$23.3b | AU$937.5m | 22.9x | 31x | 1.2x |
| Sun, 03 May 2026 | AU$28.3b | AU$23.3b | AU$949.5m | 21.7x | 29.8x | 1.2x |
| Tue, 31 Mar 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 19.2x | 30x | 1.2x |
| Thu, 26 Feb 2026 | AU$32.8b | AU$23.2b | AU$966.1m | 19.4x | 34x | 1.4x |
| Sat, 24 Jan 2026 | AU$31.1b | AU$23.0b | AU$997.5m | 21x | 31.2x | 1.4x |
| Mon, 22 Dec 2025 | AU$30.1b | AU$23.0b | AU$997.5m | 19.8x | 30.2x | 1.3x |
| Wed, 19 Nov 2025 | AU$27.2b | AU$23.0b | AU$1.0b | 18.1x | 27.2x | 1.2x |
| Fri, 17 Oct 2025 | AU$30.9b | AU$23.0b | AU$1.0b | 19.1x | 30.9x | 1.3x |
| Sun, 14 Sep 2025 | AU$29.3b | AU$23.0b | AU$1.0b | 17.8x | 29.3x | 1.3x |
| Tue, 12 Aug 2025 | AU$33.0b | AU$23.1b | AU$1.4b | 19.3x | 23.6x | 1.4x |
| Thu, 10 Jul 2025 | AU$32.3b | AU$23.1b | AU$1.4b | 18.7x | 23.1x | 1.4x |
| Sat, 07 Jun 2025 | AU$35.2b | AU$23.1b | AU$1.4b | 17.4x | 25.2x | 1.5x |
| Mon, 05 May 2025 | AU$34.6b | AU$23.1b | AU$1.4b | 22.6x | 24.7x | 1.5x |
| Wed, 02 Apr 2025 | AU$32.7b | AU$23.1b | AU$1.4b | 18.8x | 23.3x | 1.4x |
| Fri, 28 Feb 2025 | AU$35.6b | AU$23.1b | AU$1.4b | 22.4x | 25.3x | 1.5x |
| Sun, 26 Jan 2025 | AU$38.5b | AU$22.8b | AU$1.1b | 24.7x | 35.5x | 1.7x |
| Tue, 24 Dec 2024 | AU$37.3b | AU$22.8b | AU$1.1b | 24.3x | 34.4x | 1.6x |
| Thu, 21 Nov 2024 | AU$39.0b | AU$22.8b | AU$1.1b | 22.2x | 35.8x | 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 |
103.5x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 3.35% | |
| Industrials | 3.06% | |
| Trade Distributors | 4.97% | |
| Trade Companies and Distributors | 4.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$17.30 | 7.5% +AU$744.3m | 22.3% | PE38x | |
| SGH SGH | AU$45.87 | 3.7% +AU$666.8m | -10.7% | PE37.4x | |
| RDX Redox | AU$3.85 | 4.9% +AU$94.5m | 66.7% | PE25.1x | |
| EHL Emeco Holdings | AU$1.03 | 6.2% +AU$30.9m | 18.4% | PE6.6x | |
| ACF Acrow | AU$0.94 | 7.4% +AU$22.8m | -7.8% | PE16.2x |