Wagners Holding Company Limited's (ASX:WGN) 27% Share Price Surge Not Quite Adding Up
Nov 09
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Australian (ASX) Basic Materials Industry Analysis
UpdatedNov 11, 2025
DataAggregated Company Financials
Companies3
- 7D-11.8%
- 3M-41.9%
- 1Y-49.9%
- YTD-46.6%
Over the last 7 days, the Basic Materials industry has dropped 13%, driven by a pullback from James Hardie Industries of 12%. On the other hand Wagners Holding is actually up 5.8%. However, the industry is down 46% over the past year. Looking forward, earnings are forecast to grow by 24% annually.
Industry Valuation and Performance
Has the Australian Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Nov 2025 | AU$16.0b | AU$6.2b | AU$525.7m | 29.1x | 30.4x | 2.6x |
| Sat, 11 Oct 2025 | AU$19.7b | AU$6.2b | AU$524.4m | 30x | 37.6x | 3.2x |
| Mon, 08 Sep 2025 | AU$23.3b | AU$7.3b | AU$477.3m | 28.2x | 48.9x | 3.2x |
| Wed, 06 Aug 2025 | AU$29.5b | AU$7.5b | AU$625.3m | 27.7x | 47.1x | 3.9x |
| Fri, 04 Jul 2025 | AU$24.4b | AU$7.4b | AU$613.7m | 25x | 39.7x | 3.3x |
| Sun, 01 Jun 2025 | AU$19.9b | AU$7.5b | AU$626.6m | 21.4x | 31.7x | 2.6x |
| Tue, 29 Apr 2025 | AU$20.0b | AU$7.6b | AU$650.5m | 19.6x | 30.8x | 2.6x |
| Thu, 27 Mar 2025 | AU$20.4b | AU$7.7b | AU$660.7m | 20.6x | 30.8x | 2.6x |
| Sat, 22 Feb 2025 | AU$26.1b | AU$7.7b | AU$568.0m | 31.2x | 45.9x | 3.4x |
| Mon, 20 Jan 2025 | AU$27.3b | AU$7.9b | AU$594.6m | 29.8x | 45.9x | 3.4x |
| Wed, 18 Dec 2024 | AU$27.4b | AU$7.8b | AU$578.1m | 29.2x | 47.3x | 3.5x |
| Fri, 15 Nov 2024 | AU$27.3b | AU$7.7b | AU$565.2m | 29.5x | 48.3x | 3.6x |
| Sun, 13 Oct 2024 | AU$27.0b | AU$7.5b | AU$637.1m | 23.3x | 42.3x | 3.6x |
| Tue, 10 Sep 2024 | AU$27.2b | AU$7.6b | AU$757.3m | 23.3x | 36x | 3.6x |
| Thu, 08 Aug 2024 | AU$26.1b | AU$7.7b | AU$767.0m | 26.9x | 34x | 3.4x |
| Sat, 06 Jul 2024 | AU$29.2b | AU$10.1b | AU$978.9m | 22.7x | 29.9x | 2.9x |
| Mon, 03 Jun 2024 | AU$37.0b | AU$15.8b | AU$1.3b | 23.8x | 28.7x | 2.3x |
| Wed, 01 May 2024 | AU$40.4b | AU$15.8b | AU$1.3b | 26.7x | 30.6x | 2.6x |
| Fri, 29 Mar 2024 | AU$44.3b | AU$15.9b | AU$1.7b | 24.7x | 25.5x | 2.8x |
| Sun, 25 Feb 2024 | AU$42.8b | AU$15.7b | AU$1.7b | 22.7x | 24.6x | 2.7x |
| Tue, 23 Jan 2024 | AU$40.8b | AU$15.3b | AU$1.6b | 26.4x | 25.3x | 2.7x |
| Thu, 21 Dec 2023 | AU$39.0b | AU$15.1b | AU$1.6b | 25.7x | 24.4x | 2.6x |
| Sat, 18 Nov 2023 | AU$34.8b | AU$15.4b | AU$1.6b | 20.8x | 21.4x | 2.3x |
| Mon, 16 Oct 2023 | AU$31.6b | AU$15.5b | AU$1.7b | 17.6x | 18.7x | 2x |
| Wed, 13 Sep 2023 | AU$33.7b | AU$15.4b | AU$1.9b | 19.4x | 17.5x | 2.2x |
| Fri, 11 Aug 2023 | AU$34.4b | AU$14.7b | AU$1.8b | 21.7x | 19.4x | 2.3x |
| Sun, 09 Jul 2023 | AU$29.6b | AU$14.7b | AU$1.8b | 18.7x | 16.7x | 2x |
| Tue, 06 Jun 2023 | AU$29.8b | AU$14.7b | AU$1.8b | 18.2x | 16.7x | 2x |
| Thu, 04 May 2023 | AU$26.6b | AU$14.6b | AU$1.7b | 16x | 15.4x | 1.8x |
| Sat, 01 Apr 2023 | AU$24.8b | AU$14.6b | AU$1.7b | 15x | 14.4x | 1.7x |
| Mon, 27 Feb 2023 | AU$25.4b | AU$14.4b | AU$1.9b | 15.3x | 13.1x | 1.8x |
| Wed, 25 Jan 2023 | AU$24.9b | AU$14.0b | AU$1.9b | 11.4x | 12.9x | 1.8x |
| Fri, 23 Dec 2022 | AU$21.9b | AU$14.2b | AU$2.0b | 10.5x | 11.2x | 1.5x |
| Sun, 20 Nov 2022 | AU$23.2b | AU$14.3b | AU$2.0b | 10.5x | 11.8x | 1.6x |
Price to Earnings Ratio
11.8x
Current Industry PE
- There are only 3 companies in the Australian Basic Materials industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
- The earnings for companies in the Basic Materials industry have declined 36% per year over the last three years,
- Revenues have also declined 24% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Australian Materials industry?
| AU Market | -0.0037% | |
| Materials | 4.28% | |
| Basic Materials | -11.80% | |
| Construction Materials | -11.80% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JHX James Hardie Industries | AU$25.85 | 0.4% +AU$57.9m | -53.0% | PE29.6x | |
| WGN Wagners Holding | AU$3.35 | 5.7% +AU$36.0m | 152.8% | PE29.5x |
