Australian (ASX) Electronic Equipment and Components Industry Analysis

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
Tue, 02 Jun 2026	AU$11.9b	AU$3.7b	AU$50.3m	44x	237.2x	3.2x
Thu, 30 Apr 2026	AU$11.4b	AU$3.7b	AU$49.8m	42.9x	229.2x	3.1x
Sat, 28 Mar 2026	AU$9.3b	AU$3.7b	AU$45.3m	35.1x	206.4x	2.5x
Mon, 23 Feb 2026	AU$9.8b	AU$3.5b	AU$77.1m	49.1x	127.1x	2.8x
Wed, 21 Jan 2026	AU$10.6b	AU$3.4b	AU$55.3m	65.8x	191.2x	3.1x
Fri, 19 Dec 2025	AU$8.3b	AU$3.4b	AU$53.3m	47.3x	155.8x	2.4x
Sun, 16 Nov 2025	AU$8.7b	AU$3.4b	AU$52.2m	54.2x	166.7x	2.5x
Tue, 14 Oct 2025	AU$9.6b	AU$3.4b	AU$51.9m	57.5x	185x	2.8x
Thu, 11 Sep 2025	AU$8.8b	AU$3.4b	AU$53.3m	54.7x	164.8x	2.5x
Sat, 09 Aug 2025	AU$7.5b	AU$3.2b	AU$20.9m	34.3x	361.2x	2.4x
Mon, 07 Jul 2025	AU$6.4b	AU$3.2b	AU$21.4m	29.3x	299x	2x
Wed, 04 Jun 2025	AU$6.0b	AU$3.2b	AU$19.5m	28x	309.4x	1.9x
Fri, 02 May 2025	AU$5.6b	AU$3.2b	AU$17.7m	26.2x	314.5x	1.8x
Sun, 30 Mar 2025	AU$5.6b	AU$3.2b	AU$15.9m	26x	351.9x	1.8x
Tue, 25 Feb 2025	AU$5.9b	AU$3.2b	AU$58.0m	26.1x	100.8x	1.8x
Thu, 23 Jan 2025	AU$5.6b	AU$3.1b	AU$55.9m	26.9x	100.9x	1.8x
Sat, 21 Dec 2024	AU$5.7b	AU$3.1b	AU$49.4m	27.4x	115.6x	1.8x
Mon, 18 Nov 2024	AU$5.9b	AU$3.1b	AU$52.4m	27.4x	112.5x	1.9x
Wed, 16 Oct 2024	AU$6.3b	AU$3.1b	AU$55.5m	28.9x	113.1x	2x
Fri, 13 Sep 2024	AU$5.7b	AU$3.1b	AU$55.1m	26.6x	103.1x	1.8x
Sun, 11 Aug 2024	AU$5.2b	AU$3.1b	AU$65.4m	25x	79.5x	1.7x
Tue, 09 Jul 2024	AU$5.9b	AU$3.1b	AU$67.3m	25.7x	88.4x	1.9x
Thu, 06 Jun 2024	AU$5.5b	AU$3.1b	AU$66.2m	23.3x	83.8x	1.8x
Sat, 04 May 2024	AU$6.2b	AU$3.1b	AU$65.5m	24.7x	94.4x	2x
Mon, 01 Apr 2024	AU$6.4b	AU$3.1b	AU$57.7m	25x	111.3x	2x
Wed, 28 Feb 2024	AU$6.5b	AU$4.0b	AU$44.4m	26.5x	146.1x	1.6x
Fri, 26 Jan 2024	AU$5.7b	AU$4.1b	AU$25.0m	21.5x	228x	1.4x
Sun, 24 Dec 2023	AU$5.7b	AU$4.1b	AU$27.5m	22.7x	208.3x	1.4x
Tue, 21 Nov 2023	AU$5.6b	AU$4.1b	AU$24.5m	21.9x	228x	1.4x
Thu, 19 Oct 2023	AU$5.5b	AU$4.2b	-AU$27,147,416.00	21.5x	-201.1x	1.3x
Sat, 16 Sep 2023	AU$5.3b	AU$4.2b	-AU$25,499,429.00	20.9x	-206.9x	1.2x
Mon, 14 Aug 2023	AU$5.0b	AU$4.2b	-AU$44,237,466.00	20.9x	-112.3x	1.2x
Wed, 12 Jul 2023	AU$4.8b	AU$4.2b	-AU$40,605,096.00	20.1x	-117.6x	1.1x
Fri, 09 Jun 2023	AU$5.0b	AU$4.2b	-AU$48,384,195.00	20.8x	-103.1x	1.2x

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 237x which is higher than its 3-year average PE of 138x.

