Narrative Update • Jul 24
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Australian (ASX) Trade Companies and Distributors Industry Analysis
UpdatedAug 07, 2026
DataAggregated Company Financials
Companies10
- 7D5.5%
- 3M16.2%
- 1Y3.0%
- YTDn/a
The Trade Companies and Distributors industry is up 3.0% in the last week, with SGH up 5.8%. During this same period, the Coventry Group underperformed, falling 5.3%. This means that the industry has gained 3.2% over the past year. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | AU$33.1b | AU$23.3b | AU$944.3m | 21.8x | 35.1x | 1.4x |
| Sun, 05 Jul 2026 | AU$31.9b | AU$23.3b | AU$937.5m | 21.5x | 34x | 1.4x |
| Tue, 02 Jun 2026 | AU$28.7b | AU$23.3b | AU$937.5m | 22.1x | 30.6x | 1.2x |
| Thu, 30 Apr 2026 | AU$27.4b | AU$23.3b | AU$949.5m | 21.6x | 28.8x | 1.2x |
| Sat, 28 Mar 2026 | AU$29.3b | AU$23.3b | AU$949.5m | 19.3x | 30.8x | 1.3x |
| Mon, 23 Feb 2026 | AU$31.5b | AU$23.0b | AU$1.0b | 18.1x | 31.3x | 1.4x |
| Wed, 21 Jan 2026 | AU$31.5b | AU$23.0b | AU$997.5m | 21x | 31.6x | 1.4x |
| Fri, 19 Dec 2025 | AU$29.9b | AU$23.0b | AU$997.5m | 18.9x | 30x | 1.3x |
| Sun, 16 Nov 2025 | AU$27.8b | AU$23.0b | AU$1.0b | 18.2x | 27.8x | 1.2x |
| Tue, 14 Oct 2025 | AU$30.0b | AU$23.0b | AU$1.0b | 19.4x | 30x | 1.3x |
| Thu, 11 Sep 2025 | AU$29.8b | AU$23.0b | AU$1.0b | 17.8x | 29.8x | 1.3x |
| Sat, 09 Aug 2025 | AU$32.8b | AU$23.1b | AU$1.4b | 19.2x | 23.5x | 1.4x |
| Mon, 07 Jul 2025 | AU$33.0b | AU$23.1b | AU$1.4b | 19.4x | 23.6x | 1.4x |
| Wed, 04 Jun 2025 | AU$34.1b | AU$23.1b | AU$1.4b | 20.2x | 24.4x | 1.5x |
| Fri, 02 May 2025 | AU$34.7b | AU$23.1b | AU$1.4b | 22.6x | 24.7x | 1.5x |
| Sun, 30 Mar 2025 | AU$34.0b | AU$23.1b | AU$1.4b | 18.8x | 24.2x | 1.5x |
| Tue, 25 Feb 2025 | AU$36.9b | AU$23.0b | AU$1.4b | 24.3x | 26.4x | 1.6x |
| Thu, 23 Jan 2025 | AU$38.7b | AU$22.8b | AU$1.1b | 24.8x | 35.7x | 1.7x |
| Sat, 21 Dec 2024 | AU$36.6b | AU$22.8b | AU$1.1b | 23.8x | 33.8x | 1.6x |
| Mon, 18 Nov 2024 | AU$38.1b | AU$22.8b | AU$1.1b | 22.4x | 35x | 1.7x |
| Wed, 16 Oct 2024 | AU$38.5b | AU$22.8b | AU$1.1b | 21.2x | 35.3x | 1.7x |
| Fri, 13 Sep 2024 | AU$37.7b | AU$22.8b | AU$1.1b | 22.4x | 34.6x | 1.7x |
| Sun, 11 Aug 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 24.6x | 31.4x | 1.5x |
| Tue, 09 Jul 2024 | AU$33.4b | AU$22.5b | AU$1.1b | 26.2x | 30x | 1.5x |
| Thu, 06 Jun 2024 | AU$35.3b | AU$22.5b | AU$1.1b | 24.7x | 31.7x | 1.6x |
| Sat, 04 May 2024 | AU$35.8b | AU$22.5b | AU$1.1b | 23.6x | 32.2x | 1.6x |
| Mon, 01 Apr 2024 | AU$36.3b | AU$22.5b | AU$1.1b | 27.6x | 32.6x | 1.6x |
| Wed, 28 Feb 2024 | AU$35.4b | AU$22.6b | AU$1.1b | 28.2x | 31.9x | 1.6x |
| Fri, 26 Jan 2024 | AU$30.0b | AU$21.9b | AU$1.2b | 22.6x | 25.9x | 1.4x |
| Sun, 24 Dec 2023 | AU$29.9b | AU$21.9b | AU$1.2b | 22.7x | 25.8x | 1.4x |
| Tue, 21 Nov 2023 | AU$26.9b | AU$21.9b | AU$1.2b | 20.4x | 23.3x | 1.2x |
| Thu, 19 Oct 2023 | AU$23.9b | AU$21.9b | AU$1.2b | 17x | 20.6x | 1.1x |
| Sat, 16 Sep 2023 | AU$25.1b | AU$21.9b | AU$1.2b | 16.6x | 21.7x | 1.1x |
| Mon, 14 Aug 2023 | AU$25.2b | AU$20.3b | AU$239.8m | 19.8x | 105.3x | 1.2x |
Price to Earnings Ratio
105.3x
Current Industry PE
- Investors are optimistic on the Australian Trading Companies and Distributors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 35.0x which is higher than its 3-year average PE of 30.1x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Trading Companies and Distributors industry have grown 58% per year over the last three years.
- Revenues for these companies have grown 4.7% 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 | 3.52% | |
| Industrials | 3.78% | |
| Trade Distributors | 5.49% | |
| Trade Companies and Distributors | 5.49% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
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 |
