Narrative Update • Aug 06

Over the last 7 days, the Auto Components industry has risen 2.1%, driven by gains from every company within the industry. This means that the industry has gained 64% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
Has the Canadian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | CA$32.4b | CA$75.5b | CA$1.8b | 12.9x | 17.6x | 0.4x |
| Mon, 06 Jul 2026 | CA$31.3b | CA$76.1b | CA$1.7b | 11.9x | 18.2x | 0.4x |
| Wed, 03 Jun 2026 | CA$31.7b | CA$74.7b | CA$1.7b | 12.2x | 18.7x | 0.4x |
| Fri, 01 May 2026 | CA$29.3b | CA$72.7b | CA$1.8b | 11.2x | 15.9x | 0.4x |
| Sun, 29 Mar 2026 | CA$26.8b | CA$74.0b | CA$1.9b | 11x | 14.4x | 0.4x |
| Tue, 24 Feb 2026 | CA$31.6b | CA$73.1b | CA$1.4b | 22.3x | 23.2x | 0.4x |
| Thu, 22 Jan 2026 | CA$27.1b | CA$73.3b | CA$1.7b | 18.5x | 16.4x | 0.4x |
| Sat, 20 Dec 2025 | CA$27.2b | CA$73.2b | CA$1.6b | 18.1x | 16.5x | 0.4x |
| Mon, 17 Nov 2025 | CA$25.1b | CA$74.2b | CA$1.7b | 16.5x | 15.2x | 0.3x |
| Wed, 15 Oct 2025 | CA$22.4b | CA$74.1b | CA$1.9b | 15.6x | 12x | 0.3x |
| Fri, 12 Sep 2025 | CA$23.6b | CA$73.2b | CA$1.8b | 16.6x | 12.8x | 0.3x |
| Sun, 10 Aug 2025 | CA$21.4b | CA$73.1b | CA$1.9b | 12.4x | 11.3x | 0.3x |
| Tue, 08 Jul 2025 | CA$20.5b | CA$73.2b | CA$1.8b | 12.6x | 11.5x | 0.3x |
| Thu, 05 Jun 2025 | CA$18.7b | CA$73.3b | CA$1.8b | 12.1x | 10.4x | 0.3x |
| Sat, 03 May 2025 | CA$17.5b | CA$75.2b | CA$1.6b | 10.7x | 10.8x | 0.2x |
| Mon, 31 Mar 2025 | CA$17.7b | CA$77.5b | CA$1.7b | 10.6x | 10.5x | 0.2x |
| Wed, 26 Feb 2025 | CA$19.5b | CA$77.8b | CA$2.2b | 8.7x | 9x | 0.3x |
| Fri, 24 Jan 2025 | CA$21.1b | CA$77.8b | CA$2.3b | 9.6x | 9.3x | 0.3x |
| Sun, 22 Dec 2024 | CA$21.9b | CA$77.8b | CA$2.3b | 9.8x | 9.6x | 0.3x |
| Tue, 19 Nov 2024 | CA$22.4b | CA$76.6b | CA$2.2b | 10.4x | 10x | 0.3x |
| Thu, 17 Oct 2024 | CA$21.4b | CA$75.6b | CA$2.1b | 10.4x | 10x | 0.3x |
| Sat, 14 Sep 2024 | CA$20.2b | CA$74.9b | CA$2.1b | 10.2x | 9.6x | 0.3x |
| Mon, 12 Aug 2024 | CA$20.2b | CA$75.5b | CA$2.1b | 9.3x | 9.5x | 0.3x |
| Wed, 10 Jul 2024 | CA$21.9b | CA$74.9b | CA$2.1b | 10.2x | 10.3x | 0.3x |
| Fri, 07 Jun 2024 | CA$23.1b | CA$75.1b | CA$2.1b | 10.3x | 10.8x | 0.3x |
| Sun, 05 May 2024 | CA$23.5b | CA$74.7b | CA$2.1b | 9.6x | 11.4x | 0.3x |
| Tue, 02 Apr 2024 | CA$26.9b | CA$73.8b | CA$2.3b | 10.5x | 11.5x | 0.4x |
| Thu, 29 Feb 2024 | CA$26.8b | CA$73.4b | CA$2.4b | 10.8x | 11.3x | 0.4x |
| Sat, 27 Jan 2024 | CA$27.5b | CA$73.6b | CA$2.0b | 10.9x | 13.4x | 0.4x |
| Mon, 25 Dec 2023 | CA$28.6b | CA$72.9b | CA$2.0b | 11.6x | 14.1x | 0.4x |
| Wed, 22 Nov 2023 | CA$27.7b | CA$74.8b | CA$2.1b | 12.4x | 13.4x | 0.4x |
| Fri, 20 Oct 2023 | CA$25.7b | CA$72.3b | CA$1.9b | 12.7x | 13.6x | 0.4x |
| Sun, 17 Sep 2023 | CA$28.4b | CA$71.5b | CA$1.9b | 12.6x | 15.1x | 0.4x |
| Tue, 15 Aug 2023 | CA$28.5b | CA$71.1b | CA$1.9b | 14.1x | 15.4x | 0.4x |
15.4x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 2.22% | |
| Consumer Discretionary | 1.61% | |
| Auto Components | 2.07% | |
| Auto Parts and Equipment | 2.07% | |
| 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$98.04 | 2.0% +CA$504.4m | 67.6% | PE24.5x | |
| LNR Linamar | CA$105.66 | 2.2% +CA$134.3m | 55.0% | PE9.9x | |
| MRE Martinrea International | CA$10.67 | 4.7% +CA$29.7m | 28.1% | PE6.1x | |
| XTC Exco Technologies | CA$8.46 | 1.2% +CA$3.7m | 31.6% | PE12.9x |