Narrative Update • May 24

The Auto Components industry is up 6.3% in the last week, with Schaeffler up 24%. This means that the industry has gained 9.1% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | €38.7b | €75.9b | -€1,362,765,000.00 | 16.1x | -28.4x | 0.5x |
| Sat, 25 Apr 2026 | €33.4b | €77.1b | -€1,417,976,000.00 | 13x | -23.6x | 0.4x |
| Mon, 23 Mar 2026 | €30.9b | €77.2b | -€1,542,629,000.00 | 6.5x | -20x | 0.4x |
| Wed, 18 Feb 2026 | €39.6b | €97.7b | -€1,373,702,000.00 | 7.1x | -28.8x | 0.4x |
| Fri, 16 Jan 2026 | €38.5b | €97.7b | -€1,375,195,000.00 | 8x | -28x | 0.4x |
| Sun, 14 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.7x | 0.4x |
| Tue, 11 Nov 2025 | €34.1b | €97.8b | -€1,425,496,000.00 | 8.1x | -23.9x | 0.3x |
| Thu, 09 Oct 2025 | €31.5b | €96.4b | €271.0m | 11.6x | 116.4x | 0.3x |
| Sat, 06 Sep 2025 | €30.5b | €77.1b | €251.0m | 13.3x | 121.6x | 0.4x |
| Mon, 04 Aug 2025 | €30.4b | €75.7b | €421.8m | 12.6x | 72.1x | 0.4x |
| Wed, 02 Jul 2025 | €30.3b | €75.8b | €540.5m | 12.8x | 56x | 0.4x |
| Fri, 30 May 2025 | €30.7b | €75.8b | €540.5m | 13.3x | 56.8x | 0.4x |
| Sun, 27 Apr 2025 | €29.1b | €74.1b | €763.7m | 12x | 38.1x | 0.4x |
| Tue, 25 Mar 2025 | €29.4b | €74.4b | €920.5m | 11x | 32x | 0.4x |
| Thu, 20 Feb 2025 | €30.2b | €72.9b | €1.5b | 14x | 20x | 0.4x |
| Sat, 18 Jan 2025 | €29.1b | €72.9b | €1.5b | 8.8x | 19.1x | 0.4x |
| Mon, 16 Dec 2024 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Wed, 13 Nov 2024 | €27.6b | €73.1b | €1.7b | 10.3x | 16.6x | 0.4x |
| Fri, 11 Oct 2024 | €27.9b | €73.6b | €1.6b | 10.4x | 17x | 0.4x |
| Sun, 08 Sep 2024 | €28.1b | €82.1b | €1.7b | 9.4x | 16.8x | 0.3x |
| Tue, 06 Aug 2024 | €27.5b | €83.0b | €1.6b | 8.4x | 16.9x | 0.3x |
| Thu, 04 Jul 2024 | €28.3b | €83.0b | €1.6b | 9.2x | 18.2x | 0.3x |
| Sat, 01 Jun 2024 | €30.5b | €83.0b | €1.6b | 9.4x | 19.4x | 0.4x |
| Mon, 29 Apr 2024 | €30.4b | €83.9b | €1.8b | 10.7x | 16.7x | 0.4x |
| Wed, 27 Mar 2024 | €31.8b | €83.9b | €1.7b | 11.1x | 18.2x | 0.4x |
| Fri, 23 Feb 2024 | €36.0b | €83.2b | €2.4b | 10x | 15.3x | 0.4x |
| Sun, 21 Jan 2024 | €32.9b | €83.2b | €2.4b | 9.7x | 13.9x | 0.4x |
| Tue, 19 Dec 2023 | €34.4b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Thu, 16 Nov 2023 | €32.6b | €83.2b | €2.4b | 9.1x | 13.7x | 0.4x |
| Sat, 14 Oct 2023 | €30.3b | €83.5b | €1.9b | 9.2x | 16.1x | 0.4x |
| Mon, 11 Sep 2023 | €29.7b | €83.5b | €1.9b | 8.8x | 15.7x | 0.4x |
| Wed, 09 Aug 2023 | €31.5b | €82.1b | €1.5b | 9.3x | 21.5x | 0.4x |
| Fri, 07 Jul 2023 | €30.9b | €81.7b | €1.3b | 9.3x | 23x | 0.4x |
| Sun, 04 Jun 2023 | €30.9b | €86.7b | €1.2b | 7.9x | 24.8x | 0.4x |
24.8x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 1.63% | |
| Consumer Discretionary | 6.33% | |
| Auto Components | 11.52% | |
| Auto Parts and Equipment | 13.60% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €11.02 | 23.7% +€2.0b | 160.5% | PS0.4x | |
| CON Continental | €71.78 | 8.2% +€1.1b | -7.0% | PS0.7x | |
| AMV0 Aumovio | €40.10 | 15.4% +€535.3m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €73.60 | 3.8% +€300.0m | -14.2% | PE86.3x | |
| SFQ SAF-Holland | €21.00 | 9.6% +€82.2m | 28.7% | PE16.1x |