Narrative Update • Jul 20

Over the last 7 days, the Auto Components industry has risen 2.5%, driven by gains from Magna International of 2.5%. In the same time, Spectra Products was down 16%. This takes the industry's 12 month performance to a gain of 59%. Looking forward, earnings are forecast to grow by 20% annually.
Has the Canadian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | CA$32.5b | CA$75.6b | CA$1.7b | 11.7x | 19x | 0.4x |
| Thu, 18 Jun 2026 | CA$32.1b | CA$75.8b | CA$1.7b | 12.1x | 18.7x | 0.4x |
| Sat, 16 May 2026 | CA$30.5b | CA$74.3b | CA$1.7b | 11.6x | 18.1x | 0.4x |
| Mon, 13 Apr 2026 | CA$28.3b | CA$73.8b | CA$1.9b | 11x | 15.2x | 0.4x |
| Wed, 11 Mar 2026 | CA$28.4b | CA$72.7b | CA$1.8b | 11.5x | 15.4x | 0.4x |
| Fri, 06 Feb 2026 | CA$26.7b | CA$72.7b | CA$1.6b | 18x | 16.3x | 0.4x |
| Sun, 04 Jan 2026 | CA$27.2b | CA$72.9b | CA$1.6b | 17.9x | 16.6x | 0.4x |
| Tue, 02 Dec 2025 | CA$25.0b | CA$74.0b | CA$1.7b | 16.5x | 15x | 0.3x |
| Thu, 30 Oct 2025 | CA$23.4b | CA$73.7b | CA$1.9b | 16.1x | 12.6x | 0.3x |
| Sat, 27 Sep 2025 | CA$23.8b | CA$73.6b | CA$1.9b | 16.1x | 12.8x | 0.3x |
| Mon, 25 Aug 2025 | CA$23.3b | CA$73.2b | CA$1.8b | 15.8x | 12.6x | 0.3x |
| Wed, 23 Jul 2025 | CA$20.9b | CA$72.9b | CA$1.8b | 13x | 11.7x | 0.3x |
| Fri, 20 Jun 2025 | CA$19.2b | CA$73.3b | CA$1.8b | 12.4x | 10.7x | 0.3x |
| Sun, 18 May 2025 | CA$19.1b | CA$74.5b | CA$1.8b | 12.1x | 10.4x | 0.3x |
| Tue, 15 Apr 2025 | CA$16.2b | CA$75.6b | CA$1.7b | 10.2x | 9.8x | 0.2x |
| Thu, 13 Mar 2025 | CA$19.1b | CA$77.8b | CA$1.7b | 11.2x | 11.2x | 0.2x |
| Sat, 08 Feb 2025 | CA$20.0b | CA$77.4b | CA$2.3b | 9.4x | 8.8x | 0.3x |
| Mon, 06 Jan 2025 | CA$21.6b | CA$78.1b | CA$2.3b | 9.9x | 9.5x | 0.3x |
| Wed, 04 Dec 2024 | CA$23.2b | CA$76.5b | CA$2.2b | 10.7x | 10.4x | 0.3x |
| Fri, 01 Nov 2024 | CA$21.4b | CA$76.4b | CA$2.1b | 10.5x | 10x | 0.3x |
| Sun, 29 Sep 2024 | CA$21.7b | CA$74.6b | CA$2.1b | 10x | 10.3x | 0.3x |
| Tue, 27 Aug 2024 | CA$21.6b | CA$74.5b | CA$2.1b | 10.1x | 10.2x | 0.3x |
| Thu, 25 Jul 2024 | CA$22.7b | CA$75.7b | CA$2.1b | 10.6x | 10.6x | 0.3x |
| Sat, 22 Jun 2024 | CA$21.7b | CA$75.2b | CA$2.1b | 10.3x | 10.2x | 0.3x |
| Mon, 20 May 2024 | CA$24.3b | CA$74.8b | CA$2.1b | 10.5x | 11.4x | 0.3x |
| Wed, 17 Apr 2024 | CA$24.9b | CA$74.8b | CA$2.4b | 10.1x | 10.5x | 0.3x |
| Fri, 15 Mar 2024 | CA$26.4b | CA$73.6b | CA$2.3b | 10.4x | 11.3x | 0.4x |
| Sun, 11 Feb 2024 | CA$26.5b | CA$72.9b | CA$2.3b | 10.6x | 11.3x | 0.4x |
| Tue, 09 Jan 2024 | CA$27.5b | CA$73.2b | CA$2.0b | 11.5x | 13.5x | 0.4x |
| Thu, 07 Dec 2023 | CA$27.1b | CA$74.2b | CA$2.1b | 11.6x | 13.1x | 0.4x |
| Sat, 04 Nov 2023 | CA$26.9b | CA$74.0b | CA$2.0b | 12.9x | 13.2x | 0.4x |
| Mon, 02 Oct 2023 | CA$26.9b | CA$71.7b | CA$1.9b | 12.8x | 14.3x | 0.4x |
| Wed, 30 Aug 2023 | CA$29.1b | CA$71.5b | CA$1.9b | 13.7x | 15.6x | 0.4x |
| Fri, 28 Jul 2023 | CA$30.6b | CA$67.0b | CA$1.1b | 15.3x | 27.3x | 0.5x |
27.3x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.75% | |
| Consumer Discretionary | 1.26% | |
| Auto Components | 2.53% | |
| Auto Parts and Equipment | 2.53% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MG Magna International | CA$92.85 | 2.5% +CA$607.1m | 63.0% | PE26.8x | |
| LNR Linamar | CA$103.09 | 3.2% +CA$189.3m | 53.8% | PE9.7x | |
| MRE Martinrea International | CA$10.03 | 0.3% +CA$2.1m | 16.6% | PE6x | |
| XTC Exco Technologies | CA$7.58 | 0.3% +CA$939.8k | 15.6% | PE11.7x |