Narrative Update • Jul 20

In the last week, Auto Components has been flat. The past year has been better, since the industry has gained 55% in that time. As for the next few years, earnings are expected to grow by 19% per annum.
Has the Canadian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | CA$32.2b | CA$75.7b | CA$1.7b | 12.4x | 18.8x | 0.4x |
| Thu, 25 Jun 2026 | CA$31.9b | CA$76.3b | CA$1.7b | 11.9x | 18.5x | 0.4x |
| Sat, 23 May 2026 | CA$30.4b | CA$74.5b | CA$1.7b | 11.6x | 17.9x | 0.4x |
| Mon, 20 Apr 2026 | CA$28.8b | CA$73.2b | CA$1.9b | 11.2x | 15.6x | 0.4x |
| Wed, 18 Mar 2026 | CA$27.9b | CA$73.2b | CA$1.9b | 11.4x | 15x | 0.4x |
| Fri, 13 Feb 2026 | CA$28.5b | CA$72.4b | CA$1.6b | 19x | 17.5x | 0.4x |
| Sun, 11 Jan 2026 | CA$28.2b | CA$73.6b | CA$1.7b | 18.4x | 17x | 0.4x |
| Tue, 09 Dec 2025 | CA$24.7b | CA$73.4b | CA$1.7b | 16.3x | 14.9x | 0.3x |
| Thu, 06 Nov 2025 | CA$24.9b | CA$74.6b | CA$1.6b | 17.5x | 15.3x | 0.3x |
| Sat, 04 Oct 2025 | CA$24.7b | CA$73.7b | CA$1.9b | 16.5x | 13.3x | 0.3x |
| Mon, 01 Sep 2025 | CA$23.3b | CA$72.8b | CA$1.8b | 16.1x | 12.7x | 0.3x |
| Wed, 30 Jul 2025 | CA$21.4b | CA$73.7b | CA$1.8b | 12.9x | 11.9x | 0.3x |
| Fri, 27 Jun 2025 | CA$19.2b | CA$73.1b | CA$1.8b | 12.4x | 10.8x | 0.3x |
| Sun, 25 May 2025 | CA$18.2b | CA$73.4b | CA$1.8b | 11.8x | 10.1x | 0.2x |
| Tue, 22 Apr 2025 | CA$16.2b | CA$75.5b | CA$1.6b | 10x | 9.8x | 0.2x |
| Thu, 20 Mar 2025 | CA$19.1b | CA$77.6b | CA$1.7b | 11.1x | 11.2x | 0.2x |
| Sat, 15 Feb 2025 | CA$20.3b | CA$77.2b | CA$2.2b | 9x | 9.4x | 0.3x |
| Mon, 13 Jan 2025 | CA$20.6b | CA$78.0b | CA$2.3b | 9.5x | 9.1x | 0.3x |
| Wed, 11 Dec 2024 | CA$23.6b | CA$76.9b | CA$2.3b | 10.4x | 10.5x | 0.3x |
| Fri, 08 Nov 2024 | CA$21.6b | CA$75.5b | CA$2.3b | 10.5x | 9.5x | 0.3x |
| Sun, 06 Oct 2024 | CA$21.2b | CA$74.9b | CA$2.1b | 9.7x | 10x | 0.3x |
| Tue, 03 Sep 2024 | CA$21.4b | CA$74.5b | CA$2.1b | 10.2x | 10.1x | 0.3x |
| Thu, 01 Aug 2024 | CA$23.0b | CA$75.7b | CA$2.1b | 10.5x | 10.7x | 0.3x |
| Sat, 29 Jun 2024 | CA$21.6b | CA$75.1b | CA$2.1b | 10.6x | 10.1x | 0.3x |
| Mon, 27 May 2024 | CA$23.3b | CA$75.1b | CA$2.1b | 10.6x | 10.9x | 0.3x |
| Wed, 24 Apr 2024 | CA$24.8b | CA$74.2b | CA$2.3b | 10x | 10.6x | 0.3x |
| Fri, 22 Mar 2024 | CA$26.9b | CA$73.6b | CA$2.3b | 10.5x | 11.6x | 0.4x |
| Sun, 18 Feb 2024 | CA$26.7b | CA$73.0b | CA$2.4b | 10.3x | 11.4x | 0.4x |
| Tue, 16 Jan 2024 | CA$27.0b | CA$73.6b | CA$2.0b | 11.7x | 13.2x | 0.4x |
| Thu, 14 Dec 2023 | CA$27.0b | CA$73.9b | CA$2.1b | 11.6x | 13.2x | 0.4x |
| Sat, 11 Nov 2023 | CA$26.2b | CA$75.1b | CA$2.1b | 12.4x | 12.6x | 0.3x |
| Mon, 09 Oct 2023 | CA$27.3b | CA$72.0b | CA$1.9b | 12.6x | 14.4x | 0.4x |
| Wed, 06 Sep 2023 | CA$29.4b | CA$71.8b | CA$1.9b | 13.6x | 15.8x | 0.4x |
| Fri, 04 Aug 2023 | CA$31.1b | CA$67.6b | CA$1.1b | 14.4x | 27.6x | 0.5x |
27.6x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.56% | |
| Consumer Discretionary | -1.96% | |
| Auto Components | -0.82% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -0.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MG Magna International | CA$94.83 | 2.1% +CA$539.0m | 62.4% | PE27.2x | |
| XTC Exco Technologies | CA$8.09 | 6.8% +CA$19.4m | 16.1% | PE12.5x | |
| MRE Martinrea International | CA$10.24 | 2.1% +CA$14.8m | 19.3% | PE6.1x |