New Narrative • Jul 09

Over the last 7 days, the Trade Companies and Distributors industry has dropped 3.6%, driven by a pullback from SGH of 10%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | AU$31.5b | AU$23.3b | AU$1.1b | 22.1x | 28.6x | 1.3x |
| Sat, 11 Jul 2026 | AU$31.3b | AU$23.3b | AU$937.5m | 21.2x | 33.3x | 1.3x |
| Mon, 08 Jun 2026 | AU$29.2b | AU$23.3b | AU$937.5m | 23.1x | 31.2x | 1.3x |
| Wed, 06 May 2026 | AU$28.0b | AU$23.3b | AU$949.5m | 21.6x | 29.4x | 1.2x |
| Fri, 03 Apr 2026 | AU$28.2b | AU$23.3b | AU$949.5m | 20.1x | 29.7x | 1.2x |
| Sun, 01 Mar 2026 | AU$32.3b | AU$23.3b | AU$949.5m | 20.5x | 34x | 1.4x |
| Tue, 27 Jan 2026 | AU$31.1b | AU$23.0b | AU$997.5m | 21x | 31.2x | 1.4x |
| Thu, 25 Dec 2025 | AU$30.7b | AU$23.0b | AU$997.5m | 20.4x | 30.8x | 1.3x |
| Sat, 22 Nov 2025 | AU$27.9b | AU$23.0b | AU$1.0b | 18.5x | 27.9x | 1.2x |
| Mon, 20 Oct 2025 | AU$30.5b | AU$23.0b | AU$1.0b | 18.8x | 30.5x | 1.3x |
| Wed, 17 Sep 2025 | AU$30.1b | AU$23.0b | AU$1.0b | 18.7x | 30.1x | 1.3x |
| Fri, 15 Aug 2025 | AU$31.5b | AU$22.9b | AU$1.1b | 20.2x | 28.9x | 1.4x |
| Sun, 13 Jul 2025 | AU$32.0b | AU$23.1b | AU$1.4b | 18.4x | 22.9x | 1.4x |
| Tue, 10 Jun 2025 | AU$35.2b | AU$23.1b | AU$1.4b | 17.4x | 25.2x | 1.5x |
| Thu, 08 May 2025 | AU$33.3b | AU$23.1b | AU$1.4b | 18.8x | 23.7x | 1.4x |
| Sat, 05 Apr 2025 | AU$30.5b | AU$23.1b | AU$1.4b | 18.8x | 21.8x | 1.3x |
| Mon, 03 Mar 2025 | AU$35.5b | AU$23.1b | AU$1.4b | 22.4x | 25.3x | 1.5x |
| Wed, 29 Jan 2025 | AU$38.3b | AU$22.8b | AU$1.1b | 24.5x | 35.3x | 1.7x |
| Fri, 27 Dec 2024 | AU$37.3b | AU$22.8b | AU$1.1b | 24.6x | 34.5x | 1.6x |
| Sun, 24 Nov 2024 | AU$38.9b | AU$22.8b | AU$1.1b | 21x | 35.7x | 1.7x |
| Tue, 22 Oct 2024 | AU$38.7b | AU$22.8b | AU$1.1b | 22x | 35.5x | 1.7x |
| Thu, 19 Sep 2024 | AU$38.9b | AU$22.8b | AU$1.1b | 22.3x | 35.7x | 1.7x |
| Sat, 17 Aug 2024 | AU$36.8b | AU$22.7b | AU$1.1b | 21.4x | 34x | 1.6x |
| Mon, 15 Jul 2024 | AU$33.9b | AU$22.5b | AU$1.1b | 27.5x | 30.4x | 1.5x |
| Wed, 12 Jun 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 23.8x | 32.1x | 1.6x |
| Fri, 10 May 2024 | AU$36.3b | AU$22.5b | AU$1.1b | 24.7x | 32.6x | 1.6x |
| Sun, 07 Apr 2024 | AU$35.5b | AU$22.5b | AU$1.1b | 26.6x | 32x | 1.6x |
| Tue, 05 Mar 2024 | AU$35.3b | AU$22.5b | AU$1.1b | 25.7x | 31.7x | 1.6x |
| Thu, 01 Feb 2024 | AU$30.6b | AU$21.9b | AU$1.2b | 21.7x | 26.3x | 1.4x |
| Sat, 30 Dec 2023 | AU$30.6b | AU$21.9b | AU$1.2b | 23.6x | 26.4x | 1.4x |
| Mon, 27 Nov 2023 | AU$26.3b | AU$21.9b | AU$1.2b | 21.1x | 22.7x | 1.2x |
| Wed, 25 Oct 2023 | AU$23.6b | AU$21.9b | AU$1.2b | 17x | 20.4x | 1.1x |
| Fri, 22 Sep 2023 | AU$25.2b | AU$21.9b | AU$1.2b | 17.1x | 21.8x | 1.2x |
| Sun, 20 Aug 2023 | AU$25.5b | AU$21.3b | AU$1.2b | 15.9x | 21.2x | 1.2x |
21.2x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | -0.045% | |
| Industrials | -1.62% | |
| Trade Distributors | -4.63% | |
| Trade Companies and Distributors | -4.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$17.49 | 2.9% +AU$301.4m | 20.2% | PE38.4x | |
| EHL Emeco Holdings | AU$1.04 | 5.6% +AU$28.3m | 11.9% | PE6.6x | |
| RDX Redox | AU$3.80 | 1.3% +AU$26.3m | 65.9% | PE24.7x | |
| ACF Acrow | AU$0.98 | 5.9% +AU$19.3m | -5.8% | PE16.8x | |
| IPG IPD Group | AU$5.04 | 2.9% +AU$14.6m | 36.2% | PE19.5x |