Narrative Update • May 16
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- 7D1.7%
- 3M9.0%
- 1Y10.0%
- YTDn/a
Over the last 7 days, the Internet Services and Infrastructure industry has risen 3.7%, driven by gains from Megaport of 27%. In the last 12 months, the industry was up 10%. In the next few years, earnings are forecast to decline by 6.7% annually.
Industry Valuation and Performance
Has the Australian Internet Services and Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 19 May 2026 | AU$14.0b | AU$1.2b | -AU$140,000,697.00 | 58x | -100.3x | 11.5x |
| Thu, 16 Apr 2026 | AU$12.0b | AU$1.2b | -AU$140,000,697.00 | 52.5x | -85.6x | 9.8x |
| Sat, 14 Mar 2026 | AU$11.8b | AU$1.2b | -AU$140,000,697.00 | 50.5x | -84.4x | 9.7x |
| Mon, 09 Feb 2026 | AU$12.0b | AU$1.2b | -AU$122,959,618.00 | 45.6x | -97.4x | 10.3x |
| Wed, 07 Jan 2026 | AU$12.3b | AU$1.2b | -AU$122,959,618.00 | 49.8x | -100.1x | 10.6x |
| Fri, 05 Dec 2025 | AU$12.9b | AU$1.2b | -AU$123,235,067.00 | 47.3x | -104.8x | 11.1x |
| Sun, 02 Nov 2025 | AU$14.9b | AU$1.2b | -AU$123,235,067.00 | 49x | -121.1x | 12.8x |
| Tue, 30 Sep 2025 | AU$15.6b | AU$1.2b | -AU$112,831,019.00 | 47.5x | -138.1x | 13.4x |
| Thu, 28 Aug 2025 | AU$13.8b | AU$1.1b | -AU$122,828,319.00 | 47x | -112.1x | 12.3x |
| Sat, 26 Jul 2025 | AU$13.8b | AU$1.1b | -AU$108,082,647.00 | 219.3x | -127.2x | 12.5x |
| Mon, 23 Jun 2025 | AU$13.1b | AU$1.1b | -AU$108,082,647.00 | 201.4x | -121.4x | 12x |
| Wed, 21 May 2025 | AU$12.4b | AU$1.1b | -AU$108,082,647.00 | 186.9x | -114.9x | 11.3x |
| Fri, 18 Apr 2025 | AU$10.6b | AU$1.1b | -AU$108,082,647.00 | 154.6x | -98x | 9.6x |
| Sun, 16 Mar 2025 | AU$12.1b | AU$1.1b | -AU$108,082,647.00 | 156.6x | -111.8x | 11x |
| Tue, 11 Feb 2025 | AU$13.7b | AU$1.1b | -AU$94,284,788.00 | 107.8x | -145.5x | 12.9x |
| Thu, 09 Jan 2025 | AU$13.7b | AU$1.1b | -AU$94,284,788.00 | 93.5x | -144.9x | 12.8x |
| Sat, 07 Dec 2024 | AU$14.2b | AU$1.1b | -AU$94,284,788.00 | 99x | -150.8x | 13.4x |
| Mon, 04 Nov 2024 | AU$14.0b | AU$1.1b | -AU$94,284,788.00 | 89.9x | -148.7x | 13.2x |
| Wed, 02 Oct 2024 | AU$14.6b | AU$1.1b | -AU$85,517,514.00 | 95.1x | -170.9x | 13.8x |
| Fri, 30 Aug 2024 | AU$13.8b | AU$1.1b | -AU$73,951,569.00 | 101.5x | -186.1x | 12.5x |
| Sun, 28 Jul 2024 | AU$14.1b | AU$1.1b | -AU$87,491,068.00 | 153.5x | -160.7x | 12.9x |
| Tue, 25 Jun 2024 | AU$13.6b | AU$1.1b | -AU$87,491,068.00 | 164.4x | -155x | 12.5x |
| Thu, 23 May 2024 | AU$13.8b | AU$1.1b | -AU$87,491,068.00 | 190.9x | -157.3x | 12.6x |
| Sat, 20 Apr 2024 | AU$12.5b | AU$1.1b | -AU$87,491,068.00 | 176.1x | -143.3x | 11.5x |
| Mon, 18 Mar 2024 | AU$13.6b | AU$1.1b | -AU$87,491,068.00 | 191x | -155.2x | 12.5x |
| Wed, 14 Feb 2024 | AU$11.3b | AU$988.1m | -AU$88,866,767.00 | 95.7x | -127.3x | 11.4x |
| Fri, 12 Jan 2024 | AU$10.3b | AU$995.0m | -AU$90,173,900.00 | 95.3x | -114.5x | 10.4x |
| Sun, 10 Dec 2023 | AU$10.3b | AU$995.0m | -AU$90,173,900.00 | 90.8x | -114.1x | 10.3x |
| Tue, 07 Nov 2023 | AU$9.8b | AU$1.0b | -AU$87,735,900.00 | 49.5x | -112.2x | 9.4x |
| Thu, 05 Oct 2023 | AU$10.1b | AU$1.0b | -AU$88,084,337.00 | 45.4x | -114.2x | 9.6x |
| Sat, 02 Sep 2023 | AU$10.8b | AU$1.0b | -AU$87,581,155.00 | 50.5x | -123x | 10.3x |
| Mon, 31 Jul 2023 | AU$8.5b | AU$634.6m | -AU$152,841,897.00 | 7.6x | -55.9x | 13.5x |
| Wed, 28 Jun 2023 | AU$7.6b | AU$633.8m | -AU$152,591,441.00 | 6.1x | -49.9x | 12x |
| Fri, 26 May 2023 | AU$6.5b | AU$637.7m | -AU$153,414,368.00 | 7.4x | -42.2x | 10.2x |
Price to Earnings Ratio
-42.2x
Current Industry PE
- Investors are relatively neutral on the Australian Internet Services and Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 11.7x.
Past Earnings Growth
- The earnings for companies in the Internet Services and Infrastructure industry have improved over the last three years.
- Revenues for these companies have grown 24% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Comparison
How does Australian Internet Services and Infrastructure compare with similar industries?
| AU Market | -2.33% | |
| Tech | -3.16% | |
| IT | 1.36% | |
| Internet Services and Infrastructure | 1.70% | |
| Data Processing Services | 5.01% | |
| IT Consulting | -1.02% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MP1 Megaport | AU$12.60 | 27.9% +AU$487.6m | 1.6% | PS8.8x | |
| NXT NEXTDC | AU$14.55 | 0.3% +AU$32.0m | 9.5% | PS20.6x | |
| 5GN 5G Networks | AU$0.076 | 7.0% +AU$1.3m | -49.3% | PS0.3x | |
| DXN DXN | AU$0.021 | 10.5% +AU$628.4k | -38.2% | PS0.6x | |
| MAQ Macquarie Technology Group | AU$74.52 | 0.03% +AU$515.5k | 20.6% | PE57.8x |