Narrative Update • Apr 23

Over the last 7 days, the Auto Components industry has risen 5.8%, driven by gains from Continental of 10%. In the last 12 months, the industry was up 8.1%. 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 |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | €35.8b | €76.0b | -€1,364,350,000.00 | 15.4x | -26.3x | 0.5x |
| Tue, 07 Apr 2026 | €32.6b | €77.1b | -€1,417,976,000.00 | 12.1x | -23x | 0.4x |
| Thu, 05 Mar 2026 | €35.2b | €97.7b | -€1,373,702,000.00 | 6.8x | -25.6x | 0.4x |
| Sat, 31 Jan 2026 | €37.3b | €97.7b | -€1,375,195,000.00 | 7.3x | -27.2x | 0.4x |
| Mon, 29 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 8x | -25.7x | 0.4x |
| Wed, 26 Nov 2025 | €33.1b | €97.8b | -€1,375,195,000.00 | 7.6x | -24x | 0.3x |
| Fri, 24 Oct 2025 | €32.9b | €96.4b | €271.0m | 12.3x | 121.4x | 0.3x |
| Sun, 21 Sep 2025 | €31.6b | €77.1b | €251.0m | 10.2x | 125.8x | 0.4x |
| Tue, 19 Aug 2025 | €30.9b | €77.1b | €272.5m | 13.5x | 113.4x | 0.4x |
| Thu, 17 Jul 2025 | €30.7b | €75.8b | €540.5m | 13x | 56.8x | 0.4x |
| Sat, 14 Jun 2025 | €30.3b | €75.8b | €540.5m | 13.2x | 56.1x | 0.4x |
| Mon, 12 May 2025 | €29.7b | €75.8b | €542.9m | 12.5x | 54.6x | 0.4x |
| Wed, 09 Apr 2025 | €26.5b | €74.1b | €764.0m | 10.5x | 34.7x | 0.4x |
| Fri, 07 Mar 2025 | €29.9b | €74.5b | €896.7m | 11.3x | 33.3x | 0.4x |
| Sun, 02 Feb 2025 | €29.5b | €72.9b | €1.5b | 9.7x | 19.3x | 0.4x |
| Tue, 31 Dec 2024 | €28.4b | €72.9b | €1.5b | 8.7x | 18.6x | 0.4x |
| Thu, 28 Nov 2024 | €27.7b | €72.9b | €1.5b | 8.8x | 18.2x | 0.4x |
| Sat, 26 Oct 2024 | €27.9b | €73.6b | €1.6b | 10.1x | 17x | 0.4x |
| Mon, 23 Sep 2024 | €27.1b | €82.1b | €1.7b | 9.2x | 16.2x | 0.3x |
| Wed, 21 Aug 2024 | €28.6b | €82.1b | €1.7b | 9.2x | 17.1x | 0.3x |
| Fri, 19 Jul 2024 | €29.4b | €83.0b | €1.6b | 8.9x | 18.9x | 0.4x |
| Sun, 16 Jun 2024 | €28.5b | €83.0b | €1.6b | 8.6x | 18.3x | 0.3x |
| Tue, 14 May 2024 | €30.9b | €83.0b | €1.6b | 10x | 19.8x | 0.4x |
| Thu, 11 Apr 2024 | €32.2b | €83.9b | €1.8b | 11.5x | 17.6x | 0.4x |
| Sat, 09 Mar 2024 | €32.1b | €83.4b | €2.2b | 11.3x | 14.9x | 0.4x |
| Mon, 05 Feb 2024 | €34.2b | €83.2b | €2.4b | 9.7x | 14.4x | 0.4x |
| Wed, 03 Jan 2024 | €34.6b | €83.2b | €2.4b | 10x | 14.6x | 0.4x |
| Fri, 01 Dec 2023 | €33.0b | €83.2b | €2.4b | 9.3x | 13.9x | 0.4x |
| Sun, 29 Oct 2023 | €29.7b | €83.5b | €1.9b | 9.6x | 15.7x | 0.4x |
| Tue, 26 Sep 2023 | €29.5b | €83.5b | €1.9b | 9.1x | 15.7x | 0.4x |
| Thu, 24 Aug 2023 | €30.3b | €83.5b | €1.9b | 9.1x | 16x | 0.4x |
| Sat, 22 Jul 2023 | €32.5b | €81.7b | €1.3b | 9.1x | 24.2x | 0.4x |
| Mon, 19 Jun 2023 | €32.2b | €81.7b | €1.3b | 8x | 24x | 0.4x |
| Wed, 17 May 2023 | €31.0b | €85.1b | €1.2b | 9.5x | 26.7x | 0.4x |
26.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.016% | |
| Consumer Discretionary | 2.23% | |
| Auto Components | 5.77% | |
| Auto Parts and Equipment | 3.11% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €70.68 | 10.1% +€1.3b | -2.7% | PS0.7x | |
| SHA0 Schaeffler | €8.79 | 8.8% +€670.9m | 124.6% | PS0.4x | |
| SFQ SAF-Holland | €20.05 | 14.4% +€113.4m | 20.3% | PE15.4x | |
| EVAC electrovac | €8.38 | 18.0% +€20.5m | n/a | PE16.3x | |
| ZIL2 ElringKlinger | €5.73 | 4.0% +€13.9m | 14.9% | PS0.2x |