Camplify Holdings Limited (ASX:CHL) Might Not Be As Mispriced As It Looks After Plunging 28%
Jun 12
Have your own idea? Try our Stock Screener
Australian (ASX) Transportation Industry Analysis
UpdatedJun 13, 2025
DataAggregated Company Financials
Companies5
- 7D1.1%
- 3M0.09%
- 1Y-20.5%
- YTD-8.1%
The Transportation industry is up 1.1% in the last week, with Aurizon Holdings up 2.7%. However, the industry is down 20% over the past year. Earnings are forecast to grow by 8.8% annually.
Industry Valuation and Performance
Has the Australian Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 13 Jun 2025 | AU$6.5b | AU$6.9b | AU$464.5m | 11.3x | 13.9x | 0.9x |
| Sun, 11 May 2025 | AU$6.3b | AU$6.9b | AU$463.6m | 13x | 13.7x | 0.9x |
| Tue, 08 Apr 2025 | AU$6.2b | AU$6.9b | AU$463.6m | 12.5x | 13.4x | 0.9x |
| Thu, 06 Mar 2025 | AU$6.7b | AU$6.9b | AU$463.6m | 13.8x | 14.4x | 1x |
| Sat, 01 Feb 2025 | AU$7.2b | AU$6.7b | AU$483.2m | 14.3x | 14.9x | 1.1x |
| Mon, 30 Dec 2024 | AU$7.2b | AU$6.7b | AU$483.2m | 14.4x | 14.8x | 1.1x |
| Wed, 27 Nov 2024 | AU$7.5b | AU$6.7b | AU$481.3m | 15x | 15.5x | 1.1x |
| Fri, 25 Oct 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Sun, 22 Sep 2024 | AU$7.8b | AU$6.7b | AU$481.3m | 15.4x | 16.1x | 1.2x |
| Tue, 20 Aug 2024 | AU$8.1b | AU$6.4b | AU$468.1m | 15.6x | 17.3x | 1.3x |
| Thu, 18 Jul 2024 | AU$8.6b | AU$6.3b | AU$493.1m | 15.8x | 17.5x | 1.4x |
| Sat, 15 Jun 2024 | AU$8.4b | AU$6.3b | AU$493.1m | 15.6x | 17x | 1.3x |
| Mon, 13 May 2024 | AU$8.9b | AU$6.3b | AU$493.1m | 16.3x | 18.1x | 1.4x |
| Wed, 10 Apr 2024 | AU$9.6b | AU$6.5b | AU$567.2m | 13.2x | 16.8x | 1.5x |
| Fri, 08 Mar 2024 | AU$9.5b | AU$6.5b | AU$567.2m | 13x | 16.7x | 1.5x |
| Sun, 04 Feb 2024 | AU$9.5b | AU$5.8b | AU$389.0m | 15.7x | 24.5x | 1.6x |
| Tue, 02 Jan 2024 | AU$9.7b | AU$5.8b | AU$389.0m | 16.1x | 24.9x | 1.7x |
| Thu, 30 Nov 2023 | AU$9.1b | AU$5.8b | AU$388.9m | 15.2x | 23.4x | 1.6x |
| Sat, 28 Oct 2023 | AU$8.6b | AU$5.8b | AU$391.4m | 14.5x | 22x | 1.5x |
| Mon, 25 Sep 2023 | AU$8.8b | AU$5.8b | AU$391.4m | 15.1x | 22.4x | 1.5x |
| Wed, 23 Aug 2023 | AU$9.5b | AU$5.7b | AU$406.7m | 17.9x | 23.3x | 1.7x |
| Fri, 21 Jul 2023 | AU$9.6b | AU$5.4b | AU$424.3m | 17.8x | 22.7x | 1.8x |
| Sun, 18 Jun 2023 | AU$9.7b | AU$5.4b | AU$424.3m | 17.9x | 22.9x | 1.8x |
| Tue, 16 May 2023 | AU$9.1b | AU$5.4b | AU$424.3m | 17.5x | 21.5x | 1.7x |
| Thu, 13 Apr 2023 | AU$8.6b | AU$5.4b | AU$424.3m | 16.3x | 20.4x | 1.6x |
| Sat, 11 Mar 2023 | AU$8.1b | AU$5.4b | AU$427.2m | 15.8x | 19x | 1.5x |
| Mon, 06 Feb 2023 | AU$8.7b | AU$5.1b | AU$543.8m | 13.3x | 16x | 1.7x |
| Wed, 04 Jan 2023 | AU$8.6b | AU$5.1b | AU$543.8m | 13.2x | 15.9x | 1.7x |
| Fri, 02 Dec 2022 | AU$8.8b | AU$5.1b | AU$543.8m | 13.9x | 16.2x | 1.7x |
| Sun, 30 Oct 2022 | AU$8.1b | AU$5.1b | AU$543.8m | 13.1x | 15x | 1.6x |
| Tue, 27 Sep 2022 | AU$7.9b | AU$5.1b | AU$543.8m | 12.5x | 14.6x | 1.6x |
| Thu, 25 Aug 2022 | AU$8.7b | AU$5.1b | AU$544.0m | 13.4x | 16x | 1.7x |
| Sat, 23 Jul 2022 | AU$8.9b | AU$4.9b | AU$602.1m | 18.6x | 14.9x | 1.8x |
| Mon, 20 Jun 2022 | AU$8.9b | AU$4.9b | AU$602.1m | 17.1x | 14.7x | 1.8x |
Price to Earnings Ratio
14.7x
Current Industry PE
- Investors are pessimistic on the Australian Transportation 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 13.9x which is lower than its 3-year average PE of 17.9x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 8.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 12% 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 Trends
Which industries have driven the changes within the Australian Industrials industry?
| AU Market | 0.34% | |
| Industrials | 0.79% | |
| Transportation | 1.08% | |
| Railroads | 1.67% | |
| Cargo Ground Transportation | -1.40% | |
| Trucking | -1.64% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 76.8x.
- Analysts are expecting annual earnings growth of 12.6%, which is lower than the prior year's growth of 69.0% per year.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading below its 3-year average of 10.7x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 7.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZJ Aurizon Holdings | AU$3.06 | 2.7% +AU$140.0m | -16.2% | PE13.3x | |
| LAU Lindsay Australia | AU$0.72 | 1.4% +AU$3.2m | -13.8% | PE9.6x | |
| JAY Jayride Group | AU$0.0015 | 50.0% +AU$713.6k | -87.5% | PS0.5x |
