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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies10
  • 7D3.0%
  • 3M13.4%
  • 1Y3.2%
  • YTDn/a

In the last week, the Trade Companies and Distributors industry is up 2.8%, with SGH up 2.9%. Meanwhile, Coventry Group actually underperformed within the industry, shrinking 5.3% in the last week. This means that the industry has gained 3.6% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026AU$33.0bAU$23.3bAU$944.3m21.7x35x1.4x
Sat, 04 Jul 2026AU$31.9bAU$23.3bAU$937.5m21.5x34x1.4x
Mon, 01 Jun 2026AU$28.7bAU$23.3bAU$937.5m22.1x30.6x1.2x
Wed, 29 Apr 2026AU$27.7bAU$23.3bAU$949.5m21.5x29.2x1.2x
Fri, 27 Mar 2026AU$29.2bAU$23.3bAU$949.5m18.6x30.8x1.3x
Sun, 22 Feb 2026AU$31.5bAU$23.0bAU$1.0b18.1x31.3x1.4x
Tue, 20 Jan 2026AU$31.5bAU$23.0bAU$997.5m21.8x31.5x1.4x
Thu, 18 Dec 2025AU$29.9bAU$23.0bAU$997.5m18.8x30x1.3x
Sat, 15 Nov 2025AU$27.8bAU$23.0bAU$1.0b18.2x27.8x1.2x
Mon, 13 Oct 2025AU$30.6bAU$23.0bAU$1.0b19.5x30.6x1.3x
Wed, 10 Sep 2025AU$30.0bAU$23.0bAU$1.0b18.3x30x1.3x
Fri, 08 Aug 2025AU$32.5bAU$23.1bAU$1.4b19.1x23.3x1.4x
Sun, 06 Jul 2025AU$33.0bAU$23.1bAU$1.4b19.4x23.6x1.4x
Tue, 03 Jun 2025AU$33.8bAU$23.1bAU$1.4b20.5x24.2x1.5x
Thu, 01 May 2025AU$34.1bAU$23.1bAU$1.4b18.8x24.3x1.5x
Sat, 29 Mar 2025AU$34.0bAU$23.1bAU$1.4b18.8x24.2x1.5x
Mon, 24 Feb 2025AU$39.1bAU$23.2bAU$1.4b22.8x27.4x1.7x
Wed, 22 Jan 2025AU$38.0bAU$22.8bAU$1.1b24.5x35x1.7x
Fri, 20 Dec 2024AU$37.0bAU$22.8bAU$1.1b24x34.1x1.6x
Sun, 17 Nov 2024AU$38.1bAU$22.8bAU$1.1b22.4x35x1.7x
Tue, 15 Oct 2024AU$38.2bAU$22.8bAU$1.1b21.6x35.1x1.7x
Thu, 12 Sep 2024AU$36.9bAU$22.8bAU$1.1b22.1x33.9x1.6x
Sat, 10 Aug 2024AU$34.9bAU$22.5bAU$1.1b24.6x31.4x1.5x
Mon, 08 Jul 2024AU$33.6bAU$22.5bAU$1.1b26.7x30.2x1.5x
Wed, 05 Jun 2024AU$35.0bAU$22.5bAU$1.1b23.5x31.4x1.6x
Fri, 03 May 2024AU$35.1bAU$22.5bAU$1.1b23.3x31.5x1.6x
Sun, 31 Mar 2024AU$36.3bAU$22.5bAU$1.1b27.6x32.6x1.6x
Tue, 27 Feb 2024AU$32.3bAU$22.5bAU$1.1b28x30.2x1.4x
Thu, 25 Jan 2024AU$29.8bAU$21.9bAU$1.2b22.8x25.7x1.4x
Sat, 23 Dec 2023AU$29.9bAU$21.9bAU$1.2b22.7x25.8x1.4x
Mon, 20 Nov 2023AU$26.5bAU$21.9bAU$1.2b20x22.9x1.2x
Wed, 18 Oct 2023AU$24.4bAU$21.9bAU$1.2b16.8x21.1x1.1x
Fri, 15 Sep 2023AU$25.1bAU$21.9bAU$1.2b16.6x21.7x1.1x
Sun, 13 Aug 2023AU$25.2bAU$20.3bAU$239.8m19.8x105.3x1.2x
Price to Earnings Ratio

105.3x


Total Market Cap: AU$25.2bTotal Earnings: AU$239.8mTotal Revenue: AU$20.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Companies and Distributors Industry Price to Earnings3Y Average 30.1x202420252026
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 34.4x 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 Market2.10%
Industrials2.79%
Trade Distributors3.01%
Trade Companies and Distributors3.01%
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$46.322.9%
+AU$528.6m		-8.9%PE37.8x
REH ReeceAU$17.004.1%
+AU$412.1m		22.9%PE37.3x
ACF AcrowAU$0.932.8%
+AU$8.8m		-10.6%PE15.8x
EHL Emeco HoldingsAU$0.981.6%
+AU$7.7m		8.9%PE6.3x
RDX RedoxAU$3.750.3%
+AU$5.3m		62.3%PE24.4x

Latest News

SGI
AU$1.30
Stealth Group Holdings
7D
0.8%
1Y
89.8%
IPG
AU$4.90
IPD Group
7D
1.0%
1Y
37.3%
RDX
AU$3.75
Redox
7D
0.3%
1Y
62.3%
BOL
AU$1.94
Boom Logistics
7D
2.9%
1Y
46.6%
SGH
AU$46.32
SGH
7D
2.9%
1Y
-8.9%
Narrative Update • Jul 24

SGH: Future Crux Cash Flows And Buyback Plan Drive Bullish Case

Analysts have lifted their price target for SGH to A$50.35 from A$49.14, citing underappreciated long term cash flow potential from the Crux project from FY29/30 onwards and what they view as an overly negative stance on the current infrastructure outlook. What's in the News for SGH SGH's Board of Directors authorized a buyback plan on June 22, 2026, signaling a new capital management initiative.
REH
AU$17.00
Reece
7D
4.1%
1Y
22.9%
Analysis Article • Jul 23

Is There Now An Opportunity In Reece Limited (ASX:REH)?

Reece Limited ( ASX:REH ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past...
CYG
AU$0.36
Coventry Group
7D
-5.3%
1Y
-48.6%
EHL
AU$0.98
Emeco Holdings
7D
1.6%
1Y
8.9%
New Narrative • Jul 09

Maintenance Expansion And Digitization Will Shape A Cautious But Resilient Outlook

Catalysts About Emeco Holdings Emeco Holdings provides mining equipment rental and maintenance services across Australia, with a growing focus on low capital, high return maintenance work. What are the underlying business or industry changes driving this perspective?
ACF
AU$0.93
Acrow
7D
2.8%
1Y
-10.6%
SBZ
AU$0.17
Schoolblazer
7D
-2.9%
1Y
-30.6%