Narrative Update • Aug 19

Over the last 7 days, the Auto Components industry has dropped 2.2%, driven by HELLA GmbH KGaA declining 2.6%. The industry has fallen 3.2% in the last year. As for the next few years, earnings are expected to grow by 53% per annum.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | €33.9b | €75.2b | -€1,641,009,000.00 | 20.5x | -20.7x | 0.5x |
| Mon, 20 Jul 2026 | €35.5b | €75.9b | -€1,371,246,000.00 | 15.6x | -25.9x | 0.5x |
| Wed, 17 Jun 2026 | €37.6b | €75.9b | -€1,371,197,000.00 | 15.5x | -27.4x | 0.5x |
| Fri, 15 May 2026 | €36.5b | €75.9b | -€1,362,765,000.00 | 15.3x | -26.8x | 0.5x |
| Sun, 12 Apr 2026 | €33.9b | €77.1b | -€1,417,976,000.00 | 13.1x | -23.9x | 0.4x |
| Tue, 10 Mar 2026 | €32.6b | €77.7b | -€910,702,000.00 | 6.6x | -35.8x | 0.4x |
| Thu, 05 Feb 2026 | €39.2b | €97.7b | -€1,375,195,000.00 | 7.1x | -28.5x | 0.4x |
| Sat, 03 Jan 2026 | €36.9b | €97.7b | -€1,375,195,000.00 | 8x | -26.9x | 0.4x |
| Mon, 01 Dec 2025 | €33.4b | €97.7b | -€1,375,195,000.00 | 7.7x | -24.3x | 0.3x |
| Wed, 29 Oct 2025 | €34.1b | €96.4b | €271.0m | 12.5x | 125.8x | 0.4x |
| Fri, 26 Sep 2025 | €30.8b | €77.1b | €251.0m | 10.3x | 122.9x | 0.4x |
| Sun, 24 Aug 2025 | €31.5b | €77.2b | €263.6m | 13.9x | 119.6x | 0.4x |
| Tue, 22 Jul 2025 | €30.9b | €75.8b | €540.5m | 13x | 57.2x | 0.4x |
| Thu, 19 Jun 2025 | €29.7b | €75.8b | €540.5m | 12.9x | 55x | 0.4x |
| Sat, 17 May 2025 | €30.1b | €75.8b | €541.2m | 12.8x | 55.5x | 0.4x |
| Mon, 14 Apr 2025 | €26.4b | €74.1b | €764.0m | 10.5x | 34.6x | 0.4x |
| Wed, 12 Mar 2025 | €29.0b | €74.5b | €896.7m | 10.8x | 32.4x | 0.4x |
| Fri, 07 Feb 2025 | €28.9b | €72.9b | €1.5b | 9.5x | 18.9x | 0.4x |
| Sun, 05 Jan 2025 | €28.2b | €72.9b | €1.5b | 8.8x | 18.5x | 0.4x |
| Tue, 03 Dec 2024 | €28.0b | €72.9b | €1.5b | 9.4x | 18.4x | 0.4x |
| Thu, 31 Oct 2024 | €27.0b | €73.6b | €1.6b | 9.7x | 16.4x | 0.4x |
| Sat, 28 Sep 2024 | €28.8b | €82.1b | €1.7b | 9.4x | 17.3x | 0.4x |
| Mon, 26 Aug 2024 | €28.9b | €82.1b | €1.7b | 9.1x | 17.3x | 0.4x |
| Wed, 24 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.9x | 18.4x | 0.3x |
| Fri, 21 Jun 2024 | €28.4b | €83.0b | €1.6b | 9.2x | 18.3x | 0.3x |
| Sun, 19 May 2024 | €31.0b | €83.0b | €1.6b | 9.7x | 19.8x | 0.4x |
| Tue, 16 Apr 2024 | €31.3b | €83.9b | €1.8b | 10.7x | 17.1x | 0.4x |
| Thu, 14 Mar 2024 | €31.7b | €83.4b | €2.2b | 11.3x | 14.7x | 0.4x |
| Sat, 10 Feb 2024 | €35.7b | €83.2b | €2.4b | 10x | 15.1x | 0.4x |
| Mon, 08 Jan 2024 | €33.6b | €83.2b | €2.4b | 9.6x | 14.2x | 0.4x |
| Wed, 06 Dec 2023 | €33.2b | €83.2b | €2.4b | 9.2x | 14x | 0.4x |
| Fri, 03 Nov 2023 | €30.2b | €83.5b | €1.9b | 9.8x | 16.1x | 0.4x |
| Sun, 01 Oct 2023 | €30.2b | €83.5b | €1.9b | 9.2x | 16x | 0.4x |
| Tue, 29 Aug 2023 | €30.2b | €83.5b | €1.9b | 9x | 16x | 0.4x |
16x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.83% | |
| Consumer Discretionary | -1.10% | |
| Auto Components | -2.18% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -1.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €7.64 | 3.4% +€236.2m | 47.5% | PS0.3x | |
| SFQ SAF-Holland | €22.80 | 6.0% +€58.0m | 42.9% | PE14.8x | |
| ED4 EDAG Engineering Group | €3.15 | 1.0% +€750.0k | -53.0% | PS0.1x | |
| ZIL2 ElringKlinger | €5.38 | 0.2% +€633.6k | 16.5% | PE13.4x | |
| HGEA hGears | €0.85 | 4.3% +€364.0k | -55.3% | PS0.1x |