Header cover image

Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedMay 11, 2025
DataAggregated Company Financials
Companies15
  • 7D4.2%
  • 3M-2.3%
  • 1Y-8.5%
  • YTD-2.4%

Over the last 7 days, the Electronic Equipment and Components industry has risen 4.2%, driven by gains from Codan of 5.2%. Meanwhile, Rubicon Water actually underperformed within the industry, shrinking 6.0% in the last week. However, the industry is down 8.5% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 May 2025AU$5.8bAU$3.2bAU$18.6m27x312x1.8x
Tue, 08 Apr 2025AU$4.8bAU$3.2bAU$10.4m22.7x463.7x1.5x
Thu, 06 Mar 2025AU$5.7bAU$3.2bAU$15.6m25.7x361.3x1.8x
Sat, 01 Feb 2025AU$5.8bAU$3.1bAU$55.0m27.6x104.7x1.8x
Mon, 30 Dec 2024AU$5.8bAU$3.1bAU$55.0m27.9x106x1.9x
Wed, 27 Nov 2024AU$5.9bAU$3.1bAU$52.5m27.1x112.3x1.9x
Fri, 25 Oct 2024AU$5.8bAU$3.1bAU$54.8m27.1x106.3x1.9x
Sun, 22 Sep 2024AU$5.8bAU$3.1bAU$56.6m27.5x102x1.8x
Tue, 20 Aug 2024AU$5.7bAU$3.1bAU$65.4m27x87.4x1.8x
Thu, 18 Jul 2024AU$6.0bAU$3.1bAU$67.4m26.2x88.9x1.9x
Sat, 15 Jun 2024AU$5.8bAU$3.1bAU$65.9m24.4x87.9x1.9x
Mon, 13 May 2024AU$6.1bAU$3.1bAU$65.7m24.6x92.5x1.9x
Wed, 10 Apr 2024AU$6.4bAU$3.1bAU$58.9m25x108.3x2x
Fri, 08 Mar 2024AU$6.5bAU$4.0bAU$52.8m25.4x122.2x1.6x
Sun, 04 Feb 2024AU$5.5bAU$4.1bAU$17.7m24.6x309.9x1.3x
Tue, 02 Jan 2024AU$5.8bAU$4.1bAU$27.6m22.9x211.9x1.4x
Thu, 30 Nov 2023AU$5.7bAU$4.1bAU$25.4m23.2x223.5x1.4x
Sat, 28 Oct 2023AU$5.4bAU$4.2b-AU$27,636,008.0021.3x-194.7x1.3x
Mon, 25 Sep 2023AU$5.4bAU$4.2b-AU$25,520,489.0021.4x-213.2x1.3x
Wed, 23 Aug 2023AU$5.2bAU$4.2b-AU$39,696,149.0018x-132.2x1.3x
Fri, 21 Jul 2023AU$4.8bAU$4.2b-AU$37,221,711.0019.5x-129.8x1.2x
Sun, 18 Jun 2023AU$5.1bAU$4.2b-AU$44,354,453.0020.2x-115.4x1.2x
Tue, 16 May 2023AU$5.0bAU$4.2b-AU$66,889,587.0022.2x-74.6x1.2x
Thu, 13 Apr 2023AU$4.7bAU$4.2b-AU$67,294,197.0020.8x-69.2x1.1x
Sat, 11 Mar 2023AU$4.7bAU$4.2b-AU$61,152,253.0021x-76.2x1.1x
Mon, 06 Feb 2023AU$5.3bAU$4.0b-AU$29,980,192.0059.4x-177x1.3x
Wed, 04 Jan 2023AU$4.8bAU$4.0b-AU$31,457,879.0053.6x-151.4x1.2x
Fri, 02 Dec 2022AU$5.4bAU$4.0b-AU$31,447,761.0055.2x-171.7x1.4x
Sun, 30 Oct 2022AU$5.5bAU$4.0b-AU$17,945,735.0052x-307.9x1.4x
Tue, 27 Sep 2022AU$5.2bAU$4.0b-AU$16,270,325.0054x-320.1x1.3x
Thu, 25 Aug 2022AU$6.2bAU$3.7bAU$6.8m27.5x910.2x1.7x
Sat, 23 Jul 2022AU$6.8bAU$3.7bAU$6.7m21.4x1015.2x1.8x
Mon, 20 Jun 2022AU$5.6bAU$3.7bAU$6.9m18.4x810.4x1.5x
Wed, 18 May 2022AU$6.8bAU$3.7bAU$36.6m19.6x185.6x1.8x
Price to Earnings Ratio

185.6x


Total Market Cap: AU$6.8bTotal Earnings: AU$36.6mTotal Revenue: AU$3.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 96.1x202320242025
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 312x which is higher than its 3-year average PE of 96.1x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 20% per year over the last three years,
  • Revenues have also declined 4.8% 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 Market0.058%
Tech2.03%
Electronic Equipment and Components4.16%
Electronic Components9.55%
Electronic Equipment and Instruments5.72%
Electronic Manufacturing Services2.15%
Technology Distributors1.13%
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 50.6%, 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?

CompanyLast Price7D1YValuation
CDA CodanAU$16.865.2%
+AU$152.5m
54.4%PE34.2x
NVX NOVONIXAU$0.5014.9%
+AU$41.3m
-41.2%PS34.8x
DDR Dicker DataAU$8.641.2%
+AU$18.1m
-16.9%PE19.8x
AD8 Audinate GroupAU$6.192.1%
+AU$10.8m
-66.2%PE157.1x
DTZ Dotz NanoAU$0.08521.4%
+AU$8.5m
-34.6%PB83.5x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News