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Canadian (TSX) Auto Components Industry Analysis

UpdatedDec 20, 2025
DataAggregated Company Financials
Companies5
  • 7D6.2%
  • 3M15.3%
  • 1Y28.6%
  • YTD31.1%

The Auto Components industry is up 3.5% in the last week, with Magna International up 6.7%. In the last 12 months, the industry was up 28%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the Canadian Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Dec 2025CA$27.2bCA$73.2bCA$1.6b18.1x16.5x0.4x
Mon, 17 Nov 2025CA$25.1bCA$74.2bCA$1.7b16.5x15.2x0.3x
Wed, 15 Oct 2025CA$22.4bCA$74.1bCA$1.9b15.6x12x0.3x
Fri, 12 Sep 2025CA$23.6bCA$73.2bCA$1.8b16.6x12.8x0.3x
Sun, 10 Aug 2025CA$21.4bCA$73.1bCA$1.9b12.4x11.3x0.3x
Tue, 08 Jul 2025CA$20.5bCA$73.2bCA$1.8b12.6x11.5x0.3x
Thu, 05 Jun 2025CA$18.7bCA$73.3bCA$1.8b12.1x10.4x0.3x
Sat, 03 May 2025CA$17.5bCA$75.2bCA$1.6b10.7x10.8x0.2x
Mon, 31 Mar 2025CA$17.7bCA$77.5bCA$1.7b10.6x10.5x0.2x
Wed, 26 Feb 2025CA$19.5bCA$77.8bCA$2.2b8.7x9x0.3x
Fri, 24 Jan 2025CA$21.1bCA$77.8bCA$2.3b9.6x9.3x0.3x
Sun, 22 Dec 2024CA$21.9bCA$77.8bCA$2.3b9.8x9.6x0.3x
Tue, 19 Nov 2024CA$22.4bCA$76.6bCA$2.2b10.4x10x0.3x
Thu, 17 Oct 2024CA$21.4bCA$75.6bCA$2.1b10.4x10x0.3x
Sat, 14 Sep 2024CA$20.2bCA$74.9bCA$2.1b10.2x9.6x0.3x
Mon, 12 Aug 2024CA$20.2bCA$75.5bCA$2.1b9.3x9.5x0.3x
Wed, 10 Jul 2024CA$21.9bCA$74.9bCA$2.1b10.2x10.3x0.3x
Fri, 07 Jun 2024CA$23.1bCA$75.1bCA$2.1b10.3x10.8x0.3x
Sun, 05 May 2024CA$23.5bCA$74.7bCA$2.1b9.6x11.4x0.3x
Tue, 02 Apr 2024CA$26.9bCA$73.8bCA$2.3b10.5x11.5x0.4x
Thu, 29 Feb 2024CA$26.8bCA$73.4bCA$2.4b10.8x11.3x0.4x
Sat, 27 Jan 2024CA$27.5bCA$73.6bCA$2.0b10.9x13.4x0.4x
Mon, 25 Dec 2023CA$28.6bCA$72.9bCA$2.0b11.6x14.1x0.4x
Wed, 22 Nov 2023CA$27.7bCA$74.8bCA$2.1b12.4x13.4x0.4x
Fri, 20 Oct 2023CA$25.7bCA$72.3bCA$1.9b12.7x13.6x0.4x
Sun, 17 Sep 2023CA$28.4bCA$71.5bCA$1.9b12.6x15.1x0.4x
Tue, 15 Aug 2023CA$28.5bCA$71.1bCA$1.9b14.1x15.4x0.4x
Thu, 13 Jul 2023CA$29.0bCA$66.9bCA$1.1b14.1x25.9x0.4x
Sat, 10 Jun 2023CA$26.4bCA$67.6bCA$1.1b13.9x23.5x0.4x
Mon, 08 May 2023CA$26.6bCA$67.1bCA$1.1b13.5x24.2x0.4x
Wed, 05 Apr 2023CA$26.1bCA$65.8bCA$1.3b13.1x20.3x0.4x
Fri, 03 Mar 2023CA$28.6bCA$65.6bCA$1.2b14.5x23.9x0.4x
Sun, 29 Jan 2023CA$30.4bCA$63.7bCA$1.7b13.4x18.1x0.5x
Tue, 27 Dec 2022CA$27.0bCA$64.7bCA$1.7b12.8x15.8x0.4x
Price to Earnings Ratio

15.8x


Total Market Cap: CA$27.0bTotal Earnings: CA$1.7bTotal Revenue: CA$64.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Auto Components Industry Price to Earnings3Y Average 13.7x202320242025
Current Industry PE
  • Investors are optimistic on the Canadian Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 16.2x which is higher than its 3-year average PE of 13.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary industry?

CA Market0.33%
Consumer Discretionary1.64%
Auto Components6.18%
Auto Parts and Equipment6.18%
Tires and Rubber0%0
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 13.7x.
    • Analysts are expecting annual earnings growth of 13.9%, which is higher than its past year's earnings decline of 13.5% per year.
  • Investors are most pessimistic about the Auto Parts and Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.7x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MG Magna InternationalCA$76.226.7%
+CA$1.3b		25.6%PE15.1x
LNR LinamarCA$85.615.8%
+CA$282.3m		49.3%PE21.2x

Latest News

MG
CA$76.22
Magna International
7D
6.7%
1Y
25.6%

MG: Electric Expansion And Buybacks Will Shape A Measured Outlook

Analysts have modestly raised their price target on Magna International to approximately $69.38 per share, reflecting slightly lower discount rate assumptions, a small upward revision to long term profit margins, and a marginally higher expected future P/E multiple, even as revenue growth forecasts edge down. What's in the News GAC and Magna launched a vehicle assembly program in Europe focused on accelerating electric mobility, with serial production of the five star Euro NCAP rated AION V SUV now underway at Magna's Graz facility and initial market entries in Finland, Poland and Portugal (Key Developments).
LNR
CA$85.61
Linamar
7D
5.8%
1Y
49.3%
MRE
CA$10.29
Martinrea International
7D
-3.0%
1Y
13.7%

MRE: Future Outlook Will Balance Stronger Earnings With Modest Risk Profile

Analysts have raised their price target on Martinrea International from approximately 9.00 dollars to 11.00 dollars, reflecting expectations for stronger revenue growth, improving profit margins, and a modest re rating of the company’s future price to earnings multiple, despite a slightly higher assumed discount rate. What's in the News Maintained 2025 earnings guidance and reaffirmed a total sales outlook of $4.8 to $5.1 billion (company guidance) Reported no share repurchases between July 1 and September 30, 2025, effectively completing a previously announced buyback program without deploying capital (company filing) Valuation Changes Fair Value Estimate increased from CA$9.00 to CA$11.00, implying a modest upward re rating of Martinrea International’s intrinsic value.
XTC
CA$6.80
Exco Technologies
7D
-0.7%
1Y
-9.3%

Exco Technologies' (TSE:XTC) Conservative Accounting Might Explain Soft Earnings

Dec 08
Exco Technologies' (TSE:XTC) Conservative Accounting Might Explain Soft Earnings