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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies11
  • 7D4.1%
  • 3M13.0%
  • 1Y-8.9%
  • YTDn/a

The Trade Companies and Distributors industry is up 4.1% in the last week, with SGH up 4.2%. In contrast, the industry has lost 8.9% in the last 12 months. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Australian Trade Companies and Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026AU$31.5bAU$23.3bAU$937.5m25x33.6x1.4x
Mon, 18 May 2026AU$27.9bAU$23.3bAU$949.5m22.1x29.4x1.2x
Wed, 15 Apr 2026AU$29.2bAU$23.3bAU$949.5m20.8x30.7x1.3x
Fri, 13 Mar 2026AU$29.5bAU$23.3bAU$949.5m18.6x31x1.3x
Sun, 08 Feb 2026AU$30.9bAU$23.0bAU$997.5m16.9x31x1.3x
Tue, 06 Jan 2026AU$30.6bAU$23.0bAU$997.5m20.7x30.7x1.3x
Thu, 04 Dec 2025AU$29.6bAU$23.0bAU$997.5m19.5x29.7x1.3x
Sat, 01 Nov 2025AU$30.2bAU$23.0bAU$1.0b19.7x30.2x1.3x
Mon, 29 Sep 2025AU$30.9bAU$23.0bAU$1.0b19.1x30.9x1.3x
Wed, 27 Aug 2025AU$30.1bAU$23.0bAU$1.0b19.5x29.3x1.3x
Fri, 25 Jul 2025AU$32.7bAU$23.1bAU$1.4b18.8x23.4x1.4x
Sun, 22 Jun 2025AU$35.1bAU$23.1bAU$1.4b19.4x25.1x1.5x
Tue, 20 May 2025AU$35.0bAU$23.1bAU$1.4b17x25x1.5x
Thu, 17 Apr 2025AU$32.2bAU$23.1bAU$1.4b18.8x23x1.4x
Sat, 15 Mar 2025AU$33.2bAU$23.1bAU$1.4b21.9x23.6x1.4x
Mon, 10 Feb 2025AU$38.9bAU$22.8bAU$1.1b24.8x35.9x1.7x
Wed, 08 Jan 2025AU$37.7bAU$22.8bAU$1.1b26.3x34.8x1.7x
Fri, 06 Dec 2024AU$40.2bAU$22.8bAU$1.1b23.8x37.1x1.8x
Sun, 03 Nov 2024AU$35.0bAU$22.8bAU$1.1b21.2x32.2x1.5x
Tue, 01 Oct 2024AU$39.2bAU$22.8bAU$1.1b22.3x36x1.7x
Thu, 29 Aug 2024AU$36.8bAU$22.8bAU$1.1b21.4x33.8x1.6x
Sat, 27 Jul 2024AU$36.3bAU$22.5bAU$1.1b26.8x32.6x1.6x
Mon, 24 Jun 2024AU$34.6bAU$22.5bAU$1.1b26x31x1.5x
Wed, 22 May 2024AU$35.2bAU$22.5bAU$1.1b22.9x31.7x1.6x
Fri, 19 Apr 2024AU$34.9bAU$22.5bAU$1.1b26.3x31.3x1.5x
Sun, 17 Mar 2024AU$35.9bAU$22.5bAU$1.1b24.6x32.3x1.6x
Tue, 13 Feb 2024AU$31.1bAU$21.9bAU$1.2b21.4x26.8x1.4x
Thu, 11 Jan 2024AU$30.2bAU$21.9bAU$1.2b22.7x26x1.4x
Sat, 09 Dec 2023AU$27.6bAU$21.9bAU$1.2b22.5x23.8x1.3x
Mon, 06 Nov 2023AU$24.9bAU$21.9bAU$1.2b18.5x21.5x1.1x
Wed, 04 Oct 2023AU$25.7bAU$21.9bAU$1.2b18.1x22.2x1.2x
Fri, 01 Sep 2023AU$26.0bAU$21.9bAU$1.2b16.9x22.5x1.2x
Sun, 30 Jul 2023AU$24.6bAU$20.3bAU$239.8m19.2x102.5x1.2x
Tue, 27 Jun 2023AU$21.8bAU$19.1bAU$149.6m23.7x145.9x1.1x
Price to Earnings Ratio

145.9x


Total Market Cap: AU$21.8bTotal Earnings: AU$149.6mTotal Revenue: AU$19.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Companies and Distributors Industry Price to Earnings3Y Average 33.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the Australian Trading Companies and Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 33.6x.
  • 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 84% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market0.56%
Industrials0.64%
Trade Distributors4.08%
Trade Companies and Distributors4.08%
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?

