Narrative Update • Aug 07

Over the last 7 days, the Auto Components industry has dropped 3.7%, driven by a pullback from Continental of 6.0%. Meanwhile, ElringKlinger actually outperformed within the industry, gaining 9.0% in the last week. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 54% per annum.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | €34.0b | €75.2b | -€1,652,358,000.00 | 20.5x | -20.6x | 0.5x |
| Thu, 09 Jul 2026 | €34.8b | €75.9b | -€1,371,246,000.00 | 15x | -25.4x | 0.5x |
| Sat, 06 Jun 2026 | €36.6b | €75.9b | -€1,371,197,000.00 | 15.4x | -26.7x | 0.5x |
| Mon, 04 May 2026 | €33.9b | €77.2b | -€1,409,745,000.00 | 14x | -24x | 0.4x |
| Wed, 01 Apr 2026 | €31.6b | €77.1b | -€1,417,976,000.00 | 11.9x | -22.3x | 0.4x |
| Fri, 27 Feb 2026 | €40.0b | €97.7b | -€1,373,702,000.00 | 6.8x | -29.1x | 0.4x |
| Sun, 25 Jan 2026 | €39.7b | €97.7b | -€1,375,195,000.00 | 7.3x | -28.8x | 0.4x |
| Tue, 23 Dec 2025 | €35.6b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.9x | 0.4x |
| Thu, 20 Nov 2025 | €32.6b | €97.8b | -€1,368,802,000.00 | 7.7x | -23.8x | 0.3x |
| Sat, 18 Oct 2025 | €31.9b | €96.4b | €271.0m | 11.8x | 117.7x | 0.3x |
| Mon, 15 Sep 2025 | €30.0b | €77.1b | €251.0m | 13.1x | 119.6x | 0.4x |
| Wed, 13 Aug 2025 | €30.9b | €77.2b | €269.5m | 13.5x | 114.7x | 0.4x |
| Fri, 11 Jul 2025 | €31.8b | €75.8b | €540.5m | 13.5x | 58.8x | 0.4x |
| Sun, 08 Jun 2025 | €30.4b | €75.8b | €540.5m | 13.1x | 56.3x | 0.4x |
| Tue, 06 May 2025 | €29.0b | €74.1b | €770.9m | 12x | 37.7x | 0.4x |
| Thu, 03 Apr 2025 | €27.9b | €74.1b | €764.0m | 11.1x | 36.5x | 0.4x |
| Sat, 01 Mar 2025 | €30.4b | €72.9b | €1.5b | 13.8x | 20.1x | 0.4x |
| Mon, 27 Jan 2025 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Wed, 25 Dec 2024 | €28.3b | €72.9b | €1.5b | 8.6x | 18.6x | 0.4x |
| Fri, 22 Nov 2024 | €27.2b | €72.9b | €1.5b | 9.1x | 17.8x | 0.4x |
| Sun, 20 Oct 2024 | €28.4b | €73.6b | €1.6b | 10.4x | 17.3x | 0.4x |
| Tue, 17 Sep 2024 | €26.7b | €82.1b | €1.7b | 9.5x | 16x | 0.3x |
| Thu, 15 Aug 2024 | €28.3b | €82.2b | €1.7b | 9.1x | 16.9x | 0.3x |
| Sat, 13 Jul 2024 | €29.4b | €83.0b | €1.6b | 9.2x | 18.9x | 0.4x |
| Mon, 10 Jun 2024 | €30.2b | €83.0b | €1.6b | 9.3x | 19.4x | 0.4x |
| Wed, 08 May 2024 | €31.4b | €83.8b | €1.9b | 10.2x | 16.4x | 0.4x |
| Fri, 05 Apr 2024 | €31.6b | €83.9b | €1.8b | 11.2x | 17.2x | 0.4x |
| Sun, 03 Mar 2024 | €33.2b | €83.2b | €2.4b | 10.7x | 14.1x | 0.4x |
| Tue, 30 Jan 2024 | €34.4b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Thu, 28 Dec 2023 | €34.0b | €83.2b | €2.4b | 10x | 14.3x | 0.4x |
| Sat, 25 Nov 2023 | €32.8b | €83.2b | €2.4b | 9x | 13.8x | 0.4x |
| Mon, 23 Oct 2023 | €29.9b | €83.5b | €1.9b | 9.2x | 15.8x | 0.4x |
| Wed, 20 Sep 2023 | €30.1b | €83.5b | €1.9b | 9.1x | 16x | 0.4x |
| Fri, 18 Aug 2023 | €30.1b | €83.5b | €1.9b | 9.6x | 16x | 0.4x |
16x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.69% | |
| Consumer Discretionary | -1.06% | |
| Auto Components | -3.30% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -1.44% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ZIL2 ElringKlinger | €5.23 | 9.0% +€27.2m | 13.9% | PE13x | |
| SFQ SAF-Holland | €21.50 | 0.5% +€4.5m | 36.6% | PE13.9x | |
| SW10 SHW | €7.00 | 6.1% +€2.6m | 15.7% | PE56.2x | |
| PWO PWO | €23.40 | 2.6% +€1.9m | -19.3% | PE27.1x | |
| GMM Grammer | €10.70 | 0.9% +€1.5m | 57.4% | PE7.5x |