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Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies15
- 7D-1.1%
- 3M-7.8%
- 1Y-2.3%
- YTD-3.0%
The Electronic Equipment and Components industry is down 1.1% over the last week with Dotz Nano the worst performer, down 6.7%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | AU$5.7b | AU$3.1b | AU$54.7m | 27x | 103.9x | 1.8x |
| Wed, 18 Dec 2024 | AU$5.7b | AU$3.1b | AU$50.9m | 27.3x | 111.3x | 1.8x |
| Fri, 15 Nov 2024 | AU$5.9b | AU$3.1b | AU$52.5m | 27.5x | 112.8x | 1.9x |
| Sun, 13 Oct 2024 | AU$6.2b | AU$3.1b | AU$56.0m | 28.5x | 110x | 2x |
| Tue, 10 Sep 2024 | AU$5.6b | AU$3.1b | AU$54.8m | 26.2x | 101.7x | 1.8x |
| Thu, 08 Aug 2024 | AU$5.2b | AU$3.1b | AU$65.3m | 25.1x | 79.2x | 1.7x |
| Sat, 06 Jul 2024 | AU$5.8b | AU$3.1b | AU$67.3m | 25.2x | 86.9x | 1.9x |
| Mon, 03 Jun 2024 | AU$5.6b | AU$3.1b | AU$66.3m | 23.4x | 84x | 1.8x |
| Wed, 01 May 2024 | AU$6.2b | AU$3.1b | AU$57.8m | 25x | 107.5x | 2x |
| Fri, 29 Mar 2024 | AU$6.4b | AU$3.1b | AU$57.3m | 25x | 112x | 2x |
| Sun, 25 Feb 2024 | AU$6.5b | AU$4.0b | AU$46.5m | 26.6x | 139.3x | 1.6x |
| Tue, 23 Jan 2024 | AU$5.7b | AU$4.1b | AU$25.0m | 21.8x | 228.7x | 1.4x |
| Thu, 21 Dec 2023 | AU$5.8b | AU$4.1b | AU$27.1m | 23.1x | 214.8x | 1.4x |
| Sat, 18 Nov 2023 | AU$5.6b | AU$4.1b | AU$23.9m | 22.1x | 234.6x | 1.4x |
| Mon, 16 Oct 2023 | AU$5.5b | AU$4.2b | -AU$28,672,159.00 | 21.7x | -192x | 1.3x |
| Wed, 13 Sep 2023 | AU$5.3b | AU$4.2b | -AU$25,975,385.00 | 21.1x | -205.8x | 1.3x |
| Fri, 11 Aug 2023 | AU$4.9b | AU$4.2b | -AU$42,779,998.00 | 20.4x | -114.8x | 1.2x |
| Sun, 09 Jul 2023 | AU$4.8b | AU$4.2b | -AU$40,239,114.00 | 20.1x | -118.4x | 1.1x |
| Tue, 06 Jun 2023 | AU$4.9b | AU$4.2b | -AU$50,389,380.00 | 20.8x | -97.4x | 1.2x |
| Thu, 04 May 2023 | AU$4.7b | AU$4.2b | -AU$67,458,227.00 | 19.7x | -70.4x | 1.1x |
| Sat, 01 Apr 2023 | AU$4.5b | AU$4.2b | -AU$66,802,105.00 | 20.2x | -68x | 1.1x |
| Mon, 27 Feb 2023 | AU$4.7b | AU$3.9b | -AU$56,876,967.00 | 103.6x | -83.2x | 1.2x |
| Wed, 25 Jan 2023 | AU$5.3b | AU$4.0b | -AU$28,828,283.00 | 57.1x | -184.9x | 1.3x |
| Fri, 23 Dec 2022 | AU$4.9b | AU$4.0b | -AU$32,221,321.00 | 53.8x | -151.3x | 1.2x |
| Sun, 20 Nov 2022 | AU$5.4b | AU$4.0b | -AU$32,788,487.00 | 52.1x | -164.5x | 1.4x |
| Tue, 18 Oct 2022 | AU$4.9b | AU$4.0b | -AU$19,812,391.00 | 53.9x | -248.3x | 1.2x |
| Thu, 15 Sep 2022 | AU$5.7b | AU$4.0b | -AU$14,109,845.00 | 51.8x | -405.1x | 1.4x |
| Sat, 13 Aug 2022 | AU$6.7b | AU$3.7b | AU$8.8m | 22.5x | 768.9x | 1.8x |
| Mon, 11 Jul 2022 | AU$6.2b | AU$3.7b | AU$6.4m | 21.4x | 971.8x | 1.7x |
| Wed, 08 Jun 2022 | AU$6.5b | AU$3.7b | AU$9.4m | 20.2x | 691.4x | 1.8x |
| Fri, 06 May 2022 | AU$7.6b | AU$3.7b | AU$37.4m | 22.5x | 201.7x | 2x |
| Sun, 03 Apr 2022 | AU$8.7b | AU$3.7b | AU$51.6m | 23.8x | 168.7x | 2.4x |
| Tue, 01 Mar 2022 | AU$8.0b | AU$3.7b | AU$62.6m | 23.5x | 127.6x | 2.2x |
| Thu, 27 Jan 2022 | AU$9.6b | AU$3.2b | AU$87.0m | 16.7x | 110x | 3x |
Price to Earnings Ratio
110x
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 104x which is higher than its 3-year average PE of 84.9x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 14% 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 | 0.10% | |
| Tech | -3.45% | |
| Electronic Equipment and Components | -1.12% | |
| Electronic Manufacturing Services | 2.27% | |
| Technology Distributors | 2.13% | |
| Electronic Equipment and Instruments | -2.92% | |
| Electronic Components | -8.94% | |
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 21.7%, which is higher than its past year's earnings decline of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 22% 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 9.7% 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$0.65 | -3.7% AU$20.8m | 18.2% | PS36.5x | |
| DDR Dicker Data | AU$8.40 | 1.3% +AU$19.9m | -28.0% | PE19x | |
| CDA Codan | AU$15.60 | 0.5% +AU$14.5m | 91.2% | PE34.8x | |
| AD8 Audinate Group | AU$7.04 | 1.3% +AU$7.5m | -59.3% | PE57.3x | |
| RWL Rubicon Water | AU$0.37 | 8.8% +AU$7.2m | -32.7% | PS1.5x |
