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Australian (ASX) Trade Companies and Distributors Industry Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies10
  • 7D-3.2%
  • 3M6.1%
  • 1Y-4.6%
  • YTDn/a

Over the last 7 days, the Trade Companies and Distributors industry has dropped 3.2%, driven by pullbacks in Reece and SGH of 4.1% and 2.2%, respectively. On the other hand Emeco Holdings is actually up 9.1%. Overall the industry is down 4.6% in 12 months. 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
Sun, 23 Aug 2026AU$30.3bAU$23.4bAU$1.1b19.1x27.1x1.3x
Tue, 21 Jul 2026AU$31.5bAU$23.3bAU$944.3m21.4x33.3x1.4x
Thu, 18 Jun 2026AU$30.9bAU$23.3bAU$937.5m24.3x32.9x1.3x
Sat, 16 May 2026AU$27.9bAU$23.3bAU$949.5m22.1x29.4x1.2x
Mon, 13 Apr 2026AU$29.6bAU$23.3bAU$949.5m20.6x31.2x1.3x
Wed, 11 Mar 2026AU$29.9bAU$23.3bAU$949.5m18.9x31.5x1.3x
Fri, 06 Feb 2026AU$31.7bAU$23.0bAU$997.5m17.7x31.7x1.4x
Sun, 04 Jan 2026AU$30.7bAU$23.0bAU$997.5m20.9x30.8x1.3x
Tue, 02 Dec 2025AU$30.0bAU$23.0bAU$997.5m19.5x30.1x1.3x
Thu, 30 Oct 2025AU$30.9bAU$23.0bAU$1.0b19.3x30.9x1.3x
Sat, 27 Sep 2025AU$30.9bAU$23.0bAU$1.0b19.1x30.9x1.3x
Mon, 25 Aug 2025AU$32.1bAU$22.9bAU$1.1b21.1x29.7x1.4x
Wed, 23 Jul 2025AU$32.5bAU$23.1bAU$1.4b18.6x23.3x1.4x
Fri, 20 Jun 2025AU$34.8bAU$23.1bAU$1.4b19.4x24.9x1.5x
Sun, 18 May 2025AU$35.3bAU$23.1bAU$1.4b17.5x25.1x1.5x
Tue, 15 Apr 2025AU$33.1bAU$23.1bAU$1.4b18.8x23.6x1.4x
Thu, 13 Mar 2025AU$32.8bAU$23.1bAU$1.4b21.6x23.3x1.4x
Sat, 08 Feb 2025AU$38.9bAU$22.8bAU$1.1b24.8x35.9x1.7x
Mon, 06 Jan 2025AU$37.5bAU$22.8bAU$1.1b26.6x34.6x1.6x
Wed, 04 Dec 2024AU$40.5bAU$22.8bAU$1.1b24x37.4x1.8x
Fri, 01 Nov 2024AU$35.2bAU$22.8bAU$1.1b21.4x32.4x1.5x
Sun, 29 Sep 2024AU$39.1bAU$22.8bAU$1.1b22.2x35.9x1.7x
Tue, 27 Aug 2024AU$36.6bAU$22.8bAU$1.1b22x33.6x1.6x
Thu, 25 Jul 2024AU$36.2bAU$22.5bAU$1.1b26x32.5x1.6x
Sat, 22 Jun 2024AU$34.4bAU$22.5bAU$1.1b26x30.9x1.5x
Mon, 20 May 2024AU$35.0bAU$22.5bAU$1.1b23.8x31.4x1.6x
Wed, 17 Apr 2024AU$35.5bAU$22.5bAU$1.1b25.9x31.9x1.6x
Fri, 15 Mar 2024AU$36.4bAU$22.5bAU$1.1b24.1x32.7x1.6x
Sun, 11 Feb 2024AU$30.9bAU$21.9bAU$1.2b21.4x26.7x1.4x
Tue, 09 Jan 2024AU$29.8bAU$21.9bAU$1.2b22.3x25.7x1.4x
Thu, 07 Dec 2023AU$27.2bAU$21.9bAU$1.2b22.3x23.5x1.2x
Sat, 04 Nov 2023AU$24.9bAU$21.9bAU$1.2b18.5x21.5x1.1x
Mon, 02 Oct 2023AU$25.8bAU$21.9bAU$1.2b18.4x22.3x1.2x
Wed, 30 Aug 2023AU$25.6bAU$21.9bAU$1.2b16.5x22.1x1.2x
Price to Earnings Ratio

22.1x


Total Market Cap: AU$25.6bTotal 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 2.3% 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?

CompanyLast Price7D1YValuation
EHL Emeco HoldingsAU$1.149.1%
+AU$48.9m		8.1%PE7.6x
SGI Stealth Group HoldingsAU$1.397.3%
+AU$14.2m		110.6%PE35.8x
ACF AcrowAU$0.973.2%
+AU$10.5m		-8.1%PE16.6x
BOL Boom LogisticsAU$2.126.0%
+AU$4.4m		51.4%PE7.1x

Latest News

RDX
AU$3.29
Redox
7D
-14.1%
1Y
24.2%
SGH
AU$40.41
SGH
7D
-2.2%
1Y
-17.9%
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$1.14
Emeco Holdings
7D
9.1%
1Y
8.1%
SGI
AU$1.39
Stealth Group Holdings
7D
7.3%
1Y
110.6%
BOL
AU$2.12
Boom Logistics
7D
6.0%
1Y
51.4%
Narrative Update • Aug 20

BOL: Higher Margin Outlook And New Dividend Policy Will Support Upside

Analysts have raised their price target for Boom Logistics from A$2.48 to A$3.06, citing updated assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Boom Logistics Boom Logistics announced an annual dividend of A$0.0225 per share.
IPG
AU$5.66
IPD Group
7D
-0.7%
1Y
56.8%
REH
AU$16.54
Reece
7D
-4.1%
1Y
17.6%
ACF
AU$0.97
Acrow
7D
3.2%
1Y
-8.1%
CYG
AU$0.34
Coventry Group
7D
-4.2%
1Y
-50.7%
SBZ
AU$0.16
Schoolblazer
7D
-3.0%
1Y
-41.8%