Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies14
  • 7D-2.5%
  • 3M10.9%
  • 1Y66.8%
  • YTD8.8%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.5%, driven by Codan declining 2.5%. This takes the industry's 12 month performance to a gain of 67%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Australian Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026AU$9.6bAU$3.7bAU$47.5m36.7x202.6x2.6x
Wed, 18 Feb 2026AU$9.6bAU$3.4bAU$51.7m60.3x186.1x2.8x
Fri, 16 Jan 2026AU$10.3bAU$3.4bAU$54.7m63.6x189x3x
Sun, 14 Dec 2025AU$9.0bAU$3.4bAU$54.0m53.5x166x2.6x
Tue, 11 Nov 2025AU$9.4bAU$3.4bAU$52.1m59.9x180.9x2.7x
Thu, 09 Oct 2025AU$9.2bAU$3.4bAU$52.8m56.4x174.8x2.7x
Sat, 06 Sep 2025AU$8.7bAU$3.4bAU$52.3m54.1x166.8x2.5x
Mon, 04 Aug 2025AU$6.9bAU$3.2bAU$19.5m32x354.3x2.2x
Wed, 02 Jul 2025AU$6.5bAU$3.2bAU$21.0m29.7x311.1x2x
Fri, 30 May 2025AU$6.0bAU$3.2bAU$19.2m27.5x313.2x1.9x
Sun, 27 Apr 2025AU$5.4bAU$3.2bAU$18.3m25.1x294.5x1.7x
Tue, 25 Mar 2025AU$5.6bAU$3.2bAU$16.0m25.7x352x1.8x
Thu, 20 Feb 2025AU$6.2bAU$3.1bAU$50.0m29.4x123.7x2x
Sat, 18 Jan 2025AU$5.6bAU$3.1bAU$54.8m27x103.1x1.8x
Mon, 16 Dec 2024AU$5.6bAU$3.1bAU$51.1m27.1x110.5x1.8x
Wed, 13 Nov 2024AU$6.1bAU$3.1bAU$53.5m28x113.4x1.9x
Fri, 11 Oct 2024AU$6.2bAU$3.1bAU$55.6m28.5x110.8x2x
Sun, 08 Sep 2024AU$5.7bAU$3.1bAU$58.2m26.9x97.4x1.8x
Tue, 06 Aug 2024AU$5.6bAU$3.1bAU$63.9m24.8x87.1x1.8x
Thu, 04 Jul 2024AU$5.7bAU$3.1bAU$66.5m24.7x86.2x1.8x
Sat, 01 Jun 2024AU$5.6bAU$3.1bAU$66.3m23.4x84x1.8x
Mon, 29 Apr 2024AU$6.2bAU$3.1bAU$57.8m24.9x106.7x2x
Wed, 27 Mar 2024AU$6.5bAU$3.1bAU$58.1m25.3x111.4x2.1x
Fri, 23 Feb 2024AU$6.4bAU$4.0bAU$46.7m26.3x136.7x1.6x
Sun, 21 Jan 2024AU$5.8bAU$4.1bAU$25.1m22.1x229.1x1.4x
Tue, 19 Dec 2023AU$5.8bAU$4.1bAU$26.3m22.7x219.3x1.4x
Thu, 16 Nov 2023AU$5.6bAU$4.1bAU$24.2m22.2x229.3x1.4x
Sat, 14 Oct 2023AU$5.5bAU$4.2b-AU$28,427,863.0021.7x-193.7x1.3x
Mon, 11 Sep 2023AU$5.3bAU$4.2b-AU$26,893,600.0021x-197.8x1.3x
Wed, 09 Aug 2023AU$4.8bAU$4.2b-AU$44,027,025.0019.9x-109.8x1.2x
Fri, 07 Jul 2023AU$4.8bAU$4.2b-AU$41,611,545.0020.2x-114.8x1.1x
Sun, 04 Jun 2023AU$4.9bAU$4.2b-AU$49,914,722.0020.8x-98.6x1.2x
Tue, 02 May 2023AU$4.7bAU$4.2b-AU$68,179,962.0019.8x-68.9x1.1x
Thu, 30 Mar 2023AU$4.3bAU$4.2b-AU$59,072,644.0020.2x-73.3x1x
Price to Earnings Ratio

-73.3x


Total Market Cap: AU$4.3bTotal Earnings: -AU$59,072,644.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 118.9x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 203x which is higher than its 3-year average PE of 119x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • Total earnings for the Electronic industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 3.9% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

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

AU Market-2.36%
Tech-4.42%
Electronic Equipment and Components-2.52%
Electronic Equipment and Instruments-1.74%
Electronic Components-4.55%
Technology Distributors-4.90%
Electronic Manufacturing Services-11.72%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry even though it's trading below its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 7.4%, which is lower than the prior year's growth of 8.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 41% over the next 5 years.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.4% 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
ELS ElsightAU$5.903.7%
+AU$47.9m		1,538.9%PE121.8x
SP3 SpecturAU$0.01623.1%
+AU$1.2m		14.3%PS0.8x

Latest News

SP3
AU$0.016
Spectur
7D
23.1%
1Y
14.3%
DDR
AU$8.57
Dicker Data
7D
-4.9%
1Y
3.9%

DDR: Dividend Timing And Refreshed Earnings Assumptions Will Support A Positive Outlook

Analysts have lifted their Dicker Data price target slightly, with fair value moving from A$10.84 to A$11.14 as they refresh assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Dicker Data declared a fully franked final quarterly dividend of A$0.115 per share for the quarter ended 31 December 2025, with a payment date of 19 March 2026 (Key Developments).
CDA
AU$33.56
Codan
7D
-2.5%
1Y
106.7%

CDA: Premium P/E Will Depend On Sustained Outperformance In Unmanned Segment

Analysts have lifted their Codan price target to A$38.50. This reflects updated assumptions around its growth outlook and profitability, supported by views that the Minelab Africa and Unmanned segments can continue to outperform expectations and justify a premium P/E multiple.
AD8
AU$2.41
Audinate Group
7D
-11.7%
1Y
-63.3%

AD8: Higher Margins And Discount Assumptions Will Support Future Upside Potential

Analysts have reduced their price target for Audinate Group to A$6.58 from A$8.46, as updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E have shifted their view of the company’s valuation. Valuation Changes Fair Value: reduced from A$8.46 to A$6.58, indicating a lower central estimate of the company’s worth per share under the updated assumptions.
RWL
AU$0.15
Rubicon Water
7D
-8.8%
1Y
-46.6%
ELS
AU$5.90
Elsight
7D
3.7%
1Y
1,538.9%
NVX
AU$0.27
NOVONIX
7D
-7.0%
1Y
-46.5%
NVU
AU$0.063
Nanoveu
7D
-4.5%
1Y
26.0%
RKT
AU$0.022
RocketDNA
7D
-12.0%
1Y
100.0%
DTI
AU$0.01
DTI Group
7D
-16.7%
1Y
n/a