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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.0%
  • 3M5.9%
  • 1Y1.9%
  • YTDn/a

Over the last 7 days, the Trade Companies and Distributors industry has dropped 3.2%, driven by declines in SGH and Reece of 2.5% and 3.6%, respectively. On the other hand Emeco Holdings is actually up 11%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Aug 2026AU$30.4bAU$23.6bAU$1.1b19.4x26.6x1.3x
Fri, 24 Jul 2026AU$30.9bAU$23.3bAU$944.3m21.9x32.7x1.3x
Sun, 21 Jun 2026AU$31.5bAU$23.3bAU$937.5m25x33.6x1.4x
Tue, 19 May 2026AU$27.3bAU$23.3bAU$949.5m21.8x28.7x1.2x
Thu, 16 Apr 2026AU$28.9bAU$23.3bAU$949.5m20.4x30.5x1.2x
Sat, 14 Mar 2026AU$29.4bAU$23.3bAU$949.5m18.9x31x1.3x
Mon, 09 Feb 2026AU$30.9bAU$23.0bAU$997.5m16.9x31x1.3x
Wed, 07 Jan 2026AU$31.3bAU$23.0bAU$997.5m20.4x31.4x1.4x
Fri, 05 Dec 2025AU$29.8bAU$23.0bAU$997.5m19.4x29.9x1.3x
Sun, 02 Nov 2025AU$30.2bAU$23.0bAU$1.0b19.7x30.2x1.3x
Tue, 30 Sep 2025AU$30.8bAU$23.0bAU$1.0b18.9x30.8x1.3x
Thu, 28 Aug 2025AU$30.4bAU$23.0bAU$1.0b19.7x29.6x1.3x
Sat, 26 Jul 2025AU$32.1bAU$23.1bAU$1.4b18.7x23x1.4x
Mon, 23 Jun 2025AU$35.1bAU$23.1bAU$1.4b19.4x25.1x1.5x
Wed, 21 May 2025AU$35.4bAU$23.1bAU$1.4b17.1x25.2x1.5x
Fri, 18 Apr 2025AU$32.4bAU$23.1bAU$1.4b18.8x23.1x1.4x
Sun, 16 Mar 2025AU$33.2bAU$23.1bAU$1.4b21.9x23.6x1.4x
Tue, 11 Feb 2025AU$38.4bAU$22.8bAU$1.1b24.7x35.4x1.7x
Thu, 09 Jan 2025AU$37.7bAU$22.8bAU$1.1b24.8x34.8x1.7x
Sat, 07 Dec 2024AU$40.0bAU$22.8bAU$1.1b23.6x36.9x1.8x
Mon, 04 Nov 2024AU$35.0bAU$22.8bAU$1.1b21.2x32.2x1.5x
Wed, 02 Oct 2024AU$39.3bAU$22.8bAU$1.1b22.3x36.1x1.7x
Fri, 30 Aug 2024AU$36.8bAU$22.8bAU$1.1b22.5x33.8x1.6x
Sun, 28 Jul 2024AU$36.3bAU$22.5bAU$1.1b26.8x32.6x1.6x
Tue, 25 Jun 2024AU$34.9bAU$22.5bAU$1.1b24.9x31.3x1.5x
Thu, 23 May 2024AU$35.0bAU$22.5bAU$1.1b22.9x31.5x1.6x
Sat, 20 Apr 2024AU$34.9bAU$22.5bAU$1.1b26.3x31.3x1.5x
Mon, 18 Mar 2024AU$35.9bAU$22.5bAU$1.1b24.6x32.3x1.6x
Wed, 14 Feb 2024AU$30.8bAU$21.9bAU$1.2b21.5x26.6x1.4x
Fri, 12 Jan 2024AU$30.2bAU$21.9bAU$1.2b22.5x26x1.4x
Sun, 10 Dec 2023AU$27.6bAU$21.9bAU$1.2b22.5x23.8x1.3x
Tue, 07 Nov 2023AU$24.8bAU$21.9bAU$1.2b17.8x21.5x1.1x
Thu, 05 Oct 2023AU$25.7bAU$21.9bAU$1.2b17.9x22.2x1.2x
Sat, 02 Sep 2023AU$26.0bAU$21.9bAU$1.2b17x22.4x1.2x
Price to Earnings Ratio

22.4x


Total Market Cap: AU$26.0bTotal Earnings: AU$1.2bTotal Revenue: AU$21.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Companies and Distributors Industry Price to Earnings3Y Average 29.4x202420252026
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 29.4x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

How does Australian Trade Companies and Distributors compare with similar industries?

AU Market0.91%
Industrials-0.62%
Trade Distributors-2.99%
Trade Companies and Distributors-2.99%
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
EHL Emeco HoldingsAU$1.0910.7%
+AU$54.0m		3.3%PE7.3x
SGI Stealth Group HoldingsAU$1.428.8%
+AU$17.2m		121.1%PE36.4x
SBZ SchoolblazerAU$0.1710.0%
+AU$8.1m		-36.5%PS1.6x
BOL Boom LogisticsAU$2.133.9%
+AU$3.0m		53.8%PE7.1x

Latest News

ACF
AU$0.94
Acrow
7D
-0.5%
1Y
-6.9%
SGI
AU$1.42
Stealth Group Holdings
7D
8.8%
1Y
121.1%
REH
AU$16.63
Reece
7D
-3.6%
1Y
52.7%
Narrative Update • Aug 24

REH: Rising Dividend And M&A Ambitions Will Likely Pressure Future Multiples

Analysts now see Reece’s fair value at A$11.45, up from A$10.79, reflecting updated assumptions that include slightly lower discount rates, modestly higher revenue growth and profit margins, and a higher future P/E multiple. What’s in the News for Reece Reece Limited declared an ordinary fully franked dividend of A$0.134 per security for the six months ended 30 June 2026, with a record date of 7 October 2026, an ex date of 6 October 2026, and a payment date of 21 October 2026.
BOL
AU$2.13
Boom Logistics
7D
3.9%
1Y
53.8%
RDX
AU$3.45
Redox
7D
-9.4%
1Y
39.1%
SGH
AU$40.43
SGH
7D
-2.5%
1Y
-18.2%
Narrative Update • Aug 22

SGH: Buyback Plan And 2028 Capital Sales Outlook Will Drive Upside

Analysts have trimmed their fair value estimate for SGH to A$48.19 from A$50.35, pointing to slightly softer assumptions for revenue growth and profit margins. A fresh A$49 price target also highlights expectations for organic growth to pick up around fiscal 2028 as WesTrac capital sales increase.
EHL
AU$1.09
Emeco Holdings
7D
10.7%
1Y
3.3%
IPG
AU$5.61
IPD Group
7D
-3.4%
1Y
34.9%
CYG
AU$0.35
Coventry Group
7D
-4.1%
1Y
-49.3%
SBZ
AU$0.17
Schoolblazer
7D
10.0%
1Y
-36.5%