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

Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies14
  • 7D2.2%
  • 3M13.6%
  • 1Y74.0%
  • YTD13.6%

Over the last 7 days, the Electronic Equipment and Components industry has risen 2.2%, driven by gains from Codan of 2.6%. During this same period, the Dicker Data underperformed, falling 17%. This takes the industry's 12 month performance to a gain of 74%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026AU$10.0bAU$3.7bAU$48.4m38.7x207.5x2.7x
Sat, 31 Jan 2026AU$10.7bAU$3.4bAU$59.4m66.8x179.2x3.1x
Mon, 29 Dec 2025AU$8.8bAU$3.4bAU$55.0m51.1x160.3x2.6x
Wed, 26 Nov 2025AU$8.6bAU$3.4bAU$50.7m52.7x170.1x2.5x
Fri, 24 Oct 2025AU$9.8bAU$3.4bAU$51.7m60.9x190x2.8x
Sun, 21 Sep 2025AU$8.5bAU$3.4bAU$53.2m52.7x160.3x2.5x
Tue, 19 Aug 2025AU$7.5bAU$3.2bAU$20.6m34.7x361.8x2.3x
Thu, 17 Jul 2025AU$6.5bAU$3.2bAU$20.8m29.1x310.1x2x
Sat, 14 Jun 2025AU$6.3bAU$3.2bAU$19.7m29.1x319x2x
Mon, 12 May 2025AU$5.8bAU$3.2bAU$18.6m27x312x1.8x
Wed, 09 Apr 2025AU$5.0bAU$3.2bAU$10.4m23.5x482.2x1.6x
Fri, 07 Mar 2025AU$5.7bAU$3.2bAU$16.8m26.1x339.4x1.8x
Sun, 02 Feb 2025AU$5.8bAU$3.1bAU$55.0m27.6x104.7x1.8x
Tue, 31 Dec 2024AU$5.8bAU$3.1bAU$55.4m27.7x105.2x1.9x
Thu, 28 Nov 2024AU$5.8bAU$3.1bAU$52.7m27.3x110.5x1.9x
Sat, 26 Oct 2024AU$5.8bAU$3.1bAU$54.5m26.9x106.4x1.8x
Mon, 23 Sep 2024AU$5.8bAU$3.1bAU$56.6m27.5x102x1.8x
Wed, 21 Aug 2024AU$5.6bAU$3.1bAU$60.3m26.9x93.6x1.8x
Fri, 19 Jul 2024AU$5.9bAU$3.1bAU$67.3m25.7x87.4x1.9x
Sun, 16 Jun 2024AU$5.8bAU$3.1bAU$65.9m24.4x87.9x1.9x
Tue, 14 May 2024AU$6.1bAU$3.1bAU$65.8m24.7x92x1.9x
Thu, 11 Apr 2024AU$6.5bAU$3.1bAU$58.9m25.1x109.9x2.1x
Sat, 09 Mar 2024AU$6.6bAU$4.0bAU$53.3m25.7x123.1x1.6x
Mon, 05 Feb 2024AU$5.5bAU$4.1bAU$17.7m24.6x309.9x1.3x
Wed, 03 Jan 2024AU$5.8bAU$4.1bAU$27.5m22.6x212.9x1.4x
Fri, 01 Dec 2023AU$5.8bAU$4.1bAU$25.1m24.3x231.3x1.4x
Sun, 29 Oct 2023AU$5.4bAU$4.2b-AU$27,888,728.0021.3x-192.9x1.3x
Tue, 26 Sep 2023AU$5.4bAU$4.2b-AU$25,680,544.0021.4x-211.3x1.3x
Thu, 24 Aug 2023AU$5.3bAU$4.2b-AU$26,980,501.0019.7x-197.3x1.3x
Sat, 22 Jul 2023AU$4.8bAU$4.2b-AU$38,884,981.0019.3x-122.4x1.1x
Mon, 19 Jun 2023AU$5.0bAU$4.2b-AU$36,533,548.0020.2x-137x1.2x
Wed, 17 May 2023AU$4.9bAU$4.2b-AU$66,977,069.0021.8x-73.8x1.2x
Fri, 14 Apr 2023AU$4.6bAU$4.2b-AU$65,872,596.0020.6x-70.4x1.1x
Sun, 12 Mar 2023AU$4.7bAU$4.2b-AU$61,474,593.0021x-75.8x1.1x
Price to Earnings Ratio

-75.8x


Total Market Cap: AU$4.7bTotal Earnings: -AU$61,474,593.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 114.2x202420252026
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 207x which is higher than its 3-year average PE of 114x.
  • 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-2.74%
Tech-2.12%
Electronic Equipment and Components2.23%
Electronic Equipment and Instruments7.49%
Electronic Manufacturing Services-8.85%
Electronic Components-12.86%
Technology Distributors-17.00%
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 42% 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
CDA CodanAU$37.182.6%
+AU$171.0m		134.4%PE52.6x
ELS ElsightAU$5.1013.1%
+AU$129.7m		1,469.2%PE105.6x
DTI DTI GroupAU$0.01427.3%
+AU$2.7m		27.3%PS1.3x
AMO AmbertechAU$0.1313.6%
+AU$1.4m		-10.7%PS0.1x
AVA AVA Risk GroupAU$0.0561.8%
+AU$291.1k		-49.1%PS0.6x

Latest News

DDR
AU$8.61
Dicker Data
7D
-17.1%
1Y
-1.4%
RWL
AU$0.17
Rubicon Water
7D
-2.8%
1Y
-37.5%
ELS
AU$5.10
Elsight
7D
13.1%
1Y
1,469.2%
AMO
AU$0.13
Ambertech
7D
13.6%
1Y
-10.7%
NVX
AU$0.33
NOVONIX
7D
-1.5%
1Y
-20.5%
NVU
AU$0.07
Nanoveu
7D
-4.1%
1Y
32.1%
DTZ
AU$0.035
Dotz Nano
7D
-5.4%
1Y
-56.3%
CDA
AU$37.18
Codan
7D
2.6%
1Y
134.4%

CDA: Premium P/E Will Likely Strain On Reliance On Two Growth Engines

Narrative Update on Codan Analysts have lifted their price target for Codan by A$1.22 to reflect a slightly higher fair value estimate, supported by expectations that Minelab Africa and the Unmanned segment can continue to outperform and support a premium P/E multiple. Analyst Commentary Goldman Sachs has resumed coverage on Codan with a Buy rating and an A$38.50 price target, pointing to what it sees as a supportive medium term growth profile and the potential for Minelab Africa and the Unmanned segment to keep outperforming expectations.
AD8
AU$2.80
Audinate Group
7D
-7.6%
1Y
-65.2%

AD8: Updated Assumptions Will Temper Expectations While Shares Are Set To Remain Fairly Valued

Analysts have lowered their price target on Audinate Group to A$3.20 from A$4.30, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples. Valuation Changes Fair Value: reduced from A$4.30 to A$3.20, reflecting a lower assessed share valuation.
SMN
AU$0.38
Structural Monitoring Systems
7D
-2.6%
1Y
-3.8%

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

Feb 11
Returns Are Gaining Momentum At Structural Monitoring Systems (ASX:SMN)
AVA
AU$0.056
AVA Risk Group
7D
1.8%
1Y
-49.1%
SP3
AU$0.017
Spectur
7D
-19.0%
1Y
6.3%
DTI
AU$0.014
DTI Group
7D
27.3%
1Y
27.3%