Narrative Update • Jul 24

All of the companies in the Trade Companies and Distributors industry have been up over the last week, with the industry up 5.5%. In the last 12 months, the industry was up 3.0%. 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 |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | AU$33.1b | AU$23.3b | AU$944.3m | 21.9x | 35x | 1.4x |
| Mon, 06 Jul 2026 | AU$31.9b | AU$23.3b | AU$937.5m | 21.5x | 34x | 1.4x |
| Wed, 03 Jun 2026 | AU$28.7b | AU$23.3b | AU$937.5m | 22.6x | 30.6x | 1.2x |
| Fri, 01 May 2026 | AU$27.7b | AU$23.3b | AU$949.5m | 21.5x | 29.2x | 1.2x |
| Sun, 29 Mar 2026 | AU$29.3b | AU$23.3b | AU$949.5m | 19.3x | 30.8x | 1.3x |
| Tue, 24 Feb 2026 | AU$32.5b | AU$23.0b | AU$1.0b | 18.5x | 32.4x | 1.4x |
| Thu, 22 Jan 2026 | AU$30.9b | AU$23.0b | AU$997.5m | 21x | 30.9x | 1.3x |
| Sat, 20 Dec 2025 | AU$30.1b | AU$23.0b | AU$997.5m | 19.8x | 30.2x | 1.3x |
| Mon, 17 Nov 2025 | AU$27.8b | AU$23.0b | AU$1.0b | 18.2x | 27.8x | 1.2x |
| Wed, 15 Oct 2025 | AU$29.9b | AU$23.0b | AU$1.0b | 19.2x | 29.9x | 1.3x |
| Fri, 12 Sep 2025 | AU$29.5b | AU$23.0b | AU$1.0b | 17.9x | 29.5x | 1.3x |
| Sun, 10 Aug 2025 | AU$32.8b | AU$23.1b | AU$1.4b | 19.2x | 23.5x | 1.4x |
| Tue, 08 Jul 2025 | AU$33.1b | AU$23.1b | AU$1.4b | 19.2x | 23.7x | 1.4x |
| Thu, 05 Jun 2025 | AU$34.9b | AU$23.1b | AU$1.4b | 19.5x | 25x | 1.5x |
| Sat, 03 May 2025 | AU$34.6b | AU$23.1b | AU$1.4b | 22.6x | 24.7x | 1.5x |
| Mon, 31 Mar 2025 | AU$34.0b | AU$23.1b | AU$1.4b | 18.8x | 24.2x | 1.5x |
| Wed, 26 Feb 2025 | AU$36.4b | AU$23.1b | AU$1.4b | 24.7x | 25.9x | 1.6x |
| Fri, 24 Jan 2025 | AU$38.1b | AU$22.8b | AU$1.1b | 24.8x | 35.1x | 1.7x |
| Sun, 22 Dec 2024 | AU$36.6b | AU$22.8b | AU$1.1b | 23.8x | 33.8x | 1.6x |
| Tue, 19 Nov 2024 | AU$38.4b | AU$22.8b | AU$1.1b | 23x | 35.3x | 1.7x |
| Thu, 17 Oct 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 21.1x | 35x | 1.7x |
| Sat, 14 Sep 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 21.9x | 35x | 1.7x |
| Mon, 12 Aug 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 24.6x | 31.4x | 1.5x |
| Wed, 10 Jul 2024 | AU$33.4b | AU$22.5b | AU$1.1b | 27.3x | 30x | 1.5x |
| Fri, 07 Jun 2024 | AU$35.6b | AU$22.5b | AU$1.1b | 24.6x | 31.9x | 1.6x |
| Sun, 05 May 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 23.6x | 32.2x | 1.6x |
| Tue, 02 Apr 2024 | AU$36.3b | AU$22.5b | AU$1.1b | 27.6x | 32.6x | 1.6x |
| Thu, 29 Feb 2024 | AU$34.3b | AU$22.5b | AU$1.1b | 28.1x | 30.8x | 1.5x |
| Sat, 27 Jan 2024 | AU$30.0b | AU$21.9b | AU$1.2b | 22.6x | 25.9x | 1.4x |
| Mon, 25 Dec 2023 | AU$29.9b | AU$21.9b | AU$1.2b | 22.7x | 25.8x | 1.4x |
| Wed, 22 Nov 2023 | AU$26.8b | AU$21.9b | AU$1.2b | 20.9x | 23.1x | 1.2x |
| Fri, 20 Oct 2023 | AU$23.9b | AU$21.9b | AU$1.2b | 17.1x | 20.6x | 1.1x |
| Sun, 17 Sep 2023 | AU$25.4b | AU$21.9b | AU$1.2b | 16.7x | 22x | 1.2x |
| Tue, 15 Aug 2023 | AU$25.4b | AU$20.3b | AU$239.8m | 20.5x | 105.9x | 1.3x |
105.9x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 3.35% | |
| Industrials | 3.07% | |
| 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 |