Narrative Update • May 03

In the last week, the Trucking industry is up 2.7%, with Kelsian Group up 2.8%. During this same period, the Camplify Holdings underperformed, falling 7.3%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 7.3% per annum.
Has the Australian Trucking Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | AU$1.1b | AU$2.4b | AU$55.9m | 16.3x | 19.7x | 0.5x |
| Thu, 09 Apr 2026 | AU$1.1b | AU$2.4b | AU$55.9m | 16.2x | 19.6x | 0.5x |
| Sat, 07 Mar 2026 | AU$1.2b | AU$2.4b | AU$55.9m | 17.8x | 21.7x | 0.5x |
| Mon, 02 Feb 2026 | AU$1.1b | AU$2.3b | AU$38.6m | 19.4x | 28.4x | 0.5x |
| Wed, 31 Dec 2025 | AU$1.2b | AU$2.3b | AU$38.6m | 21.4x | 30.9x | 0.5x |
| Fri, 28 Nov 2025 | AU$1.3b | AU$2.3b | AU$32.9m | 23.2x | 39.4x | 0.6x |
| Sun, 26 Oct 2025 | AU$1.4b | AU$2.3b | AU$33.8m | 14.9x | 40.3x | 0.6x |
| Tue, 23 Sep 2025 | AU$1.4b | AU$2.3b | AU$33.8m | 14.8x | 40.2x | 0.6x |
| Thu, 21 Aug 2025 | AU$1.1b | AU$2.2b | AU$38.6m | 13.1x | 27.9x | 0.5x |
| Sat, 19 Jul 2025 | AU$1.1b | AU$2.2b | AU$38.6m | 13x | 27.7x | 0.5x |
| Mon, 16 Jun 2025 | AU$881.6m | AU$2.2b | AU$38.6m | 11.3x | 22.8x | 0.4x |
| Wed, 14 May 2025 | AU$882.3m | AU$2.2b | AU$37.8m | 17.1x | 23.4x | 0.4x |
| Fri, 11 Apr 2025 | AU$696.6m | AU$2.2b | AU$37.8m | 13.2x | 18.5x | 0.3x |
| Sun, 09 Mar 2025 | AU$897.4m | AU$2.2b | AU$37.8m | 17.2x | 23.8x | 0.4x |
| Tue, 04 Feb 2025 | AU$1.0b | AU$2.1b | AU$49.9m | 17.1x | 21x | 0.5x |
| Thu, 02 Jan 2025 | AU$1.0b | AU$2.1b | AU$49.9m | 17.1x | 20.9x | 0.5x |
| Sat, 30 Nov 2024 | AU$1.1b | AU$2.1b | AU$48.0m | 18.2x | 23.6x | 0.5x |
| Mon, 28 Oct 2024 | AU$1.2b | AU$2.1b | AU$48.0m | 19.6x | 25.5x | 0.6x |
| Wed, 25 Sep 2024 | AU$1.2b | AU$2.1b | AU$48.0m | 18.5x | 24.4x | 0.6x |
| Fri, 23 Aug 2024 | AU$1.5b | AU$1.8b | AU$24.5m | 46.7x | 60.9x | 0.8x |
| Sun, 21 Jul 2024 | AU$1.5b | AU$1.8b | AU$26.3m | 46.5x | 55.6x | 0.8x |
| Tue, 18 Jun 2024 | AU$1.4b | AU$1.8b | AU$26.3m | 45.3x | 54.1x | 0.8x |
| Thu, 16 May 2024 | AU$1.6b | AU$1.8b | AU$26.3m | 51.3x | 60.6x | 0.9x |
| Sat, 13 Apr 2024 | AU$1.6b | AU$1.8b | AU$26.3m | 50.2x | 61.3x | 0.9x |
| Mon, 11 Mar 2024 | AU$1.9b | AU$1.9b | AU$100.4m | 28.7x | 19.2x | 1x |
| Wed, 07 Feb 2024 | AU$2.2b | AU$1.6b | AU$30.5m | 46.9x | 71.4x | 1.3x |
| Fri, 05 Jan 2024 | AU$2.3b | AU$1.6b | AU$30.5m | 49.1x | 75x | 1.4x |
| Sun, 03 Dec 2023 | AU$2.1b | AU$1.6b | AU$30.4m | 45.7x | 70x | 1.3x |
| Tue, 31 Oct 2023 | AU$2.0b | AU$1.6b | AU$32.9m | 42.3x | 60.2x | 1.2x |
| Thu, 28 Sep 2023 | AU$1.9b | AU$1.6b | AU$32.9m | 40.7x | 58.4x | 1.2x |
| Sat, 26 Aug 2023 | AU$2.3b | AU$1.6b | AU$63.9m | 23.1x | 35.8x | 1.5x |
| Mon, 24 Jul 2023 | AU$2.4b | AU$1.5b | AU$14.5m | 41.7x | 166.9x | 1.6x |
| Wed, 21 Jun 2023 | AU$2.5b | AU$1.5b | AU$14.5m | 43.4x | 171.4x | 1.6x |
| Fri, 19 May 2023 | AU$2.3b | AU$1.5b | AU$14.5m | 39.4x | 157.6x | 1.5x |
157.6x
How does Australian Trucking compare with similar industries?
| AU Market | 0.20% | |
| Industrials | 1.24% | |
| Transportation | -3.81% | |
| Trucking | 2.67% | |
| Cargo Ground Transportation | 0.81% | |
| Railroads | -4.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KLS Kelsian Group | AU$4.10 | 5.9% +AU$62.5m | 34.9% | PE16.7x |