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Australian (ASX) Transportation Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies5
  • 7D1.9%
  • 3M-6.1%
  • 1Y-19.1%
  • YTD1.0%

In the last week, the Transportation industry is up 1.9%, with Kelsian Group up 7.6%. However, the industry is down 19% over the past year. Looking forward, earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jan 2025AU$7.2bAU$6.7bAU$483.2m14.3x14.8x1.1x
Wed, 18 Dec 2024AU$7.1bAU$6.7bAU$483.2m14.3x14.7x1.1x
Fri, 15 Nov 2024AU$7.5bAU$6.7bAU$481.3m15.1x15.6x1.1x
Sun, 13 Oct 2024AU$7.9bAU$6.7bAU$481.3m15.7x16.4x1.2x
Tue, 10 Sep 2024AU$7.6bAU$6.7bAU$481.3m15.1x15.7x1.1x
Thu, 08 Aug 2024AU$8.3bAU$6.3bAU$493.1m15.3x16.9x1.3x
Sat, 06 Jul 2024AU$8.3bAU$6.3bAU$493.1m15.4x16.8x1.3x
Mon, 03 Jun 2024AU$8.6bAU$6.3bAU$493.1m15.7x17.4x1.4x
Wed, 01 May 2024AU$9.0bAU$6.3bAU$493.1m16.4x18.2x1.4x
Fri, 29 Mar 2024AU$9.6bAU$6.5bAU$567.2m13.4x16.9x1.5x
Sun, 25 Feb 2024AU$9.7bAU$6.1bAU$543.6m13.6x17.9x1.6x
Tue, 23 Jan 2024AU$9.4bAU$5.8bAU$389.0m15.3x24x1.6x
Thu, 21 Dec 2023AU$9.5bAU$5.8bAU$389.0m16x24.5x1.6x
Sat, 18 Nov 2023AU$9.2bAU$5.8bAU$388.9m15.4x23.6x1.6x
Mon, 16 Oct 2023AU$8.9bAU$5.8bAU$391.4m15.3x22.8x1.5x
Wed, 13 Sep 2023AU$9.0bAU$5.8bAU$391.4m15.4x23.1x1.6x
Fri, 11 Aug 2023AU$9.6bAU$5.4bAU$424.3m17.7x22.6x1.8x
Sun, 09 Jul 2023AU$10.0bAU$5.4bAU$424.3m18.5x23.5x1.8x
Tue, 06 Jun 2023AU$9.3bAU$5.4bAU$424.3m17.1x22x1.7x
Thu, 04 May 2023AU$8.9bAU$5.4bAU$424.3m16.6x20.9x1.6x
Sat, 01 Apr 2023AU$8.5bAU$5.4bAU$424.3m16x20x1.6x
Mon, 27 Feb 2023AU$8.2bAU$5.4bAU$427.2m16x19.1x1.5x
Wed, 25 Jan 2023AU$8.6bAU$5.1bAU$543.8m13.3x15.8x1.7x
Fri, 23 Dec 2022AU$8.7bAU$5.1bAU$543.8m13.5x16.1x1.7x
Sun, 20 Nov 2022AU$8.4bAU$5.1bAU$543.8m13.2x15.4x1.6x
Tue, 18 Oct 2022AU$8.0bAU$5.1bAU$543.8m12.7x14.6x1.6x
Thu, 15 Sep 2022AU$8.4bAU$5.1bAU$543.8m13.1x15.4x1.6x
Sat, 13 Aug 2022AU$9.0bAU$4.9bAU$518.5m20.1x17.4x1.8x
Mon, 11 Jul 2022AU$8.6bAU$4.9bAU$602.1m19.3x14.4x1.8x
Wed, 08 Jun 2022AU$9.7bAU$4.9bAU$602.1m17.7x16x2x
Fri, 06 May 2022AU$9.7bAU$4.9bAU$602.1m17.9x16x2x
Sun, 03 Apr 2022AU$8.7bAU$4.9bAU$602.1m17.9x14.5x1.8x
Tue, 01 Mar 2022AU$8.5bAU$4.9bAU$602.2m19.2x14x1.7x
Thu, 27 Jan 2022AU$8.2bAU$4.8bAU$620.9m38x13.2x1.7x
Price to Earnings Ratio

13.2x


Total Market Cap: AU$8.2bTotal Earnings: AU$620.9mTotal Revenue: AU$4.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 18x202320242025
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 14.8x which is lower than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 8.0% 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 Market0.10%
Industrials0.77%
Transportation1.86%
Trucking7.74%
Railroads0.92%
Cargo Ground Transportation0%0
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 115x.
    • Analysts are expecting annual earnings growth of 15.1%, which is lower than the prior year's growth of 176.2% per year.
  • Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 11.0x.
Forecasted Growth
  • Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 15% over the next 5 years.
  • In contrast, the Railroads industry is expected to see its earnings grow by 5.7% 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$3.697.6%
+AU$70.5m		-47.3%PE17.2x
CHL Camplify HoldingsAU$0.837.1%
+AU$3.9m		-62.4%PS1.2x
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