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Australian (ASX) Transportation Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies6
  • 7D1.9%
  • 3M-0.009%
  • 1Y3.4%
  • YTD-2.2%

In the last week, the Transportation industry is up 1.9%, with Kelsian Group leading the way, up 6.6%. In the last 12 months, the industry was up 3.4%. Looking forward, earnings are forecast to grow by 6.2% annually.

Industry Valuation and Performance

Has the Australian Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022AU$8.5bAU$5.1bAU$543.8m13.4x15.7x1.7x
Wed, 26 Oct 2022AU$8.0bAU$5.1bAU$543.8m12.7x14.6x1.6x
Fri, 23 Sep 2022AU$8.3bAU$5.1bAU$543.8m13x15.3x1.6x
Sun, 21 Aug 2022AU$9.1bAU$5.0bAU$530.7m14.2x17.2x1.8x
Tue, 19 Jul 2022AU$8.6bAU$4.9bAU$602.1m18.4x14.3x1.7x
Thu, 16 Jun 2022AU$9.1bAU$4.9bAU$602.1m17.1x15.1x1.8x
Sat, 14 May 2022AU$9.4bAU$4.9bAU$602.1m17.3x15.5x1.9x
Mon, 11 Apr 2022AU$9.1bAU$4.9bAU$602.1m18.6x15.1x1.9x
Wed, 09 Mar 2022AU$8.5bAU$4.9bAU$602.1m16.2x14.1x1.7x
Fri, 04 Feb 2022AU$8.7bAU$4.8bAU$620.9m41.1x14x1.8x
Sun, 02 Jan 2022AU$8.5bAU$4.8bAU$620.9m42.6x13.7x1.8x
Tue, 30 Nov 2021AU$8.2bAU$4.8bAU$621.4m34.3x13.2x1.7x
Thu, 28 Oct 2021AU$8.5bAU$4.8bAU$621.4m37.1x13.7x1.8x
Sat, 25 Sep 2021AU$7.2bAU$3.6bAU$585.7m31.5x12.3x2x
Mon, 23 Aug 2021AU$7.5bAU$3.6bAU$585.7m31.5x12.8x2.1x
Sat, 10 Jul 2021AU$7.2bAU$3.6bAU$585.7m57.2x12.3x2x
Fri, 02 Apr 2021AU$7.5bAU$3.6bAU$540.9m20.7x13.8x2.1x
Mon, 04 Jan 2021AU$7.5bAU$3.6bAU$496.8m15.3x15.1x2.1x
Thu, 08 Oct 2020AU$8.3bAU$3.6bAU$538.1m16.2x15.5x2.3x
Wed, 01 Jul 2020AU$9.6bAU$3.6bAU$579.5m17.6x16.6x2.6x
Sat, 04 Apr 2020AU$8.3bAU$3.6bAU$589.8m13.3x14x2.3x
Tue, 07 Jan 2020AU$10.5bAU$3.6bAU$600.2m17.3x17.5x2.9x
Price to Earnings Ratio

21.5x


Total Market Cap: AU$11.7bTotal Earnings: AU$543.0mTotal Revenue: AU$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 14.9x202020212022
Current Industry PE
  • Investors are relatively neutral on the Australian Transportation 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 14.9x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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 Trends

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

AU Market1.17%
Industrials2.25%
Transportation1.88%
Trucking5.33%
Railroads1.08%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 74.8x.
    • Analysts are expecting annual earnings growth of 16.9%, which is lower than the prior year's growth of 736.7% per year.
  • Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 13.3x.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 17% over the next 5 years.
  • In contrast, the Railroads industry is expected to see its earnings grow by 3.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
KLS Kelsian GroupAU$5.526.6%
+AU$74.4m
-14.6%PE22.8x
AZJ Aurizon HoldingsAU$3.731.1%
+AU$73.6m
8.4%PE13.4x
LAU Lindsay AustraliaAU$0.654.8%
+AU$9.1m
54.8%PE10.2x
A2B A2B AustraliaAU$1.051.4%
+AU$1.8m
-23.9%PS1x
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Latest News

LAU

AU$0.65

Lindsay Australia

7D

4.8%

1Y

54.8%

KLS

AU$5.52

Kelsian Group

7D

6.6%

1Y

-14.6%

CHL

AU$2.08

Camplify Holdings

7D

-1.0%

1Y

-44.5%

A2B

AU$1.05

A2B Australia

7D

1.4%

1Y

-23.9%

JAY

AU$0.18

Jayride Group

7D

-2.7%

1Y

-23.4%