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Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies15
- 7D-1.5%
- 3M-10.8%
- 1Y-23.5%
- YTD-14.3%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.5%, driven by a pullback from TZ of 9.1%. On the other hand Codan is actually up 8.3%. However, the industry is down 23% over the past year. Looking forward, earnings are forecast to grow by 20% 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, 14 Apr 2025 | AU$5.1b | AU$3.2b | AU$16.1m | 23.8x | 317.2x | 1.6x |
| Wed, 12 Mar 2025 | AU$5.4b | AU$3.2b | AU$15.9m | 25x | 341.9x | 1.7x |
| Fri, 07 Feb 2025 | AU$5.8b | AU$3.1b | AU$55.7m | 28.3x | 104.8x | 1.9x |
| Sun, 05 Jan 2025 | AU$5.8b | AU$3.1b | AU$55.0m | 27.6x | 105.4x | 1.8x |
| Tue, 03 Dec 2024 | AU$5.8b | AU$3.1b | AU$52.8m | 27.3x | 110x | 1.8x |
| Thu, 31 Oct 2024 | AU$5.8b | AU$3.1b | AU$53.9m | 27.2x | 108.3x | 1.9x |
| Sat, 28 Sep 2024 | AU$6.1b | AU$3.1b | AU$57.4m | 28.7x | 106x | 1.9x |
| Mon, 26 Aug 2024 | AU$6.0b | AU$3.2b | AU$67.5m | 28.1x | 88.9x | 1.9x |
| Wed, 24 Jul 2024 | AU$5.9b | AU$3.1b | AU$66.0m | 25.9x | 90x | 1.9x |
| Fri, 21 Jun 2024 | AU$5.8b | AU$3.1b | AU$66.5m | 24.6x | 87x | 1.9x |
| Sun, 19 May 2024 | AU$5.8b | AU$3.1b | AU$66.8m | 23.3x | 86.7x | 1.9x |
| Tue, 16 Apr 2024 | AU$6.4b | AU$3.1b | AU$57.2m | 24.9x | 111.1x | 2x |
| Thu, 14 Mar 2024 | AU$6.7b | AU$4.0b | AU$52.9m | 25.7x | 126.1x | 1.7x |
| Sat, 10 Feb 2024 | AU$5.6b | AU$3.9b | AU$32.8m | 24.8x | 169.3x | 1.4x |
| Mon, 08 Jan 2024 | AU$5.7b | AU$4.1b | AU$26.5m | 21.8x | 214.8x | 1.4x |
| Wed, 06 Dec 2023 | AU$5.7b | AU$4.1b | AU$24.6m | 22.3x | 229.4x | 1.4x |
| Fri, 03 Nov 2023 | AU$5.4b | AU$4.1b | AU$23.1m | 21.4x | 231.9x | 1.3x |
| Sun, 01 Oct 2023 | AU$5.4b | AU$4.2b | -AU$25,781,633.00 | 21.1x | -211.3x | 1.3x |
| Tue, 29 Aug 2023 | AU$5.2b | AU$4.2b | -AU$31,114,604.00 | 19.6x | -167.5x | 1.2x |
| Thu, 27 Jul 2023 | AU$4.7b | AU$4.2b | -AU$38,710,166.00 | 19.1x | -121.9x | 1.1x |
| Sat, 24 Jun 2023 | AU$4.7b | AU$4.2b | -AU$40,165,917.00 | 19.6x | -117.4x | 1.1x |
| Mon, 22 May 2023 | AU$4.9b | AU$4.2b | -AU$67,775,353.00 | 21.7x | -72.8x | 1.2x |
| Wed, 19 Apr 2023 | AU$4.7b | AU$4.2b | -AU$65,599,212.00 | 20.4x | -70.9x | 1.1x |
| Fri, 17 Mar 2023 | AU$4.4b | AU$4.2b | -AU$59,748,517.00 | 20.1x | -74.4x | 1.1x |
| Sun, 12 Feb 2023 | AU$4.8b | AU$4.0b | -AU$30,018,737.00 | 59.6x | -158.8x | 1.2x |
| Tue, 10 Jan 2023 | AU$4.9b | AU$4.0b | -AU$30,079,308.00 | 54x | -164.2x | 1.2x |
| Thu, 08 Dec 2022 | AU$5.0b | AU$4.0b | -AU$32,436,074.00 | 54.2x | -153.9x | 1.3x |
| Sat, 05 Nov 2022 | AU$5.4b | AU$4.0b | -AU$19,121,038.00 | 48.8x | -281.5x | 1.4x |
| Mon, 03 Oct 2022 | AU$5.2b | AU$4.0b | -AU$17,320,319.00 | 54.3x | -300.2x | 1.3x |
| Wed, 31 Aug 2022 | AU$6.1b | AU$3.7b | AU$2.4m | 27x | 2542.5x | 1.7x |
| Fri, 29 Jul 2022 | AU$6.3b | AU$3.7b | AU$7.1m | 21.9x | 881.6x | 1.7x |
| Sun, 26 Jun 2022 | AU$5.9b | AU$3.7b | AU$7.2m | 19x | 817.8x | 1.6x |
| Tue, 24 May 2022 | AU$7.0b | AU$3.7b | AU$36.8m | 19x | 189.6x | 1.9x |
| Thu, 21 Apr 2022 | AU$8.3b | AU$3.7b | AU$51.0m | 23.2x | 162.6x | 2.3x |
Price to Earnings Ratio
162.6x
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 317x which is higher than its 3-year average PE of 93.5x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 32% per year over the last three years,
- Revenues have also declined 4.7% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Australian Tech industry?
| AU Market | 0.085% | |
| Tech | 6.09% | |
| Electronic Equipment and Components | -1.51% | |
| Electronic Components | 6.56% | |
| Electronic Manufacturing Services | 0.34% | |
| Technology Distributors | -1.34% | |
| Electronic Equipment and Instruments | -2.04% | |
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 50.7%, which is higher than its past year's earnings decline of 79.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 79% per year.
- 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$14.70 | 8.3% +AU$205.2m | 36.0% | PE29.9x | |
| DDR Dicker Data | AU$8.29 | 7.1% +AU$99.3m | -22.8% | PE19x | |
| AD8 Audinate Group | AU$6.07 | 9.2% +AU$42.5m | -68.9% | PE154.1x | |
| NVX NOVONIX | AU$0.41 | 15.7% +AU$35.0m | -61.1% | PS27.8x | |
| DTZ Dotz Nano | AU$0.076 | 24.6% +AU$8.5m | -45.7% | PB73.5x |