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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies14
  • 7D7.1%
  • 3M6.7%
  • 1Y91.2%
  • YTD10.2%

Codan is up 6.0%, leading the way for the Electronic Equipment and Components industry, which has gained 3.2%. During this same period, the Dotz Nano underperformed, falling 22%. This means that the industry has gained 86% over the past year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026AU$9.7bAU$3.7bAU$45.9m35.8x212.5x2.6x
Fri, 06 Mar 2026AU$10.2bAU$3.7bAU$48.0m38.7x212.9x2.8x
Sun, 01 Feb 2026AU$10.7bAU$3.4bAU$58.7m66.8x181.5x3.1x
Tue, 30 Dec 2025AU$8.8bAU$3.4bAU$54.7m51x160.8x2.6x
Thu, 27 Nov 2025AU$8.9bAU$3.4bAU$51.5m54.2x172.6x2.6x
Sat, 25 Oct 2025AU$10.0bAU$3.4bAU$51.6m63x193.6x2.9x
Mon, 22 Sep 2025AU$8.5bAU$3.4bAU$53.2m52.7x160.3x2.5x
Wed, 20 Aug 2025AU$7.5bAU$3.2bAU$10.5m20.3x714.2x2.4x
Fri, 18 Jul 2025AU$6.6bAU$3.2bAU$19.7m29.9x333.7x2.1x
Sun, 15 Jun 2025AU$6.3bAU$3.2bAU$20.2m29.1x310.9x2x
Tue, 13 May 2025AU$5.8bAU$3.2bAU$18.0m26.7x319.2x1.8x
Thu, 10 Apr 2025AU$4.8bAU$3.2bAU$10.5m22.8x460x1.5x
Sat, 08 Mar 2025AU$5.6bAU$3.2bAU$16.0m25.6x347.8x1.7x
Mon, 03 Feb 2025AU$5.8bAU$3.1bAU$55.0m27.6x104.7x1.8x
Wed, 01 Jan 2025AU$5.8bAU$3.1bAU$55.0m27.5x105x1.8x
Fri, 29 Nov 2024AU$5.8bAU$3.1bAU$52.9m27x108.7x1.8x
Sun, 27 Oct 2024AU$5.8bAU$3.1bAU$54.2m26.9x107x1.8x
Tue, 24 Sep 2024AU$5.8bAU$3.1bAU$56.6m27.5x102x1.8x
Thu, 22 Aug 2024AU$5.7bAU$3.1bAU$61.3m27.1x92.7x1.8x
Sat, 20 Jul 2024AU$5.9bAU$3.1bAU$66.8m25.7x88.9x1.9x
Mon, 17 Jun 2024AU$5.8bAU$3.1bAU$65.9m24.4x87.9x1.9x
Wed, 15 May 2024AU$6.0bAU$3.1bAU$65.8m24.6x91.3x1.9x
Fri, 12 Apr 2024AU$6.5bAU$3.1bAU$57.7m25.1x112x2.1x
Sun, 10 Mar 2024AU$6.6bAU$4.0bAU$53.0m25.7x123.8x1.6x
Tue, 06 Feb 2024AU$5.4bAU$3.9bAU$32.7m24.3x164.1x1.4x
Thu, 04 Jan 2024AU$5.7bAU$4.1bAU$26.6m22x213.1x1.4x
Sat, 02 Dec 2023AU$5.7bAU$4.1bAU$25.3m23.8x224.6x1.4x
Mon, 30 Oct 2023AU$5.4bAU$4.2b-AU$27,888,728.0021.3x-192.9x1.3x
Wed, 27 Sep 2023AU$5.4bAU$4.2b-AU$26,287,073.0021.5x-206.7x1.3x
Fri, 25 Aug 2023AU$5.4bAU$4.2b-AU$26,499,192.0019.9x-202.5x1.3x
Sun, 23 Jul 2023AU$4.8bAU$4.2b-AU$39,333,308.0019.3x-121x1.1x
Tue, 20 Jun 2023AU$5.0bAU$4.2b-AU$36,954,427.0020x-134.4x1.2x
Thu, 18 May 2023AU$4.9bAU$4.2b-AU$67,765,278.0021.3x-72.2x1.2x
Sat, 15 Apr 2023AU$4.7bAU$4.2b-AU$64,647,833.0020.4x-72.6x1.1x
Price to Earnings Ratio

-72.6x


Total Market Cap: AU$4.7bTotal Earnings: -AU$64,647,833.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 122.9x202420252026
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 205x which is higher than its 3-year average PE of 123x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.5x.
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 Market2.72%
Tech3.08%
Electronic Equipment and Components7.06%
Electronic Equipment and Instruments8.66%
Electronic Components3.45%
Technology Distributors0.99%
Electronic Manufacturing Services-1.95%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry even though it's trading below its 3-year average PE ratio of 22.0x.
    • 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 45% 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$33.146.0%
+AU$341.9m
136.4%PE46.9x
ELS ElsightAU$6.7724.4%
+AU$293.2m
1,834.3%PE138.2x
DDR Dicker DataAU$8.621.1%
+AU$16.3m
6.4%PE18.2x
NVU NanoveuAU$0.063.4%
+AU$2.2m
87.5%PS217.8x
AVA AVA Risk GroupAU$0.0555.8%
+AU$873.3k
-37.5%PS0.6x