Narrative Update • Jul 24

In the last week, the Trade Companies and Distributors industry is up 1.6%, with SGH up 4.0%. In the same time, Coventry Group was down 7.3%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, 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, 01 Aug 2026 | AU$31.4b | AU$23.3b | AU$944.3m | 21.1x | 33.2x | 1.3x |
| Mon, 29 Jun 2026 | AU$33.1b | AU$23.3b | AU$937.5m | 24.3x | 35.3x | 1.4x |
| Wed, 27 May 2026 | AU$28.3b | AU$23.3b | AU$949.5m | 20.4x | 29.8x | 1.2x |
| Fri, 24 Apr 2026 | AU$28.6b | AU$23.3b | AU$949.5m | 21.4x | 30.2x | 1.2x |
| Sun, 22 Mar 2026 | AU$27.9b | AU$23.3b | AU$949.5m | 18.3x | 29.3x | 1.2x |
| Tue, 17 Feb 2026 | AU$31.5b | AU$22.9b | AU$1.0b | 18.3x | 31.2x | 1.4x |
| Thu, 15 Jan 2026 | AU$31.9b | AU$23.0b | AU$997.5m | 21.4x | 32x | 1.4x |
| Sat, 13 Dec 2025 | AU$29.7b | AU$23.0b | AU$997.5m | 19.2x | 29.8x | 1.3x |
| Mon, 10 Nov 2025 | AU$28.8b | AU$23.0b | AU$1.0b | 18.3x | 28.8x | 1.3x |
| Wed, 08 Oct 2025 | AU$31.0b | AU$23.0b | AU$1.0b | 19x | 31x | 1.3x |
| Fri, 05 Sep 2025 | AU$29.6b | AU$23.0b | AU$1.0b | 16.8x | 29.5x | 1.3x |
| Sun, 03 Aug 2025 | AU$31.9b | AU$23.1b | AU$1.4b | 18.2x | 22.8x | 1.4x |
| Tue, 01 Jul 2025 | AU$33.8b | AU$23.1b | AU$1.4b | 19.1x | 24.2x | 1.5x |
| Thu, 29 May 2025 | AU$33.2b | AU$23.1b | AU$1.4b | 20.9x | 23.7x | 1.4x |
| Sat, 26 Apr 2025 | AU$33.1b | AU$23.1b | AU$1.4b | 18.8x | 23.6x | 1.4x |
| Mon, 24 Mar 2025 | AU$33.7b | AU$23.1b | AU$1.4b | 18.8x | 24x | 1.5x |
| Wed, 19 Feb 2025 | AU$40.5b | AU$23.2b | AU$1.4b | 25.2x | 28.7x | 1.7x |
| Fri, 17 Jan 2025 | AU$36.9b | AU$22.8b | AU$1.1b | 24.3x | 34x | 1.6x |
| Sun, 15 Dec 2024 | AU$37.7b | AU$22.8b | AU$1.1b | 24.2x | 34.8x | 1.7x |
| Tue, 12 Nov 2024 | AU$36.9b | AU$22.8b | AU$1.1b | 22.1x | 33.9x | 1.6x |
| Thu, 10 Oct 2024 | AU$38.4b | AU$22.8b | AU$1.1b | 21.9x | 35.3x | 1.7x |
| Sat, 07 Sep 2024 | AU$36.9b | AU$22.8b | AU$1.1b | 22.2x | 33.8x | 1.6x |
| Mon, 05 Aug 2024 | AU$36.6b | AU$22.5b | AU$1.1b | 26.4x | 32.9x | 1.6x |
| Wed, 03 Jul 2024 | AU$33.5b | AU$22.5b | AU$1.1b | 26.4x | 30.1x | 1.5x |
| Fri, 31 May 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 24x | 31.3x | 1.5x |
| Sun, 28 Apr 2024 | AU$35.2b | AU$22.5b | AU$1.1b | 24.6x | 31.6x | 1.6x |
| Tue, 26 Mar 2024 | AU$35.9b | AU$22.5b | AU$1.1b | 26.5x | 32.3x | 1.6x |
| Thu, 22 Feb 2024 | AU$32.6b | AU$22.4b | AU$1.1b | 29x | 30.4x | 1.5x |
| Sat, 20 Jan 2024 | AU$29.4b | AU$21.9b | AU$1.2b | 20.9x | 25.3x | 1.3x |
| Mon, 18 Dec 2023 | AU$29.2b | AU$21.9b | AU$1.2b | 23.2x | 25.1x | 1.3x |
| Wed, 15 Nov 2023 | AU$25.5b | AU$21.9b | AU$1.2b | 19.8x | 22.1x | 1.2x |
| Fri, 13 Oct 2023 | AU$24.6b | AU$21.9b | AU$1.2b | 16.9x | 21.3x | 1.1x |
| Sun, 10 Sep 2023 | AU$25.4b | AU$21.9b | AU$1.2b | 16.9x | 22x | 1.2x |
| Tue, 08 Aug 2023 | AU$24.6b | AU$20.3b | AU$239.8m | 19.9x | 102.6x | 1.2x |
102.6x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 0.98% | |
| Industrials | -0.13% | |
| Trade Distributors | 1.63% | |
| Trade Companies and Distributors | 1.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGH SGH | AU$44.23 | 4.0% +AU$695.3m | -12.8% | PE36.1x | |
| REH Reece | AU$16.09 | 1.6% +AU$159.9m | 21.5% | PE35.3x | |
| IPG IPD Group | AU$4.83 | 1.7% +AU$8.3m | 40.0% | PE18.7x | |
| SGI Stealth Group Holdings | AU$1.30 | 4.4% +AU$8.2m | 90.4% | PE61.6x | |
| EHL Emeco Holdings | AU$0.97 | 1.0% +AU$5.1m | 10.2% | PE6.2x |