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German (DAX) Auto Components Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies13
  • 7D2.3%
  • 3M21.6%
  • 1Y19.5%
  • YTD2.3%

Over the last 7 days, the Auto Components industry has risen 2.3%, driven by gains from Schaeffler of 6.1%. During this same period, the hGears underperformed, falling 6.3%. This means that the industry has gained 20% over the past year. As for the next few years, earnings are expected to grow by 61% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026€37.9b€97.7b-€1,375,195,000.008x-27.5x0.4x
Tue, 09 Dec 2025€34.6b€97.7b-€1,375,195,000.007.9x-25.1x0.4x
Thu, 06 Nov 2025€33.8b€98.2b€63.3m12.1x533.7x0.3x
Sat, 04 Oct 2025€31.8b€77.1b€251.0m10.6x126.6x0.4x
Mon, 01 Sep 2025€31.5b€77.1b€251.0m13.6x125.4x0.4x
Wed, 30 Jul 2025€31.7b€75.7b€421.8m13.3x75.1x0.4x
Fri, 27 Jun 2025€29.0b€75.8b€540.5m12.2x53.7x0.4x
Sun, 25 May 2025€29.8b€75.8b€541.5m12.8x55.1x0.4x
Tue, 22 Apr 2025€27.8b€74.1b€763.7m11.1x36.4x0.4x
Thu, 20 Mar 2025€29.9b€74.5b€920.4m11.3x32.5x0.4x
Sat, 15 Feb 2025€29.9b€72.9b€1.5b13.8x19.8x0.4x
Mon, 13 Jan 2025€27.9b€72.9b€1.5b8.6x18.3x0.4x
Wed, 11 Dec 2024€29.2b€72.9b€1.5b9.3x19.1x0.4x
Fri, 08 Nov 2024€27.3b€69.6b€1.4b9.6x19.2x0.4x
Sun, 06 Oct 2024€28.0b€82.1b€1.7b10.5x16.7x0.3x
Tue, 03 Sep 2024€29.4b€82.1b€1.7b9.8x17.6x0.4x
Thu, 01 Aug 2024€28.7b€83.0b€1.6b8.9x17.6x0.3x
Sat, 29 Jun 2024€28.1b€83.0b€1.6b9.1x18x0.3x
Mon, 27 May 2024€26.1b€66.7b€1.2b9.2x22.6x0.4x
Wed, 24 Apr 2024€30.8b€83.9b€1.8b10.9x16.8x0.4x
Fri, 22 Mar 2024€31.5b€83.8b€1.7b10.9x18x0.4x
Sun, 18 Feb 2024€36.8b€83.2b€2.4b10x15.6x0.4x
Tue, 16 Jan 2024€33.7b€83.2b€2.4b9.8x14.2x0.4x
Thu, 14 Dec 2023€33.5b€83.2b€2.4b9.5x14.1x0.4x
Sat, 11 Nov 2023€30.6b€83.3b€2.3b9x13.1x0.4x
Mon, 09 Oct 2023€30.2b€83.5b€1.9b9x16x0.4x
Wed, 06 Sep 2023€30.5b€83.5b€1.9b8.9x16.2x0.4x
Fri, 04 Aug 2023€31.9b€82.0b€1.4b9.3x23.4x0.4x
Sun, 02 Jul 2023€31.6b€81.7b€1.3b8.8x23.6x0.4x
Tue, 30 May 2023€31.0b€86.7b€1.3b8.6x24.6x0.4x
Thu, 27 Apr 2023€31.6b€85.0b€1.1b9.2x27.6x0.4x
Sat, 25 Mar 2023€31.1b€84.3b€1.2b10.8x26.4x0.4x
Mon, 20 Feb 2023€32.9b€81.9b€668.3m11.3x49.2x0.4x
Wed, 18 Jan 2023€32.3b€81.9b€656.9m9.7x49.2x0.4x
Price to Earnings Ratio

49.2x


Total Market Cap: €32.3bTotal Earnings: €656.9mTotal Revenue: €81.9bTotal Market Cap vs Earnings and Revenue0%0%0%
German Auto Components Industry Price to Earnings3Y Average 31.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the German Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • Total earnings for the Auto Components industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 6.1% 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, which has decreased profits.

