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Oct 25
Australian (ASX) Commodity Chemicals Industry Analysis
UpdatedOct 31, 2023
DataAggregated Company Financials
Companies9
- 7D-1.0%
- 3M-13.4%
- 1Y3.0%
- YTD-4.5%
Over the last 7 days, the Commodity Chemicals industry has remained flat, although notably Alpha HPA gained 15%. As for the the longer term, the industry is up 5.0% over the past 12 months. Looking forward, earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the Australian Commodity Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Oct 2023 | AU$8.0b | AU$8.2b | AU$202.5m | 24.9x | 39.4x | 1x |
| Thu, 28 Sep 2023 | AU$8.4b | AU$8.2b | AU$202.5m | 26x | 41.4x | 1x |
| Sat, 26 Aug 2023 | AU$8.8b | AU$8.2b | AU$215.9m | 35.2x | 40.7x | 1.1x |
| Mon, 24 Jul 2023 | AU$9.0b | AU$8.2b | AU$217.7m | 37.1x | 41.1x | 1.1x |
| Wed, 21 Jun 2023 | AU$9.0b | AU$8.2b | AU$217.7m | 37.9x | 41.3x | 1.1x |
| Fri, 19 May 2023 | AU$9.2b | AU$8.2b | AU$217.7m | 41.5x | 42.3x | 1.1x |
| Sun, 16 Apr 2023 | AU$9.3b | AU$7.3b | AU$95.1m | 50.8x | 97.9x | 1.3x |
| Tue, 14 Mar 2023 | AU$8.7b | AU$7.3b | AU$95.0m | 54.7x | 92.1x | 1.2x |
| Thu, 09 Feb 2023 | AU$8.7b | AU$7.3b | AU$106.0m | 49.2x | 82.2x | 1.2x |
| Sat, 07 Jan 2023 | AU$8.4b | AU$7.3b | AU$105.9m | 46.2x | 78.9x | 1.1x |
| Mon, 05 Dec 2022 | AU$8.4b | AU$7.3b | AU$105.9m | 45.3x | 79.3x | 1.2x |
| Wed, 02 Nov 2022 | AU$7.8b | AU$6.0b | -AU$301,213,181.00 | n/a | -26x | 1.3x |
| Fri, 30 Sep 2022 | AU$7.7b | AU$6.0b | -AU$301,144,479.00 | n/a | -25.4x | 1.3x |
| Sun, 28 Aug 2022 | AU$8.9b | AU$6.0b | -AU$303,199,641.00 | 74.3x | -29.2x | 1.5x |
| Tue, 26 Jul 2022 | AU$8.3b | AU$6.0b | -AU$298,799,115.00 | 56.9x | -27.7x | 1.4x |
| Thu, 23 Jun 2022 | AU$7.8b | AU$6.0b | -AU$298,775,245.00 | 38.3x | -26.1x | 1.3x |
| Sat, 21 May 2022 | AU$8.6b | AU$6.0b | -AU$298,731,845.00 | 56.6x | -28.8x | 1.4x |
| Mon, 18 Apr 2022 | AU$8.9b | AU$5.4b | -AU$224,829,725.00 | 94.8x | -39.6x | 1.7x |
| Wed, 16 Mar 2022 | AU$7.9b | AU$5.4b | -AU$225,389,854.00 | 92.3x | -35.2x | 1.5x |
| Fri, 11 Feb 2022 | AU$7.8b | AU$5.3b | -AU$216,641,705.00 | 45.2x | -36.1x | 1.5x |
| Sun, 09 Jan 2022 | AU$7.3b | AU$5.3b | -AU$216,648,118.00 | 44.7x | -33.6x | 1.4x |
| Tue, 07 Dec 2021 | AU$7.4b | AU$5.3b | -AU$216,724,554.00 | 44.1x | -34.3x | 1.4x |
| Thu, 04 Nov 2021 | AU$7.9b | AU$5.5b | AU$51.7m | 58x | 153.6x | 1.4x |
| Sat, 02 Oct 2021 | AU$6.9b | AU$5.5b | AU$67.9m | 58x | 101.2x | 1.3x |
| Mon, 30 Aug 2021 | AU$6.4b | AU$5.5b | AU$68.0m | 67.6x | 93.8x | 1.2x |
| Tue, 06 Jul 2021 | AU$6.1b | AU$5.5b | AU$68.0m | 52.8x | 90.1x | 1.1x |
| Fri, 09 Apr 2021 | AU$6.3b | AU$5.5b | AU$66.1m | 79.1x | 95.6x | 1.2x |
| Thu, 31 Dec 2020 | AU$6.6b | AU$5.6b | AU$108.5m | 49.6x | 60.5x | 1.2x |
Price to Earnings Ratio
43.2x
Current Industry PE
- Investors are relatively neutral on the Australian Commodity Chemicals 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 39.2x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
- The earnings for companies in the Commodity Chemicals industry have grown 10% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Australian Commodity Chemicals compare with similar industries?
| AU Market | -0.99% | |
| Materials | 2.87% | |
| Chemicals | -2.93% | |
| Commodity Chemicals | -0.98% | |
| Industrial Gases | 0% | |
| Specialty Chemicals | -3.13% | |
| Diversified Chemicals | -4.23% | |
| Fertilizers and Agricultural Chemicals | -6.63% | |
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 | |
|---|---|---|---|---|---|
| A4N Alpha HPA | AU$0.78 | 14.7% +AU$87.9m | 85.7% | PS42458.7x | |
| SES SECOS Group | AU$0.048 | 11.6% +AU$3.0m | -58.3% | PS1.2x | |
| CG1 Carbonxt Group | AU$0.06 | 20.0% +AU$2.8m | -45.5% | PS1.1x | |
| PPK PPK Group | AU$0.98 | 1.0% +AU$890.4k | -32.4% | PS13.7x |
