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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies11
  • 7D1.8%
  • 3M8.5%
  • 1Y-10.3%
  • YTDn/a

In the last week, the Trade Companies and Distributors industry is up 3.8%, with Reece up 2.8%. In the past year, the industry is down 12%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026AU$30.9bAU$23.3bAU$937.5m24.3x32.9x1.3x
Sat, 16 May 2026AU$27.9bAU$23.3bAU$949.5m22.1x29.4x1.2x
Mon, 13 Apr 2026AU$29.6bAU$23.3bAU$949.5m20.6x31.2x1.3x
Wed, 11 Mar 2026AU$29.9bAU$23.3bAU$949.5m18.9x31.5x1.3x
Fri, 06 Feb 2026AU$31.7bAU$23.0bAU$997.5m17.7x31.7x1.4x
Sun, 04 Jan 2026AU$30.7bAU$23.0bAU$997.5m20.9x30.8x1.3x
Tue, 02 Dec 2025AU$30.0bAU$23.0bAU$997.5m19.5x30.1x1.3x
Thu, 30 Oct 2025AU$30.9bAU$23.0bAU$1.0b19.3x30.9x1.3x
Sat, 27 Sep 2025AU$30.9bAU$23.0bAU$1.0b19.1x30.9x1.3x
Mon, 25 Aug 2025AU$32.1bAU$22.9bAU$1.1b21.1x29.7x1.4x
Wed, 23 Jul 2025AU$32.5bAU$23.1bAU$1.4b18.6x23.3x1.4x
Fri, 20 Jun 2025AU$34.8bAU$23.1bAU$1.4b19.4x24.9x1.5x
Sun, 18 May 2025AU$35.3bAU$23.1bAU$1.4b17.5x25.1x1.5x
Tue, 15 Apr 2025AU$33.1bAU$23.1bAU$1.4b18.8x23.6x1.4x
Thu, 13 Mar 2025AU$32.8bAU$23.1bAU$1.4b21.6x23.3x1.4x
Sat, 08 Feb 2025AU$38.9bAU$22.8bAU$1.1b24.8x35.9x1.7x
Mon, 06 Jan 2025AU$37.5bAU$22.8bAU$1.1b26.6x34.6x1.6x
Wed, 04 Dec 2024AU$40.5bAU$22.8bAU$1.1b24x37.4x1.8x
Fri, 01 Nov 2024AU$35.2bAU$22.8bAU$1.1b21.4x32.4x1.5x
Sun, 29 Sep 2024AU$39.1bAU$22.8bAU$1.1b22.2x35.9x1.7x
Tue, 27 Aug 2024AU$36.6bAU$22.8bAU$1.1b22x33.6x1.6x
Thu, 25 Jul 2024AU$36.2bAU$22.5bAU$1.1b26x32.5x1.6x
Sat, 22 Jun 2024AU$34.4bAU$22.5bAU$1.1b26x30.9x1.5x
Mon, 20 May 2024AU$35.0bAU$22.5bAU$1.1b23.8x31.4x1.6x
Wed, 17 Apr 2024AU$35.5bAU$22.5bAU$1.1b25.9x31.9x1.6x
Fri, 15 Mar 2024AU$36.4bAU$22.5bAU$1.1b24.1x32.7x1.6x
Sun, 11 Feb 2024AU$30.9bAU$21.9bAU$1.2b21.4x26.7x1.4x
Tue, 09 Jan 2024AU$29.8bAU$21.9bAU$1.2b22.3x25.7x1.4x
Thu, 07 Dec 2023AU$27.2bAU$21.9bAU$1.2b22.3x23.5x1.2x
Sat, 04 Nov 2023AU$24.9bAU$21.9bAU$1.2b18.5x21.5x1.1x
Mon, 02 Oct 2023AU$25.8bAU$21.9bAU$1.2b18.4x22.3x1.2x
Wed, 30 Aug 2023AU$25.6bAU$21.9bAU$1.2b16.5x22.1x1.2x
Fri, 28 Jul 2023AU$24.5bAU$20.3bAU$239.8m19.2x102.2x1.2x
Sun, 25 Jun 2023AU$21.8bAU$19.1bAU$149.6m23x146x1.1x
Price to Earnings Ratio

146x


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 33.8x202420252026
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 33.8x.
  • 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 Market3.70%
Industrials1.30%
Trade Distributors1.83%
Trade Companies and Distributors1.83%
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
REH ReeceAU$15.902.8%
+AU$270.6m		-2.0%PE34.9x
SGH SGHAU$42.471.1%
+AU$191.1m		-21.2%PE34.6x
SGI Stealth Group HoldingsAU$1.1932.2%
+AU$43.4m		63.0%PE56.6x
IPG IPD GroupAU$6.295.4%
+AU$33.3m		116.2%PE24.3x
BOL Boom LogisticsAU$2.3816.1%
+AU$12.2m		75.0%PE9.3x

Latest News

EHL
AU$1.01
Emeco Holdings
7D
-1.5%
1Y
28.8%
SGI
AU$1.19
Stealth Group Holdings
7D
32.2%
1Y
63.0%
REH
AU$15.90
Reece
7D
2.8%
1Y
-2.0%
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$2.38
Boom Logistics
7D
16.1%
1Y
75.0%
SGH
AU$42.47
SGH
7D
1.1%
1Y
-21.2%
Narrative Update • Jun 06

SGH: Future Returns Will Rely On Crux Cashflows And Margin Strength

Narrative Update on SGH The updated analyst price target for SGH has shifted from about A$49.08 to around A$42.72, as analysts factor in expectations for stronger long term cash flow from the Crux project from FY29/30 and reassess valuation inputs such as discount rates and future P/E assumptions. Analyst Commentary Recent research highlights a split view on SGH, with some analysts pointing to the Crux project as a key long term cash flow driver from FY29/30, while others remain cautious about nearer term risks.
RDX
AU$3.74
Redox
7D
0.5%
1Y
78.9%
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.
IPG
AU$6.29
IPD Group
7D
5.4%
1Y
116.2%
Narrative Update • Jun 03

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

Analysts have lifted their price target for IPD Group to A$6.05 from A$5.24, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news for IPD Group is provided here, so the updated analyst price target is the main fresh datapoint available right now.
SBZ
AU$0.18
Schoolblazer
7D
2.9%
1Y
-28.0%
ACF
AU$0.91
Acrow
7D
-3.2%
1Y
-7.1%
CYG
AU$0.35
Coventry Group
7D
16.7%
1Y
-53.0%