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Oct 25
Australian (ASX) Consumer Durables Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies9
- 7D-0.7%
- 3M-6.7%
- 1Y5.9%
- YTD11.3%
The Consumer Durables is pretty flat in the last 7 days, but Tamawood has stood out, gaining 6.5%. The past year has been better, since the industry has gained 5.9% in that time. Earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Australian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | AU$3.6b | AU$3.3b | AU$63.0m | 21x | 57.9x | 1.1x |
| Wed, 27 Sep 2023 | AU$3.8b | AU$3.3b | AU$63.0m | 22.3x | 60.2x | 1.1x |
| Fri, 25 Aug 2023 | AU$4.3b | AU$3.5b | AU$60.3m | 8x | 70.8x | 1.2x |
| Sun, 23 Jul 2023 | AU$3.8b | AU$3.4b | AU$54.9m | 8.6x | 68.8x | 1.1x |
| Tue, 20 Jun 2023 | AU$3.4b | AU$3.4b | AU$54.9m | 8.4x | 62.5x | 1x |
| Thu, 18 May 2023 | AU$3.5b | AU$3.4b | AU$54.9m | 8.7x | 63.7x | 1x |
| Sat, 15 Apr 2023 | AU$3.5b | AU$3.4b | AU$54.9m | 9.1x | 63.9x | 1x |
| Mon, 13 Mar 2023 | AU$3.3b | AU$3.4b | AU$103.5m | 10.1x | 32.1x | 1x |
| Wed, 08 Feb 2023 | AU$3.8b | AU$3.4b | AU$66.2m | 13x | 56.8x | 1.1x |
| Fri, 06 Jan 2023 | AU$3.4b | AU$3.4b | AU$66.2m | 12.9x | 51.7x | 1x |
| Sun, 04 Dec 2022 | AU$3.5b | AU$3.4b | AU$66.2m | 12.4x | 53x | 1x |
| Tue, 01 Nov 2022 | AU$3.5b | AU$3.3b | AU$70.4m | 12.3x | 49.1x | 1x |
| Thu, 29 Sep 2022 | AU$3.2b | AU$3.3b | AU$74.7m | 13x | 43.4x | 1x |
| Sat, 27 Aug 2022 | AU$4.4b | AU$3.3b | AU$104.0m | 14.3x | 42.3x | 1.3x |
| Mon, 25 Jul 2022 | AU$3.9b | AU$3.0b | AU$93.0m | 13.9x | 42x | 1.3x |
| Wed, 22 Jun 2022 | AU$3.5b | AU$3.0b | AU$93.0m | 14.9x | 37.2x | 1.2x |
| Fri, 20 May 2022 | AU$4.0b | AU$3.0b | AU$93.0m | 16.5x | 42.6x | 1.3x |
| Sun, 17 Apr 2022 | AU$4.8b | AU$3.0b | AU$93.0m | 18.8x | 51.5x | 1.6x |
| Tue, 15 Mar 2022 | AU$5.1b | AU$3.0b | AU$93.0m | 17.7x | 54.6x | 1.7x |
| Thu, 10 Feb 2022 | AU$5.5b | AU$2.8b | AU$123.2m | 14.3x | 44.5x | 1.9x |
| Sat, 08 Jan 2022 | AU$5.8b | AU$2.8b | AU$123.9m | 15.6x | 47.1x | 2.1x |
| Mon, 06 Dec 2021 | AU$5.4b | AU$2.8b | AU$123.9m | 15x | 43.7x | 1.9x |
| Wed, 03 Nov 2021 | AU$5.8b | AU$2.8b | AU$123.9m | 11.2x | 46.9x | 2.1x |
| Fri, 01 Oct 2021 | AU$5.8b | AU$2.8b | AU$134.5m | 14.6x | 43x | 2x |
| Sun, 29 Aug 2021 | AU$6.3b | AU$2.8b | AU$133.3m | 16.2x | 47.3x | 2.2x |
| Mon, 05 Jul 2021 | AU$5.9b | AU$2.8b | AU$133.3m | 15.8x | 44.4x | 2.1x |
| Thu, 08 Apr 2021 | AU$5.5b | AU$2.7b | AU$94.3m | 15.7x | 57.9x | 2x |
| Sun, 10 Jan 2021 | AU$5.1b | AU$2.7b | AU$56.4m | 14.7x | 91x | 1.9x |
Price to Earnings Ratio
148.2x
Current Industry PE
- Investors are relatively neutral on the Australian Consumer Durables 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 59.7x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 9.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | -1.02% | |
| Consumer Discretionary | -0.91% | |
| Consumer Durables | -0.66% | |
| Housewares and Specialties | 0% | |
| Homebuilding | -0.48% | |
| Household Appliances | -0.60% | |
| Consumer Electronics | -1.82% | |
| Home Furnishings | -5.26% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry which is trading above its 3-year average PE ratio of 7.7x.
- Analysts are expecting annual earnings growth of 56.8%, which is higher than its past year's earnings growth of 17.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 57% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| TWD Tamawood | AU$2.30 | 6.5% +AU$5.0m | -6.9% | PE38.7x | |
| FWD Fleetwood | AU$1.61 | 1.3% +AU$1.9m | -6.1% | PE74.2x | |
| SHM Shriro Holdings | AU$0.84 | 1.2% +AU$964.2k | 16.6% | PE8.3x |
