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Canadian (TSX) Industrials Sector Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies116
- 7D-0.2%
- 3M3.4%
- 1Y6.4%
- YTD2.5%
Last week, the Industrials industry hasn't moved much but Thomson Reuters is up 4.3% in that time. The past year has been better, since the industry has gained 7.9% in that time. Earnings are forecast to grow by 18% annually.
Sector Valuation and Performance
Has the Canadian Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | CA$505.6b | CA$199.4b | CA$16.8b | 21.8x | 30x | 2.5x |
| Mon, 30 Dec 2024 | CA$489.8b | CA$199.1b | CA$17.6b | 21.2x | 27.8x | 2.5x |
| Wed, 27 Nov 2024 | CA$497.2b | CA$198.1b | CA$17.5b | 22.4x | 28.3x | 2.5x |
| Fri, 25 Oct 2024 | CA$489.3b | CA$196.0b | CA$17.3b | 23x | 28.3x | 2.5x |
| Sun, 22 Sep 2024 | CA$487.1b | CA$194.5b | CA$17.2b | 22.1x | 28.4x | 2.5x |
| Tue, 20 Aug 2024 | CA$471.1b | CA$192.2b | CA$17.1b | 22.4x | 27.5x | 2.5x |
| Thu, 18 Jul 2024 | CA$486.6b | CA$167.3b | CA$16.9b | 22.4x | 28.8x | 2.9x |
| Sat, 15 Jun 2024 | CA$470.0b | CA$167.5b | CA$16.9b | 21.4x | 27.9x | 2.8x |
| Mon, 13 May 2024 | CA$481.2b | CA$166.8b | CA$17.4b | 21x | 27.7x | 2.9x |
| Wed, 10 Apr 2024 | CA$485.7b | CA$164.8b | CA$17.9b | 20.2x | 27.1x | 2.9x |
| Fri, 08 Mar 2024 | CA$485.1b | CA$164.3b | CA$17.8b | 19.8x | 27.3x | 3x |
| Sun, 04 Feb 2024 | CA$469.9b | CA$166.2b | CA$16.6b | 20.2x | 28.3x | 2.8x |
| Tue, 02 Jan 2024 | CA$451.5b | CA$164.4b | CA$16.1b | 19.4x | 28.1x | 2.7x |
| Thu, 30 Nov 2023 | CA$414.0b | CA$163.4b | CA$15.7b | 18.5x | 26.3x | 2.5x |
| Sat, 28 Oct 2023 | CA$390.4b | CA$161.5b | CA$15.4b | 16.7x | 25.4x | 2.4x |
| Mon, 25 Sep 2023 | CA$416.5b | CA$160.6b | CA$15.8b | 17.6x | 26.4x | 2.6x |
| Wed, 23 Aug 2023 | CA$421.8b | CA$160.8b | CA$15.8b | 14.4x | 26.7x | 2.6x |
| Fri, 21 Jul 2023 | CA$422.6b | CA$156.8b | CA$13.7b | 18.8x | 30.7x | 2.7x |
| Sun, 18 Jun 2023 | CA$421.4b | CA$157.0b | CA$13.8b | 19.3x | 30.6x | 2.7x |
| Tue, 16 May 2023 | CA$429.3b | CA$157.1b | CA$13.8b | 19x | 31.2x | 2.7x |
| Thu, 13 Apr 2023 | CA$423.0b | CA$153.6b | CA$13.8b | 20.2x | 30.6x | 2.8x |
| Sat, 11 Mar 2023 | CA$415.1b | CA$154.0b | CA$14.0b | 19.5x | 29.7x | 2.7x |
| Mon, 06 Feb 2023 | CA$417.9b | CA$150.1b | CA$13.7b | 17.3x | 30.6x | 2.8x |
| Wed, 04 Jan 2023 | CA$402.2b | CA$149.6b | CA$12.7b | 16.8x | 31.6x | 2.7x |
| Fri, 02 Dec 2022 | CA$421.2b | CA$148.9b | CA$12.7b | 16x | 33.1x | 2.8x |
| Sun, 30 Oct 2022 | CA$392.5b | CA$145.5b | CA$11.9b | 14.3x | 32.9x | 2.7x |
| Tue, 27 Sep 2022 | CA$371.5b | CA$143.8b | CA$11.6b | 14.4x | 32.1x | 2.6x |
| Thu, 25 Aug 2022 | CA$401.8b | CA$142.0b | CA$11.5b | 15.6x | 34.8x | 2.8x |
| Sat, 23 Jul 2022 | CA$379.1b | CA$136.2b | CA$13.2b | 15.1x | 28.8x | 2.8x |
| Mon, 20 Jun 2022 | CA$350.8b | CA$136.4b | CA$13.2b | 13.8x | 26.6x | 2.6x |
| Wed, 18 May 2022 | CA$358.3b | CA$135.6b | CA$13.1b | 17.2x | 27.3x | 2.6x |
| Fri, 15 Apr 2022 | CA$397.9b | CA$129.3b | CA$17.8b | 19.4x | 22.3x | 3.1x |
| Sun, 13 Mar 2022 | CA$399.8b | CA$129.1b | CA$17.9b | 19.2x | 22.4x | 3.1x |
| Tue, 08 Feb 2022 | CA$389.4b | CA$124.5b | CA$17.7b | 21.4x | 22x | 3.1x |
Price to Earnings Ratio
22x
Current Industry PE
- Investors are relatively neutral on the Canadian Industrials 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 PE ratio of 28.4x.
- The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 17% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Canadian Industrials sector?
| CA Market | -0.47% | |
| Industrials | -0.22% | |
| Professional Services | 4.29% | |
| Commercial Services | 0.94% | |
| Marine and Shipping | 0.47% | |
| Transportation | 0.44% | |
| Airlines | -0.99% | |
| Industrials | -1.12% | |
| Infrastructure | -1.56% | |
| Building | -2.26% | |
| Logistics | -3.60% | |
| Trade Distributors | -4.39% | |
| Machinery | -4.76% | |
| Aerospace & Defense | -5.56% | |
| Construction | -6.03% | |
| Electrical | -10.57% | |
Industry PE
- Investors are most optimistic about the Logistics industry which is trading above its 3-year average PE ratio of 108x.
- Analysts are expecting annual earnings growth of 65.7%, which is higher than its past year's earnings decline of 96.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Commercial Services industry, expecting annual earnings growth of 77% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Airlines industry is expected to see its earnings decline by 10% 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 | |
|---|---|---|---|---|---|
| TRI Thomson Reuters | CA$244.23 | 4.3% +CA$4.5b | 20.2% | PE33.9x | |
| CP Canadian Pacific Kansas City | CA$115.50 | 0.9% +CA$960.6m | 3.0% | PE29x | |
| GFL GFL Environmental | CA$62.70 | 3.5% +CA$834.0m | 30.8% | PS3.2x | |
| BYD Boyd Group Services | CA$238.35 | 0.9% +CA$47.7m | -20.5% | PE85.5x | |
| CNR Canadian National Railway | CA$151.82 | 0.3% +CA$21.5m | -11.0% | PE21.4x |
