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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies14
  • 7D-1.6%
  • 3M7.1%
  • 1Y57.4%
  • YTD8.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.6%, driven by Codan declining 1.0%. This takes the industry's 12 month performance to a gain of 57%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Australian Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026AU$9.6bAU$3.4bAU$60.2m60.1x159.9x2.8x
Wed, 14 Jan 2026AU$10.4bAU$3.4bAU$54.8m65x189.8x3x
Fri, 12 Dec 2025AU$8.9bAU$3.4bAU$54.1m53.6x164.2x2.6x
Sun, 09 Nov 2025AU$9.3bAU$3.4bAU$51.5m59x180.1x2.7x
Tue, 07 Oct 2025AU$8.9bAU$3.4bAU$53.1m53.4x168.3x2.6x
Thu, 04 Sep 2025AU$8.6bAU$3.4bAU$44.1m52.4x195.1x2.5x
Sat, 02 Aug 2025AU$6.9bAU$3.2bAU$18.9m32x366.6x2.2x
Mon, 30 Jun 2025AU$6.5bAU$3.2bAU$20.9m29.6x311x2x
Wed, 28 May 2025AU$6.0bAU$3.2bAU$19.2m27.3x310.5x1.9x
Fri, 25 Apr 2025AU$5.4bAU$3.2bAU$18.0m25.1x299.2x1.7x
Sun, 23 Mar 2025AU$5.6bAU$3.2bAU$15.6m26x362x1.8x
Tue, 18 Feb 2025AU$6.2bAU$3.1bAU$50.1m29.2x123.4x2x
Thu, 16 Jan 2025AU$5.7bAU$3.1bAU$54.8m27.1x103.4x1.8x
Sat, 14 Dec 2024AU$5.6bAU$3.1bAU$51.3m27.1x110x1.8x
Mon, 11 Nov 2024AU$6.0bAU$3.1bAU$53.9m27.8x110.6x1.9x
Wed, 09 Oct 2024AU$6.0bAU$3.1bAU$55.8m28.2x107.9x1.9x
Fri, 06 Sep 2024AU$5.7bAU$3.2bAU$55.8m27x102.3x1.8x
Sun, 04 Aug 2024AU$5.9bAU$3.1bAU$64.7m26.5x91.6x1.9x
Tue, 02 Jul 2024AU$5.7bAU$3.1bAU$66.6m24.7x86.3x1.8x
Thu, 30 May 2024AU$5.4bAU$3.1bAU$66.1m22.8x82.2x1.7x
Sat, 27 Apr 2024AU$6.2bAU$3.1bAU$57.8m24.9x106.7x2x
Mon, 25 Mar 2024AU$6.5bAU$3.1bAU$57.6m25.1x112.5x2.1x
Wed, 21 Feb 2024AU$6.0bAU$4.0bAU$38.2m24.8x156x1.5x
Fri, 19 Jan 2024AU$5.6bAU$4.1bAU$24.7m21.8x227.9x1.4x
Sun, 17 Dec 2023AU$5.9bAU$4.1bAU$26.3m23.1x222.9x1.4x
Tue, 14 Nov 2023AU$5.4bAU$4.1bAU$22.3m21.3x241x1.3x
Thu, 12 Oct 2023AU$5.4bAU$4.2b-AU$26,195,504.0021.8x-208x1.3x
Sat, 09 Sep 2023AU$5.3bAU$4.2b-AU$26,430,280.0021x-201.3x1.3x
Mon, 07 Aug 2023AU$4.9bAU$4.2b-AU$42,718,640.0020.7x-115.2x1.2x
Wed, 05 Jul 2023AU$4.9bAU$4.2b-AU$40,266,562.0020.7x-120.8x1.2x
Fri, 02 Jun 2023AU$4.9bAU$4.2b-AU$51,900,532.0020.7x-93.8x1.2x
Sun, 30 Apr 2023AU$4.8bAU$4.2b-AU$68,628,313.0020.1x-69.8x1.2x
Tue, 28 Mar 2023AU$4.4bAU$4.2b-AU$60,018,929.0020.5x-72.7x1x
Thu, 23 Feb 2023AU$4.7bAU$3.9b-AU$50,173,101.0061.8x-94.1x1.2x
Price to Earnings Ratio

-94.1x


Total Market Cap: AU$4.7bTotal Earnings: -AU$50,173,101.00Total Revenue: AU$3.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 110.3x202420252026
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 160x which is higher than its 3-year average PE of 110x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.8x.
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 4.4% 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 Market2.05%
Tech-4.69%
Electronic Equipment and Components-1.58%
Electronic Components1.35%
Electronic Equipment and Instruments-1.32%
Technology Distributors-1.41%
Electronic Manufacturing Services-8.91%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 22.1x.
    • 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?

CompanyLast Price7D1YValuation
NVU NanoveuAU$0.086.7%
+AU$5.5m		70.2%PS315x

Latest News

RWL
AU$0.17
Rubicon Water
7D
-8.1%
1Y
-43.3%
CDA
AU$34.26
Codan
7D
-5.1%
1Y
100.4%

CDA: Higher Revenue Assumptions Will Likely Magnify Already Stretched Future P/E

Analysts have lifted their price target on Codan from A$21.00 to about A$23.72, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that support a higher fair value estimate. Valuation Changes Fair Value Estimate raised from A$21.00 to about A$23.72, reflecting updated model inputs.
AD8
AU$3.30
Audinate Group
7D
-25.2%
1Y
-65.6%

AD8: Higher Growth Assumptions And Lower P/E Multiple Will Support Upside

Analysts have reduced their price target for Audinate Group to about A$13.97 from roughly A$14.58. They cite updated views on a slightly higher discount rate, adjustments to revenue growth and profit margin assumptions, and a lower future P/E multiple.
ELS
AU$3.57
Elsight
7D
-5.8%
1Y
864.9%
DDR
AU$9.73
Dicker Data
7D
-4.8%
1Y
8.1%
NVU
AU$0.08
Nanoveu
7D
6.7%
1Y
70.2%
RKT
AU$0.025
RocketDNA
7D
-7.4%
1Y
127.3%
DTI
AU$0.011
DTI Group
7D
-8.3%
1Y
-8.3%
NVX
AU$0.33
NOVONIX
7D
-2.9%
1Y
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