Narrative Update • Jul 24

In the last week, the Trade Companies and Distributors industry is up 3.0%, with SGH up 2.9%. Meanwhile, Coventry Group actually underperformed within the industry, shrinking 5.3% in the last week. In the last 12 months, the industry was up 3.2%. 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 |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | AU$33.0b | AU$23.3b | AU$944.3m | 21.7x | 35x | 1.4x |
| Sat, 04 Jul 2026 | AU$31.9b | AU$23.3b | AU$937.5m | 21.5x | 34x | 1.4x |
| Mon, 01 Jun 2026 | AU$28.7b | AU$23.3b | AU$937.5m | 22.1x | 30.6x | 1.2x |
| Wed, 29 Apr 2026 | AU$27.7b | AU$23.3b | AU$949.5m | 21.5x | 29.2x | 1.2x |
| Fri, 27 Mar 2026 | AU$29.2b | AU$23.3b | AU$949.5m | 18.6x | 30.8x | 1.3x |
| Sun, 22 Feb 2026 | AU$31.5b | AU$23.0b | AU$1.0b | 18.1x | 31.3x | 1.4x |
| Tue, 20 Jan 2026 | AU$31.5b | AU$23.0b | AU$997.5m | 21.8x | 31.5x | 1.4x |
| Thu, 18 Dec 2025 | AU$29.9b | AU$23.0b | AU$997.5m | 18.8x | 30x | 1.3x |
| Sat, 15 Nov 2025 | AU$27.8b | AU$23.0b | AU$1.0b | 18.2x | 27.8x | 1.2x |
| Mon, 13 Oct 2025 | AU$30.6b | AU$23.0b | AU$1.0b | 19.5x | 30.6x | 1.3x |
| Wed, 10 Sep 2025 | AU$30.0b | AU$23.0b | AU$1.0b | 18.3x | 30x | 1.3x |
| Fri, 08 Aug 2025 | AU$32.5b | AU$23.1b | AU$1.4b | 19.1x | 23.3x | 1.4x |
| Sun, 06 Jul 2025 | AU$33.0b | AU$23.1b | AU$1.4b | 19.4x | 23.6x | 1.4x |
| Tue, 03 Jun 2025 | AU$33.8b | AU$23.1b | AU$1.4b | 20.5x | 24.2x | 1.5x |
| Thu, 01 May 2025 | AU$34.1b | AU$23.1b | AU$1.4b | 18.8x | 24.3x | 1.5x |
| Sat, 29 Mar 2025 | AU$34.0b | AU$23.1b | AU$1.4b | 18.8x | 24.2x | 1.5x |
| Mon, 24 Feb 2025 | AU$39.1b | AU$23.2b | AU$1.4b | 22.8x | 27.4x | 1.7x |
| Wed, 22 Jan 2025 | AU$38.0b | AU$22.8b | AU$1.1b | 24.5x | 35x | 1.7x |
| Fri, 20 Dec 2024 | AU$37.0b | AU$22.8b | AU$1.1b | 24x | 34.1x | 1.6x |
| Sun, 17 Nov 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 22.4x | 35x | 1.7x |
| Tue, 15 Oct 2024 | AU$38.2b | AU$22.8b | AU$1.1b | 21.6x | 35.1x | 1.7x |
| Thu, 12 Sep 2024 | AU$36.9b | AU$22.8b | AU$1.1b | 22.1x | 33.9x | 1.6x |
| Sat, 10 Aug 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 24.6x | 31.4x | 1.5x |
| Mon, 08 Jul 2024 | AU$33.6b | AU$22.5b | AU$1.1b | 26.7x | 30.2x | 1.5x |
| Wed, 05 Jun 2024 | AU$35.0b | AU$22.5b | AU$1.1b | 23.5x | 31.4x | 1.6x |
| Fri, 03 May 2024 | AU$35.1b | AU$22.5b | AU$1.1b | 23.3x | 31.5x | 1.6x |
| Sun, 31 Mar 2024 | AU$36.3b | AU$22.5b | AU$1.1b | 27.6x | 32.6x | 1.6x |
| Tue, 27 Feb 2024 | AU$32.3b | AU$22.5b | AU$1.1b | 28x | 30.2x | 1.4x |
| Thu, 25 Jan 2024 | AU$29.8b | AU$21.9b | AU$1.2b | 22.8x | 25.7x | 1.4x |
| Sat, 23 Dec 2023 | AU$29.9b | AU$21.9b | AU$1.2b | 22.7x | 25.8x | 1.4x |
| Mon, 20 Nov 2023 | AU$26.5b | AU$21.9b | AU$1.2b | 20x | 22.9x | 1.2x |
| Wed, 18 Oct 2023 | AU$24.4b | AU$21.9b | AU$1.2b | 16.8x | 21.1x | 1.1x |
| Fri, 15 Sep 2023 | AU$25.1b | AU$21.9b | AU$1.2b | 16.6x | 21.7x | 1.1x |
| Sun, 13 Aug 2023 | AU$25.2b | AU$20.3b | AU$239.8m | 19.8x | 105.3x | 1.2x |
105.3x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 2.10% | |
| Industrials | 2.79% | |
| Trade Distributors | 3.01% | |
| Trade Companies and Distributors | 3.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGH SGH | AU$46.45 | 5.8% +AU$1.0b | -9.1% | PE37.9x | |
| REH Reece | AU$17.00 | 5.7% +AU$559.7m | 22.3% | PE37.3x | |
| RDX Redox | AU$3.83 | 3.5% +AU$68.3m | 66.5% | PE24.9x | |
| EHL Emeco Holdings | AU$1.00 | 4.2% +AU$20.6m | 9.9% | PE6.4x | |
| ACF Acrow | AU$0.92 | 4.5% +AU$14.0m | -11.5% | PE15.8x |