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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies14
  • 7D18.5%
  • 3M4.1%
  • 1Y78.1%
  • YTD17.8%

The Electronic Equipment and Components industry is up 19% in the last week, with Codan up 27%. In the same time, AVA Risk Group was down 15%. In the last 12 months, the industry was up 78%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026AU$10.4bAU$3.4bAU$55.0m64.5x189.2x3x
Thu, 11 Dec 2025AU$8.9bAU$3.4bAU$53.9m53.6x164.3x2.6x
Sat, 08 Nov 2025AU$9.3bAU$3.4bAU$51.4m59x180.7x2.7x
Mon, 06 Oct 2025AU$9.0bAU$3.4bAU$53.3m54.8x168.7x2.6x
Wed, 03 Sep 2025AU$8.6bAU$3.4bAU$43.8m52.4x197.3x2.5x
Fri, 01 Aug 2025AU$6.8bAU$3.2bAU$19.1m31.3x354.4x2.1x
Sun, 29 Jun 2025AU$6.5bAU$3.2bAU$20.9m29.6x311x2x
Tue, 27 May 2025AU$5.9bAU$3.2bAU$20.5m27.1x289.6x1.9x
Thu, 24 Apr 2025AU$5.4bAU$3.2bAU$18.5m25.1x289.8x1.7x
Sat, 22 Mar 2025AU$5.6bAU$3.2bAU$15.9m26x353.4x1.8x
Mon, 17 Feb 2025AU$5.9bAU$3.1bAU$56.9m28.7x103.9x1.9x
Wed, 15 Jan 2025AU$5.6bAU$3.1bAU$54.5m26.7x102.6x1.8x
Fri, 13 Dec 2024AU$5.7bAU$3.1bAU$51.7m27.2x109.3x1.8x
Sun, 10 Nov 2024AU$6.0bAU$3.1bAU$53.9m27.8x110.6x1.9x
Tue, 08 Oct 2024AU$6.1bAU$3.1bAU$56.3m28.5x108.1x1.9x
Thu, 05 Sep 2024AU$5.7bAU$3.2bAU$55.7m27x102x1.8x
Sat, 03 Aug 2024AU$5.9bAU$3.1bAU$64.6m26.5x91.7x1.9x
Mon, 01 Jul 2024AU$5.8bAU$3.1bAU$66.5m25.2x87.9x1.9x
Wed, 29 May 2024AU$5.6bAU$3.1bAU$66.5m23x84.8x1.8x
Fri, 26 Apr 2024AU$6.2bAU$3.1bAU$57.5m25.1x107.7x2x
Sun, 24 Mar 2024AU$6.5bAU$3.1bAU$57.6m25.1x112.5x2.1x
Tue, 20 Feb 2024AU$6.0bAU$4.0bAU$38.2m24.7x155.7x1.5x
Thu, 18 Jan 2024AU$5.7bAU$4.1bAU$24.6m21.9x232.2x1.4x
Sat, 16 Dec 2023AU$5.9bAU$4.1bAU$26.5m23.1x221.6x1.4x
Mon, 13 Nov 2023AU$5.4bAU$4.1bAU$22.1m21x242.9x1.3x
Wed, 11 Oct 2023AU$5.5bAU$4.2b-AU$26,439,800.0021.9x-206.6x1.3x
Fri, 08 Sep 2023AU$5.4bAU$4.2b-AU$26,741,968.0021.1x-203.2x1.3x
Sun, 06 Aug 2023AU$4.9bAU$4.2b-AU$42,718,640.0020.7x-115.2x1.2x
Tue, 04 Jul 2023AU$4.8bAU$4.2b-AU$40,852,134.0020.5x-118.3x1.2x
Thu, 01 Jun 2023AU$4.9bAU$4.2b-AU$52,922,392.0021x-92.4x1.2x
Sat, 29 Apr 2023AU$4.8bAU$4.2b-AU$69,459,401.0020.1x-69x1.2x
Mon, 27 Mar 2023AU$4.4bAU$4.2b-AU$59,779,712.0020.4x-73x1.1x
Wed, 22 Feb 2023AU$4.8bAU$3.9b-AU$49,270,042.0059.7x-97x1.2x
Fri, 20 Jan 2023AU$5.2bAU$4.0b-AU$30,437,228.0054.5x-170.2x1.3x
Price to Earnings Ratio

-170.2x


Total Market Cap: AU$5.2bTotal Earnings: -AU$30,437,228.00Total Revenue: AU$4.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 99.2x202420252026
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 189x which is higher than its 3-year average PE of 99x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.0x.
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 Market0.73%
Tech2.94%
Electronic Equipment and Components18.51%
Electronic Equipment and Instruments22.61%
Electronic Components14.12%
Technology Distributors5.96%
Electronic Manufacturing Services5.11%
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 23% 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?

CompanyLast Price7D1YValuation
CDA CodanAU$37.0025.9%
+AU$1.4b
137.2%PE65x
DDR Dicker DataAU$9.903.4%
+AU$59.7m
20.4%PE21.7x
ELS ElsightAU$3.583.5%
+AU$26.4m
854.7%PS91.3x
AD8 Audinate GroupAU$4.375.6%
+AU$19.4m
-38.9%PS5.9x
NVU NanoveuAU$0.09617.1%
+AU$13.8m
190.9%PS342.1x

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