Narrative Update • May 22
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Australian (ASX) Trade Companies and Distributors Industry Analysis
UpdatedMay 25, 2026
DataAggregated Company Financials
Companies11
- 7D2.2%
- 3M-12.4%
- 1Y-13.9%
- YTDn/a
In the last week, the Trade Companies and Distributors industry is up 2.2%, with SGH up 3.6%. Meanwhile, IPD Group actually underperformed within the industry, shrinking 16% in the last week. In contrast, the industry has lost 14% in the last 12 months. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
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, 25 May 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 19.9x | 30x | 1.2x |
| Wed, 22 Apr 2026 | AU$28.7b | AU$23.3b | AU$949.5m | 20.7x | 30.2x | 1.2x |
| Fri, 20 Mar 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 18.6x | 30x | 1.2x |
| Sun, 15 Feb 2026 | AU$31.8b | AU$22.9b | AU$1.0b | 17.6x | 31.5x | 1.4x |
| Tue, 13 Jan 2026 | AU$31.8b | AU$23.0b | AU$997.5m | 21.3x | 31.8x | 1.4x |
| Thu, 11 Dec 2025 | AU$29.1b | AU$23.0b | AU$997.5m | 19.3x | 29.2x | 1.3x |
| Sat, 08 Nov 2025 | AU$28.8b | AU$23.0b | AU$1.0b | 18.3x | 28.8x | 1.3x |
| Mon, 06 Oct 2025 | AU$31.1b | AU$23.0b | AU$1.0b | 19.3x | 31.1x | 1.4x |
| Wed, 03 Sep 2025 | AU$30.2b | AU$23.0b | AU$1.0b | 16.4x | 30.2x | 1.3x |
| Fri, 01 Aug 2025 | AU$32.4b | AU$23.1b | AU$1.4b | 19x | 23.2x | 1.4x |
| Sun, 29 Jun 2025 | AU$33.5b | AU$23.1b | AU$1.4b | 18.8x | 24x | 1.4x |
| Tue, 27 May 2025 | AU$33.2b | AU$23.1b | AU$1.4b | 20.9x | 23.7x | 1.4x |
| Thu, 24 Apr 2025 | AU$33.2b | AU$23.1b | AU$1.4b | 18.8x | 23.6x | 1.4x |
| Sat, 22 Mar 2025 | AU$33.7b | AU$23.1b | AU$1.4b | 18.8x | 24x | 1.5x |
| Mon, 17 Feb 2025 | AU$40.7b | AU$23.2b | AU$1.4b | 25.8x | 28.8x | 1.8x |
| Wed, 15 Jan 2025 | AU$36.6b | AU$22.8b | AU$1.1b | 24.4x | 33.8x | 1.6x |
| Fri, 13 Dec 2024 | AU$37.8b | AU$22.8b | AU$1.1b | 24.1x | 34.9x | 1.7x |
| Sun, 10 Nov 2024 | AU$37.1b | AU$22.8b | AU$1.1b | 21.8x | 34x | 1.6x |
| Tue, 08 Oct 2024 | AU$38.7b | AU$22.8b | AU$1.1b | 21.8x | 35.6x | 1.7x |
| Thu, 05 Sep 2024 | AU$36.7b | AU$22.8b | AU$1.1b | 21.4x | 33.6x | 1.6x |
| Sat, 03 Aug 2024 | AU$36.6b | AU$22.5b | AU$1.1b | 26.4x | 32.9x | 1.6x |
| Mon, 01 Jul 2024 | AU$34.5b | AU$22.5b | AU$1.1b | 25.3x | 31x | 1.5x |
| Wed, 29 May 2024 | AU$35.3b | AU$22.5b | AU$1.1b | 23.9x | 31.7x | 1.6x |
| Fri, 26 Apr 2024 | AU$35.4b | AU$22.5b | AU$1.1b | 24.6x | 31.9x | 1.6x |
| Sun, 24 Mar 2024 | AU$35.9b | AU$22.5b | AU$1.1b | 25.8x | 32.3x | 1.6x |
| Tue, 20 Feb 2024 | AU$32.7b | AU$22.4b | AU$1.1b | 29.8x | 31.1x | 1.5x |
| Thu, 18 Jan 2024 | AU$29.0b | AU$21.9b | AU$1.2b | 20.7x | 25x | 1.3x |
| Sat, 16 Dec 2023 | AU$29.2b | AU$21.9b | AU$1.2b | 23.2x | 25.1x | 1.3x |
| Mon, 13 Nov 2023 | AU$25.2b | AU$21.9b | AU$1.2b | 19.3x | 21.8x | 1.2x |
| Wed, 11 Oct 2023 | AU$24.6b | AU$21.9b | AU$1.2b | 17x | 21.2x | 1.1x |
| Fri, 08 Sep 2023 | AU$25.3b | AU$21.9b | AU$1.2b | 16.7x | 21.9x | 1.2x |
| Sun, 06 Aug 2023 | AU$24.6b | AU$20.3b | AU$239.8m | 19.8x | 102.5x | 1.2x |
| Tue, 04 Jul 2023 | AU$23.4b | AU$19.1b | AU$149.6m | 23.7x | 156.5x | 1.2x |
| Thu, 01 Jun 2023 | AU$21.4b | AU$19.1b | AU$149.6m | 22.5x | 142.8x | 1.1x |
Price to Earnings Ratio
142.8x
Current Industry PE
- Investors are pessimistic on the Australian Trading Companies and Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 30.0x which is lower than its 3-year average PE of 36.5x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Trading Companies and Distributors industry have grown 85% per year over the last three years.
- Revenues for these companies have grown 6.8% 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 Market | 0.078% | |
| Industrials | -1.60% | |
| Trade Distributors | 2.22% | |
| Trade Companies and Distributors | 2.22% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
