Narrative Update • Jul 22

Over the last 7 days, the Auto Components industry has remained flat, although notably Schaeffler declined by 11%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 52% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | €34.7b | €75.9b | -€1,385,246,000.00 | 34.7x | -25x | 0.5x |
| Mon, 29 Jun 2026 | €35.0b | €75.9b | -€1,371,197,000.00 | 15.3x | -25.5x | 0.5x |
| Wed, 27 May 2026 | €36.9b | €75.9b | -€1,362,765,000.00 | 15.1x | -27x | 0.5x |
| Fri, 24 Apr 2026 | €34.3b | €77.1b | -€1,417,976,000.00 | 13.1x | -24.2x | 0.4x |
| Sun, 22 Mar 2026 | €30.9b | €77.2b | -€1,542,629,000.00 | 6.5x | -20x | 0.4x |
| Tue, 17 Feb 2026 | €40.1b | €97.7b | -€1,373,702,000.00 | 7.1x | -29.2x | 0.4x |
| Thu, 15 Jan 2026 | €38.4b | €97.7b | -€1,375,195,000.00 | 8.1x | -27.9x | 0.4x |
| Sat, 13 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.7x | 0.4x |
| Mon, 10 Nov 2025 | €34.1b | €97.8b | -€1,425,496,000.00 | 8x | -23.9x | 0.3x |
| Wed, 08 Oct 2025 | €31.6b | €96.4b | €271.0m | 11.7x | 116.7x | 0.3x |
| Fri, 05 Sep 2025 | €30.4b | €77.1b | €251.0m | 13.3x | 121.3x | 0.4x |
| Sun, 03 Aug 2025 | €30.4b | €75.7b | €421.8m | 12.6x | 72.1x | 0.4x |
| Tue, 01 Jul 2025 | €30.3b | €75.8b | €540.5m | 12.8x | 56x | 0.4x |
| Thu, 29 May 2025 | €30.6b | €75.8b | €541.5m | 13.3x | 56.5x | 0.4x |
| Sat, 26 Apr 2025 | €29.1b | €74.1b | €763.7m | 12x | 38.1x | 0.4x |
| Mon, 24 Mar 2025 | €29.4b | €74.4b | €920.5m | 11x | 32x | 0.4x |
| Wed, 19 Feb 2025 | €30.2b | €72.9b | €1.5b | 14x | 20x | 0.4x |
| Fri, 17 Jan 2025 | €28.6b | €72.9b | €1.5b | 8.6x | 18.7x | 0.4x |
| Sun, 15 Dec 2024 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Tue, 12 Nov 2024 | €26.5b | €73.5b | €1.5b | 10.3x | 17.9x | 0.4x |
| Thu, 10 Oct 2024 | €28.0b | €82.1b | €1.7b | 8.9x | 16.8x | 0.3x |
| Sat, 07 Sep 2024 | €28.1b | €82.1b | €1.7b | 9.4x | 16.8x | 0.3x |
| Mon, 05 Aug 2024 | €27.7b | €83.0b | €1.6b | 8.7x | 17x | 0.3x |
| Wed, 03 Jul 2024 | €28.1b | €83.0b | €1.6b | 9.2x | 18x | 0.3x |
| Fri, 31 May 2024 | €30.4b | €83.0b | €1.6b | 9.3x | 19.4x | 0.4x |
| Sun, 28 Apr 2024 | €30.4b | €83.9b | €1.8b | 10.7x | 16.7x | 0.4x |
| Tue, 26 Mar 2024 | €31.6b | €83.9b | €1.7b | 11x | 18.1x | 0.4x |
| Thu, 22 Feb 2024 | €36.1b | €83.2b | €2.4b | 10x | 15.3x | 0.4x |
| Sat, 20 Jan 2024 | €32.9b | €83.2b | €2.4b | 9.7x | 13.9x | 0.4x |
| Mon, 18 Dec 2023 | €34.4b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Wed, 15 Nov 2023 | €32.0b | €83.3b | €2.3b | 9.2x | 13.7x | 0.4x |
| Fri, 13 Oct 2023 | €30.6b | €83.5b | €1.9b | 9.3x | 16.2x | 0.4x |
| Sun, 10 Sep 2023 | €29.7b | €83.5b | €1.9b | 8.8x | 15.7x | 0.4x |
| Tue, 08 Aug 2023 | €32.0b | €82.0b | €1.4b | 9.4x | 23.4x | 0.4x |
23.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 1.75% | |
| Consumer Discretionary | 0.57% | |
| Auto Components | -0.58% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -2.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €71.86 | 2.5% +€356.0m | -1.9% | PS0.7x | |
| AMV0 Aumovio | €39.85 | 8.7% +€320.2m | n/a | PS0.2x | |
| SFQ SAF-Holland | €21.55 | 3.1% +€29.0m | 39.8% | PE16.5x | |
| NVM Novem Group | €2.66 | 1.5% +€1.7m | -33.7% | PS0.2x | |
| ZIL2 ElringKlinger | €4.84 | 0.4% +€1.3m | 12.4% | PE60.3x |