Narrative Update • May 31
The Basic Materials industry has been flat over the last week, but Wagners Holding has lost 5.9%. As for the longer term, the industry has declined 18% in the last year. Looking forward, earnings are forecast to grow by 31% annually.
Has the Australian Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | AU$19.5b | AU$7.3b | AU$174.7m | 76.8x | 111.8x | 2.7x |
| Tue, 05 May 2026 | AU$17.6b | AU$6.6b | AU$192.8m | 64.9x | 91.4x | 2.7x |
| Thu, 02 Apr 2026 | AU$17.2b | AU$6.8b | AU$198.5m | 61.1x | 86.7x | 2.5x |
| Sat, 28 Feb 2026 | AU$20.8b | AU$6.7b | AU$194.9m | 74x | 106.9x | 3.1x |
| Mon, 26 Jan 2026 | AU$21.4b | AU$6.4b | AU$297.3m | 53.2x | 72.1x | 3.3x |
| Wed, 24 Dec 2025 | AU$18.7b | AU$6.6b | AU$305.7m | 47.3x | 61.3x | 2.8x |
| Fri, 21 Nov 2025 | AU$16.8b | AU$6.8b | AU$315.4m | 42.8x | 53.3x | 2.5x |
| Sun, 19 Oct 2025 | AU$19.9b | AU$6.3b | AU$528.4m | 30.6x | 37.7x | 3.2x |
| Tue, 16 Sep 2025 | AU$23.1b | AU$7.2b | AU$469.4m | 29.2x | 49.2x | 3.2x |
| Thu, 14 Aug 2025 | AU$31.2b | AU$7.4b | AU$615.5m | 29.5x | 50.6x | 4.2x |
| Sat, 12 Jul 2025 | AU$23.8b | AU$7.4b | AU$614.6m | 25.5x | 38.7x | 3.2x |
| Mon, 09 Jun 2025 | AU$22.6b | AU$7.5b | AU$621.3m | 22.2x | 36.3x | 3x |
| Wed, 07 May 2025 | AU$20.5b | AU$7.6b | AU$644.1m | 21.1x | 31.8x | 2.7x |
| Fri, 04 Apr 2025 | AU$20.3b | AU$7.7b | AU$656.8m | 19.4x | 30.9x | 2.6x |
| Sun, 02 Mar 2025 | AU$26.1b | AU$7.8b | AU$597.5m | 22.8x | 43.6x | 3.3x |
| Tue, 28 Jan 2025 | AU$27.0b | AU$7.8b | AU$584.0m | 30.3x | 46.3x | 3.4x |
| Thu, 26 Dec 2024 | AU$26.0b | AU$7.9b | AU$590.4m | 28.2x | 44.1x | 3.3x |
| Sat, 23 Nov 2024 | AU$27.9b | AU$7.6b | AU$561.2m | 30.3x | 49.7x | 3.7x |
| Mon, 21 Oct 2024 | AU$27.4b | AU$7.5b | AU$642.8m | 26.1x | 42.6x | 3.6x |
| Wed, 18 Sep 2024 | AU$27.0b | AU$7.5b | AU$745.5m | 23.2x | 36.2x | 3.6x |
| Fri, 16 Aug 2024 | AU$25.3b | AU$7.7b | AU$756.8m | 25.7x | 33.5x | 3.3x |
| Sun, 14 Jul 2024 | AU$25.5b | AU$7.5b | AU$742.5m | 24.7x | 34.4x | 3.4x |
| Tue, 11 Jun 2024 | AU$37.0b | AU$15.8b | AU$1.3b | 24.2x | 28.5x | 2.3x |
| Thu, 09 May 2024 | AU$41.2b | AU$15.8b | AU$1.3b | 26x | 31.3x | 2.6x |
| Sat, 06 Apr 2024 | AU$42.9b | AU$15.7b | AU$1.3b | 27.6x | 32.7x | 2.7x |
| Mon, 04 Mar 2024 | AU$44.3b | AU$15.8b | AU$1.7b | 23.6x | 25.5x | 2.8x |
| Wed, 31 Jan 2024 | AU$40.8b | AU$15.3b | AU$1.6b | 26.4x | 25.3x | 2.7x |
| Fri, 29 Dec 2023 | AU$39.9b | AU$15.1b | AU$1.6b | 26.4x | 25.1x | 2.6x |
| Sun, 26 Nov 2023 | AU$34.0b | AU$15.3b | AU$1.6b | 20.5x | 21.1x | 2.2x |
| Tue, 24 Oct 2023 | AU$30.3b | AU$15.5b | AU$1.7b | 16.8x | 18x | 2x |
| Thu, 21 Sep 2023 | AU$31.6b | AU$15.3b | AU$1.9b | 18.3x | 16.5x | 2.1x |
| Sat, 19 Aug 2023 | AU$33.9b | AU$15.2b | AU$1.9b | 21.2x | 17.6x | 2.2x |
| Mon, 17 Jul 2023 | AU$30.9b | AU$14.5b | AU$1.8b | 19.7x | 17.6x | 2.1x |
| Wed, 14 Jun 2023 | AU$29.5b | AU$14.6b | AU$1.8b | 18.9x | 16.7x | 2x |
16.7x
Which industries have driven the changes within the Australian Materials industry?
| AU Market | -1.23% | |
| Materials | -3.02% | |
| Basic Materials | 0.20% | |
| Construction Materials | 0.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JHX James Hardie Industries | AU$32.09 | 0.5% +AU$98.7m | -19.9% | PE126.2x |