Narrative Update • May 24

In the last week, the Auto Components industry is up 6.9%, with Schaeffler leading the way, up 11%. In the same time, SHW was down 5.2%. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 60% per annum.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | €38.1b | €75.9b | -€1,371,197,000.00 | 16x | -27.8x | 0.5x |
| Mon, 27 Apr 2026 | €33.4b | €77.1b | -€1,417,976,000.00 | 13x | -23.6x | 0.4x |
| Wed, 25 Mar 2026 | €31.6b | €77.2b | -€1,542,629,000.00 | 6.5x | -20.5x | 0.4x |
| Fri, 20 Feb 2026 | €39.8b | €97.7b | -€1,373,702,000.00 | 6.9x | -28.9x | 0.4x |
| Sun, 18 Jan 2026 | €38.0b | €97.7b | -€1,375,195,000.00 | 7.6x | -27.6x | 0.4x |
| Tue, 16 Dec 2025 | €35.3b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.7x | 0.4x |
| Thu, 13 Nov 2025 | €33.8b | €97.8b | -€1,425,496,000.00 | 8x | -23.7x | 0.3x |
| Sat, 11 Oct 2025 | €31.2b | €96.4b | €271.0m | 11.5x | 115.2x | 0.3x |
| Mon, 08 Sep 2025 | €30.5b | €77.1b | €251.0m | 13.3x | 121.6x | 0.4x |
| Wed, 06 Aug 2025 | €30.6b | €75.7b | €421.8m | 12.6x | 72.4x | 0.4x |
| Fri, 04 Jul 2025 | €30.7b | €75.8b | €540.5m | 13x | 56.9x | 0.4x |
| Sun, 01 Jun 2025 | €30.8b | €75.8b | €540.5m | 13.3x | 57x | 0.4x |
| Tue, 29 Apr 2025 | €28.4b | €74.1b | €763.7m | 11.6x | 37.2x | 0.4x |
| Thu, 27 Mar 2025 | €29.5b | €74.4b | €917.0m | 11x | 32.2x | 0.4x |
| Sat, 22 Feb 2025 | €29.9b | €72.9b | €1.5b | 13.7x | 19.8x | 0.4x |
| Mon, 20 Jan 2025 | €29.1b | €72.9b | €1.5b | 8.8x | 19.1x | 0.4x |
| Wed, 18 Dec 2024 | €28.2b | €72.9b | €1.5b | 8.6x | 18.5x | 0.4x |
| Fri, 15 Nov 2024 | €27.6b | €73.0b | €1.6b | 10.2x | 17.4x | 0.4x |
| Sun, 13 Oct 2024 | €28.0b | €73.6b | €1.6b | 10.3x | 17.1x | 0.4x |
| Tue, 10 Sep 2024 | €28.1b | €82.1b | €1.7b | 9.4x | 16.8x | 0.3x |
| Thu, 08 Aug 2024 | €28.3b | €83.1b | €1.5b | 9.5x | 18.6x | 0.3x |
| Sat, 06 Jul 2024 | €30.1b | €83.0b | €1.6b | 9.3x | 19.3x | 0.4x |
| Mon, 03 Jun 2024 | €30.5b | €83.0b | €1.6b | 9.4x | 19.4x | 0.4x |
| Wed, 01 May 2024 | €29.7b | €83.9b | €1.8b | 10.4x | 16.3x | 0.4x |
| Fri, 29 Mar 2024 | €31.8b | €83.9b | €1.8b | 10.9x | 17.9x | 0.4x |
| Sun, 25 Feb 2024 | €36.1b | €83.2b | €2.4b | 10.1x | 15.3x | 0.4x |
| Tue, 23 Jan 2024 | €33.1b | €83.2b | €2.4b | 9.7x | 14x | 0.4x |
| Thu, 21 Dec 2023 | €34.8b | €83.2b | €2.4b | 9.8x | 14.7x | 0.4x |
| Sat, 18 Nov 2023 | €32.4b | €83.2b | €2.4b | 9.2x | 13.7x | 0.4x |
| Mon, 16 Oct 2023 | €30.3b | €83.5b | €1.9b | 9.2x | 16.1x | 0.4x |
| Wed, 13 Sep 2023 | €30.4b | €83.5b | €1.9b | 8.9x | 16.1x | 0.4x |
| Fri, 11 Aug 2023 | €31.3b | €82.1b | €1.5b | 9.7x | 21.5x | 0.4x |
| Sun, 09 Jul 2023 | €31.4b | €81.7b | €1.3b | 9.3x | 23.4x | 0.4x |
| Tue, 06 Jun 2023 | €31.1b | €86.7b | €1.2b | 7.8x | 24.9x | 0.4x |
24.9x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.70% | |
| Consumer Discretionary | 3.59% | |
| Auto Components | 6.85% | |
| Auto Parts and Equipment | 7.27% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €10.56 | 10.7% +€963.8m | 149.1% | PS0.4x | |
| CON Continental | €71.36 | 6.2% +€828.0m | -7.7% | PS0.7x | |
| AMV0 Aumovio | €40.10 | 11.5% +€415.2m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €72.70 | 1.8% +€144.4m | -16.6% | PE85.2x | |
| SFQ SAF-Holland | €20.85 | 9.2% +€78.2m | 27.8% | PE16x |