Narrative Update • Jun 22

Over the last 7 days, the Trade Companies and Distributors industry has risen 4.6%, driven by gains from SGH of 5.1%. In the past year, the industry is down 7.6%. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | AU$32.1b | AU$23.3b | AU$937.5m | 25.1x | 34.2x | 1.4x |
| Thu, 21 May 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 21.2x | 30x | 1.2x |
| Sat, 18 Apr 2026 | AU$28.0b | AU$23.3b | AU$949.5m | 20.6x | 29.5x | 1.2x |
| Mon, 16 Mar 2026 | AU$29.4b | AU$23.3b | AU$949.5m | 18.9x | 31x | 1.3x |
| Wed, 11 Feb 2026 | AU$32.7b | AU$23.0b | AU$997.5m | 18.5x | 32.8x | 1.4x |
| Fri, 09 Jan 2026 | AU$31.3b | AU$23.0b | AU$997.5m | 20.9x | 31.4x | 1.4x |
| Sun, 07 Dec 2025 | AU$29.7b | AU$23.0b | AU$997.5m | 19.4x | 29.8x | 1.3x |
| Tue, 04 Nov 2025 | AU$29.8b | AU$23.0b | AU$1.0b | 18.8x | 29.8x | 1.3x |
| Thu, 02 Oct 2025 | AU$30.8b | AU$23.0b | AU$1.0b | 19.3x | 30.8x | 1.3x |
| Sat, 30 Aug 2025 | AU$30.7b | AU$23.0b | AU$1.0b | 19.9x | 29.9x | 1.3x |
| Mon, 28 Jul 2025 | AU$32.1b | AU$23.1b | AU$1.4b | 18.7x | 23x | 1.4x |
| Wed, 25 Jun 2025 | AU$35.5b | AU$23.1b | AU$1.4b | 19.4x | 25.4x | 1.5x |
| Fri, 23 May 2025 | AU$33.7b | AU$23.1b | AU$1.4b | 16.7x | 24x | 1.5x |
| Sun, 20 Apr 2025 | AU$32.4b | AU$23.1b | AU$1.4b | 18.8x | 23.1x | 1.4x |
| Tue, 18 Mar 2025 | AU$33.4b | AU$23.1b | AU$1.4b | 18.8x | 23.8x | 1.4x |
| Thu, 13 Feb 2025 | AU$40.4b | AU$23.2b | AU$1.4b | 26.2x | 28.6x | 1.7x |
| Sat, 11 Jan 2025 | AU$37.2b | AU$22.8b | AU$1.1b | 24.6x | 34.3x | 1.6x |
| Mon, 09 Dec 2024 | AU$40.0b | AU$22.8b | AU$1.1b | 23.6x | 36.9x | 1.8x |
| Wed, 06 Nov 2024 | AU$35.4b | AU$22.8b | AU$1.1b | 21.5x | 32.5x | 1.6x |
| Fri, 04 Oct 2024 | AU$38.7b | AU$22.8b | AU$1.1b | 21.7x | 35.5x | 1.7x |
| Sun, 01 Sep 2024 | AU$37.5b | AU$22.8b | AU$1.1b | 22.2x | 34.4x | 1.6x |
| Tue, 30 Jul 2024 | AU$36.5b | AU$22.5b | AU$1.1b | 26.8x | 32.8x | 1.6x |
| Thu, 27 Jun 2024 | AU$35.0b | AU$22.5b | AU$1.1b | 24.8x | 31.4x | 1.6x |
| Sat, 25 May 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 23.3x | 31.3x | 1.5x |
| Mon, 22 Apr 2024 | AU$34.1b | AU$22.5b | AU$1.1b | 26.4x | 30.7x | 1.5x |
| Wed, 20 Mar 2024 | AU$36.2b | AU$22.5b | AU$1.1b | 25.7x | 32.6x | 1.6x |
| Fri, 16 Feb 2024 | AU$32.7b | AU$22.4b | AU$1.0b | 26.1x | 31.1x | 1.5x |
| Sun, 14 Jan 2024 | AU$30.5b | AU$21.9b | AU$1.2b | 22.8x | 26.3x | 1.4x |
| Tue, 12 Dec 2023 | AU$27.8b | AU$21.9b | AU$1.2b | 22.9x | 23.9x | 1.3x |
| Thu, 09 Nov 2023 | AU$25.2b | AU$21.9b | AU$1.2b | 19.2x | 21.8x | 1.2x |
| Sat, 07 Oct 2023 | AU$24.6b | AU$21.9b | AU$1.2b | 17.4x | 21.3x | 1.1x |
| Mon, 04 Sep 2023 | AU$26.0b | AU$21.9b | AU$1.2b | 17x | 22.4x | 1.2x |
| Wed, 02 Aug 2023 | AU$24.5b | AU$20.3b | AU$239.8m | 19.5x | 102.3x | 1.2x |
| Fri, 30 Jun 2023 | AU$22.1b | AU$19.1b | AU$149.6m | 23x | 147.7x | 1.2x |
147.7x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | -0.91% | |
| Industrials | 0.77% | |
| Trade Distributors | 4.58% | |
| Trade Companies and Distributors | 4.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGH SGH | AU$44.11 | 5.1% +AU$874.2m | -18.8% | PE36x | |
| RDX Redox | AU$3.97 | 7.6% +AU$147.0m | 90.0% | PE25.8x | |
| SGI Stealth Group Holdings | AU$1.11 | 24.0% +AU$32.2m | 43.2% | PE52.8x | |
| IPG IPD Group | AU$6.09 | 2.5% +AU$15.6m | 109.3% | PE23.5x | |
| ACF Acrow | AU$0.94 | 2.7% +AU$7.8m | -3.6% | PE14.2x |