New Narrative • Jul 09
Have your own idea? Try our Stock Screener
Australian (ASX) Trade Companies and Distributors Industry Analysis
UpdatedAug 14, 2026
DataAggregated Company Financials
Companies10
- 7D-6.3%
- 3M11.2%
- 1Y-0.08%
- YTDn/a
Over the last 7 days, the Trade Companies and Distributors industry has dropped 6.3%, driven by SGH declining 10.0%. Meanwhile, IPD Group actually outperformed within the industry, gaining 17% in the last week. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | AU$31.0b | AU$23.3b | AU$1.1b | 22.1x | 28.2x | 1.3x |
| Sun, 12 Jul 2026 | AU$31.3b | AU$23.3b | AU$937.5m | 21.2x | 33.3x | 1.3x |
| Tue, 09 Jun 2026 | AU$29.2b | AU$23.3b | AU$937.5m | 23.1x | 31.2x | 1.3x |
| Thu, 07 May 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 21.9x | 30.1x | 1.2x |
| Sat, 04 Apr 2026 | AU$28.2b | AU$23.3b | AU$949.5m | 20.1x | 29.7x | 1.2x |
| Mon, 02 Mar 2026 | AU$32.3b | AU$23.3b | AU$949.5m | 20.5x | 34x | 1.4x |
| Wed, 28 Jan 2026 | AU$31.5b | AU$23.0b | AU$997.5m | 21x | 31.6x | 1.4x |
| Fri, 26 Dec 2025 | AU$30.7b | AU$23.0b | AU$997.5m | 20.4x | 30.8x | 1.3x |
| Sun, 23 Nov 2025 | AU$27.9b | AU$23.0b | AU$1.0b | 18.5x | 27.9x | 1.2x |
| Tue, 21 Oct 2025 | AU$30.5b | AU$23.0b | AU$1.0b | 18.6x | 30.5x | 1.3x |
| Thu, 18 Sep 2025 | AU$30.1b | AU$23.0b | AU$1.0b | 18.9x | 30.1x | 1.3x |
| Sat, 16 Aug 2025 | AU$31.5b | AU$22.9b | AU$1.1b | 20.2x | 28.9x | 1.4x |
| Mon, 14 Jul 2025 | AU$32.0b | AU$23.1b | AU$1.4b | 18.4x | 22.9x | 1.4x |
| Wed, 11 Jun 2025 | AU$34.9b | AU$23.1b | AU$1.4b | 17.4x | 25x | 1.5x |
| Fri, 09 May 2025 | AU$33.9b | AU$23.1b | AU$1.4b | 18.8x | 24.1x | 1.5x |
| Sun, 06 Apr 2025 | AU$30.5b | AU$23.1b | AU$1.4b | 18.8x | 21.8x | 1.3x |
| Tue, 04 Mar 2025 | AU$35.8b | AU$23.1b | AU$1.4b | 22.1x | 25.5x | 1.5x |
| Thu, 30 Jan 2025 | AU$38.9b | AU$22.8b | AU$1.1b | 25.8x | 35.9x | 1.7x |
| Sat, 28 Dec 2024 | AU$37.7b | AU$22.8b | AU$1.1b | 25.2x | 34.8x | 1.7x |
| Mon, 25 Nov 2024 | AU$38.9b | AU$22.8b | AU$1.1b | 21x | 35.7x | 1.7x |
| Wed, 23 Oct 2024 | AU$37.8b | AU$22.8b | AU$1.1b | 21.7x | 34.8x | 1.7x |
| Fri, 20 Sep 2024 | AU$38.7b | AU$22.8b | AU$1.1b | 22.2x | 35.6x | 1.7x |
| Sun, 18 Aug 2024 | AU$36.8b | AU$22.7b | AU$1.1b | 21.4x | 34x | 1.6x |
| Tue, 16 Jul 2024 | AU$33.9b | AU$22.5b | AU$1.1b | 27.2x | 30.4x | 1.5x |
| Thu, 13 Jun 2024 | AU$35.6b | AU$22.5b | AU$1.1b | 23.5x | 31.9x | 1.6x |
| Sat, 11 May 2024 | AU$36.3b | AU$22.5b | AU$1.1b | 24.5x | 32.6x | 1.6x |
| Mon, 08 Apr 2024 | AU$35.5b | AU$22.5b | AU$1.1b | 26.6x | 32x | 1.6x |
| Wed, 06 Mar 2024 | AU$36.2b | AU$22.5b | AU$1.1b | 25.8x | 32.5x | 1.6x |
| Fri, 02 Feb 2024 | AU$29.9b | AU$21.9b | AU$1.2b | 21.5x | 25.7x | 1.4x |
| Sun, 31 Dec 2023 | AU$30.6b | AU$21.9b | AU$1.2b | 23.6x | 26.4x | 1.4x |
| Tue, 28 Nov 2023 | AU$26.4b | AU$21.9b | AU$1.2b | 21x | 22.7x | 1.2x |
| Thu, 26 Oct 2023 | AU$23.6b | AU$21.9b | AU$1.2b | 17.1x | 20.4x | 1.1x |
| Sat, 23 Sep 2023 | AU$25.2b | AU$21.9b | AU$1.2b | 17.7x | 21.8x | 1.2x |
| Mon, 21 Aug 2023 | AU$25.5b | AU$21.3b | AU$1.2b | 15.9x | 21.2x | 1.2x |
Price to Earnings Ratio
21.2x
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 29.5x.
- 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 declined 2.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.0% 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, which has decreased profits.
Industry Comparison
How does Australian Trade Companies and Distributors compare with similar industries?
| AU Market | -0.72% | |
| Industrials | -2.01% | |
| Trade Distributors | -6.31% | |
| Trade Companies and Distributors | -6.31% | |
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 | |
|---|---|---|---|---|---|
| IPG IPD Group | AU$5.70 | 17.3% +AU$87.3m | 52.8% | PE22x | |
| EHL Emeco Holdings | AU$1.04 | 1.0% +AU$5.1m | 11.8% | PE6.7x | |
| BOL Boom Logistics | AU$2.00 | 5.3% +AU$3.7m | 51.5% | PE7.8x |