CompanyLast Price7D1YValuation
SGH SGHAU$43.274.2%
+AU$715.6m		-20.4%PE35.3x
REH ReeceAU$16.213.3%
+AU$319.8m		0.06%PE35.6x
RDX RedoxAU$3.967.0%
+AU$136.5m		93.2%PE25.8x
SGI Stealth Group HoldingsAU$1.1823.6%
+AU$33.7m		58.4%PE56.1x
IPG IPD GroupAU$6.255.0%
+AU$31.2m		117.0%PE24.2x

Latest News

ACF
AU$0.93
Acrow
7D
1.1%
1Y
-4.6%
SGI
AU$1.18
Stealth Group Holdings
7D
23.6%
1Y
58.4%
Analysis Article • 16h

Stealth Group Holdings (ASX:SGI) Shares Could Be 26% Undervalued After FY26 Guidance

Stealth Group Holdings (ASX:SGI) has put out fresh FY26 guidance, flagging record sales of at least A$165 million alongside improved earnings metrics, supported by the integration of Hardware & Building Traders and a larger distribution footprint. See our latest analysis for Stealth Group Holdings. The guidance appears to have caught the market’s attention, with Stealth Group Holdings’ share price up 23.56% over the past week and 18.00% over 90 days. The 1-year total shareholder return of...
EHL
AU$0.96
Emeco Holdings
7D
-2.0%
1Y
23.1%
SGH
AU$43.27
SGH
7D
4.2%
1Y
-20.4%
Analysis Article • Jun 19

SGH (ASX:SGH) Shares Could Be 14.2% Undervalued After Broker Resumes Coverage

Broker coverage resumes after SGH investor day A recent investor day at SGH Limited (ASX:SGH) has prompted broker Morgans to resume coverage of the stock, focusing on the company’s medium term earnings targets and operational priorities. The broker’s renewed attention follows SGH’s outline of plans for EPS and EBIT growth, potential market capitalization expansion, and the role of projects such as Crux and Ravenhall within a broader acquisition and efficiency focused roadmap. See our latest...
IPG
AU$6.25
IPD Group
7D
5.0%
1Y
117.0%
Narrative Update • Jun 17

IPG: Future Returns Will Rely On Fair Pricing And Stable Earnings Multiple

Analysts have kept their fair value estimate for IPD Group steady at A$6.05, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the updated price target narrative. What’s in the News for IPD Group No recent IPD Group news items were available from the provided primary sources.
REH
AU$16.21
Reece
7D
3.3%
1Y
0.06%
Narrative Update • Jun 17

REH: Structural Breakout Pattern Will Support Future Upside Potential

Analysts have kept their A$18.00 price target for Reece unchanged, with modest tweaks to revenue growth, profit margin and discount rate assumptions following recent research that includes a downgrade from Goldman Sachs. What’s in the News for Reece Technical analysts highlight Reece Limited as approaching a major structural breakout level after a prolonged consolidation phase linked to softer residential construction activity, according to recent coverage titled “Reece Limited (ASX:REH): Building Products Leader Approaches Major Structural Breakout.” The stock is reported to be forming a large scale Inverse Head & Shoulders pattern, which chart watchers often view as a potential signal of a shift in longer term price behavior.
BOL
AU$2.23
Boom Logistics
7D
11.5%
1Y
65.2%
RDX
AU$3.96
Redox
7D
7.0%
1Y
93.2%
Narrative Update • Jun 04

RDX: Upcoming Dividend Timing Will Support A Positive Repricing Outlook

Analysts have trimmed their price target on Redox to A$4.20, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E that remain broadly in line with prior expectations. What's in the News No recent company specific news items for Redox were provided in the sources above.
SBZ
AU$0.17
Schoolblazer
7D
-8.3%
1Y
-34.0%
CYG
AU$0.34
Coventry Group
7D
9.8%
1Y
-54.4%