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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies14
  • 7D-3.1%
  • 3M12.5%
  • 1Y83.1%
  • YTD11.6%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.1%, driven by Codan declining 3.6%. Over the past 12 months, the industry was up 83%. As for the next few years, earnings are expected to grow by 18% 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, 18 Mar 2026AU$9.9bAU$3.7bAU$47.0m37.7x209.9x2.7x
Fri, 13 Feb 2026AU$9.9bAU$3.4bAU$61.0m62.2x163x2.9x
Sun, 11 Jan 2026AU$10.5bAU$3.4bAU$54.6m64.8x191.9x3x
Tue, 09 Dec 2025AU$9.0bAU$3.4bAU$53.7m54.6x167x2.6x
Thu, 06 Nov 2025AU$9.6bAU$3.4bAU$51.2m61.3x187.5x2.8x
Sat, 04 Oct 2025AU$9.0bAU$3.4bAU$53.3m54.8x168.7x2.6x
Mon, 01 Sep 2025AU$8.7bAU$3.4bAU$44.4m54.3x196.5x2.5x
Wed, 30 Jul 2025AU$6.8bAU$3.2bAU$20.6m30.9x329x2.1x
Fri, 27 Jun 2025AU$6.4bAU$3.2bAU$21.1m29.4x302.1x2x
Sun, 25 May 2025AU$6.0bAU$3.2bAU$20.3m27.4x295.3x1.9x
Tue, 22 Apr 2025AU$5.2bAU$3.2bAU$18.7m24.4x277.8x1.6x
Thu, 20 Mar 2025AU$5.4bAU$3.2bAU$16.9m25.1x322.6x1.7x
Sat, 15 Feb 2025AU$5.9bAU$3.1bAU$56.7m28.7x104.3x1.9x
Mon, 13 Jan 2025AU$5.7bAU$3.1bAU$54.0m27.2x105.6x1.8x
Wed, 11 Dec 2024AU$5.7bAU$3.1bAU$51.6m27.3x110.7x1.8x
Fri, 08 Nov 2024AU$5.9bAU$3.1bAU$54.5m27.3x107.8x1.9x
Sun, 06 Oct 2024AU$6.0bAU$3.1bAU$56.5m27.9x105.3x1.9x
Tue, 03 Sep 2024AU$5.8bAU$3.2bAU$56.4m27.5x103.1x1.8x
Thu, 01 Aug 2024AU$6.1bAU$3.1bAU$64.4m27.1x95x2x
Sat, 29 Jun 2024AU$5.8bAU$3.1bAU$66.4m25.2x88x1.9x
Mon, 27 May 2024AU$5.7bAU$3.1bAU$66.0m22.8x85.9x1.8x
Wed, 24 Apr 2024AU$6.2bAU$3.1bAU$56.8m25.1x108.9x2x
Fri, 22 Mar 2024AU$6.6bAU$3.1bAU$58.6m25.3x113x2.1x
Sun, 18 Feb 2024AU$5.9bAU$4.0bAU$38.2m24.4x155.5x1.5x
Tue, 16 Jan 2024AU$5.8bAU$4.1bAU$25.9m22.7x224.3x1.4x
Thu, 14 Dec 2023AU$5.8bAU$4.1bAU$24.6m23.1x236.4x1.4x
Sat, 11 Nov 2023AU$5.4bAU$4.1bAU$22.0m21x244.2x1.3x
Mon, 09 Oct 2023AU$5.4bAU$4.2b-AU$26,810,457.0021.6x-199.9x1.3x
Wed, 06 Sep 2023AU$5.5bAU$4.2b-AU$27,062,080.0021.2x-204.9x1.3x
Fri, 04 Aug 2023AU$4.9bAU$4.2b-AU$43,514,651.0019.8x-111.7x1.2x
Sun, 02 Jul 2023AU$4.9bAU$4.2b-AU$40,733,189.0020.2x-120.8x1.2x
Tue, 30 May 2023AU$4.9bAU$4.2b-AU$51,445,249.0020.8x-95.6x1.2x
Thu, 27 Apr 2023AU$4.7bAU$4.2b-AU$68,661,119.0020x-67.8x1.1x
Sat, 25 Mar 2023AU$4.4bAU$4.2b-AU$60,026,681.0020.4x-72.7x1.1x
Price to Earnings Ratio

-72.7x


Total Market Cap: AU$4.4bTotal Earnings: -AU$60,026,681.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 117.6x202420252026
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 210x which is higher than its 3-year average PE of 117x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.7x.
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-2.69%
Tech-6.17%
Electronic Equipment and Components-3.11%
Technology Distributors4.61%
Electronic Manufacturing Services-4.21%
Electronic Equipment and Instruments-4.50%
Electronic Components-7.04%
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$5.700.4%
+AU$4.5m		1,528.6%PE118.6x
SMN Structural Monitoring SystemsAU$0.402.6%
+AU$1.6m		8.1%PE26x
TZL TZAU$0.0390%
AU$1.2m		-48.0%PS1.2x

Latest News

TZL
AU$0.039
TZ
7D
0%
1Y
-48.0%
DDR
AU$8.77
Dicker Data
7D
-2.1%
1Y
3.2%

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$34.06
Codan
7D
-3.6%
1Y
137.7%

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$2.77
Audinate Group
7D
-3.8%
1Y
-55.5%

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
-13.9%
1Y
-43.6%
ELS
AU$5.70
Elsight
7D
0.4%
1Y
1,528.6%
NVX
AU$0.28
NOVONIX
7D
-9.8%
1Y
-38.9%
NVU
AU$0.064
Nanoveu
7D
-4.5%
1Y
20.8%
RKT
AU$0.023
RocketDNA
7D
-8.0%
1Y
109.1%
SMN
AU$0.40
Structural Monitoring Systems
7D
2.6%
1Y
8.1%

Returns Are Gaining Momentum At Structural Monitoring Systems (ASX:SMN)

Feb 11
Returns Are Gaining Momentum At Structural Monitoring Systems (ASX:SMN)
SP3
AU$0.013
Spectur
7D
-23.5%
1Y
-13.3%