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Australian (ASX) Trade Distributors Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies11
  • 7D0.8%
  • 3M-10.8%
  • 1Y-13.6%
  • YTD-6.6%

In the last week, Trade Distributors has been flat. Unfortunately though, the industry is down 14% over the past 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026AU$28.7bAU$23.3bAU$937.5m22.1x30.6x1.2x
Thu, 30 Apr 2026AU$27.4bAU$23.3bAU$949.5m21.6x28.8x1.2x
Sat, 28 Mar 2026AU$29.3bAU$23.3bAU$949.5m19.3x30.8x1.3x
Mon, 23 Feb 2026AU$31.5bAU$23.0bAU$1.0b18.1x31.3x1.4x
Wed, 21 Jan 2026AU$31.5bAU$23.0bAU$997.5m21x31.6x1.4x
Fri, 19 Dec 2025AU$29.9bAU$23.0bAU$997.5m18.9x30x1.3x
Sun, 16 Nov 2025AU$27.8bAU$23.0bAU$1.0b18.2x27.8x1.2x
Tue, 14 Oct 2025AU$30.0bAU$23.0bAU$1.0b19.4x30x1.3x
Thu, 11 Sep 2025AU$29.8bAU$23.0bAU$1.0b17.8x29.8x1.3x
Sat, 09 Aug 2025AU$32.8bAU$23.1bAU$1.4b19.2x23.5x1.4x
Mon, 07 Jul 2025AU$33.0bAU$23.1bAU$1.4b19.4x23.6x1.4x
Wed, 04 Jun 2025AU$34.1bAU$23.1bAU$1.4b20.2x24.4x1.5x
Fri, 02 May 2025AU$34.7bAU$23.1bAU$1.4b22.6x24.7x1.5x
Sun, 30 Mar 2025AU$34.0bAU$23.1bAU$1.4b18.8x24.2x1.5x
Tue, 25 Feb 2025AU$36.9bAU$23.0bAU$1.4b24.3x26.4x1.6x
Thu, 23 Jan 2025AU$38.7bAU$22.8bAU$1.1b24.8x35.7x1.7x
Sat, 21 Dec 2024AU$36.6bAU$22.8bAU$1.1b23.8x33.8x1.6x
Mon, 18 Nov 2024AU$38.1bAU$22.8bAU$1.1b22.4x35x1.7x
Wed, 16 Oct 2024AU$38.5bAU$22.8bAU$1.1b21.2x35.3x1.7x
Fri, 13 Sep 2024AU$37.7bAU$22.8bAU$1.1b22.4x34.6x1.7x
Sun, 11 Aug 2024AU$34.9bAU$22.5bAU$1.1b24.6x31.4x1.5x
Tue, 09 Jul 2024AU$33.4bAU$22.5bAU$1.1b26.2x30x1.5x
Thu, 06 Jun 2024AU$35.3bAU$22.5bAU$1.1b24.7x31.7x1.6x
Sat, 04 May 2024AU$35.8bAU$22.5bAU$1.1b23.6x32.2x1.6x
Mon, 01 Apr 2024AU$36.3bAU$22.5bAU$1.1b27.6x32.6x1.6x
Wed, 28 Feb 2024AU$35.4bAU$22.6bAU$1.1b28.2x31.9x1.6x
Fri, 26 Jan 2024AU$30.0bAU$21.9bAU$1.2b22.6x25.9x1.4x
Sun, 24 Dec 2023AU$29.9bAU$21.9bAU$1.2b22.7x25.8x1.4x
Tue, 21 Nov 2023AU$26.9bAU$21.9bAU$1.2b20.4x23.3x1.2x
Thu, 19 Oct 2023AU$23.9bAU$21.9bAU$1.2b17x20.6x1.1x
Sat, 16 Sep 2023AU$25.1bAU$21.9bAU$1.2b16.6x21.7x1.1x
Mon, 14 Aug 2023AU$25.2bAU$20.3bAU$239.8m19.8x105.3x1.2x
Wed, 12 Jul 2023AU$22.7bAU$20.3bAU$239.8m19.3x94.7x1.1x
Fri, 09 Jun 2023AU$22.1bAU$19.1bAU$149.6m23.1x147.8x1.2x
Price to Earnings Ratio

147.8x


Total Market Cap: AU$22.1bTotal Earnings: AU$149.6mTotal Revenue: AU$19.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Trade Distributors Industry Price to Earnings3Y Average 35.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Trade Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.6x which is lower than its 3-year average PE of 35.5x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Trade Distributors industry have grown 84% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Industrials industry?

AU Market0.98%
Industrials2.28%
Trade Distributors0.84%
Trade Companies and Distributors0.84%
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
SGH SGHAU$41.101.1%
+AU$178.9m		-20.4%PE33.5x
RDX RedoxAU$3.3310.3%
+AU$162.8m		25.7%PE21.7x
IPG IPD GroupAU$6.1011.9%
+AU$67.6m		108.2%PE23.6x
ACF AcrowAU$0.899.3%
+AU$23.4m		-12.8%PE13.5x
SBZ SchoolblazerAU$0.185.9%
+AU$5.2m		-39.0%PS1.8x

Latest News

SBZ
AU$0.18
Schoolblazer
7D
5.9%
1Y
-39.0%
SGI
AU$0.91
Stealth Group Holdings
7D
-7.2%
1Y
6.5%
New Narrative • Jun 01

Capital Light Expansion And HBT Integration Will Reshape A Resilient National Hardware Platform

Catalysts About Stealth Group Holdings Stealth Group Holdings operates a capital light wholesale, distribution and retail platform across hardware, industrial, safety and consumer tech accessories in Australia. What are the underlying business or industry changes driving this perspective?
MSI
AU$0.003
Multistack International
7D
-25.0%
1Y
-40.0%
SGH
AU$41.10
SGH
7D
1.1%
1Y
-20.4%
Narrative Update • May 22

SGH: Long Dated Crux Cashflows Will Underpin Future Upside Repricing

Analysts have kept their fair value estimate for SGH steady at A$56.00. The latest price targets are framed around slightly adjusted discount rate, revenue growth, profit margin and future P/E assumptions, and are supported by recent bullish coverage that highlights potential long term cashflow from Crux and a more constructive view on the infrastructure outlook.
IPG
AU$6.10
IPD Group
7D
11.9%
1Y
108.2%
EHL
AU$1.05
Emeco Holdings
7D
-2.8%
1Y
32.1%
Narrative Update • May 17

EHL: Higher Required Returns And Marginally Stronger Margins Will Support Future Upside

Analysts have raised their price target for Emeco Holdings to A$1.42 from A$1.41, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E that together support a slightly higher fair value estimate. Valuation Changes Fair Value: A$1.41 updated to A$1.42, reflecting a small uplift in the assessed valuation.
REH
AU$13.67
Reece
7D
-0.07%
1Y
-13.5%
RDX
AU$3.33
Redox
7D
10.3%
1Y
25.7%
Narrative Update • Apr 27

RDX: Future Returns Will Reflect Stable Dividend And Slightly Refined Assumptions

Analysts have adjusted their price target on Redox to A$3.30, broadly in line with the previous A$3.30. This reflects updated assumptions around discount rate, revenue growth, profit margins and future P/E, which leave their overall valuation view largely unchanged.
ACF
AU$0.89
Acrow
7D
9.3%
1Y
-12.8%
CYG
AU$0.29
Coventry Group
7D
-12.1%
1Y
-64.6%