Positive Sentiment Still Eludes Rubicon Water Limited (ASX:RWL) Following 29% Share Price Slump
Dec 08
Have your own idea? Try our Stock Screener
Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies16
- 7D1.1%
- 3M-2.1%
- 1Y-1.4%
- YTD-3.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.1%, driven by Dicker Data declining 3.2%. However, the industry is down 3.6% over the past year. Looking forward, earnings are forecast to grow by 19% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | AU$5.7b | AU$3.1b | AU$49.4m | 27.4x | 115.6x | 1.8x |
| Mon, 18 Nov 2024 | AU$5.9b | AU$3.1b | AU$52.4m | 27.4x | 112.5x | 1.9x |
| Wed, 16 Oct 2024 | AU$6.3b | AU$3.1b | AU$55.5m | 28.9x | 113.1x | 2x |
| Fri, 13 Sep 2024 | AU$5.7b | AU$3.1b | AU$55.1m | 26.6x | 103.1x | 1.8x |
| Sun, 11 Aug 2024 | AU$5.2b | AU$3.1b | AU$65.4m | 25x | 79.5x | 1.7x |
| Tue, 09 Jul 2024 | AU$5.9b | AU$3.1b | AU$67.3m | 25.7x | 88.4x | 1.9x |
| Thu, 06 Jun 2024 | AU$5.5b | AU$3.1b | AU$66.2m | 23.3x | 83.8x | 1.8x |
| Sat, 04 May 2024 | AU$6.2b | AU$3.1b | AU$65.5m | 24.7x | 94.4x | 2x |
| Mon, 01 Apr 2024 | AU$6.4b | AU$3.1b | AU$57.7m | 25x | 111.3x | 2x |
| Wed, 28 Feb 2024 | AU$6.5b | AU$4.0b | AU$44.4m | 26.5x | 146.1x | 1.6x |
| Fri, 26 Jan 2024 | AU$5.7b | AU$4.1b | AU$25.0m | 21.5x | 228x | 1.4x |
| Sun, 24 Dec 2023 | AU$5.7b | AU$4.1b | AU$27.5m | 22.7x | 208.3x | 1.4x |
| Tue, 21 Nov 2023 | AU$5.6b | AU$4.1b | AU$24.5m | 21.9x | 228x | 1.4x |
| Thu, 19 Oct 2023 | AU$5.5b | AU$4.2b | -AU$27,147,416.00 | 21.5x | -201.1x | 1.3x |
| Sat, 16 Sep 2023 | AU$5.3b | AU$4.2b | -AU$25,499,429.00 | 20.9x | -206.9x | 1.2x |
| Mon, 14 Aug 2023 | AU$5.0b | AU$4.2b | -AU$44,237,466.00 | 20.9x | -112.3x | 1.2x |
| Wed, 12 Jul 2023 | AU$4.8b | AU$4.2b | -AU$40,605,096.00 | 20.1x | -117.6x | 1.1x |
| Fri, 09 Jun 2023 | AU$5.0b | AU$4.2b | -AU$48,384,195.00 | 20.8x | -103.1x | 1.2x |
| Sun, 07 May 2023 | AU$4.8b | AU$4.2b | -AU$65,391,440.00 | 20x | -73x | 1.1x |
| Tue, 04 Apr 2023 | AU$4.6b | AU$4.2b | -AU$65,938,208.00 | 20.5x | -69.3x | 1.1x |
| Thu, 02 Mar 2023 | AU$4.8b | AU$4.2b | -AU$70,319,603.00 | 103.6x | -68x | 1.1x |
| Sat, 28 Jan 2023 | AU$5.3b | AU$4.0b | -AU$27,920,776.00 | 54.6x | -190.4x | 1.3x |
| Mon, 26 Dec 2022 | AU$4.8b | AU$4.0b | -AU$32,364,489.00 | 53.8x | -148.9x | 1.2x |
| Wed, 23 Nov 2022 | AU$5.3b | AU$4.0b | -AU$33,988,896.00 | 51.7x | -155x | 1.3x |
| Fri, 21 Oct 2022 | AU$5.2b | AU$4.0b | -AU$19,267,950.00 | 53.3x | -270.1x | 1.3x |
| Sun, 18 Sep 2022 | AU$5.6b | AU$4.0b | -AU$14,762,310.00 | 53.4x | -379.6x | 1.4x |
| Tue, 16 Aug 2022 | AU$6.8b | AU$3.7b | AU$8.6m | 21.9x | 788.4x | 1.8x |
| Thu, 14 Jul 2022 | AU$6.1b | AU$3.7b | AU$5.5m | 20.8x | 1099.4x | 1.6x |
| Sat, 11 Jun 2022 | AU$6.3b | AU$3.7b | AU$8.8m | 20.2x | 718x | 1.7x |
| Mon, 09 May 2022 | AU$7.2b | AU$3.7b | AU$37.3m | 21.9x | 193.4x | 2x |
| Wed, 06 Apr 2022 | AU$9.2b | AU$3.7b | AU$51.9m | 22.1x | 176.7x | 2.5x |
| Fri, 04 Mar 2022 | AU$8.1b | AU$3.7b | AU$50.6m | 24.7x | 160x | 2.2x |
| Sun, 30 Jan 2022 | AU$9.3b | AU$3.2b | AU$86.6m | 16.2x | 107x | 2.9x |
| Tue, 28 Dec 2021 | AU$10.5b | AU$3.2b | AU$87.4m | 17.3x | 120.4x | 3.3x |
Price to Earnings Ratio
120.4x
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 113x which is higher than its 3-year average PE of 85.4x.
- The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 17% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Australian Tech industry?
| AU Market | -2.74% | |
| Tech | -1.45% | |
| Electronic Equipment and Components | 1.07% | |
| Electronic Equipment and Instruments | 3.34% | |
| Electronic Manufacturing Services | -0.27% | |
| Technology Distributors | -3.14% | |
| Electronic Components | -4.22% | |
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 25.0%, which is higher than its past year's earnings decline of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 116% over the next 5 years.
- 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 | |
|---|---|---|---|---|---|
| CDA Codan | AU$16.18 | 2.9% +AU$83.5m | 90.4% | PE36.1x | |
| NVX NOVONIX | AU$0.65 | 6.6% +AU$22.7m | -1.5% | PS33.2x | |
| SMN Structural Monitoring Systems | AU$0.49 | 6.5% +AU$4.5m | -3.9% | PS2.7x | |
| RWL Rubicon Water | AU$0.30 | 3.4% +AU$2.4m | -44.4% | PS1.2x | |
| TZL TZ | AU$0.061 | 5.2% +AU$823.8k | 154.2% | PE168.6x |