Narrative Update • Jun 26

SGH is up 5.7%, leading the way for the Trade Companies and Distributors industry, which has gained 6.1%. During this same period, the IPD Group underperformed, falling 6.7%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | AU$33.5b | AU$23.3b | AU$937.5m | 23.9x | 35.7x | 1.4x |
| Fri, 29 May 2026 | AU$28.5b | AU$23.3b | AU$937.5m | 20.8x | 30.4x | 1.2x |
| Sun, 26 Apr 2026 | AU$28.4b | AU$23.3b | AU$949.5m | 21.4x | 29.9x | 1.2x |
| Tue, 24 Mar 2026 | AU$27.8b | AU$23.3b | AU$949.5m | 18x | 29.3x | 1.2x |
| Thu, 19 Feb 2026 | AU$31.2b | AU$22.9b | AU$1.0b | 18.1x | 30.9x | 1.4x |
| Sat, 17 Jan 2026 | AU$31.6b | AU$23.0b | AU$997.5m | 21.8x | 31.7x | 1.4x |
| Mon, 15 Dec 2025 | AU$29.7b | AU$23.0b | AU$997.5m | 19.2x | 29.8x | 1.3x |
| Wed, 12 Nov 2025 | AU$28.3b | AU$23.0b | AU$1.0b | 18.3x | 28.3x | 1.2x |
| Fri, 10 Oct 2025 | AU$30.8b | AU$23.0b | AU$1.0b | 19.5x | 30.8x | 1.3x |
| Sun, 07 Sep 2025 | AU$29.8b | AU$23.0b | AU$1.0b | 17.2x | 29.8x | 1.3x |
| Tue, 05 Aug 2025 | AU$31.4b | AU$23.1b | AU$1.4b | 18.2x | 22.5x | 1.4x |
| Thu, 03 Jul 2025 | AU$33.1b | AU$23.1b | AU$1.4b | 18.9x | 23.7x | 1.4x |
| Sat, 31 May 2025 | AU$33.7b | AU$23.1b | AU$1.4b | 20.9x | 24x | 1.5x |
| Mon, 28 Apr 2025 | AU$33.1b | AU$23.1b | AU$1.4b | 18.8x | 23.6x | 1.4x |
| Wed, 26 Mar 2025 | AU$33.6b | AU$23.1b | AU$1.4b | 18.8x | 23.9x | 1.5x |
| Fri, 21 Feb 2025 | AU$39.6b | AU$23.2b | AU$1.4b | 22.9x | 27.7x | 1.7x |
| Sun, 19 Jan 2025 | AU$37.2b | AU$22.8b | AU$1.1b | 24.5x | 34.3x | 1.6x |
| Tue, 17 Dec 2024 | AU$37.3b | AU$22.8b | AU$1.1b | 23.7x | 34.4x | 1.6x |
| Thu, 14 Nov 2024 | AU$37.1b | AU$22.8b | AU$1.1b | 22.4x | 34.1x | 1.6x |
| Sat, 12 Oct 2024 | AU$38.2b | AU$22.8b | AU$1.1b | 21.6x | 35.1x | 1.7x |
| Mon, 09 Sep 2024 | AU$36.9b | AU$22.8b | AU$1.1b | 22.2x | 33.9x | 1.6x |
| Wed, 07 Aug 2024 | AU$35.1b | AU$22.5b | AU$1.1b | 23.8x | 31.5x | 1.6x |
| Fri, 05 Jul 2024 | AU$34.1b | AU$22.5b | AU$1.1b | 26.1x | 30.6x | 1.5x |
| Sun, 02 Jun 2024 | AU$35.4b | AU$22.5b | AU$1.1b | 24.1x | 31.8x | 1.6x |
| Tue, 30 Apr 2024 | AU$35.5b | AU$22.5b | AU$1.1b | 24.2x | 31.9x | 1.6x |
| Thu, 28 Mar 2024 | AU$36.0b | AU$22.5b | AU$1.1b | 26.7x | 32.4x | 1.6x |
| Sat, 24 Feb 2024 | AU$32.4b | AU$22.4b | AU$1.1b | 30.2x | 30.3x | 1.4x |
| Mon, 22 Jan 2024 | AU$29.4b | AU$21.9b | AU$1.2b | 20.9x | 25.3x | 1.3x |
| Wed, 20 Dec 2023 | AU$29.6b | AU$21.9b | AU$1.2b | 23.4x | 25.5x | 1.4x |
| Fri, 17 Nov 2023 | AU$26.2b | AU$21.9b | AU$1.2b | 19.9x | 22.6x | 1.2x |
| Sun, 15 Oct 2023 | AU$24.4b | AU$21.9b | AU$1.2b | 16.8x | 21.1x | 1.1x |
| Tue, 12 Sep 2023 | AU$25.5b | AU$21.9b | AU$1.2b | 16.9x | 22x | 1.2x |
| Thu, 10 Aug 2023 | AU$25.0b | AU$20.3b | AU$239.8m | 19.6x | 104.1x | 1.2x |
| Sat, 08 Jul 2023 | AU$22.4b | AU$20.3b | AU$239.8m | 19.2x | 93.4x | 1.1x |
93.4x
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | 0.033% | |
| Industrials | 0.47% | |
| Trade Distributors | 6.13% | |
| Trade Companies and Distributors | 6.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| REH Reece | AU$16.78 | 7.2% +AU$688.9m | 17.9% | PE36.8x | |
| SGH SGH | AU$45.58 | 1.1% +AU$207.4m | -13.4% | PE37.2x | |
| ACF Acrow | AU$0.88 | -3.8% AU$22.7m | -10.3% | PE15x | |
| SGI Stealth Group Holdings | AU$1.28 | 11.8% +AU$20.2m | 88.2% | PE60.9x | |
| SBZ Schoolblazer | AU$0.18 | 5.9% +AU$5.4m | -25.0% | PS1.7x |