Narrative Update • Aug 21

Over the last 7 days, the Auto Components industry has risen 1.2%, driven by gains from Continental of 1.5%. Overall in the last year, the industry is flat. 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 |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | €34.6b | €75.2b | -€1,637,769,000.00 | 20.2x | -21.1x | 0.5x |
| Fri, 31 Jul 2026 | €35.7b | €75.9b | -€1,371,246,000.00 | 16.8x | -26x | 0.5x |
| Sun, 28 Jun 2026 | €35.0b | €75.9b | -€1,371,197,000.00 | 15.3x | -25.5x | 0.5x |
| Tue, 26 May 2026 | €36.6b | €75.9b | -€1,362,765,000.00 | 15.1x | -26.8x | 0.5x |
| Thu, 23 Apr 2026 | €33.9b | €77.1b | -€1,417,976,000.00 | 13.1x | -23.9x | 0.4x |
| Sat, 21 Mar 2026 | €30.9b | €77.2b | -€1,542,629,000.00 | 6.5x | -20x | 0.4x |
| Mon, 16 Feb 2026 | €40.3b | €97.7b | -€1,373,702,000.00 | 7.1x | -29.3x | 0.4x |
| Wed, 14 Jan 2026 | €38.0b | €97.7b | -€1,375,195,000.00 | 8.1x | -27.6x | 0.4x |
| Fri, 12 Dec 2025 | €35.1b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.6x | 0.4x |
| Sun, 09 Nov 2025 | €34.1b | €97.8b | -€1,425,496,000.00 | 8x | -23.9x | 0.3x |
| Tue, 07 Oct 2025 | €31.8b | €96.4b | €271.0m | 11.9x | 117.4x | 0.3x |
| Thu, 04 Sep 2025 | €30.5b | €77.1b | €251.0m | 13.3x | 121.4x | 0.4x |
| Sat, 02 Aug 2025 | €30.4b | €75.7b | €421.8m | 12.6x | 72.1x | 0.4x |
| Mon, 30 Jun 2025 | €30.3b | €75.8b | €540.5m | 12.7x | 56.1x | 0.4x |
| Wed, 28 May 2025 | €30.3b | €75.8b | €541.5m | 13.1x | 55.9x | 0.4x |
| Fri, 25 Apr 2025 | €28.9b | €74.1b | €763.7m | 11.8x | 37.9x | 0.4x |
| Sun, 23 Mar 2025 | €29.4b | €74.4b | €920.5m | 11x | 32x | 0.4x |
| Tue, 18 Feb 2025 | €30.1b | €72.9b | €1.5b | 13.9x | 19.9x | 0.4x |
| Thu, 16 Jan 2025 | €28.7b | €72.9b | €1.5b | 9.1x | 18.8x | 0.4x |
| Sat, 14 Dec 2024 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Mon, 11 Nov 2024 | €27.0b | €73.6b | €1.6b | 10.3x | 16.5x | 0.4x |
| Wed, 09 Oct 2024 | €27.1b | €82.1b | €1.7b | 8.8x | 16.2x | 0.3x |
| Fri, 06 Sep 2024 | €28.9b | €82.1b | €1.7b | 9.7x | 17.3x | 0.4x |
| Sun, 04 Aug 2024 | €27.7b | €83.0b | €1.6b | 8.7x | 17x | 0.3x |
| Tue, 02 Jul 2024 | €28.1b | €83.0b | €1.6b | 9.2x | 18x | 0.3x |
| Thu, 30 May 2024 | €30.0b | €83.0b | €1.6b | 9.2x | 19.1x | 0.4x |
| Sat, 27 Apr 2024 | €30.4b | €83.9b | €1.8b | 10.7x | 16.7x | 0.4x |
| Mon, 25 Mar 2024 | €31.5b | €83.9b | €1.7b | 10.9x | 18x | 0.4x |
| Wed, 21 Feb 2024 | €35.9b | €83.2b | €2.4b | 10.1x | 15.2x | 0.4x |
| Fri, 19 Jan 2024 | €33.2b | €83.2b | €2.4b | 9.7x | 14x | 0.4x |
| Sun, 17 Dec 2023 | €34.4b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Tue, 14 Nov 2023 | €31.1b | €83.3b | €2.3b | 9.1x | 13.4x | 0.4x |
| Thu, 12 Oct 2023 | €30.9b | €83.5b | €1.9b | 9.2x | 16.4x | 0.4x |
| Sat, 09 Sep 2023 | €29.7b | €83.5b | €1.9b | 8.8x | 15.7x | 0.4x |
15.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.86% | |
| Consumer Discretionary | 2.92% | |
| Auto Components | 1.19% | |
| Auto Parts and Equipment | 0.18% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €70.86 | 1.5% +€212.0m | -5.6% | PS0.8x | |
| GMM Grammer | €13.20 | 21.1% +€34.3m | 98.5% | PE6.2x | |
| ED4 EDAG Engineering Group | €3.02 | -8.5% €30.8m | -56.4% | PS0.2x |