Narrative Update • Aug 24

Over the last 7 days, the Auto Components industry has risen 1.9%, driven by gains from Continental of 4.7%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 53% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | €34.4b | €75.2b | -€1,641,062,000.00 | 20.5x | -21x | 0.5x |
| Sat, 25 Jul 2026 | €34.9b | €75.9b | -€1,371,246,000.00 | 16x | -25.4x | 0.5x |
| Mon, 22 Jun 2026 | €36.5b | €75.9b | -€1,371,197,000.00 | 15.1x | -26.7x | 0.5x |
| Wed, 20 May 2026 | €34.7b | €75.9b | -€1,362,765,000.00 | 14.6x | -25.4x | 0.5x |
| Fri, 17 Apr 2026 | €33.7b | €77.1b | -€1,417,976,000.00 | 13.4x | -23.7x | 0.4x |
| Sun, 15 Mar 2026 | €32.5b | €77.7b | -€910,702,000.00 | 6.5x | -35.7x | 0.4x |
| Tue, 10 Feb 2026 | €39.3b | €97.7b | -€1,373,702,000.00 | 7.1x | -28.6x | 0.4x |
| Thu, 08 Jan 2026 | €37.2b | €97.7b | -€1,375,195,000.00 | 8.1x | -27x | 0.4x |
| Sat, 06 Dec 2025 | €34.6b | €97.7b | -€1,375,195,000.00 | 7.7x | -25.2x | 0.4x |
| Mon, 03 Nov 2025 | €33.9b | €96.4b | €337.3m | 11.9x | 100.5x | 0.4x |
| Wed, 01 Oct 2025 | €30.7b | €77.1b | €251.0m | 10.2x | 122.2x | 0.4x |
| Fri, 29 Aug 2025 | €31.4b | €77.2b | €263.6m | 13.8x | 118.9x | 0.4x |
| Sun, 27 Jul 2025 | €31.4b | €75.7b | €421.8m | 13.2x | 74.6x | 0.4x |
| Tue, 24 Jun 2025 | €29.5b | €75.8b | €540.5m | 12.8x | 54.5x | 0.4x |
| Thu, 22 May 2025 | €30.8b | €75.8b | €541.5m | 13.4x | 56.9x | 0.4x |
| Sat, 19 Apr 2025 | €27.8b | €74.1b | €763.7m | 11.1x | 36.4x | 0.4x |
| Mon, 17 Mar 2025 | €29.8b | €74.5b | €920.4m | 10.9x | 32.3x | 0.4x |
| Wed, 12 Feb 2025 | €29.0b | €72.9b | €1.5b | 13.2x | 19.2x | 0.4x |
| Fri, 10 Jan 2025 | €27.9b | €72.9b | €1.5b | 8.7x | 18.3x | 0.4x |
| Sun, 08 Dec 2024 | €28.9b | €72.9b | €1.5b | 9.3x | 19x | 0.4x |
| Tue, 05 Nov 2024 | €27.1b | €73.6b | €1.6b | 10x | 16.5x | 0.4x |
| Thu, 03 Oct 2024 | €27.9b | €82.1b | €1.7b | 9.8x | 16.7x | 0.3x |
| Sat, 31 Aug 2024 | €29.2b | €82.1b | €1.7b | 9.1x | 17.5x | 0.4x |
| Mon, 29 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.6x | 17.6x | 0.3x |
| Wed, 26 Jun 2024 | €28.3b | €83.0b | €1.6b | 9x | 18.2x | 0.3x |
| Fri, 24 May 2024 | €30.1b | €83.0b | €1.6b | 9.3x | 19.2x | 0.4x |
| Sun, 21 Apr 2024 | €30.5b | €83.9b | €1.8b | 10.8x | 16.7x | 0.4x |
| Tue, 19 Mar 2024 | €32.0b | €83.7b | €1.7b | 11.1x | 18.4x | 0.4x |
| Thu, 15 Feb 2024 | €36.6b | €83.2b | €2.4b | 9.9x | 15.5x | 0.4x |
| Sat, 13 Jan 2024 | €33.5b | €83.2b | €2.4b | 9.8x | 14.1x | 0.4x |
| Mon, 11 Dec 2023 | €33.8b | €83.2b | €2.4b | 9.4x | 14.3x | 0.4x |
| Wed, 08 Nov 2023 | €30.6b | €83.5b | €1.9b | 9.7x | 16.3x | 0.4x |
| Fri, 06 Oct 2023 | €30.0b | €83.5b | €1.9b | 9.2x | 15.9x | 0.4x |
| Sun, 03 Sep 2023 | €30.2b | €83.5b | €1.9b | 8.8x | 16x | 0.4x |
16x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.86% | |
| Consumer Discretionary | 0.27% | |
| Auto Components | 1.90% | |
| Auto Parts and Equipment | 1.29% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €70.28 | 4.7% +€628.0m | -6.3% | PS0.7x | |
| SHA0 Schaeffler | €7.40 | 0.8% +€56.7m | 33.7% | PS0.3x | |
| SFQ SAF-Holland | €22.75 | 1.3% +€13.4m | 45.6% | PE14.7x | |
| ZIL2 ElringKlinger | €5.43 | 1.7% +€5.7m | 16.9% | PE13.5x | |
| HGEA hGears | €0.82 | 1.2% +€104.0k | -58.4% | PS0.1x |