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Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedMar 18, 2025
DataAggregated Company Financials
Companies15
- 7D-5.4%
- 3M-8.8%
- 1Y-22.9%
- YTD-11.4%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 5.4%, driven by a pullback from Codan of 3.8%. Meanwhile, NOVONIX actually outperformed within the industry, gaining 11% in the last week. However, the industry is down 23% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the Australian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 19 Mar 2025 | AU$5.3b | AU$3.2b | AU$17.1m | 24.1x | 307x | 1.6x |
| Fri, 14 Feb 2025 | AU$5.9b | AU$3.1b | AU$55.7m | 28.4x | 105.5x | 1.9x |
| Sun, 12 Jan 2025 | AU$5.7b | AU$3.1b | AU$54.0m | 27.2x | 105.6x | 1.8x |
| Tue, 10 Dec 2024 | AU$5.9b | AU$3.1b | AU$52.2m | 28.4x | 113.6x | 1.9x |
| Thu, 07 Nov 2024 | AU$6.0b | AU$3.1b | AU$53.6m | 27.7x | 111.1x | 1.9x |
| Sat, 05 Oct 2024 | AU$5.9b | AU$3.1b | AU$57.0m | 27.9x | 104.4x | 1.9x |
| Mon, 02 Sep 2024 | AU$5.8b | AU$3.2b | AU$56.3m | 27.5x | 103.5x | 1.8x |
| Wed, 31 Jul 2024 | AU$5.9b | AU$3.1b | AU$65.0m | 26.4x | 91.5x | 1.9x |
| Fri, 28 Jun 2024 | AU$5.9b | AU$3.1b | AU$66.4m | 25.1x | 88.2x | 1.9x |
| Sun, 26 May 2024 | AU$5.7b | AU$3.1b | AU$66.0m | 22.8x | 85.9x | 1.8x |
| Tue, 23 Apr 2024 | AU$6.1b | AU$3.1b | AU$56.4m | 24.6x | 108.5x | 2x |
| Thu, 21 Mar 2024 | AU$6.5b | AU$4.0b | AU$51.8m | 25.5x | 125.2x | 1.6x |
| Sat, 17 Feb 2024 | AU$5.9b | AU$4.0b | AU$38.1m | 24.4x | 155.9x | 1.5x |
| Mon, 15 Jan 2024 | AU$5.8b | AU$4.1b | AU$26.1m | 22.6x | 223.6x | 1.4x |
| Wed, 13 Dec 2023 | AU$5.7b | AU$4.1b | AU$25.0m | 22.7x | 229.4x | 1.4x |
| Fri, 10 Nov 2023 | AU$5.4b | AU$4.1b | AU$22.6m | 21.1x | 238x | 1.3x |
| Sun, 08 Oct 2023 | AU$5.4b | AU$4.2b | -AU$26,810,457.00 | 21.6x | -199.9x | 1.3x |
| Tue, 05 Sep 2023 | AU$5.5b | AU$4.2b | -AU$24,981,353.00 | 21.1x | -221.4x | 1.3x |
| Thu, 03 Aug 2023 | AU$4.9b | AU$4.2b | -AU$42,349,545.00 | 19.9x | -115.2x | 1.2x |
| Sat, 01 Jul 2023 | AU$4.9b | AU$4.2b | -AU$41,565,798.00 | 20.2x | -118.4x | 1.2x |
| Mon, 29 May 2023 | AU$4.9b | AU$4.2b | -AU$51,958,654.00 | 20.7x | -94x | 1.2x |
| Wed, 26 Apr 2023 | AU$4.7b | AU$4.2b | -AU$68,423,984.00 | 20.2x | -68.8x | 1.1x |
| Fri, 24 Mar 2023 | AU$4.4b | AU$4.2b | -AU$58,102,607.00 | 20.3x | -74.9x | 1x |
| Sun, 19 Feb 2023 | AU$4.8b | AU$3.9b | -AU$47,799,266.00 | 51.1x | -100.7x | 1.2x |
| Tue, 17 Jan 2023 | AU$5.1b | AU$4.0b | -AU$29,477,166.00 | 54.1x | -174.1x | 1.3x |
| Thu, 15 Dec 2022 | AU$5.0b | AU$4.0b | -AU$30,679,513.00 | 53.7x | -162.1x | 1.3x |
| Sat, 12 Nov 2022 | AU$5.5b | AU$4.0b | -AU$16,135,253.00 | 51.9x | -340.2x | 1.4x |
| Mon, 10 Oct 2022 | AU$5.3b | AU$4.0b | -AU$17,993,266.00 | 54.3x | -295.5x | 1.3x |
| Wed, 07 Sep 2022 | AU$5.7b | AU$4.0b | -AU$13,820,341.00 | 55.1x | -410.8x | 1.4x |
| Fri, 05 Aug 2022 | AU$6.7b | AU$3.7b | AU$6.9m | 21.9x | 964.3x | 1.8x |
| Sun, 03 Jul 2022 | AU$5.9b | AU$3.7b | AU$5.6m | 20.8x | 1037.4x | 1.6x |
| Tue, 31 May 2022 | AU$7.2b | AU$3.7b | AU$9.1m | 21.4x | 785.6x | 1.9x |
| Thu, 28 Apr 2022 | AU$7.7b | AU$3.7b | AU$37.5m | 22.6x | 204.6x | 2.1x |
| Sat, 26 Mar 2022 | AU$8.3b | AU$3.7b | AU$51.7m | 24x | 160.7x | 2.3x |
Price to Earnings Ratio
160.7x
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 307x which is higher than its 3-year average PE of 88.4x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 31% per year over the last three years,
- Revenues have also declined 4.7% 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 Tech industry?
| AU Market | -1.29% | |
| Tech | -3.93% | |
| Electronic Equipment and Components | -5.44% | |
| Electronic Components | -1.43% | |
| Technology Distributors | -3.68% | |
| Electronic Equipment and Instruments | -5.15% | |
| Electronic Manufacturing Services | -11.93% | |
Industry PE
- Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 50.7%, which is higher than its past year's earnings decline of 79.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 79% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 9.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVX NOVONIX | AU$0.45 | 11.1% +AU$28.6m | -49.7% | PS31.1x | |
| RWL Rubicon Water | AU$0.28 | 17.0% +AU$9.6m | -48.6% | PS1.2x | |
| TZL TZ | AU$0.075 | 21.0% +AU$3.4m | 177.8% | PS1.8x | |
| SMN Structural Monitoring Systems | AU$0.37 | 5.7% +AU$3.1m | -19.6% | PS2.1x | |
| RKT RocketDNA | AU$0.011 | 10.0% +AU$884.8k | 22.2% | PS1.3x |
