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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Mar 2025AU$5.3bAU$3.2bAU$17.1m24.1x307x1.6x
Fri, 14 Feb 2025AU$5.9bAU$3.1bAU$55.7m28.4x105.5x1.9x
Sun, 12 Jan 2025AU$5.7bAU$3.1bAU$54.0m27.2x105.6x1.8x
Tue, 10 Dec 2024AU$5.9bAU$3.1bAU$52.2m28.4x113.6x1.9x
Thu, 07 Nov 2024AU$6.0bAU$3.1bAU$53.6m27.7x111.1x1.9x
Sat, 05 Oct 2024AU$5.9bAU$3.1bAU$57.0m27.9x104.4x1.9x
Mon, 02 Sep 2024AU$5.8bAU$3.2bAU$56.3m27.5x103.5x1.8x
Wed, 31 Jul 2024AU$5.9bAU$3.1bAU$65.0m26.4x91.5x1.9x
Fri, 28 Jun 2024AU$5.9bAU$3.1bAU$66.4m25.1x88.2x1.9x
Sun, 26 May 2024AU$5.7bAU$3.1bAU$66.0m22.8x85.9x1.8x
Tue, 23 Apr 2024AU$6.1bAU$3.1bAU$56.4m24.6x108.5x2x
Thu, 21 Mar 2024AU$6.5bAU$4.0bAU$51.8m25.5x125.2x1.6x
Sat, 17 Feb 2024AU$5.9bAU$4.0bAU$38.1m24.4x155.9x1.5x
Mon, 15 Jan 2024AU$5.8bAU$4.1bAU$26.1m22.6x223.6x1.4x
Wed, 13 Dec 2023AU$5.7bAU$4.1bAU$25.0m22.7x229.4x1.4x
Fri, 10 Nov 2023AU$5.4bAU$4.1bAU$22.6m21.1x238x1.3x
Sun, 08 Oct 2023AU$5.4bAU$4.2b-AU$26,810,457.0021.6x-199.9x1.3x
Tue, 05 Sep 2023AU$5.5bAU$4.2b-AU$24,981,353.0021.1x-221.4x1.3x
Thu, 03 Aug 2023AU$4.9bAU$4.2b-AU$42,349,545.0019.9x-115.2x1.2x
Sat, 01 Jul 2023AU$4.9bAU$4.2b-AU$41,565,798.0020.2x-118.4x1.2x
Mon, 29 May 2023AU$4.9bAU$4.2b-AU$51,958,654.0020.7x-94x1.2x
Wed, 26 Apr 2023AU$4.7bAU$4.2b-AU$68,423,984.0020.2x-68.8x1.1x
Fri, 24 Mar 2023AU$4.4bAU$4.2b-AU$58,102,607.0020.3x-74.9x1x
Sun, 19 Feb 2023AU$4.8bAU$3.9b-AU$47,799,266.0051.1x-100.7x1.2x
Tue, 17 Jan 2023AU$5.1bAU$4.0b-AU$29,477,166.0054.1x-174.1x1.3x
Thu, 15 Dec 2022AU$5.0bAU$4.0b-AU$30,679,513.0053.7x-162.1x1.3x
Sat, 12 Nov 2022AU$5.5bAU$4.0b-AU$16,135,253.0051.9x-340.2x1.4x
Mon, 10 Oct 2022AU$5.3bAU$4.0b-AU$17,993,266.0054.3x-295.5x1.3x
Wed, 07 Sep 2022AU$5.7bAU$4.0b-AU$13,820,341.0055.1x-410.8x1.4x
Fri, 05 Aug 2022AU$6.7bAU$3.7bAU$6.9m21.9x964.3x1.8x
Sun, 03 Jul 2022AU$5.9bAU$3.7bAU$5.6m20.8x1037.4x1.6x
Tue, 31 May 2022AU$7.2bAU$3.7bAU$9.1m21.4x785.6x1.9x
Thu, 28 Apr 2022AU$7.7bAU$3.7bAU$37.5m22.6x204.6x2.1x
Sat, 26 Mar 2022AU$8.3bAU$3.7bAU$51.7m24x160.7x2.3x
Price to Earnings Ratio

160.7x


Total Market Cap: AU$8.3bTotal Earnings: AU$51.7mTotal Revenue: AU$3.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 88.5x202320242025
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?

CompanyLast Price7D1YValuation
NVX NOVONIXAU$0.4511.1%
+AU$28.6m
-49.7%PS31.1x
RWL Rubicon WaterAU$0.2817.0%
+AU$9.6m
-48.6%PS1.2x
TZL TZAU$0.07521.0%
+AU$3.4m
177.8%PS1.8x
SMN Structural Monitoring SystemsAU$0.375.7%
+AU$3.1m
-19.6%PS2.1x
RKT RocketDNAAU$0.01110.0%
+AU$884.8k
22.2%PS1.3x
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Latest News

TZL

AU$0.075

TZ

7D

21.0%

1Y

177.8%

NVU

AU$0.053

Nanoveu

7D

-1.9%

1Y

n/a

RKT

AU$0.011

RocketDNA

7D

10.0%

1Y

22.2%

NVX

AU$0.45

NOVONIX

7D

11.1%

1Y

-49.7%

X2M

AU$0.019

X2M Connect

7D

-9.5%

1Y

-53.7%

DTZ

AU$0.072

Dotz Nano

7D

-10.0%

1Y

-56.4%

AVA

AU$0.10

AVA Risk Group

7D

-4.5%

1Y

-32.3%

AD8

AU$6.22

Audinate Group

7D

-12.0%

1Y

-71.7%

SP3

AU$0.015

Spectur

7D

15.4%

1Y

-21.1%

HYD

AU$0.021

Hydrix

7D

16.7%

1Y

10.5%