Narrative Update • Aug 08

All of the companies in the Trade Companies and Distributors industry have been up over the last week, with the industry up 5.0%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Australian Trade Companies and Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | AU$33.1b | AU$23.3b | AU$944.3m | 21.9x | 35x | 1.4x |
| Tue, 07 Jul 2026 | AU$31.8b | AU$23.3b | AU$937.5m | 21.4x | 33.9x | 1.4x |
| Thu, 04 Jun 2026 | AU$29.1b | AU$23.3b | AU$937.5m | 22.8x | 31.1x | 1.2x |
| Sat, 02 May 2026 | AU$28.3b | AU$23.3b | AU$949.5m | 21.7x | 29.8x | 1.2x |
| Mon, 30 Mar 2026 | AU$29.3b | AU$23.3b | AU$949.5m | 19.3x | 30.8x | 1.3x |
| Wed, 25 Feb 2026 | AU$33.3b | AU$23.2b | AU$968.9m | 19x | 34.4x | 1.4x |
| Fri, 23 Jan 2026 | AU$31.4b | AU$23.0b | AU$997.5m | 21x | 31.5x | 1.4x |
| Sun, 21 Dec 2025 | AU$30.1b | AU$23.0b | AU$997.5m | 19.8x | 30.2x | 1.3x |
| Tue, 18 Nov 2025 | AU$27.9b | AU$23.0b | AU$1.0b | 18.5x | 27.9x | 1.2x |
| Thu, 16 Oct 2025 | AU$30.3b | AU$23.0b | AU$1.0b | 19.1x | 30.3x | 1.3x |
| Sat, 13 Sep 2025 | AU$29.3b | AU$23.0b | AU$1.0b | 17.8x | 29.3x | 1.3x |
| Mon, 11 Aug 2025 | AU$32.8b | AU$23.1b | AU$1.4b | 19.2x | 23.5x | 1.4x |
| Wed, 09 Jul 2025 | AU$32.4b | AU$23.1b | AU$1.4b | 18.8x | 23.2x | 1.4x |
| Fri, 06 Jun 2025 | AU$35.1b | AU$23.1b | AU$1.4b | 19.5x | 25.1x | 1.5x |
| Sun, 04 May 2025 | AU$34.6b | AU$23.1b | AU$1.4b | 22.6x | 24.7x | 1.5x |
| Tue, 01 Apr 2025 | AU$33.4b | AU$23.1b | AU$1.4b | 18.8x | 23.8x | 1.4x |
| Thu, 27 Feb 2025 | AU$36.0b | AU$23.1b | AU$1.4b | 22.4x | 25.6x | 1.6x |
| Sat, 25 Jan 2025 | AU$38.5b | AU$22.8b | AU$1.1b | 24.7x | 35.5x | 1.7x |
| Mon, 23 Dec 2024 | AU$36.6b | AU$22.8b | AU$1.1b | 23.8x | 33.8x | 1.6x |
| Wed, 20 Nov 2024 | AU$39.2b | AU$22.8b | AU$1.1b | 22.8x | 36x | 1.7x |
| Fri, 18 Oct 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 21.7x | 35x | 1.7x |
| Sun, 15 Sep 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 21.9x | 35x | 1.7x |
| Tue, 13 Aug 2024 | AU$35.2b | AU$22.5b | AU$1.1b | 25.4x | 31.6x | 1.6x |
| Thu, 11 Jul 2024 | AU$32.9b | AU$22.5b | AU$1.1b | 27.2x | 29.6x | 1.5x |
| Sat, 08 Jun 2024 | AU$35.7b | AU$22.5b | AU$1.1b | 23.4x | 32.1x | 1.6x |
| Mon, 06 May 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 23.6x | 32.2x | 1.6x |
| Wed, 03 Apr 2024 | AU$36.2b | AU$22.5b | AU$1.1b | 26.8x | 32.6x | 1.6x |
| Fri, 01 Mar 2024 | AU$34.3b | AU$22.5b | AU$1.1b | 26.1x | 30.9x | 1.5x |
| Sun, 28 Jan 2024 | AU$30.0b | AU$21.9b | AU$1.2b | 22.6x | 25.9x | 1.4x |
| Tue, 26 Dec 2023 | AU$29.9b | AU$21.9b | AU$1.2b | 22.7x | 25.8x | 1.4x |
| Thu, 23 Nov 2023 | AU$26.5b | AU$21.9b | AU$1.2b | 20.8x | 22.8x | 1.2x |
| Sat, 21 Oct 2023 | AU$23.7b | AU$21.9b | AU$1.2b | 16.4x | 20.4x | 1.1x |
| Mon, 18 Sep 2023 | AU$25.4b | AU$21.9b | AU$1.2b | 16.7x | 22x | 1.2x |
| Wed, 16 Aug 2023 | AU$25.6b | AU$20.3b | AU$239.8m | 20.4x | 106.7x | 1.3x |
106.7x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 3.35% | |
| Industrials | 3.06% | |
| 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 |