Narrative Update • Aug 18

Over the last 7 days, the Auto Components industry has remained flat. As for the the longer term, the industry is up 55% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.
Has the Canadian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | CA$33.3b | CA$75.3b | CA$1.9b | 13.2x | 17.7x | 0.4x |
| Sun, 19 Jul 2026 | CA$32.5b | CA$75.3b | CA$1.7b | 11.8x | 19x | 0.4x |
| Tue, 16 Jun 2026 | CA$32.5b | CA$75.3b | CA$1.7b | 12.5x | 19x | 0.4x |
| Thu, 14 May 2026 | CA$29.9b | CA$74.1b | CA$1.7b | 11.6x | 17.8x | 0.4x |
| Sat, 11 Apr 2026 | CA$28.2b | CA$73.8b | CA$1.9b | 11x | 15.1x | 0.4x |
| Mon, 09 Mar 2026 | CA$28.9b | CA$72.8b | CA$1.8b | 11.7x | 15.7x | 0.4x |
| Wed, 04 Feb 2026 | CA$25.9b | CA$72.5b | CA$1.6b | 17.8x | 15.9x | 0.4x |
| Fri, 02 Jan 2026 | CA$26.6b | CA$72.8b | CA$1.6b | 17.5x | 16.2x | 0.4x |
| Sun, 30 Nov 2025 | CA$25.0b | CA$73.9b | CA$1.7b | 16.5x | 15x | 0.3x |
| Tue, 28 Oct 2025 | CA$23.7b | CA$73.9b | CA$1.9b | 16.2x | 12.7x | 0.3x |
| Thu, 25 Sep 2025 | CA$23.6b | CA$73.5b | CA$1.9b | 15.7x | 12.7x | 0.3x |
| Sat, 23 Aug 2025 | CA$22.5b | CA$73.2b | CA$1.8b | 15.8x | 12.2x | 0.3x |
| Mon, 21 Jul 2025 | CA$20.9b | CA$73.4b | CA$1.8b | 12.8x | 11.6x | 0.3x |
| Wed, 18 Jun 2025 | CA$19.1b | CA$73.1b | CA$1.8b | 12.3x | 10.7x | 0.3x |
| Fri, 16 May 2025 | CA$19.1b | CA$74.4b | CA$1.8b | 11.9x | 10.5x | 0.3x |
| Sun, 13 Apr 2025 | CA$16.2b | CA$75.7b | CA$1.7b | 10x | 9.8x | 0.2x |
| Tue, 11 Mar 2025 | CA$19.7b | CA$78.1b | CA$1.7b | 11.5x | 11.5x | 0.3x |
| Thu, 06 Feb 2025 | CA$19.7b | CA$77.5b | CA$2.3b | 9.4x | 8.7x | 0.3x |
| Sat, 04 Jan 2025 | CA$21.5b | CA$78.1b | CA$2.3b | 9.9x | 9.4x | 0.3x |
| Mon, 02 Dec 2024 | CA$23.1b | CA$76.2b | CA$2.2b | 10.8x | 10.4x | 0.3x |
| Wed, 30 Oct 2024 | CA$22.1b | CA$76.3b | CA$2.1b | 10.6x | 10.3x | 0.3x |
| Fri, 27 Sep 2024 | CA$20.6b | CA$74.4b | CA$2.1b | 9.9x | 9.8x | 0.3x |
| Sun, 25 Aug 2024 | CA$21.6b | CA$74.6b | CA$2.1b | 9.9x | 10.2x | 0.3x |
| Tue, 23 Jul 2024 | CA$22.7b | CA$75.4b | CA$2.1b | 10.6x | 10.6x | 0.3x |
| Thu, 20 Jun 2024 | CA$21.8b | CA$75.2b | CA$2.1b | 9.9x | 10.2x | 0.3x |
| Sat, 18 May 2024 | CA$24.4b | CA$74.8b | CA$2.1b | 10.5x | 11.5x | 0.3x |
| Mon, 15 Apr 2024 | CA$25.0b | CA$74.7b | CA$2.4b | 10.2x | 10.6x | 0.3x |
| Wed, 13 Mar 2024 | CA$26.4b | CA$73.5b | CA$2.3b | 10.5x | 11.4x | 0.4x |
| Fri, 09 Feb 2024 | CA$28.1b | CA$71.7b | CA$2.1b | 10.5x | 13.3x | 0.4x |
| Sun, 07 Jan 2024 | CA$27.5b | CA$73.3b | CA$2.0b | 11.6x | 13.5x | 0.4x |
| Tue, 05 Dec 2023 | CA$27.2b | CA$74.0b | CA$2.1b | 11.5x | 13.2x | 0.4x |
| Thu, 02 Nov 2023 | CA$24.7b | CA$72.9b | CA$1.9b | 12.3x | 13x | 0.3x |
| Sat, 30 Sep 2023 | CA$26.8b | CA$71.7b | CA$1.9b | 12.8x | 14.2x | 0.4x |
| Mon, 28 Aug 2023 | CA$28.3b | CA$71.7b | CA$1.9b | 13.6x | 15.2x | 0.4x |
15.2x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -1.11% | |
| Consumer Discretionary | -1.17% | |
| Auto Components | -0.24% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -0.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LNR Linamar | CA$104.60 | 0.5% +CA$33.6m | 45.9% | PE9x | |
| XTC Exco Technologies | CA$8.65 | 0.7% +CA$2.2m | 32.1% | PE13.2x |