Narrative Update • Jun 26

Over the last 7 days, the Auto Components industry has dropped 6.7%, driven by pullbacks in Aumovio and Schaeffler of 10.0% and 4.5%, respectively. Over the past 12 months, the industry was up 3.1%. As for the next few years, earnings are expected to grow by 57% per annum.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | €34.6b | €75.9b | -€1,371,197,000.00 | 15.3x | -25.3x | 0.5x |
| Fri, 29 May 2026 | €38.5b | €75.9b | -€1,362,765,000.00 | 16x | -28.2x | 0.5x |
| Sun, 26 Apr 2026 | €33.4b | €77.1b | -€1,417,976,000.00 | 13x | -23.6x | 0.4x |
| Tue, 24 Mar 2026 | €31.7b | €77.2b | -€1,542,629,000.00 | 6.6x | -20.5x | 0.4x |
| Thu, 19 Feb 2026 | €40.0b | €97.7b | -€1,373,702,000.00 | 6.9x | -29.1x | 0.4x |
| Sat, 17 Jan 2026 | €37.9b | €97.7b | -€1,375,195,000.00 | 7.6x | -27.6x | 0.4x |
| Mon, 15 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.7x | 0.4x |
| Wed, 12 Nov 2025 | €33.7b | €97.8b | -€1,425,496,000.00 | 8.1x | -23.6x | 0.3x |
| Fri, 10 Oct 2025 | €31.5b | €96.4b | €271.0m | 11.6x | 116.4x | 0.3x |
| Sun, 07 Sep 2025 | €30.5b | €77.1b | €251.0m | 13.3x | 121.6x | 0.4x |
| Tue, 05 Aug 2025 | €30.3b | €75.7b | €421.8m | 12.6x | 71.9x | 0.4x |
| Thu, 03 Jul 2025 | €30.6b | €75.8b | €540.5m | 12.9x | 56.6x | 0.4x |
| Sat, 31 May 2025 | €30.8b | €75.8b | €540.5m | 13.3x | 57x | 0.4x |
| Mon, 28 Apr 2025 | €29.1b | €74.1b | €763.7m | 12x | 38.1x | 0.4x |
| Wed, 26 Mar 2025 | €29.8b | €74.4b | €917.0m | 11.2x | 32.4x | 0.4x |
| Fri, 21 Feb 2025 | €29.5b | €72.9b | €1.5b | 13.7x | 19.5x | 0.4x |
| Sun, 19 Jan 2025 | €29.1b | €72.9b | €1.5b | 8.8x | 19.1x | 0.4x |
| Tue, 17 Dec 2024 | €28.5b | €72.9b | €1.5b | 8.7x | 18.7x | 0.4x |
| Thu, 14 Nov 2024 | €27.5b | €73.1b | €1.7b | 10.1x | 16.5x | 0.4x |
| Sat, 12 Oct 2024 | €28.0b | €73.6b | €1.6b | 10.3x | 17x | 0.4x |
| Mon, 09 Sep 2024 | €28.1b | €82.1b | €1.7b | 9.4x | 16.8x | 0.3x |
| Wed, 07 Aug 2024 | €27.6b | €83.0b | €1.6b | 8.5x | 16.9x | 0.3x |
| Fri, 05 Jul 2024 | €29.6b | €83.0b | €1.6b | 9.3x | 19x | 0.4x |
| Sun, 02 Jun 2024 | €30.5b | €83.0b | €1.6b | 9.4x | 19.4x | 0.4x |
| Tue, 30 Apr 2024 | €30.0b | €83.9b | €1.8b | 10.5x | 16.5x | 0.4x |
| Thu, 28 Mar 2024 | €31.9b | €83.9b | €1.7b | 11.2x | 18.2x | 0.4x |
| Sat, 24 Feb 2024 | €36.1b | €83.2b | €2.4b | 10.1x | 15.3x | 0.4x |
| Mon, 22 Jan 2024 | €32.9b | €83.2b | €2.4b | 9.7x | 13.9x | 0.4x |
| Wed, 20 Dec 2023 | €34.2b | €83.2b | €2.4b | 9.7x | 14.4x | 0.4x |
| Fri, 17 Nov 2023 | €32.6b | €83.2b | €2.4b | 9.1x | 13.7x | 0.4x |
| Sun, 15 Oct 2023 | €30.3b | €83.5b | €1.9b | 9.2x | 16.1x | 0.4x |
| Tue, 12 Sep 2023 | €30.2b | €83.5b | €1.9b | 8.9x | 16x | 0.4x |
| Thu, 10 Aug 2023 | €31.2b | €82.1b | €1.5b | 9.4x | 21.3x | 0.4x |
| Sat, 08 Jul 2023 | €31.4b | €81.7b | €1.3b | 9.3x | 23.4x | 0.4x |
23.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.44% | |
| Consumer Discretionary | -5.84% | |
| Auto Components | -6.74% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -8.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFQ SAF-Holland | €20.25 | 2.3% +€20.1m | 17.7% | PE15.5x | |
| GMM Grammer | €8.90 | 1.7% +€2.2m | 39.1% | PE6.2x | |
| SW10 SHW | €6.60 | 3.9% +€1.6m | 8.2% | PE53x | |
| PWO PWO | €23.20 | 1.8% +€1.3m | -19.4% | PE11x |