Narrative Update • Jul 24

Over the last 7 days, the Trade Companies and Distributors industry has dropped 2.8%, driven by pullbacks from every company within the industry. Overall the industry is down 3.5% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | AU$30.7b | AU$23.3b | AU$944.3m | 21.1x | 32.5x | 1.3x |
| Wed, 24 Jun 2026 | AU$31.5b | AU$23.3b | AU$937.5m | 24.7x | 33.6x | 1.4x |
| Fri, 22 May 2026 | AU$28.4b | AU$23.3b | AU$949.5m | 20.1x | 29.9x | 1.2x |
| Sun, 19 Apr 2026 | AU$28.0b | AU$23.3b | AU$949.5m | 20.6x | 29.5x | 1.2x |
| Tue, 17 Mar 2026 | AU$29.4b | AU$23.3b | AU$949.5m | 18.9x | 31x | 1.3x |
| Thu, 12 Feb 2026 | AU$33.7b | AU$22.9b | AU$1.0b | 18.1x | 33.3x | 1.5x |
| Sat, 10 Jan 2026 | AU$31.4b | AU$23.0b | AU$997.5m | 21.8x | 31.5x | 1.4x |
| Mon, 08 Dec 2025 | AU$29.7b | AU$23.0b | AU$997.5m | 19.4x | 29.8x | 1.3x |
| Wed, 05 Nov 2025 | AU$29.4b | AU$23.0b | AU$1.0b | 18.7x | 29.4x | 1.3x |
| Fri, 03 Oct 2025 | AU$31.0b | AU$23.0b | AU$1.0b | 18.9x | 31x | 1.3x |
| Sun, 31 Aug 2025 | AU$30.7b | AU$23.0b | AU$1.0b | 17.1x | 30.7x | 1.3x |
| Tue, 29 Jul 2025 | AU$32.7b | AU$23.1b | AU$1.4b | 19x | 23.4x | 1.4x |
| Thu, 26 Jun 2025 | AU$36.1b | AU$23.1b | AU$1.4b | 19.4x | 25.8x | 1.6x |
| Sat, 24 May 2025 | AU$33.6b | AU$23.1b | AU$1.4b | 20.9x | 23.9x | 1.5x |
| Mon, 21 Apr 2025 | AU$32.4b | AU$23.1b | AU$1.4b | 18.8x | 23.1x | 1.4x |
| Wed, 19 Mar 2025 | AU$33.3b | AU$23.1b | AU$1.4b | 18.8x | 23.8x | 1.4x |
| Fri, 14 Feb 2025 | AU$40.2b | AU$23.2b | AU$1.4b | 26x | 28.4x | 1.7x |
| Sun, 12 Jan 2025 | AU$37.2b | AU$22.8b | AU$1.1b | 24.6x | 34.3x | 1.6x |
| Tue, 10 Dec 2024 | AU$39.7b | AU$22.8b | AU$1.1b | 23.8x | 36.6x | 1.7x |
| Thu, 07 Nov 2024 | AU$35.8b | AU$22.8b | AU$1.1b | 21.8x | 32.9x | 1.6x |
| Sat, 05 Oct 2024 | AU$38.6b | AU$22.8b | AU$1.1b | 21.9x | 35.4x | 1.7x |
| Mon, 02 Sep 2024 | AU$37.5b | AU$22.8b | AU$1.1b | 22.2x | 34.4x | 1.6x |
| Wed, 31 Jul 2024 | AU$36.5b | AU$22.5b | AU$1.1b | 26.7x | 32.8x | 1.6x |
| Fri, 28 Jun 2024 | AU$34.5b | AU$22.5b | AU$1.1b | 25.3x | 31x | 1.5x |
| Sun, 26 May 2024 | AU$34.9b | AU$22.5b | AU$1.1b | 23.3x | 31.3x | 1.5x |
| Tue, 23 Apr 2024 | AU$34.1b | AU$22.5b | AU$1.1b | 26.4x | 30.7x | 1.5x |
| Thu, 21 Mar 2024 | AU$36.0b | AU$22.5b | AU$1.1b | 25.2x | 32.4x | 1.6x |
| Sat, 17 Feb 2024 | AU$32.6b | AU$22.4b | AU$1.0b | 28.4x | 31.1x | 1.5x |
| Mon, 15 Jan 2024 | AU$30.5b | AU$21.9b | AU$1.2b | 22.8x | 26.3x | 1.4x |
| Wed, 13 Dec 2023 | AU$28.1b | AU$21.9b | AU$1.2b | 23.1x | 24.2x | 1.3x |
| Fri, 10 Nov 2023 | AU$25.3b | AU$21.9b | AU$1.2b | 19.3x | 21.8x | 1.2x |
| Sun, 08 Oct 2023 | AU$24.6b | AU$21.9b | AU$1.2b | 17.4x | 21.3x | 1.1x |
| Tue, 05 Sep 2023 | AU$26.1b | AU$21.9b | AU$1.2b | 17x | 22.5x | 1.2x |
| Thu, 03 Aug 2023 | AU$24.6b | AU$20.3b | AU$239.8m | 19.8x | 102.8x | 1.2x |
102.8x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | -0.36% | |
| Industrials | -1.57% | |
| Trade Distributors | -2.77% | |
| Trade Companies and Distributors | -2.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$16.15 | 0.7% +AU$67.7m | 18.6% | PE35.4x | |
| IPG IPD Group | AU$5.09 | 7.2% +AU$35.4m | 42.2% | PE19.7x | |
| CYG Coventry Group | AU$0.39 | 8.5% +AU$4.2m | -51.9% | PS0.1x |