Narrative Update • Aug 12

Schaeffler is up 3.5%, leading the way for the Auto Components industry, which has gained 1.5%. Despite this gain, the industry's performance has been flat over the past 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | €34.4b | €75.2b | -€1,641,009,000.00 | 20.4x | -20.9x | 0.5x |
| Tue, 14 Jul 2026 | €35.9b | €75.9b | -€1,371,246,000.00 | 15.2x | -26.2x | 0.5x |
| Thu, 11 Jun 2026 | €35.7b | €75.9b | -€1,371,197,000.00 | 14.8x | -26.1x | 0.5x |
| Sat, 09 May 2026 | €35.8b | €76.0b | -€1,364,350,000.00 | 15.4x | -26.3x | 0.5x |
| Mon, 06 Apr 2026 | €32.6b | €77.1b | -€1,417,976,000.00 | 12.1x | -23x | 0.4x |
| Wed, 04 Mar 2026 | €34.8b | €97.7b | -€1,373,702,000.00 | 6.8x | -25.3x | 0.4x |
| Fri, 30 Jan 2026 | €38.2b | €97.7b | -€1,375,195,000.00 | 7.3x | -27.8x | 0.4x |
| Sun, 28 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 8x | -25.7x | 0.4x |
| Tue, 25 Nov 2025 | €32.5b | €97.8b | -€1,375,195,000.00 | 7.7x | -23.7x | 0.3x |
| Thu, 23 Oct 2025 | €32.1b | €96.4b | €271.0m | 12.1x | 118.6x | 0.3x |
| Sat, 20 Sep 2025 | €31.6b | €77.1b | €251.0m | 10.2x | 125.8x | 0.4x |
| Mon, 18 Aug 2025 | €31.1b | €77.1b | €272.5m | 13.6x | 114.2x | 0.4x |
| Wed, 16 Jul 2025 | €31.0b | €75.8b | €540.5m | 13.1x | 57.4x | 0.4x |
| Fri, 13 Jun 2025 | €30.7b | €75.8b | €540.5m | 13.5x | 56.9x | 0.4x |
| Sun, 11 May 2025 | €29.7b | €75.8b | €542.9m | 12.5x | 54.6x | 0.4x |
| Tue, 08 Apr 2025 | €25.7b | €74.1b | €764.0m | 10.1x | 33.6x | 0.3x |
| Thu, 06 Mar 2025 | €29.0b | €72.9b | €1.5b | 13x | 19.2x | 0.4x |
| Sat, 01 Feb 2025 | €29.5b | €72.9b | €1.5b | 9.7x | 19.3x | 0.4x |
| Mon, 30 Dec 2024 | €28.5b | €72.9b | €1.5b | 8.7x | 18.7x | 0.4x |
| Wed, 27 Nov 2024 | €27.8b | €72.9b | €1.5b | 9.1x | 18.2x | 0.4x |
| Fri, 25 Oct 2024 | €27.9b | €73.6b | €1.6b | 10.1x | 17x | 0.4x |
| Sun, 22 Sep 2024 | €27.1b | €82.1b | €1.7b | 9.2x | 16.2x | 0.3x |
| Tue, 20 Aug 2024 | €28.8b | €82.1b | €1.7b | 9.1x | 17.3x | 0.4x |
| Thu, 18 Jul 2024 | €29.0b | €83.0b | €1.6b | 8.8x | 18.6x | 0.3x |
| Sat, 15 Jun 2024 | €28.5b | €83.0b | €1.6b | 8.6x | 18.3x | 0.3x |
| Mon, 13 May 2024 | €30.6b | €83.0b | €1.6b | 10x | 19.6x | 0.4x |
| Wed, 10 Apr 2024 | €32.0b | €83.9b | €1.8b | 11.5x | 17.5x | 0.4x |
| Fri, 08 Mar 2024 | €32.6b | €83.4b | €2.2b | 11.6x | 15.1x | 0.4x |
| Sun, 04 Feb 2024 | €34.2b | €83.2b | €2.4b | 9.7x | 14.4x | 0.4x |
| Tue, 02 Jan 2024 | €34.3b | €83.2b | €2.4b | 10x | 14.5x | 0.4x |
| Thu, 30 Nov 2023 | €33.2b | €83.2b | €2.4b | 9.3x | 14x | 0.4x |
| Sat, 28 Oct 2023 | €29.7b | €83.5b | €1.9b | 9.6x | 15.7x | 0.4x |
| Mon, 25 Sep 2023 | €29.8b | €83.5b | €1.9b | 9.2x | 15.8x | 0.4x |
| Wed, 23 Aug 2023 | €30.6b | €83.5b | €1.9b | 9x | 16.2x | 0.4x |
16.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.22% | |
| Consumer Discretionary | -1.53% | |
| Auto Components | 1.50% | |
| Auto Parts and Equipment | 1.44% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €7.39 | 3.5% +€236.2m | 46.2% | PS0.3x | |
| CON Continental | €69.38 | 1.6% +€216.0m | -7.4% | PS0.7x | |
| HLE HELLA GmbH KGaA | €72.20 | 0.8% +€66.7m | -18.0% | PE69.4x | |
| ZIL2 ElringKlinger | €5.37 | 7.5% +€23.8m | 16.7% | PE13.4x | |
| GMM Grammer | €11.30 | 7.6% +€11.9m | 66.2% | PE5.3x |