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Australian (ASX) Transportation Industry Analysis

UpdatedOct 31, 2023
DataAggregated Company Financials
  • 7D-0.9%
  • 3M-11.9%
  • 1Y1.0%
  • YTD-3.2%

The Transportation industry has stayed flat over the last week. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Oct 2023AU$8.5bAU$5.8bAU$391.4m14.1x21.8x1.5x
Thu, 28 Sep 2023AU$8.7bAU$5.8bAU$391.4m15x22.3x1.5x
Sat, 26 Aug 2023AU$9.4bAU$5.7bAU$411.7m18.1x22.9x1.7x
Mon, 24 Jul 2023AU$9.7bAU$5.4bAU$424.3m17.8x22.9x1.8x
Wed, 21 Jun 2023AU$9.9bAU$5.4bAU$424.3m18.5x23.4x1.8x
Fri, 19 May 2023AU$9.2bAU$5.4bAU$424.3m17.4x21.6x1.7x
Sun, 16 Apr 2023AU$8.6bAU$5.4bAU$424.3m16.3x20.4x1.6x
Tue, 14 Mar 2023AU$8.0bAU$5.4bAU$427.2m15.7x18.8x1.5x
Thu, 09 Feb 2023AU$8.7bAU$5.1bAU$543.8m13.5x16x1.7x
Sat, 07 Jan 2023AU$8.5bAU$5.1bAU$543.8m13.1x15.6x1.7x
Mon, 05 Dec 2022AU$8.6bAU$5.1bAU$543.8m13.5x15.8x1.7x
Wed, 02 Nov 2022AU$8.3bAU$5.1bAU$543.8m13.2x15.3x1.6x
Fri, 30 Sep 2022AU$8.0bAU$5.1bAU$543.8m12.7x14.7x1.6x
Sun, 28 Aug 2022AU$8.6bAU$5.1bAU$543.8m13.6x15.8x1.7x
Tue, 26 Jul 2022AU$8.9bAU$4.9bAU$602.1m19x14.7x1.8x
Thu, 23 Jun 2022AU$8.5bAU$4.9bAU$602.1m16.7x14.1x1.7x
Sat, 21 May 2022AU$9.5bAU$4.9bAU$602.1m17.5x15.8x1.9x
Mon, 18 Apr 2022AU$9.1bAU$4.9bAU$602.1m17.9x15.2x1.9x
Wed, 16 Mar 2022AU$8.5bAU$4.9bAU$602.1m18.5x14.2x1.7x
Fri, 11 Feb 2022AU$8.8bAU$4.8bAU$620.9m41.9x14.2x1.9x
Sun, 09 Jan 2022AU$8.8bAU$4.8bAU$620.9m41.7x14.1x1.8x
Tue, 07 Dec 2021AU$7.9bAU$4.8bAU$621.4m33.8x12.8x1.7x
Thu, 04 Nov 2021AU$8.4bAU$4.8bAU$621.4m37.4x13.5x1.8x
Sat, 02 Oct 2021AU$7.5bAU$3.6bAU$585.7m31.5x12.7x2.1x
Mon, 30 Aug 2021AU$7.4bAU$3.6bAU$585.7m31.5x12.7x2.1x
Tue, 06 Jul 2021AU$7.2bAU$3.6bAU$585.7m57.2x12.3x2x
Fri, 09 Apr 2021AU$7.5bAU$3.6bAU$540.9m20.7x13.8x2.1x
Thu, 31 Dec 2020AU$7.5bAU$3.6bAU$496.8m15.3x15.1x2.1x
Price to Earnings Ratio


Total Market Cap: AU$7.3bTotal Earnings: AU$538.1mTotal Revenue: AU$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Transportation Industry Price to Earnings3Y Average 16.2x202120222023
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%
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.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
KLS Kelsian GroupAU$6.052.4%
CHL Camplify HoldingsAU$2.015.0%
A2B A2B AustraliaAU$1.543.0%
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