Industry Trends

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

DE Market2.61%
Consumer Discretionary-1.35%
Auto Components2.33%
Auto Parts and Equipment3.00%
Tires and Rubber0%0
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 64% over the next 5 years.
    • This is better than its past earnings decline of 31% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 64% 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
    		SHA0 Schaeffler€9.156.1%
    +€496.1m    		120.0%PS0.4x
    		CON Continental€69.421.2%
    +€164.0m    		8.1%PS0.4x
    		AMV0 Aumovio€45.662.4%
    +€108.1m    		n/aPS0.2x
    		SFQ SAF-Holland€16.347.8%
    +€53.1m    		11.5%PE13.2x
    		HLE HELLA GmbH KGaA€83.400.2%
    +€22.2m    		-2.9%PE57.4x

    Latest News

    NVM
    €3.16
    Novem Group
    7D
    5.7%
    1Y
    -35.8%

    NVM: Bergamo Closure And Cost Discipline Will Support Future Upside

    Analysts have maintained their price target for Novem Group at €14.45, citing unchanged assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors indicate a consistent view on the stock's risk and return profile.
    SHA0
    €9.15
    Schaeffler
    7D
    6.1%
    1Y
    120.0%

    SHA0: Raised Price Goal And Execution Risks Will Shape Future Returns

    Narrative Update Analysts have raised their price target on Schaeffler to €5.00 from €4.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E that are reflected in recent Street research. Analyst Commentary Street research points to a slightly more constructive stance on Schaeffler, with the latest published price target of €5.00 framed within a Hold view.
    CON
    €69.42
    Continental
    7D
    1.2%
    1Y
    8.1%

    CON: Cost Cutting Execution And Trade Tensions Will Likely Cap Equity Upside

    Analysts have lifted their price targets for Continental into the mid €70s range, citing added inclusion on focus lists, recent rating upgrades to Buy, and a view that potential earnings and cash improvements through cost actions could support equity value into 2026. Analyst Commentary Recent Street research around Continental clusters in the mid €60s to mid €70s price target range, with several large banks updating their views as they look ahead to 2026.
    SFQ
    €16.34
    SAF-Holland
    7D
    7.8%
    1Y
    11.5%

    SFQ: Share Buyback And Softer Guidance Will Shape A More Balanced Outlook

    The analyst price target for SAF-Holland has been reduced from EUR 16.00 to EUR 15.00, as analysts factor in a slightly higher discount rate and a modestly softer margin outlook, while still expecting improved revenue growth and a stable valuation multiple. Analyst Commentary Bearish analysts have recently trimmed their price targets for SAF-Holland, reflecting a more cautious stance on the company’s near term risk reward profile.
    GMM
    €6.00
    Grammer
    7D
    6.2%
    1Y
    13.2%
    AMV0
    €45.66
    Aumovio
    7D
    2.4%
    1Y
    n/a
    HLE
    €83.40
    HELLA GmbH KGaA
    7D
    0.2%
    1Y
    -2.9%

    Returns At HELLA GmbH KGaA (ETR:HLE) Are On The Way Up

    Dec 09
    Returns At HELLA GmbH KGaA (ETR:HLE) Are On The Way Up
    HGEA
    €1.50
    hGears
    7D
    -6.3%
    1Y
    -6.3%

    Positive Sentiment Still Eludes hGears AG (ETR:HGEA) Following 27% Share Price Slump

    Nov 26
    Positive Sentiment Still Eludes hGears AG (ETR:HGEA) Following 27% Share Price Slump
    ZIL2
    €4.28
    ElringKlinger
    7D
    2.2%
    1Y
    1.5%
    SW10
    €5.60
    SHW
    7D
    -1.8%
    1Y
    -11.1%