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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies11
  • 7D6.1%
  • 3M17.4%
  • 1Y2.1%
  • YTDn/a

SGH is up 5.7%, leading the way for the Trade Companies and Distributors industry, which has gained 4.0%. Meanwhile, IPD Group actually underperformed within the industry, shrinking 6.7% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, 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
Wed, 01 Jul 2026AU$33.5bAU$23.3bAU$937.5m23.9x35.7x1.4x
Fri, 29 May 2026AU$28.5bAU$23.3bAU$937.5m20.8x30.4x1.2x
Sun, 26 Apr 2026AU$28.4bAU$23.3bAU$949.5m21.4x29.9x1.2x
Tue, 24 Mar 2026AU$27.8bAU$23.3bAU$949.5m18x29.3x1.2x
Thu, 19 Feb 2026AU$31.2bAU$22.9bAU$1.0b18.1x30.9x1.4x
Sat, 17 Jan 2026AU$31.6bAU$23.0bAU$997.5m21.8x31.7x1.4x
Mon, 15 Dec 2025AU$29.7bAU$23.0bAU$997.5m19.2x29.8x1.3x
Wed, 12 Nov 2025AU$28.3bAU$23.0bAU$1.0b18.3x28.3x1.2x
Fri, 10 Oct 2025AU$30.8bAU$23.0bAU$1.0b19.5x30.8x1.3x
Sun, 07 Sep 2025AU$29.8bAU$23.0bAU$1.0b17.2x29.8x1.3x
Tue, 05 Aug 2025AU$31.4bAU$23.1bAU$1.4b18.2x22.5x1.4x
Thu, 03 Jul 2025AU$33.1bAU$23.1bAU$1.4b18.9x23.7x1.4x
Sat, 31 May 2025AU$33.7bAU$23.1bAU$1.4b20.9x24x1.5x
Mon, 28 Apr 2025AU$33.1bAU$23.1bAU$1.4b18.8x23.6x1.4x
Wed, 26 Mar 2025AU$33.6bAU$23.1bAU$1.4b18.8x23.9x1.5x
Fri, 21 Feb 2025AU$39.6bAU$23.2bAU$1.4b22.9x27.7x1.7x
Sun, 19 Jan 2025AU$37.2bAU$22.8bAU$1.1b24.5x34.3x1.6x
Tue, 17 Dec 2024AU$37.3bAU$22.8bAU$1.1b23.7x34.4x1.6x
Thu, 14 Nov 2024AU$37.1bAU$22.8bAU$1.1b22.4x34.1x1.6x
Sat, 12 Oct 2024AU$38.2bAU$22.8bAU$1.1b21.6x35.1x1.7x
Mon, 09 Sep 2024AU$36.9bAU$22.8bAU$1.1b22.2x33.9x1.6x
Wed, 07 Aug 2024AU$35.1bAU$22.5bAU$1.1b23.8x31.5x1.6x
Fri, 05 Jul 2024AU$34.1bAU$22.5bAU$1.1b26.1x30.6x1.5x
Sun, 02 Jun 2024AU$35.4bAU$22.5bAU$1.1b24.1x31.8x1.6x
Tue, 30 Apr 2024AU$35.5bAU$22.5bAU$1.1b24.2x31.9x1.6x
Thu, 28 Mar 2024AU$36.0bAU$22.5bAU$1.1b26.7x32.4x1.6x
Sat, 24 Feb 2024AU$32.4bAU$22.4bAU$1.1b30.2x30.3x1.4x
Mon, 22 Jan 2024AU$29.4bAU$21.9bAU$1.2b20.9x25.3x1.3x
Wed, 20 Dec 2023AU$29.6bAU$21.9bAU$1.2b23.4x25.5x1.4x
Fri, 17 Nov 2023AU$26.2bAU$21.9bAU$1.2b19.9x22.6x1.2x
Sun, 15 Oct 2023AU$24.4bAU$21.9bAU$1.2b16.8x21.1x1.1x
Tue, 12 Sep 2023AU$25.5bAU$21.9bAU$1.2b16.9x22x1.2x
Thu, 10 Aug 2023AU$25.0bAU$20.3bAU$239.8m19.6x104.1x1.2x
Sat, 08 Jul 2023AU$22.4bAU$20.3bAU$239.8m19.2x93.4x1.1x
Price to Earnings Ratio

93.4x


Total Market Cap: AU$22.4bTotal Earnings: AU$239.8mTotal Revenue: AU$20.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Companies and Distributors Industry Price to Earnings3Y Average 32.5x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Trading Companies and Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.6x which is higher than its 3-year average PE of 32.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Trading Companies and Distributors industry have grown 58% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market0.033%
Industrials0.47%
Trade Distributors6.13%
Trade Companies and Distributors6.13%
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$46.645.7%
+AU$1.0b		-11.2%PE38x
REH ReeceAU$17.239.7%
+AU$941.1m		20.6%PE37.8x
SGI Stealth Group HoldingsAU$1.2916.2%
+AU$26.9m		85.6%PE61.3x
ACF AcrowAU$0.90-4.3%
AU$21.9m		-9.1%PE15.3x
BMH Baumart HoldingsAU$0.035483.3%
+AU$4.7m		288.9%PS63.5x

Latest News

EHL
AU$0.97
Emeco Holdings
7D
-1.0%
1Y
18.9%
Narrative Update • Jun 26

EHL: Higher Discount Rate And Lower P/E Will Support Future Upside

Analysts have revised their price target for Emeco Holdings to A$1.18 from A$1.42, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Emeco Holdings No recent Emeco Holdings news items or key developments were available in the provided sources.
SGI
AU$1.29
Stealth Group Holdings
7D
16.2%
1Y
85.6%
BMH
AU$0.035
Baumart Holdings
7D
483.3%
1Y
288.9%
SGH
AU$46.64
SGH
7D
5.7%
1Y
-11.2%
Narrative Update • Jun 23

SGH: Future Crux Cashflows And Buyback Plan Balance Sector Risks

Analysts have trimmed their fair value estimate for SGH to about A$49 from roughly A$51, reflecting slightly higher perceived risk and a modestly lower future P/E assumption, even as they factor in stronger revenue growth supported by new coverage and expectations for meaningful cashflow from the Crux project from FY29/30 onwards. Analyst Commentary Recent research on SGH highlights a mix of optimism around long term project cashflows and caution on nearer term sector conditions.
ACF
AU$0.90
Acrow
7D
-4.3%
1Y
-9.1%
IPG
AU$5.68
IPD Group
7D
-6.7%
1Y
84.4%
Narrative Update • Jun 17

IPG: Future Returns Will Rely On Fair Pricing And Stable Earnings Multiple

Analysts have kept their fair value estimate for IPD Group steady at A$6.05, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the updated price target narrative. What’s in the News for IPD Group No recent IPD Group news items were available from the provided primary sources.
REH
AU$17.23
Reece
7D
9.7%
1Y
20.6%
Narrative Update • Jun 17

REH: Structural Breakout Pattern Will Support Future Upside Potential

Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.
BOL
AU$2.13
Boom Logistics
7D
-3.2%
1Y
56.0%
SBZ
AU$0.17
Schoolblazer
7D
2.9%
1Y
-28.6%
CYG
AU$0.30
Coventry Group
7D
-6.3%
1Y
-62.0%