Narrative Update • Jul 14
Over the last 7 days, the Electronic Equipment and Components industry has dropped 11%, driven by a pullback from Celestica of 1.1%. On the other hand Gatekeeper Systems is actually up 8.2%. Over the past 12 months, the industry was up 90%. Looking forward, earnings are forecast to grow by 30% annually.
Has the Canadian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | CA$52.6b | CA$19.9b | CA$1.3b | 27.6x | 39.4x | 2.6x |
| Fri, 19 Jun 2026 | CA$65.9b | CA$20.1b | CA$1.3b | 40x | 49.9x | 3.3x |
| Sun, 17 May 2026 | CA$61.1b | CA$19.5b | CA$1.3b | 40.4x | 47.5x | 3.1x |
| Tue, 14 Apr 2026 | CA$60.3b | CA$17.7b | CA$1.1b | 43.8x | 53.4x | 3.4x |
| Thu, 12 Mar 2026 | CA$46.8b | CA$17.4b | CA$1.1b | 37.5x | 42x | 2.7x |
| Sat, 07 Feb 2026 | CA$49.9b | CA$17.5b | CA$1.1b | 34.8x | 44.5x | 2.9x |
| Mon, 05 Jan 2026 | CA$51.4b | CA$16.0b | CA$929.0m | 34.8x | 55.3x | 3.2x |
| Wed, 03 Dec 2025 | CA$52.3b | CA$16.3b | CA$948.2m | 34.5x | 55.2x | 3.2x |
| Fri, 31 Oct 2025 | CA$58.0b | CA$16.3b | CA$948.6m | 20.4x | 61.2x | 3.6x |
| Sun, 28 Sep 2025 | CA$42.2b | CA$15.3b | CA$696.2m | 21.5x | 60.6x | 2.8x |
| Tue, 26 Aug 2025 | CA$32.7b | CA$15.2b | CA$705.2m | 21.3x | 46.4x | 2.2x |
| Thu, 24 Jul 2025 | CA$27.1b | CA$14.2b | CA$538.4m | 27.7x | 50.4x | 1.9x |
| Sat, 21 Jun 2025 | CA$23.8b | CA$14.4b | CA$568.6m | 25.4x | 41.8x | 1.7x |
| Mon, 19 May 2025 | CA$20.3b | CA$14.6b | CA$580.8m | 23.1x | 34.9x | 1.4x |
| Wed, 16 Apr 2025 | CA$15.0b | CA$14.0b | CA$576.8m | 20.9x | 26x | 1.1x |
| Fri, 14 Mar 2025 | CA$17.0b | CA$14.4b | CA$583.8m | 21.3x | 29.1x | 1.2x |
| Sun, 09 Feb 2025 | CA$23.7b | CA$14.3b | CA$573.7m | 21.1x | 41.3x | 1.7x |
| Tue, 07 Jan 2025 | CA$18.3b | CA$13.8b | CA$500.1m | 29.1x | 36.6x | 1.3x |
| Thu, 05 Dec 2024 | CA$16.5b | CA$13.5b | CA$491.3m | 27.6x | 33.5x | 1.2x |
| Sat, 02 Nov 2024 | CA$12.5b | CA$13.4b | CA$492.0m | 21.7x | 25.5x | 0.9x |
| Mon, 30 Sep 2024 | CA$9.4b | CA$12.4b | CA$459.6m | 16.4x | 20.5x | 0.8x |
| Wed, 28 Aug 2024 | CA$9.4b | CA$12.3b | CA$453.0m | 16.9x | 20.7x | 0.8x |
| Fri, 26 Jul 2024 | CA$9.8b | CA$12.6b | CA$465.7m | 17.4x | 21x | 0.8x |
| Sun, 23 Jun 2024 | CA$9.7b | CA$11.7b | CA$421.4m | 17.8x | 23x | 0.8x |
| Tue, 21 May 2024 | CA$8.9b | CA$11.6b | CA$419.6m | 16.9x | 21.3x | 0.8x |
| Thu, 18 Apr 2024 | CA$9.0b | CA$12.4b | CA$374.5m | 16.4x | 23.9x | 0.7x |
| Sat, 16 Mar 2024 | CA$8.9b | CA$12.1b | CA$373.3m | 20.1x | 23.9x | 0.7x |
| Mon, 12 Feb 2024 | CA$7.7b | CA$12.1b | CA$368.8m | 17.8x | 21x | 0.6x |
| Wed, 10 Jan 2024 | CA$5.9b | CA$11.9b | CA$301.9m | 16.8x | 19.7x | 0.5x |
| Fri, 08 Dec 2023 | CA$5.6b | CA$12.1b | CA$308.9m | 15.5x | 18.1x | 0.5x |
| Sun, 05 Nov 2023 | CA$5.6b | CA$12.2b | CA$276.3m | 13.1x | 20.4x | 0.5x |
| Tue, 03 Oct 2023 | CA$5.5b | CA$12.1b | CA$227.0m | 14.6x | 24.1x | 0.5x |
| Thu, 31 Aug 2023 | CA$5.1b | CA$11.9b | CA$208.6m | 15.1x | 24.6x | 0.4x |
| Sat, 29 Jul 2023 | CA$4.3b | CA$11.7b | CA$190.3m | 14.7x | 22.8x | 0.4x |
22.8x
Which industries have driven the changes within the Canadian Tech industry?
| CA Market | 0.17% | |
| Tech | -1.97% | |
| Electronic Equipment and Components | -1.40% | |
| Electronic Manufacturing Services | -1.06% | |
| Electronic Components | -5.26% | |
| Electronic Equipment and Instruments | -7.98% | |
| Technology Distributors | -27.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSI Gatekeeper Systems | CA$1.33 | 8.2% +CA$11.1m | -1.9% | PS4.2x | |
| AIML AI/ML Innovations | CA$0.045 | 12.5% +CA$1.4m | -25.0% | PS98.5x | |
| BLO Cannabix Technologies | CA$0.56 | 1.8% +CA$1.2m | -8.2% | PS434x | |
| QAI QScreen AI | CA$0.035 | 16.7% +CA$1.1m | 40.0% | PE-6.6x | |
| INEO INEO Tech | CA$0.14 | 17.4% +CA$1.0m | -75.5% | PS4.9x |