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

Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedJan 28, 2026
DataAggregated Company Financials
Companies14
  • 7D5.1%
  • 3M10.2%
  • 1Y86.4%
  • YTD25.9%

In the last week, the Electronic Equipment and Components industry is up 5.4%, with Codan up 5.4%. This means that the industry has gained 88% over the past year. As for the next few years, earnings are expected to grow by 22% 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, 28 Jan 2026AU$11.1bAU$3.4bAU$58.2m69.4x191.1x3.2x
Fri, 26 Dec 2025AU$8.8bAU$3.4bAU$54.8m51.1x160.9x2.6x
Sun, 23 Nov 2025AU$8.3bAU$3.4bAU$50.9m50.4x162.3x2.4x
Tue, 21 Oct 2025AU$9.6bAU$3.4bAU$51.4m59x187x2.8x
Thu, 18 Sep 2025AU$8.6bAU$3.4bAU$54.3m53.5x159x2.5x
Sat, 16 Aug 2025AU$7.6bAU$3.2bAU$20.6m34.6x366.2x2.4x
Mon, 14 Jul 2025AU$6.2bAU$3.2bAU$21.9m28.4x282.9x1.9x
Wed, 11 Jun 2025AU$6.1bAU$3.2bAU$20.6m28.1x295.6x1.9x
Fri, 09 May 2025AU$5.7bAU$3.2bAU$18.7m26.5x303.9x1.8x
Sun, 06 Apr 2025AU$5.2bAU$3.2bAU$10.3m24.2x502.8x1.6x
Tue, 04 Mar 2025AU$5.6bAU$3.2bAU$7.9m25.2x712.4x1.8x
Thu, 30 Jan 2025AU$5.8bAU$3.1bAU$55.2m28x105.7x1.9x
Sat, 28 Dec 2024AU$5.8bAU$3.1bAU$55.1m27.9x105.9x1.9x
Mon, 25 Nov 2024AU$5.8bAU$3.1bAU$52.9m27.2x109.3x1.8x
Wed, 23 Oct 2024AU$6.0bAU$3.1bAU$55.2m27.8x108.2x1.9x
Fri, 20 Sep 2024AU$5.8bAU$3.1bAU$56.9m27.4x101.8x1.8x
Sun, 18 Aug 2024AU$5.5bAU$3.1bAU$65.1m26.6x84.5x1.8x
Tue, 16 Jul 2024AU$5.9bAU$3.1bAU$67.8m25.8x87.4x1.9x
Thu, 13 Jun 2024AU$5.7bAU$3.1bAU$65.8m23.4x85.9x1.8x
Sat, 11 May 2024AU$6.1bAU$3.1bAU$65.8m24.6x93.3x2x
Mon, 08 Apr 2024AU$6.4bAU$3.1bAU$58.4m24.5x109.3x2x
Wed, 06 Mar 2024AU$6.6bAU$4.0bAU$51.5m26.8x128.9x1.6x
Fri, 02 Feb 2024AU$5.6bAU$4.1bAU$24.1m21.5x230.3x1.3x
Sun, 31 Dec 2023AU$5.8bAU$4.1bAU$27.6m22.9x211.5x1.4x
Tue, 28 Nov 2023AU$5.6bAU$4.1bAU$25.2m22.5x222.6x1.4x
Thu, 26 Oct 2023AU$5.5bAU$4.2b-AU$27,846,608.0021.8x-197.4x1.3x
Sat, 23 Sep 2023AU$5.4bAU$4.2b-AU$25,495,217.0021.4x-213.4x1.3x
Mon, 21 Aug 2023AU$5.0bAU$4.2b-AU$46,232,067.0020.3x-107.7x1.2x
Wed, 19 Jul 2023AU$4.9bAU$4.2b-AU$37,604,044.0019.6x-129.7x1.2x
Fri, 16 Jun 2023AU$5.0bAU$4.2b-AU$45,623,435.0019.9x-110.1x1.2x
Sun, 14 May 2023AU$5.0bAU$4.2b-AU$67,884,706.0022.1x-73.3x1.2x
Tue, 11 Apr 2023AU$4.5bAU$4.2b-AU$67,392,615.0020.4x-67.1x1.1x
Thu, 09 Mar 2023AU$4.7bAU$4.2b-AU$68,625,598.0020.8x-69.1x1.1x
Sat, 04 Feb 2023AU$5.3bAU$4.0b-AU$28,471,422.0059.4x-186.4x1.3x
Price to Earnings Ratio

