New Narrative • Jul 09

Over the last 7 days, the Trade Distributors industry has dropped 5.5%, driven by SGH declining 10.0%. Meanwhile, IPD Group actually outperformed within the industry, gaining 17% in the last week. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 15% annually.
Has the Australian Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | AU$31.3b | AU$23.4b | AU$1.1b | 22.2x | 28.3x | 1.3x |
| Wed, 15 Jul 2026 | AU$31.1b | AU$23.3b | AU$944.3m | 21.6x | 33x | 1.3x |
| Fri, 12 Jun 2026 | AU$30.0b | AU$23.3b | AU$937.5m | 23.2x | 31.9x | 1.3x |
| Sun, 10 May 2026 | AU$28.5b | AU$23.3b | AU$949.5m | 22.7x | 30x | 1.2x |
| Tue, 07 Apr 2026 | AU$28.2b | AU$23.3b | AU$949.5m | 20.1x | 29.7x | 1.2x |
| Thu, 05 Mar 2026 | AU$31.4b | AU$23.3b | AU$949.5m | 20x | 33.1x | 1.4x |
| Sat, 31 Jan 2026 | AU$31.5b | AU$23.0b | AU$997.5m | 19.4x | 31.6x | 1.4x |
| Mon, 29 Dec 2025 | AU$30.7b | AU$23.0b | AU$997.5m | 20.4x | 30.8x | 1.3x |
| Wed, 26 Nov 2025 | AU$29.7b | AU$23.0b | AU$1.0b | 19.4x | 29.7x | 1.3x |
| Fri, 24 Oct 2025 | AU$30.3b | AU$23.0b | AU$1.0b | 19.5x | 30.3x | 1.3x |
| Sun, 21 Sep 2025 | AU$30.4b | AU$23.0b | AU$1.0b | 19.6x | 30.4x | 1.3x |
| Tue, 19 Aug 2025 | AU$32.0b | AU$22.9b | AU$1.1b | 20.2x | 29.4x | 1.4x |
| Thu, 17 Jul 2025 | AU$31.8b | AU$23.1b | AU$1.4b | 18.5x | 22.7x | 1.4x |
| Sat, 14 Jun 2025 | AU$35.1b | AU$23.1b | AU$1.4b | 17.4x | 25.1x | 1.5x |
| Mon, 12 May 2025 | AU$34.0b | AU$23.1b | AU$1.4b | 18.8x | 24.3x | 1.5x |
| Wed, 09 Apr 2025 | AU$30.9b | AU$23.1b | AU$1.4b | 18.8x | 22x | 1.3x |
| Fri, 07 Mar 2025 | AU$34.7b | AU$23.1b | AU$1.4b | 21.7x | 24.7x | 1.5x |
| Sun, 02 Feb 2025 | AU$38.8b | AU$22.8b | AU$1.1b | 24.7x | 35.8x | 1.7x |
| Tue, 31 Dec 2024 | AU$37.6b | AU$22.8b | AU$1.1b | 26.3x | 34.7x | 1.6x |
| Thu, 28 Nov 2024 | AU$40.3b | AU$22.8b | AU$1.1b | 21.6x | 37x | 1.8x |
| Sat, 26 Oct 2024 | AU$35.8b | AU$22.8b | AU$1.1b | 21.1x | 32.9x | 1.6x |
| Mon, 23 Sep 2024 | AU$39.7b | AU$22.8b | AU$1.1b | 22.4x | 36.4x | 1.7x |
| Wed, 21 Aug 2024 | AU$36.1b | AU$22.8b | AU$1.1b | 22.5x | 33.5x | 1.6x |
| Fri, 19 Jul 2024 | AU$35.5b | AU$22.5b | AU$1.1b | 25.7x | 31.9x | 1.6x |
| Sun, 16 Jun 2024 | AU$35.4b | AU$22.5b | AU$1.1b | 24.6x | 31.8x | 1.6x |
| Tue, 14 May 2024 | AU$35.7b | AU$22.5b | AU$1.1b | 24x | 32.1x | 1.6x |
| Thu, 11 Apr 2024 | AU$36.0b | AU$22.5b | AU$1.1b | 27x | 32.4x | 1.6x |
| Sat, 09 Mar 2024 | AU$36.5b | AU$22.5b | AU$1.1b | 25.9x | 32.8x | 1.6x |
| Mon, 05 Feb 2024 | AU$30.2b | AU$21.9b | AU$1.2b | 21.9x | 26x | 1.4x |
| Wed, 03 Jan 2024 | AU$30.6b | AU$21.9b | AU$1.2b | 22.9x | 26.4x | 1.4x |
| Fri, 01 Dec 2023 | AU$26.7b | AU$21.9b | AU$1.2b | 21.6x | 23x | 1.2x |
| Sun, 29 Oct 2023 | AU$23.6b | AU$21.9b | AU$1.2b | 17.3x | 20.4x | 1.1x |
| Tue, 26 Sep 2023 | AU$25.5b | AU$21.9b | AU$1.2b | 17.5x | 22x | 1.2x |
| Thu, 24 Aug 2023 | AU$25.4b | AU$21.8b | AU$1.2b | 16.4x | 21.7x | 1.2x |
21.7x
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | -1.38% | |
| Industrials | -2.42% | |
| Trade Distributors | -5.49% | |
| Trade Companies and Distributors | -5.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IPG IPD Group | AU$5.98 | 23.8% +AU$119.6m | 61.6% | PE20.4x | |
| RDX Redox | AU$3.84 | 0.3% +AU$5.3m | 68.4% | PE25x | |
| BOL Boom Logistics | AU$1.99 | 4.5% +AU$3.1m | 50.8% | PE7.8x | |
| CYG Coventry Group | AU$0.36 | 4.3% +AU$2.1m | -48.6% | PS0.1x | |
| ACF Acrow | AU$0.94 | 0.5% +AU$1.8m | -9.1% | PE16.2x |