Narrative Update • Jun 23

Over the last 7 days, the Auto Components industry has dropped 1.2%, driven by a pullback from Linamar of 3.7%. Over the past 12 months, the industry was up 67%. As for the next few years, earnings are expected to grow by 20% per annum.
Has the Canadian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | CA$32.1b | CA$76.0b | CA$1.7b | 11.9x | 18.7x | 0.4x |
| Tue, 26 May 2026 | CA$31.2b | CA$74.4b | CA$1.7b | 11.7x | 18.4x | 0.4x |
| Thu, 23 Apr 2026 | CA$29.3b | CA$73.1b | CA$1.8b | 11.4x | 15.8x | 0.4x |
| Sat, 21 Mar 2026 | CA$26.4b | CA$73.3b | CA$1.9b | 11.3x | 14.2x | 0.4x |
| Mon, 16 Feb 2026 | CA$32.9b | CA$72.7b | CA$1.4b | 23.3x | 24.3x | 0.5x |
| Wed, 14 Jan 2026 | CA$28.3b | CA$73.5b | CA$1.7b | 18.5x | 17.1x | 0.4x |
| Fri, 12 Dec 2025 | CA$25.7b | CA$73.0b | CA$1.6b | 17.1x | 15.6x | 0.4x |
| Sun, 09 Nov 2025 | CA$25.2b | CA$74.3b | CA$1.6b | 17.4x | 15.5x | 0.3x |
| Tue, 07 Oct 2025 | CA$24.9b | CA$73.7b | CA$1.9b | 16.4x | 13.4x | 0.3x |
| Thu, 04 Sep 2025 | CA$23.1b | CA$73.1b | CA$1.8b | 16.1x | 12.6x | 0.3x |
| Sat, 02 Aug 2025 | CA$20.9b | CA$73.7b | CA$1.8b | 13.1x | 11.6x | 0.3x |
| Mon, 30 Jun 2025 | CA$19.5b | CA$73.3b | CA$1.8b | 11.9x | 10.9x | 0.3x |
| Wed, 28 May 2025 | CA$18.4b | CA$73.8b | CA$1.8b | 12.1x | 10.2x | 0.2x |
| Fri, 25 Apr 2025 | CA$16.7b | CA$75.6b | CA$1.7b | 10.7x | 10.1x | 0.2x |
| Sun, 23 Mar 2025 | CA$18.9b | CA$77.7b | CA$1.7b | 11.1x | 11.1x | 0.2x |
| Tue, 18 Feb 2025 | CA$19.3b | CA$77.2b | CA$2.2b | 9x | 8.9x | 0.2x |
| Thu, 16 Jan 2025 | CA$21.0b | CA$77.6b | CA$2.3b | 9.5x | 9.3x | 0.3x |
| Sat, 14 Dec 2024 | CA$23.2b | CA$77.2b | CA$2.3b | 10.1x | 10.3x | 0.3x |
| Mon, 11 Nov 2024 | CA$22.1b | CA$75.8b | CA$2.3b | 10.5x | 9.7x | 0.3x |
| Wed, 09 Oct 2024 | CA$21.1b | CA$75.2b | CA$2.1b | 9.9x | 10x | 0.3x |
| Fri, 06 Sep 2024 | CA$21.1b | CA$74.6b | CA$2.1b | 10.1x | 10x | 0.3x |
| Sun, 04 Aug 2024 | CA$21.1b | CA$75.9b | CA$2.1b | 9.4x | 10x | 0.3x |
| Tue, 02 Jul 2024 | CA$21.7b | CA$75.4b | CA$2.1b | 10.6x | 10.2x | 0.3x |
| Thu, 30 May 2024 | CA$23.3b | CA$75.2b | CA$2.1b | 10.6x | 10.9x | 0.3x |
| Sat, 27 Apr 2024 | CA$24.5b | CA$74.2b | CA$2.3b | 10x | 10.5x | 0.3x |
| Mon, 25 Mar 2024 | CA$27.1b | CA$74.0b | CA$2.3b | 10.7x | 11.6x | 0.4x |
| Wed, 21 Feb 2024 | CA$26.5b | CA$73.2b | CA$2.4b | 10.2x | 11.3x | 0.4x |
| Fri, 19 Jan 2024 | CA$26.9b | CA$73.8b | CA$2.0b | 11.3x | 13.1x | 0.4x |
| Sun, 17 Dec 2023 | CA$28.5b | CA$73.3b | CA$2.0b | 11.5x | 14x | 0.4x |
| Tue, 14 Nov 2023 | CA$26.3b | CA$75.1b | CA$2.1b | 12.4x | 12.7x | 0.4x |
| Thu, 12 Oct 2023 | CA$27.5b | CA$71.8b | CA$1.9b | 12.5x | 14.6x | 0.4x |
| Sat, 09 Sep 2023 | CA$29.1b | CA$72.0b | CA$1.9b | 13.6x | 15.4x | 0.4x |
| Mon, 07 Aug 2023 | CA$30.4b | CA$69.9b | CA$1.8b | 14.7x | 17x | 0.4x |
| Wed, 05 Jul 2023 | CA$27.9b | CA$67.1b | CA$1.1b | 14.3x | 24.9x | 0.4x |
24.9x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.37% | |
| Consumer Discretionary | 1.77% | |
| Auto Components | -1.17% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -1.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSA Spectra Products | CA$0.22 | 4.8% +CA$130.6k | 22.2% | PE337.9x |