Narrative Update • Jun 08

Over the last 7 days, the Auto Components industry has dropped 3.3%, driven by a pullback from Schaeffler of 7.1%. Over the past 12 months, the industry was up 7.5%. Earnings are forecast to grow by 59% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | €36.5b | €75.9b | -€1,371,197,000.00 | 15.2x | -26.6x | 0.5x |
| Thu, 07 May 2026 | €35.2b | €76.5b | -€1,431,809,000.00 | 15.3x | -24.6x | 0.5x |
| Sat, 04 Apr 2026 | €32.6b | €77.1b | -€1,417,976,000.00 | 12.2x | -23x | 0.4x |
| Mon, 02 Mar 2026 | €39.2b | €97.7b | -€1,373,702,000.00 | 6.8x | -28.6x | 0.4x |
| Wed, 28 Jan 2026 | €39.4b | €97.7b | -€1,375,195,000.00 | 7.4x | -28.7x | 0.4x |
| Fri, 26 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 8x | -25.7x | 0.4x |
| Sun, 23 Nov 2025 | €32.3b | €97.8b | -€1,375,195,000.00 | 7.7x | -23.5x | 0.3x |
| Tue, 21 Oct 2025 | €32.3b | €96.4b | €271.0m | 11.9x | 119.3x | 0.3x |
| Thu, 18 Sep 2025 | €30.5b | €77.1b | €251.0m | 13.3x | 121.6x | 0.4x |
| Sat, 16 Aug 2025 | €31.1b | €77.2b | €271.1m | 13.6x | 114.8x | 0.4x |
| Mon, 14 Jul 2025 | €31.3b | €75.8b | €540.5m | 13.3x | 58x | 0.4x |
| Wed, 11 Jun 2025 | €30.6b | €75.8b | €540.5m | 13.3x | 56.7x | 0.4x |
| Fri, 09 May 2025 | €29.5b | €75.9b | €615.9m | 12.4x | 47.8x | 0.4x |
| Sun, 06 Apr 2025 | €26.5b | €74.1b | €764.0m | 10.4x | 34.6x | 0.4x |
| Tue, 04 Mar 2025 | €30.3b | €72.9b | €1.5b | 13.8x | 20.1x | 0.4x |
| Thu, 30 Jan 2025 | €29.2b | €72.9b | €1.5b | 9.6x | 19.1x | 0.4x |
| Sat, 28 Dec 2024 | €28.5b | €72.9b | €1.5b | 8.7x | 18.7x | 0.4x |
| Mon, 25 Nov 2024 | €27.6b | €72.9b | €1.5b | 9.1x | 18.1x | 0.4x |
| Wed, 23 Oct 2024 | €28.2b | €73.6b | €1.6b | 10.1x | 17.2x | 0.4x |
| Fri, 20 Sep 2024 | €27.8b | €82.1b | €1.7b | 9.4x | 16.6x | 0.3x |
| Sun, 18 Aug 2024 | €28.6b | €82.1b | €1.7b | 9.1x | 17.1x | 0.3x |
| Tue, 16 Jul 2024 | €29.1b | €83.0b | €1.6b | 9.1x | 18.7x | 0.4x |
| Thu, 13 Jun 2024 | €30.1b | €83.0b | €1.6b | 9.1x | 19.3x | 0.4x |
| Sat, 11 May 2024 | €30.6b | €83.0b | €1.6b | 9.6x | 19.5x | 0.4x |
| Mon, 08 Apr 2024 | €31.3b | €83.9b | €1.8b | 10.7x | 17.1x | 0.4x |
| Wed, 06 Mar 2024 | €32.8b | €83.2b | €2.2b | 11.5x | 15.1x | 0.4x |
| Fri, 02 Feb 2024 | €34.2b | €83.2b | €2.4b | 9.8x | 14.4x | 0.4x |
| Sun, 31 Dec 2023 | €34.3b | €83.2b | €2.4b | 10x | 14.5x | 0.4x |
| Tue, 28 Nov 2023 | €32.6b | €83.2b | €2.4b | 9x | 13.8x | 0.4x |
| Thu, 26 Oct 2023 | €29.6b | €83.5b | €1.9b | 9.5x | 15.7x | 0.4x |
| Sat, 23 Sep 2023 | €29.8b | €83.5b | €1.9b | 9.2x | 15.8x | 0.4x |
| Mon, 21 Aug 2023 | €29.9b | €83.5b | €1.9b | 9.1x | 15.8x | 0.4x |
| Wed, 19 Jul 2023 | €32.2b | €81.7b | €1.3b | 9.1x | 24x | 0.4x |
| Fri, 16 Jun 2023 | €32.4b | €86.7b | €1.2b | 7.8x | 26x | 0.4x |
26x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.76% | |
| Consumer Discretionary | -2.59% | |
| Auto Components | -3.35% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -3.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMV0 Aumovio | €39.90 | 0.3% +€10.0m | n/a | PS0.2x | |
| GMM Grammer | €8.40 | 1.8% +€2.2m | 22.6% | PE5.9x | |
| SW10 SHW | €6.60 | 3.1% +€1.3m | 10.0% | PE53x | |
| TINC Baumot Group | €0.003 | 20.0% +€11.1k | 0% | n/a |