Narrative Update • May 11

Over the last 7 days, the Auto Components industry has risen 9.2%, driven by gains from Continental of 13%. This means that the industry has gained 6.5% over the past year. Earnings are forecast to grow by 58% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | €35.9b | €76.0b | -€1,353,122,000.00 | 15.9x | -26.6x | 0.5x |
| Thu, 09 Apr 2026 | €33.9b | €77.1b | -€1,417,976,000.00 | 12.9x | -23.9x | 0.4x |
| Sat, 07 Mar 2026 | €33.8b | €77.7b | -€910,702,000.00 | 6.8x | -37.2x | 0.4x |
| Mon, 02 Feb 2026 | €37.4b | €97.7b | -€1,375,195,000.00 | 7.3x | -27.2x | 0.4x |
| Wed, 31 Dec 2025 | €36.4b | €97.7b | -€1,375,195,000.00 | 7.9x | -26.5x | 0.4x |
| Fri, 28 Nov 2025 | €33.3b | €97.8b | -€1,375,195,000.00 | 7.7x | -24.2x | 0.3x |
| Sun, 26 Oct 2025 | €33.3b | €96.4b | €271.0m | 12.4x | 122.9x | 0.3x |
| Tue, 23 Sep 2025 | €31.0b | €77.1b | €251.0m | 10.2x | 123.6x | 0.4x |
| Thu, 21 Aug 2025 | €31.2b | €77.2b | €264.9m | 13.7x | 117.9x | 0.4x |
| Sat, 19 Jul 2025 | €30.9b | €75.8b | €540.5m | 13x | 57.2x | 0.4x |
| Mon, 16 Jun 2025 | €30.3b | €75.8b | €540.5m | 13.2x | 56.1x | 0.4x |
| Wed, 14 May 2025 | €30.6b | €75.8b | €542.9m | 13x | 56.3x | 0.4x |
| Fri, 11 Apr 2025 | €26.3b | €74.1b | €764.0m | 10.4x | 34.5x | 0.4x |
| Sun, 09 Mar 2025 | €29.7b | €74.5b | €896.7m | 11.2x | 33.1x | 0.4x |
| Tue, 04 Feb 2025 | €29.5b | €72.9b | €1.5b | 9.7x | 19.3x | 0.4x |
| Thu, 02 Jan 2025 | €28.4b | €72.9b | €1.5b | 8.7x | 18.6x | 0.4x |
| Sat, 30 Nov 2024 | €27.9b | €72.9b | €1.5b | 9.3x | 18.3x | 0.4x |
| Mon, 28 Oct 2024 | €27.9b | €73.6b | €1.6b | 10.1x | 17x | 0.4x |
| Wed, 25 Sep 2024 | €27.5b | €82.1b | €1.7b | 9.3x | 16.5x | 0.3x |
| Fri, 23 Aug 2024 | €28.5b | €82.1b | €1.7b | 9.1x | 17.1x | 0.3x |
| Sun, 21 Jul 2024 | €28.9b | €83.0b | €1.6b | 8.8x | 18.5x | 0.3x |
| Tue, 18 Jun 2024 | €28.7b | €83.0b | €1.6b | 9x | 18.4x | 0.3x |
| Thu, 16 May 2024 | €30.7b | €83.0b | €1.6b | 9.9x | 19.7x | 0.4x |
| Sat, 13 Apr 2024 | €31.6b | €83.9b | €1.8b | 10.9x | 17.3x | 0.4x |
| Mon, 11 Mar 2024 | €32.1b | €83.4b | €2.2b | 11.3x | 14.9x | 0.4x |
| Wed, 07 Feb 2024 | €33.5b | €83.2b | €2.4b | 9.9x | 14.1x | 0.4x |
| Fri, 05 Jan 2024 | €33.7b | €83.2b | €2.4b | 9.7x | 14.2x | 0.4x |
| Sun, 03 Dec 2023 | €33.1b | €83.2b | €2.4b | 9.3x | 14x | 0.4x |
| Tue, 31 Oct 2023 | €29.6b | €83.5b | €1.9b | 9.5x | 15.7x | 0.4x |
| Thu, 28 Sep 2023 | €29.6b | €83.5b | €1.9b | 9x | 15.7x | 0.4x |
| Sat, 26 Aug 2023 | €29.9b | €83.5b | €1.9b | 8.9x | 15.9x | 0.4x |
| Mon, 24 Jul 2023 | €32.5b | €81.7b | €1.3b | 9.1x | 24.2x | 0.4x |
| Wed, 21 Jun 2023 | €31.4b | €81.7b | €1.3b | 7.9x | 23.4x | 0.4x |
| Fri, 19 May 2023 | €31.6b | €85.5b | €1.2b | 9.7x | 27.4x | 0.4x |
27.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 1.40% | |
| Consumer Discretionary | 5.69% | |
| Auto Components | 9.24% | |
| Auto Parts and Equipment | 6.95% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €68.84 | 10.4% +€1.3b | -8.9% | PS0.7x | |
| SHA0 Schaeffler | €9.19 | 8.4% +€670.9m | 120.2% | PS0.4x | |
| SFQ SAF-Holland | €19.12 | 10.8% +€83.1m | 10.3% | PE14.6x | |
| ZIL2 ElringKlinger | €5.86 | 7.5% +€26.0m | 19.6% | PE73.1x | |
| EVAC electrovac | €8.19 | 7.2% +€8.8m | n/a | PE15.9x |