The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 3.2x.

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 3.9% 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	0.98%
Tech	2.47%
Electronic Equipment and Components	10.73%
Technology Distributors	16.40%
Electronic Equipment and Instruments	10.09%
Electronic Manufacturing Services	-2.26%
Electronic Components	-5.00%

Industry PE

Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 21.9x.

Analysts are expecting annual earnings growth of 7.4%, which is lower than the prior year's growth of 8.8% per year.

Forecasted Growth

Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 45% over the next 5 years.

In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.4% 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$43.93	6.5% +AU$485.6m	139.1%	PE62.1x
DDR Dicker Data	AU$11.30	26.8% +AU$432.7m	39.3%	PE23.9x
ELS Elsight	AU$7.75	30.5% +AU$399.1m	785.7%	PE163.5x
NVX NOVONIX	AU$0.25	2.0% +AU$4.3m	-37.5%	PS27.5x
RKT RocketDNA	AU$0.026	13.0% +AU$3.6m	136.4%	PS4x

Chris Morris proposed to acquire remaining 42.50% stake in DTI Group Limited (ASX:DTI) from J P Morgan Nominees Australia Pty Ltd and others for AUD 4.6 million.

Chris Morris proposed to acquire remaining 42.50% stake in DTI Group Limited (ASX:DTI) from J P Morgan Nominees Australia Pty Ltd and others for AUD 4.6 million on April 14, 2026. A cash consideration valued at AUD 0.012 per share will be paid by the buyer. The Bidder will fund the Offer through existing cash at hand so that you can be confident there will be sufficient funds to complete the Offer. If the Bidder becomes entitled to compulsorily acquire your DTI Shares, Intentions upon acquiring 90% or more of DTI Share. After the Offer Period, the Bidder intends to ensure that the operations of DTI are optimized to meet the needs of the business in the future. This may require reviewing and adjusting staff operations to meet the skills requirements of DTI's business with any such restructuring favoring retaining current employees where there is a skills match. The Bidder intends, subject to the Corporations Act and DTI's Constitution, to replace all current members of the DTI Board with its own appointments. The Offer will officially be made during the period commencing on April 29, 2026 and ending on May 29, 2026. DTI shareholders are advised to TAKE NO ACTION in relation to the Offer at this stage. The DTI Board will consider the Offer and the bidder’s statement and provide a recommendation to DTI shareholders in due course. The expected completion of the transaction is May 29, 2026. Lander & Rogers act as legal advisor, Computershare Investor Services Pty Limited act as Transfer Agent and Shaw and Partners Limited act as broker for Chris Morris.

Australian (ASX) Electronic Equipment and Components Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Now 20% overvalued after recent price rise

New minor risk - Share price stability

X2M Connect Limited has completed a Follow-on Equity Offering in the amount of AUD 3.008782 million.

Non-Executive Director recently bought AU$57k worth of stock

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Dotz Nano Limited has filed a Follow-on Equity Offering in the amount of AUD 3.2854 million.

NOVONIX Limited to Report Q1, 2026 Results on Apr 29, 2026

Elsight Limited, Annual General Meeting, May 29, 2026

Chris Morris proposed to acquire remaining 42.50% stake in DTI Group Limited (ASX:DTI) from J P Morgan Nominees Australia Pty Ltd and others for AUD 4.6 million.

TZ Limited has completed a Follow-on Equity Offering in the amount of AUD 0.81 million.

Nanoveu Limited, Annual General Meeting, May 29, 2026

RocketDNA Ltd., Annual General Meeting, May 28, 2026

Non-Executive Director recently bought AU$142k worth of stock

New major risk - Market cap size

Insufficient new directors