Narrative Update • Jun 26

In the last week, the Auto Components industry is up 6.6%, with Schaeffler up 12%. This takes the industry's 12 month performance to a gain of 8.5%. Earnings are forecast to grow by 56% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | €37.3b | €75.9b | -€1,371,246,000.00 | 15.8x | -27.2x | 0.5x |
| Mon, 01 Jun 2026 | €38.1b | €75.9b | -€1,371,197,000.00 | 16x | -27.8x | 0.5x |
| Wed, 29 Apr 2026 | €33.4b | €77.2b | -€1,409,745,000.00 | 15.2x | -23.7x | 0.4x |
| Fri, 27 Mar 2026 | €32.2b | €77.2b | -€1,545,713,000.00 | 10.9x | -20.8x | 0.4x |
| Sun, 22 Feb 2026 | €39.8b | €97.7b | -€1,373,702,000.00 | 7.1x | -29x | 0.4x |
| Tue, 20 Jan 2026 | €37.3b | €97.7b | -€1,375,195,000.00 | 7.4x | -27.1x | 0.4x |
| Thu, 18 Dec 2025 | €35.1b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.5x | 0.4x |
| Sat, 15 Nov 2025 | €33.3b | €97.8b | -€1,425,496,000.00 | 8.1x | -23.4x | 0.3x |
| Mon, 13 Oct 2025 | €31.2b | €96.4b | €271.0m | 11.5x | 115.2x | 0.3x |
| Wed, 10 Sep 2025 | €30.8b | €77.1b | €251.0m | 13.5x | 122.8x | 0.4x |
| Fri, 08 Aug 2025 | €30.5b | €75.5b | €340.8m | 13.3x | 89.6x | 0.4x |
| Sun, 06 Jul 2025 | €30.7b | €75.8b | €540.5m | 12.9x | 56.9x | 0.4x |
| Tue, 03 Jun 2025 | €30.4b | €75.8b | €540.5m | 13.1x | 56.2x | 0.4x |
| Thu, 01 May 2025 | €28.7b | €74.1b | €763.7m | 11.7x | 37.6x | 0.4x |
| Sat, 29 Mar 2025 | €28.4b | €74.4b | €749.4m | 11.4x | 37.9x | 0.4x |
| Mon, 24 Feb 2025 | €29.9b | €72.9b | €1.5b | 13.7x | 19.8x | 0.4x |
| Wed, 22 Jan 2025 | €29.1b | €72.9b | €1.5b | 9.1x | 19.1x | 0.4x |
| Fri, 20 Dec 2024 | €27.9b | €72.9b | €1.5b | 8.4x | 18.3x | 0.4x |
| Sun, 17 Nov 2024 | €28.0b | €72.9b | €1.5b | 9.1x | 18.4x | 0.4x |
| Tue, 15 Oct 2024 | €28.0b | €73.6b | €1.6b | 10.3x | 17.1x | 0.4x |
| Thu, 12 Sep 2024 | €26.6b | €82.1b | €1.7b | 9.1x | 16x | 0.3x |
| Sat, 10 Aug 2024 | €28.3b | €82.2b | €1.7b | 9.2x | 16.8x | 0.3x |
| Mon, 08 Jul 2024 | €30.1b | €83.0b | €1.6b | 9.3x | 19.3x | 0.4x |
| Wed, 05 Jun 2024 | €30.3b | €83.0b | €1.6b | 9.3x | 19.3x | 0.4x |
| Fri, 03 May 2024 | €29.8b | €83.9b | €1.8b | 10.4x | 16.4x | 0.4x |
| Sun, 31 Mar 2024 | €31.8b | €83.9b | €1.8b | 11x | 17.3x | 0.4x |
| Tue, 27 Feb 2024 | €33.0b | €83.2b | €2.4b | 10.5x | 14x | 0.4x |
| Thu, 25 Jan 2024 | €33.6b | €83.2b | €2.4b | 9.7x | 14.2x | 0.4x |
| Sat, 23 Dec 2023 | €34.1b | €83.2b | €2.4b | 9.9x | 14.4x | 0.4x |
| Mon, 20 Nov 2023 | €32.4b | €83.2b | €2.4b | 9.2x | 13.7x | 0.4x |
| Wed, 18 Oct 2023 | €30.6b | €83.5b | €1.9b | 9.3x | 16.2x | 0.4x |
| Fri, 15 Sep 2023 | €29.9b | €83.5b | €1.9b | 8.9x | 15.9x | 0.4x |
| Sun, 13 Aug 2023 | €30.7b | €83.5b | €1.9b | 9.7x | 16.4x | 0.4x |
| Tue, 11 Jul 2023 | €31.0b | €81.7b | €1.3b | 9.2x | 23.1x | 0.4x |
23.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 3.76% | |
| Consumer Discretionary | 3.57% | |
| Auto Components | 6.59% | |
| Auto Parts and Equipment | 7.87% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €8.79 | 11.8% +€878.7m | 86.9% | PS0.4x | |
| CON Continental | €75.98 | 4.8% +€692.0m | 1.3% | PS0.8x | |
| AMV0 Aumovio | €39.65 | 13.3% +€465.2m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €73.20 | 3.1% +€244.4m | -15.9% | PE85.8x | |
| SFQ SAF-Holland | €20.65 | 3.4% +€29.9m | 21.2% | PE15.8x |