Narrative Update • Apr 29
Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.5%, driven by a pullback from Celestica of 9.6%. In contrast, AI/ML Innovations has gained 56%. This takes the industry's 12 month performance to a gain of 222%. Looking forward, earnings are forecast to grow by 33% 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 |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | CA$63.0b | CA$19.5b | CA$1.3b | 41.4x | 49.2x | 3.2x |
| Sat, 11 Apr 2026 | CA$56.6b | CA$17.7b | CA$1.1b | 42.2x | 49.9x | 3.2x |
| Mon, 09 Mar 2026 | CA$43.2b | CA$17.4b | CA$1.1b | 35.8x | 38.8x | 2.5x |
| Wed, 04 Feb 2026 | CA$48.9b | CA$17.5b | CA$1.1b | 34.8x | 43.7x | 2.8x |
| Fri, 02 Jan 2026 | CA$50.2b | CA$16.0b | CA$928.4m | 34.2x | 54.1x | 3.1x |
| Sun, 30 Nov 2025 | CA$58.7b | CA$16.3b | CA$947.7m | 37.9x | 62x | 3.6x |
| Tue, 28 Oct 2025 | CA$51.6b | CA$15.4b | CA$699.1m | 20.1x | 73.8x | 3.4x |
| Thu, 25 Sep 2025 | CA$44.1b | CA$15.3b | CA$697.2m | 22x | 63.2x | 2.9x |
| Sat, 23 Aug 2025 | CA$31.7b | CA$15.2b | CA$703.5m | 21.1x | 45x | 2.1x |
| Mon, 21 Jul 2025 | CA$27.9b | CA$14.4b | CA$544.0m | 27.7x | 51.3x | 1.9x |
| Wed, 18 Jun 2025 | CA$22.2b | CA$14.3b | CA$564.7m | 25.3x | 39.4x | 1.6x |
| Fri, 16 May 2025 | CA$20.2b | CA$14.6b | CA$579.9m | 23.1x | 34.9x | 1.4x |
| Sun, 13 Apr 2025 | CA$14.7b | CA$13.9b | CA$573.6m | 19.9x | 25.6x | 1.1x |
| Tue, 11 Mar 2025 | CA$16.6b | CA$14.4b | CA$579.4m | 21.3x | 28.6x | 1.1x |
| Thu, 06 Feb 2025 | CA$24.1b | CA$14.3b | CA$575.1m | 21.1x | 41.9x | 1.7x |
| Sat, 04 Jan 2025 | CA$17.6b | CA$13.9b | CA$504.2m | 28.3x | 34.9x | 1.3x |
| Mon, 02 Dec 2024 | CA$15.8b | CA$13.4b | CA$489.0m | 26.7x | 32.4x | 1.2x |
| Wed, 30 Oct 2024 | CA$12.8b | CA$13.4b | CA$490.6m | 21.6x | 26.1x | 1x |
| Fri, 27 Sep 2024 | CA$9.4b | CA$12.3b | CA$457.1m | 16.9x | 20.6x | 0.8x |
| Sun, 25 Aug 2024 | CA$9.7b | CA$12.3b | CA$455.3m | 17.2x | 21.3x | 0.8x |
| Tue, 23 Jul 2024 | CA$10.3b | CA$11.9b | CA$402.5m | 21x | 25.5x | 0.9x |
| Thu, 20 Jun 2024 | CA$10.3b | CA$11.7b | CA$421.8m | 18.4x | 24.5x | 0.9x |
| Sat, 18 May 2024 | CA$9.1b | CA$11.6b | CA$417.9m | 16.9x | 21.8x | 0.8x |
| Mon, 15 Apr 2024 | CA$9.0b | CA$12.4b | CA$374.6m | 16.3x | 24x | 0.7x |
| Wed, 13 Mar 2024 | CA$8.8b | CA$12.1b | CA$371.8m | 19.6x | 23.5x | 0.7x |
| Fri, 09 Feb 2024 | CA$7.3b | CA$12.1b | CA$368.8m | 17.9x | 19.9x | 0.6x |
| Sun, 07 Jan 2024 | CA$5.8b | CA$11.9b | CA$301.1m | 16.9x | 19.2x | 0.5x |
| Tue, 05 Dec 2023 | CA$5.8b | CA$12.0b | CA$307.5m | 16.1x | 18.8x | 0.5x |
| Thu, 02 Nov 2023 | CA$5.2b | CA$12.4b | CA$280.5m | 12.8x | 18.7x | 0.4x |
| Sat, 30 Sep 2023 | CA$5.4b | CA$12.0b | CA$225.7m | 14.8x | 24.1x | 0.5x |
| Mon, 28 Aug 2023 | CA$5.0b | CA$12.0b | CA$208.1m | 15.4x | 24.1x | 0.4x |
| Wed, 26 Jul 2023 | CA$4.2b | CA$11.4b | CA$163.0m | 13.3x | 25.7x | 0.4x |
| Fri, 23 Jun 2023 | CA$3.9b | CA$11.3b | CA$167.2m | 12.7x | 23.4x | 0.3x |
| Sun, 21 May 2023 | CA$3.5b | CA$11.6b | CA$172.5m | 11.9x | 20.1x | 0.3x |
20.1x
Which industries have driven the changes within the Canadian Tech industry?
| CA Market | 0.64% | |
| Tech | -3.45% | |
| Electronic Equipment and Components | -9.15% | |
| Technology Distributors | 8.33% | |
| Electronic Equipment and Instruments | -1.85% | |
| Electronic Manufacturing Services | -9.55% | |
| Electronic Components | -14.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AIML AI/ML Innovations | CA$0.07 | 55.6% +CA$6.8m | -33.3% | PS151.3x | |
| BLN Blackline Safety | CA$8.98 | 0.3% +CA$2.6m | 20.7% | PS5.2x | |
| LPS Legend Power Systems | CA$0.10 | 10.5% +CA$1.6m | 0% | PS8.8x | |
| SKUR Sekur Private Data | CA$0.065 | 8.3% +CA$1.3m | 85.7% | PS40.3x | |
| TLA Titan Logix | CA$0.51 | 2.0% +CA$267.9k | -29.2% | PS2.2x |