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Australian (ASX) Infrastructure Industry Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
  • 7D-0.6%
  • 3M-15.7%
  • 1Y-10.5%
  • YTD-8.2%

Over the last 7 days, the Infrastructure industry has remained flat. As for the longer term, the industry has declined 11% in the last year. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Oct 2023AU$50.6bAU$7.9bAU$635.2m26.1x79.6x6.4x
Wed, 27 Sep 2023AU$54.3bAU$7.9bAU$635.5m28.6x85.5x6.9x
Fri, 25 Aug 2023AU$56.3bAU$7.7bAU$567.7m31x99.2x7.3x
Sun, 23 Jul 2023AU$58.3bAU$7.7bAU$666.7m30.1x87.5x7.6x
Tue, 20 Jun 2023AU$60.8bAU$7.7bAU$666.7m30.4x91.3x7.9x
Thu, 18 May 2023AU$61.9bAU$7.7bAU$666.7m32.9x92.8x8x
Sat, 15 Apr 2023AU$61.2bAU$7.7bAU$666.7m31.7x91.8x7.9x
Mon, 13 Mar 2023AU$60.3bAU$7.7bAU$666.7m32.4x90.5x7.8x
Wed, 08 Feb 2023AU$59.5bAU$7.3bAU$580.5m55.5x102.5x8.1x
Fri, 06 Jan 2023AU$56.1bAU$6.6bAU$436.5m53.9x128.5x8.5x
Sun, 04 Dec 2022AU$59.8bAU$6.6bAU$436.5m55x137x9.1x
Tue, 01 Nov 2022AU$56.3bAU$6.6bAU$436.5m52.6x129.1x8.6x
Thu, 29 Sep 2022AU$51.3bAU$6.6bAU$436.5m44.9x117.5x7.8x
Sat, 27 Aug 2022AU$56.5bAU$6.6bAU$462.6m40x122.2x8.6x
Mon, 25 Jul 2022AU$56.7bAU$5.6bAU$215.7m25.2x262.9x10.1x
Wed, 22 Jun 2022AU$56.5bAU$5.6bAU$215.7m24.8x261.8x10x
Fri, 20 May 2022AU$56.5bAU$5.6bAU$215.7m22.2x262.1x10x
Sun, 17 Apr 2022AU$55.2bAU$5.6bAU$215.7m21.6x255.8x9.8x
Tue, 15 Mar 2022AU$75.7bAU$6.3bAU$13.2m21.1x5721.5x12x
Thu, 10 Feb 2022AU$77.8bAU$5.9b-AU$1,635,445,827.0043x-47.6x13.2x
Sat, 08 Jan 2022AU$78.3bAU$5.9b-AU$1,635,445,827.0041.1x-47.9x13.2x
Mon, 06 Dec 2021AU$78.1bAU$5.9b-AU$1,635,445,827.0039.3x-47.7x13.2x
Wed, 03 Nov 2021AU$77.4bAU$5.9b-AU$1,635,445,827.0078x-47.4x13.1x
Fri, 01 Oct 2021AU$81.5bAU$5.9b-AU$1,635,445,827.0039.3x-49.8x13.8x
Sun, 29 Aug 2021AU$73.5bAU$5.9b-AU$1,635,445,827.0040.8x-45x12.4x
Mon, 05 Jul 2021AU$67.8bAU$5.9b-AU$1,635,445,827.0038.6x-41.5x11.5x
Thu, 08 Apr 2021AU$65.7bAU$5.9b-AU$1,802,980,008.0080.2x-36.4x11.2x
Sun, 10 Jan 2021AU$67.6bAU$6.3b-AU$2,020,070,189.0034.5x-33.5x10.8x
Price to Earnings Ratio


Total Market Cap: AU$62.0bTotal Earnings: -AU$279,903,580.00Total Revenue: AU$6.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average 226.8x202120222023
Current Industry PE
  • Investors are pessimistic on the Australian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 79.6x which is lower than its 3-year average PE of 227x.
  • The 3-year average PS ratio of 10.0x is higher than the industry's current PS ratio of 6.4x.
Past Earnings Growth
  • Total earnings for the Infrastructure industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 6.8% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Industrials industry?

AU Market-1.02%
Airport Services0%
Marine Ports and Services-0.32%
Highways and Railtracks-0.62%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 13.6x.
    • Analysts are expecting annual earnings growth of 28.1%, which is lower than the prior year's growth of 127.4% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 23.0x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 28% over the next 5 years.
  • However this is lower than its past earnings growth rate of 127% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 9.4% 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
ALX Atlas ArteriaAU$5.350.4%
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