Earnings Tell The Story For Codan Limited (ASX:CDA) As Its Stock Soars 28%
Jan 16
Have your own idea? Try our Stock Screener
Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedJan 18, 2026
DataAggregated Company Financials
Companies14
- 7D0.3%
- 3M9.1%
- 1Y78.1%
- YTD19.1%
The Electronic Equipment and Components is pretty flat in the last 7 days, but Elsight has stood out, gaining 11%. As for the the longer term, the industry is up 78% over the past 12 months. Earnings are forecast to grow by 21% 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, 19 Jan 2026 | AU$10.5b | AU$3.4b | AU$54.5m | 65.3x | 192.9x | 3.1x |
| Wed, 17 Dec 2025 | AU$8.8b | AU$3.4b | AU$53.8m | 51.3x | 162.7x | 2.5x |
| Fri, 14 Nov 2025 | AU$9.1b | AU$3.4b | AU$52.6m | 58.1x | 173.7x | 2.7x |
| Sun, 12 Oct 2025 | AU$9.7b | AU$3.4b | AU$51.3m | 58.4x | 189.3x | 2.8x |
| Tue, 09 Sep 2025 | AU$8.8b | AU$3.4b | AU$53.0m | 54.6x | 166.6x | 2.6x |
| Thu, 07 Aug 2025 | AU$7.4b | AU$3.2b | AU$20.5m | 34x | 361.7x | 2.3x |
| Sat, 05 Jul 2025 | AU$6.4b | AU$3.2b | AU$21.5m | 29.3x | 297.1x | 2x |
| Mon, 02 Jun 2025 | AU$6.1b | AU$3.2b | AU$19.3m | 27.7x | 315.2x | 1.9x |
| Wed, 30 Apr 2025 | AU$5.5b | AU$3.2b | AU$18.3m | 25.5x | 298.2x | 1.7x |
| Fri, 28 Mar 2025 | AU$5.7b | AU$3.2b | AU$15.9m | 25.8x | 361.8x | 1.8x |
| Sun, 23 Feb 2025 | AU$5.9b | AU$3.2b | AU$57.9m | 26.2x | 101.1x | 1.8x |
| Tue, 21 Jan 2025 | AU$5.7b | AU$3.1b | AU$54.9m | 26.9x | 103.1x | 1.8x |
| Thu, 19 Dec 2024 | AU$5.7b | AU$3.1b | AU$50.5m | 27.2x | 111.8x | 1.8x |
| Sat, 16 Nov 2024 | AU$5.9b | AU$3.1b | AU$52.6m | 27.4x | 112x | 1.9x |
| Mon, 14 Oct 2024 | AU$6.2b | AU$3.1b | AU$56.0m | 28.5x | 110x | 2x |
| Wed, 11 Sep 2024 | AU$5.6b | AU$3.1b | AU$55.0m | 26.4x | 102x | 1.8x |
| Fri, 09 Aug 2024 | AU$5.1b | AU$3.1b | AU$65.1m | 24.5x | 78.6x | 1.6x |
| Sun, 07 Jul 2024 | AU$5.8b | AU$3.1b | AU$67.5m | 25.2x | 86.7x | 1.9x |
| Tue, 04 Jun 2024 | AU$5.6b | AU$3.1b | AU$66.2m | 23.4x | 84.2x | 1.8x |
| Thu, 02 May 2024 | AU$6.1b | AU$3.1b | AU$57.4m | 24.6x | 106x | 1.9x |
| Sat, 30 Mar 2024 | AU$6.4b | AU$3.1b | AU$57.6m | 25x | 111.4x | 2x |
| Mon, 26 Feb 2024 | AU$6.5b | AU$4.0b | AU$46.5m | 26.6x | 139.3x | 1.6x |
| Wed, 24 Jan 2024 | AU$5.8b | AU$4.1b | AU$24.8m | 21.8x | 232.2x | 1.4x |
| Fri, 22 Dec 2023 | AU$5.7b | AU$4.1b | AU$27.0m | 22.8x | 213x | 1.4x |
| Sun, 19 Nov 2023 | AU$5.6b | AU$4.1b | AU$24.1m | 22.1x | 232.9x | 1.4x |
| Tue, 17 Oct 2023 | AU$5.5b | AU$4.2b | -AU$28,672,159.00 | 21.7x | -192x | 1.3x |
| Thu, 14 Sep 2023 | AU$5.3b | AU$4.2b | -AU$25,874,297.00 | 20.7x | -205.7x | 1.3x |
| Sat, 12 Aug 2023 | AU$5.0b | AU$4.2b | -AU$43,624,446.00 | 20.9x | -113.9x | 1.2x |
| Mon, 10 Jul 2023 | AU$4.8b | AU$4.2b | -AU$40,239,114.00 | 20.1x | -118.4x | 1.1x |
| Wed, 07 Jun 2023 | AU$4.9b | AU$4.2b | -AU$48,868,539.00 | 20.5x | -99.6x | 1.2x |
| Fri, 05 May 2023 | AU$4.7b | AU$4.2b | -AU$67,162,971.00 | 19.7x | -70.7x | 1.1x |
| Sun, 02 Apr 2023 | AU$4.5b | AU$4.2b | -AU$66,933,328.00 | 20.2x | -67.9x | 1.1x |
| Tue, 28 Feb 2023 | AU$4.6b | AU$4.2b | -AU$59,776,629.00 | 103.6x | -77.2x | 1.1x |
| Thu, 26 Jan 2023 | AU$5.3b | AU$4.0b | -AU$28,620,096.00 | 57.2x | -186.2x | 1.3x |
Price to Earnings Ratio
-186.2x
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 193x which is higher than its 3-year average PE of 101x.
- The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.1x.
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 Market | 1.95% | |
| Tech | -1.35% | |
| Electronic Equipment and Components | 0.30% | |
| Electronic Manufacturing Services | 2.10% | |
| Technology Distributors | 1.02% | |
| Electronic Equipment and Instruments | 0.099% | |
| Electronic Components | -3.00% | |
Industry PE
- Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 22.2x.
- 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 24% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ELS Elsight | AU$3.94 | 11.0% +AU$86.1m | 1,009.9% | PS100.1x | |
| CDA Codan | AU$37.16 | 0.7% +AU$49.1m | 139.1% | PE65.3x | |
| DDR Dicker Data | AU$10.31 | 1.0% +AU$18.1m | 20.3% | PE22.6x | |
| AD8 Audinate Group | AU$4.37 | 2.1% +AU$7.6m | -39.3% | PS5.9x | |
| RKT RocketDNA | AU$0.033 | 10.0% +AU$3.5m | 200.0% | PS5.5x |
