Australian (ASX) Transportation Industry Analysis

Industry Valuation and Performance

Has the Australian Transportation Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 31 Oct 2023	AU$8.5b	AU$5.8b	AU$391.4m	14.1x	21.8x	1.5x
Thu, 28 Sep 2023	AU$8.7b	AU$5.8b	AU$391.4m	15x	22.3x	1.5x
Sat, 26 Aug 2023	AU$9.4b	AU$5.7b	AU$411.7m	18.1x	22.9x	1.7x
Mon, 24 Jul 2023	AU$9.7b	AU$5.4b	AU$424.3m	17.8x	22.9x	1.8x
Wed, 21 Jun 2023	AU$9.9b	AU$5.4b	AU$424.3m	18.5x	23.4x	1.8x
Fri, 19 May 2023	AU$9.2b	AU$5.4b	AU$424.3m	17.4x	21.6x	1.7x
Sun, 16 Apr 2023	AU$8.6b	AU$5.4b	AU$424.3m	16.3x	20.4x	1.6x
Tue, 14 Mar 2023	AU$8.0b	AU$5.4b	AU$427.2m	15.7x	18.8x	1.5x
Thu, 09 Feb 2023	AU$8.7b	AU$5.1b	AU$543.8m	13.5x	16x	1.7x
Sat, 07 Jan 2023	AU$8.5b	AU$5.1b	AU$543.8m	13.1x	15.6x	1.7x
Mon, 05 Dec 2022	AU$8.6b	AU$5.1b	AU$543.8m	13.5x	15.8x	1.7x
Wed, 02 Nov 2022	AU$8.3b	AU$5.1b	AU$543.8m	13.2x	15.3x	1.6x
Fri, 30 Sep 2022	AU$8.0b	AU$5.1b	AU$543.8m	12.7x	14.7x	1.6x
Sun, 28 Aug 2022	AU$8.6b	AU$5.1b	AU$543.8m	13.6x	15.8x	1.7x
Tue, 26 Jul 2022	AU$8.9b	AU$4.9b	AU$602.1m	19x	14.7x	1.8x
Thu, 23 Jun 2022	AU$8.5b	AU$4.9b	AU$602.1m	16.7x	14.1x	1.7x
Sat, 21 May 2022	AU$9.5b	AU$4.9b	AU$602.1m	17.5x	15.8x	1.9x
Mon, 18 Apr 2022	AU$9.1b	AU$4.9b	AU$602.1m	17.9x	15.2x	1.9x
Wed, 16 Mar 2022	AU$8.5b	AU$4.9b	AU$602.1m	18.5x	14.2x	1.7x
Fri, 11 Feb 2022	AU$8.8b	AU$4.8b	AU$620.9m	41.9x	14.2x	1.9x
Sun, 09 Jan 2022	AU$8.8b	AU$4.8b	AU$620.9m	41.7x	14.1x	1.8x
Tue, 07 Dec 2021	AU$7.9b	AU$4.8b	AU$621.4m	33.8x	12.8x	1.7x
Thu, 04 Nov 2021	AU$8.4b	AU$4.8b	AU$621.4m	37.4x	13.5x	1.8x
Sat, 02 Oct 2021	AU$7.5b	AU$3.6b	AU$585.7m	31.5x	12.7x	2.1x
Mon, 30 Aug 2021	AU$7.4b	AU$3.6b	AU$585.7m	31.5x	12.7x	2.1x
Tue, 06 Jul 2021	AU$7.2b	AU$3.6b	AU$585.7m	57.2x	12.3x	2x
Fri, 09 Apr 2021	AU$7.5b	AU$3.6b	AU$540.9m	20.7x	13.8x	2.1x
Thu, 31 Dec 2020	AU$7.5b	AU$3.6b	AU$496.8m	15.3x	15.1x	2.1x

Current Industry PE

Investors are optimistic on the Australian Transportation industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 22.0x which is higher than its 3-year average PE of 16.2x.

The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.

Past Earnings Growth

The earnings for companies in the Transportation industry have declined 10% per year over the last three years.
Meanwhile revenues for these companies have grown 17% 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 Australian Industrials industry?


AU Market	-0.99%
Industrials	-1.75%
Transportation	-0.87%
Trucking	2.57%
Railroads	-1.74%
Cargo Ground Transportation	-4.31%

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 107x.

Analysts are expecting annual earnings growth of 30.9%, which is higher than its past year's earnings decline of 60.3% per year.

Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading below its 3-year average of 14.0x.

Forecasted Growth

Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 31% over the next 5 years.
This is better than its past earnings decline of 60% per year.

In contrast, the Cargo Ground Transportation industry is expected to see its earnings grow by 12% per year over the next few years.

Company	Last Price	7D	1Y	Valuation
KLS Kelsian Group	AU$6.05	2.4% +AU$37.7m	29.6%	PE77.6x
CHL Camplify Holdings	AU$2.01	5.0% +AU$6.8m	-0.5%	PS3.8x
A2B A2B Australia	AU$1.54	3.0% +AU$5.5m	32.9%	PE7x

Company

Last Price

Valuation

KLS Kelsian Group

AU$6.05

2.4%
+AU$37.7m

29.6%

PE77.6x

CHL Camplify Holdings

AU$2.01

5.0%
+AU$6.8m

-0.5%