Narrative Update • Aug 22
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Australian (ASX) Trade Companies and Distributors Industry Analysis
UpdatedAug 24, 2026
DataAggregated Company Financials
Companies10
- 7D-3.2%
- 3M5.7%
- 1Y-4.6%
- YTDn/a
Over the last 7 days, the Trade Companies and Distributors industry has dropped 3.2%, driven by declines in Reece and SGH of 4.1% and 2.2%, respectively. Meanwhile, Emeco Holdings actually outperformed within the industry, gaining 9.1% in the last week. The industry has fallen 4.6% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
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, 24 Aug 2026 | AU$30.3b | AU$23.4b | AU$1.1b | 19.1x | 27.1x | 1.3x |
| Wed, 22 Jul 2026 | AU$31.6b | AU$23.3b | AU$944.3m | 21.7x | 33.4x | 1.4x |
| Fri, 19 Jun 2026 | AU$31.5b | AU$23.3b | AU$937.5m | 24.9x | 33.6x | 1.4x |
| Sun, 17 May 2026 | AU$27.9b | AU$23.3b | AU$949.5m | 22.1x | 29.4x | 1.2x |
| Tue, 14 Apr 2026 | AU$29.2b | AU$23.3b | AU$949.5m | 20.6x | 30.7x | 1.3x |
| Thu, 12 Mar 2026 | AU$29.8b | AU$23.3b | AU$949.5m | 18.8x | 31.4x | 1.3x |
| Sat, 07 Feb 2026 | AU$30.9b | AU$23.0b | AU$997.5m | 16.9x | 31x | 1.3x |
| Mon, 05 Jan 2026 | AU$30.7b | AU$23.0b | AU$997.5m | 20.9x | 30.8x | 1.3x |
| Wed, 03 Dec 2025 | AU$29.7b | AU$23.0b | AU$997.5m | 19.5x | 29.8x | 1.3x |
| Fri, 31 Oct 2025 | AU$30.9b | AU$23.0b | AU$1.0b | 19.4x | 30.9x | 1.3x |
| Sun, 28 Sep 2025 | AU$30.9b | AU$23.0b | AU$1.0b | 19.1x | 30.9x | 1.3x |
| Tue, 26 Aug 2025 | AU$30.8b | AU$22.9b | AU$1.1b | 18.9x | 28.4x | 1.3x |
| Thu, 24 Jul 2025 | AU$33.0b | AU$23.1b | AU$1.4b | 19x | 23.6x | 1.4x |
| Sat, 21 Jun 2025 | AU$35.1b | AU$23.1b | AU$1.4b | 19.4x | 25.1x | 1.5x |
| Mon, 19 May 2025 | AU$35.3b | AU$23.1b | AU$1.4b | 17.5x | 25.1x | 1.5x |
| Wed, 16 Apr 2025 | AU$32.9b | AU$23.1b | AU$1.4b | 18.8x | 23.4x | 1.4x |
| Fri, 14 Mar 2025 | AU$32.7b | AU$23.1b | AU$1.4b | 21.6x | 23.3x | 1.4x |
| Sun, 09 Feb 2025 | AU$38.9b | AU$22.8b | AU$1.1b | 24.8x | 35.9x | 1.7x |
| Tue, 07 Jan 2025 | AU$37.7b | AU$22.8b | AU$1.1b | 26.2x | 34.8x | 1.7x |
| Thu, 05 Dec 2024 | AU$40.5b | AU$22.8b | AU$1.1b | 23.6x | 37.4x | 1.8x |
| Sat, 02 Nov 2024 | AU$35.0b | AU$22.8b | AU$1.1b | 21.2x | 32.2x | 1.5x |
| Mon, 30 Sep 2024 | AU$39.1b | AU$22.8b | AU$1.1b | 22.2x | 35.9x | 1.7x |
| Wed, 28 Aug 2024 | AU$37.0b | AU$22.8b | AU$1.1b | 22x | 34x | 1.6x |
| Fri, 26 Jul 2024 | AU$35.9b | AU$22.5b | AU$1.1b | 25.2x | 32.2x | 1.6x |
| Sun, 23 Jun 2024 | AU$34.6b | AU$22.5b | AU$1.1b | 26x | 31x | 1.5x |
| Tue, 21 May 2024 | AU$35.2b | AU$22.5b | AU$1.1b | 23.3x | 31.7x | 1.6x |
| Thu, 18 Apr 2024 | AU$34.6b | AU$22.5b | AU$1.1b | 25.9x | 31.1x | 1.5x |
| Sat, 16 Mar 2024 | AU$35.9b | AU$22.5b | AU$1.1b | 24.6x | 32.3x | 1.6x |
| Mon, 12 Feb 2024 | AU$30.9b | AU$21.9b | AU$1.2b | 21.4x | 26.7x | 1.4x |
| Wed, 10 Jan 2024 | AU$30.3b | AU$21.9b | AU$1.2b | 22.8x | 26.1x | 1.4x |
| Fri, 08 Dec 2023 | AU$27.3b | AU$21.9b | AU$1.2b | 22.4x | 23.6x | 1.3x |
| Sun, 05 Nov 2023 | AU$24.9b | AU$21.9b | AU$1.2b | 18.5x | 21.5x | 1.1x |
| Tue, 03 Oct 2023 | AU$25.7b | AU$21.9b | AU$1.2b | 18.3x | 22.2x | 1.2x |
| Thu, 31 Aug 2023 | AU$25.8b | AU$21.9b | AU$1.2b | 16.8x | 22.3x | 1.2x |
Price to Earnings Ratio
22.3x
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 2.3% 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 Market | -0.61% | |
| Industrials | -2.03% | |
| Trade Distributors | -3.22% | |
| Trade Companies and Distributors | -3.22% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EHL Emeco Holdings | AU$1.11 | 8.3% +AU$43.7m | 4.2% | PE7.4x | |
| SGI Stealth Group Holdings | AU$1.39 | 6.9% +AU$13.5m | 115.5% | PE35.8x | |
| ACF Acrow | AU$0.97 | 2.6% +AU$8.8m | -7.6% | PE16.6x | |
| BOL Boom Logistics | AU$2.18 | 9.5% +AU$7.0m | 58.0% | PE7.3x |