-186.4x


Total Market Cap: AU$5.3bTotal Earnings: -AU$28,471,422.00Total Revenue: AU$4.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 104.3x202420252026
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 190x which is higher than its 3-year average PE of 104x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 3.2x.
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 4.6% 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 Market1.41%
Tech1.20%
Electronic Equipment and Components5.06%
Electronic Manufacturing Services8.53%
Electronic Equipment and Instruments6.05%
Technology Distributors0.66%
Electronic Components-7.37%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 8.4%, which is higher than its past year's earnings decline of 17.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 8.4% 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
CDA CodanAU$39.475.4%
+AU$367.4m		143.0%PE69.4x
ELS ElsightAU$4.7614.1%
+AU$129.7m		1,435.5%PS125.4x
AD8 Audinate GroupAU$4.588.5%
+AU$30.4m		-39.1%PS6.2x
DDR Dicker DataAU$10.270.7%
+AU$12.7m		18.3%PE22.5x
SMN Structural Monitoring SystemsAU$0.4110.8%
+AU$6.2m		-15.5%PE365.9x

Latest News

CDA
AU$39.47
Codan
7D
5.4%
1Y
143.0%

CDA: Steady Fair Value Outlook Will Rely On Margins And P/E

Analysts have increased their price target for Codan to A$42.31, reflecting small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. These changes leave their overall valuation view largely unchanged.
AD8
AU$4.58
Audinate Group
7D
8.5%
1Y
-39.1%

AD8: Updated Profitability Assumptions Will Support Margins While Shares Remain Fairly Valued

Analysts have nudged their price target on Audinate Group slightly higher to A$4.30 from A$4.30, reflecting small adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping their overall view broadly steady. Valuation Changes Fair Value Estimate held steady at A$4.30 per share, with no change between the prior and updated assessment.
DDR
AU$10.27
Dicker Data
7D
0.7%
1Y
18.3%
NVU
AU$0.088
Nanoveu
7D
-7.4%
1Y
203.4%
AMO
AU$0.14
Ambertech
7D
-3.4%
1Y
-15.2%

Investors Don't See Light At End Of Ambertech Limited's (ASX:AMO) Tunnel

Jan 19
Investors Don't See Light At End Of Ambertech Limited's (ASX:AMO) Tunnel
DTZ
AU$0.038
Dotz Nano
7D
-5.0%
1Y
-60.4%
RKT
AU$0.031
RocketDNA
7D
3.3%
1Y
158.3%
SMN
AU$0.41
Structural Monitoring Systems
7D
10.8%
1Y
-15.5%

Structural Monitoring Systems Plc's (ASX:SMN) Shares May Have Run Too Fast Too Soon

Jan 06
Structural Monitoring Systems Plc's (ASX:SMN) Shares May Have Run Too Fast Too Soon
AVA
AU$0.071
AVA Risk Group
7D
-4.1%
1Y
-35.5%
DTI
AU$0.016
DTI Group
7D
60.0%
1Y
33.3%
NVX
AU$0.41
NOVONIX
7D
-2.4%
1Y
-23.9%
HYD
AU$0.019
Hydrix
7D
-9.5%
1Y
-13.6%
TZL
AU$0.051
TZ
7D
21.4%
1Y
-7.3%
ELS
AU$4.76
Elsight
7D
14.1%
1Y
1,435.5%