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New Zealand (NZX) Infrastructure Industry Analysis

UpdatedDec 25, 2024
DataAggregated Company Financials
Companies5
  • 7D2.1%
  • 3M16.2%
  • 1Y3.6%
  • YTD2.8%

The Infrastructure industry is up 2.1% in the last week, with Auckland International Airport up 3.4%. This means that the industry has gained 3.6% over the past year. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

Has the New Zealand Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Dec 2024NZ$19.5bNZ$1.5bNZ$133.0m30.9x146.8x13.2x
Sat, 23 Nov 2024NZ$17.5bNZ$1.5bNZ$133.0m31.4x131.4x11.8x
Mon, 21 Oct 2024NZ$17.4bNZ$1.5bNZ$131.0m33.5x132.9x11.8x
Wed, 18 Sep 2024NZ$15.7bNZ$1.5bNZ$131.0m31.2x119.8x10.6x
Fri, 16 Aug 2024NZ$16.0bNZ$1.3bNZ$298.3m21.5x53.5x11.9x
Sun, 14 Jul 2024NZ$16.1bNZ$1.3bNZ$298.3m20.6x54.1x12x
Tue, 11 Jun 2024NZ$15.3bNZ$1.3bNZ$298.3m21.9x51.3x11.4x
Thu, 09 May 2024NZ$15.6bNZ$1.3bNZ$292.7m27.8x53.4x11.7x
Sat, 06 Apr 2024NZ$16.7bNZ$1.3bNZ$292.7m29.1x56.9x12.4x
Mon, 04 Mar 2024NZ$16.5bNZ$1.3bNZ$292.7m29.2x56.3x12.3x
Wed, 31 Jan 2024NZ$17.1bNZ$1.2bNZ$196.6m30.1x87.2x14.2x
Fri, 29 Dec 2023NZ$17.3bNZ$1.2bNZ$196.6m30.3x87.8x14.3x
Sun, 26 Nov 2023NZ$16.3bNZ$1.2bNZ$196.6m28.9x82.9x13.5x
Tue, 24 Oct 2023NZ$15.9bNZ$1.2bNZ$197.3m25.2x80.5x13.1x
Thu, 21 Sep 2023NZ$16.4bNZ$1.2bNZ$197.3m26.9x83.2x13.6x
Sat, 19 Aug 2023NZ$17.1bNZ$1.0bNZ$250.6m23x68.2x16.5x
Mon, 17 Jul 2023NZ$17.5bNZ$1.0bNZ$250.6m23.4x69.8x16.9x
Wed, 14 Jun 2023NZ$17.8bNZ$1.0bNZ$250.6m25x71.1x17.2x
Fri, 12 May 2023NZ$18.3bNZ$1.0bNZ$250.9m24.9x72.9x17.8x
Sun, 09 Apr 2023NZ$18.0bNZ$1.0bNZ$250.9m25.3x71.8x17.6x
Tue, 07 Mar 2023NZ$17.9bNZ$1.0bNZ$250.9m27.4x71.5x17.5x
Thu, 02 Feb 2023NZ$18.0bNZ$838.3mNZ$349.3m29.6x51.6x21.5x
Sat, 31 Dec 2022NZ$17.1bNZ$838.3mNZ$349.3m27.5x48.9x20.4x
Mon, 28 Nov 2022NZ$17.0bNZ$838.3mNZ$349.3m27.3x48.8x20.3x
Wed, 26 Oct 2022NZ$16.1bNZ$835.3mNZ$349.6m27.6x46x19.2x
Fri, 23 Sep 2022NZ$16.6bNZ$835.3mNZ$349.6m28.5x47.4x19.8x
Sun, 21 Aug 2022NZ$17.0bNZ$818.6mNZ$347.3m29.2x48.9x20.8x
Tue, 19 Jul 2022NZ$16.4bNZ$792.7mNZ$699.6m19.9x23.4x20.7x
Thu, 16 Jun 2022NZ$16.0bNZ$792.7mNZ$699.6m22.1x22.9x20.2x
Sat, 14 May 2022NZ$16.0bNZ$794.6mNZ$701.2m22.1x22.9x20.2x
Mon, 11 Apr 2022NZ$16.5bNZ$794.6mNZ$701.2m22x23.6x20.8x
Wed, 09 Mar 2022NZ$15.8bNZ$794.6mNZ$701.2m21.2x22.6x19.9x
Fri, 04 Feb 2022NZ$16.6bNZ$770.7mNZ$614.7m19.2x27x21.6x
Sun, 02 Jan 2022NZ$17.0bNZ$770.7mNZ$614.7m24.4x27.6x22x
Price to Earnings Ratio

27.6x


Total Market Cap: NZ$17.0bTotal Earnings: NZ$614.7mTotal Revenue: NZ$770.7mTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Infrastructure Industry Price to Earnings3Y Average 63.2x20232024
Current Industry PE
  • Investors are optimistic on the New Zealander Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 147x which is higher than its 3-year average PE of 63.1x.
  • The 3-year average PS ratio of 16.4x is higher than the industry's current PS ratio of 13.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 40% per year over the last three years.
  • Meanwhile revenues for these companies have grown 24% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the New Zealand Industrials industry?

NZ Market1.27%
Industrials1.25%
Infrastructure2.10%
Airport Services3.40%
Highways and Railtracks0%
Marine Ports and Services-1.32%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 351x.
    • Analysts are expecting annual earnings growth of 27.4%, which is higher than its past year's earnings decline of 87.3% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 33.2x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 87% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AIA Auckland International AirportNZ$8.522.8%
+NZ$395.2m		-0.8%PE2605.3x
NPH Napier Port HoldingsNZ$2.645.6%
+NZ$27.9m		4.8%PE21.2x
SPN South Port New ZealandNZ$5.512.0%
+NZ$2.9m		-25.5%PE19.6x
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