Narrative Update • Jun 26

The Auto Components industry is up 7.8% in the last week, with Schaeffler up 16%. This means that the industry has gained 8.3% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | €37.1b | €75.9b | -€1,371,246,000.00 | 15.9x | -27x | 0.5x |
| Thu, 04 Jun 2026 | €37.9b | €75.9b | -€1,371,197,000.00 | 15.3x | -27.7x | 0.5x |
| Sat, 02 May 2026 | €33.9b | €77.2b | -€1,409,745,000.00 | 14x | -24x | 0.4x |
| Mon, 30 Mar 2026 | €31.7b | €77.2b | -€1,415,308,000.00 | 12.1x | -22.4x | 0.4x |
| Wed, 25 Feb 2026 | €40.3b | €97.7b | -€1,373,702,000.00 | 6.9x | -29.4x | 0.4x |
| Fri, 23 Jan 2026 | €38.4b | €97.7b | -€1,375,195,000.00 | 7.2x | -27.9x | 0.4x |
| Sun, 21 Dec 2025 | €35.6b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.9x | 0.4x |
| Tue, 18 Nov 2025 | €33.0b | €97.8b | -€1,368,802,000.00 | 7.8x | -24.1x | 0.3x |
| Thu, 16 Oct 2025 | €30.5b | €96.4b | €271.0m | 11.1x | 112.7x | 0.3x |
| Sat, 13 Sep 2025 | €30.0b | €77.1b | €251.0m | 13.1x | 119.6x | 0.4x |
| Mon, 11 Aug 2025 | €30.7b | €77.3b | €282.3m | 11.5x | 108.7x | 0.4x |
| Wed, 09 Jul 2025 | €31.3b | €75.8b | €540.5m | 13.2x | 57.8x | 0.4x |
| Fri, 06 Jun 2025 | €30.6b | €75.8b | €540.5m | 13.2x | 56.7x | 0.4x |
| Sun, 04 May 2025 | €29.2b | €74.1b | €770.9m | 12x | 37.8x | 0.4x |
| Tue, 01 Apr 2025 | €27.8b | €74.1b | €764.0m | 11.1x | 36.4x | 0.4x |
| Thu, 27 Feb 2025 | €30.6b | €72.9b | €1.5b | 13.9x | 20.2x | 0.4x |
| Sat, 25 Jan 2025 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Mon, 23 Dec 2024 | €27.9b | €72.9b | €1.5b | 8.7x | 18.3x | 0.4x |
| Wed, 20 Nov 2024 | €27.7b | €72.9b | €1.5b | 9.2x | 18.1x | 0.4x |
| Fri, 18 Oct 2024 | €27.5b | €73.6b | €1.6b | 10.2x | 16.8x | 0.4x |
| Sun, 15 Sep 2024 | €27.0b | €82.1b | €1.7b | 9.1x | 16.1x | 0.3x |
| Tue, 13 Aug 2024 | €28.4b | €82.2b | €1.7b | 9.1x | 16.9x | 0.3x |
| Thu, 11 Jul 2024 | €29.3b | €83.0b | €1.6b | 9x | 18.8x | 0.4x |
| Sat, 08 Jun 2024 | €30.2b | €83.0b | €1.6b | 9.3x | 19.4x | 0.4x |
| Mon, 06 May 2024 | €29.9b | €83.9b | €1.8b | 10.5x | 16.5x | 0.4x |
| Wed, 03 Apr 2024 | €31.5b | €83.9b | €1.8b | 10.8x | 17.2x | 0.4x |
| Fri, 01 Mar 2024 | €33.4b | €83.2b | €2.4b | 10.6x | 14.2x | 0.4x |
| Sun, 28 Jan 2024 | €33.8b | €83.2b | €2.4b | 9.7x | 14.2x | 0.4x |
| Tue, 26 Dec 2023 | €34.1b | €83.2b | €2.4b | 9.9x | 14.4x | 0.4x |
| Thu, 23 Nov 2023 | €32.4b | €83.2b | €2.4b | 9.3x | 13.7x | 0.4x |
| Sat, 21 Oct 2023 | €29.9b | €83.5b | €1.9b | 9.2x | 15.8x | 0.4x |
| Mon, 18 Sep 2023 | €30.3b | €83.5b | €1.9b | 9x | 16.1x | 0.4x |
| Wed, 16 Aug 2023 | €30.5b | €83.5b | €1.9b | 9.7x | 16.3x | 0.4x |
| Fri, 14 Jul 2023 | €31.8b | €81.7b | €1.3b | 9x | 23.7x | 0.4x |
23.7x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 4.26% | |
| Consumer Discretionary | 5.52% | |
| Auto Components | 7.39% | |
| Auto Parts and Equipment | 9.04% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €9.23 | 15.5% +€1.2b | 95.8% | PS0.4x | |
| CON Continental | €74.34 | 5.0% +€708.0m | -0.9% | PS0.8x | |
| AMV0 Aumovio | €38.40 | 12.9% +€440.2m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €72.30 | 2.3% +€177.8m | -17.5% | PE84.7x | |
| SFQ SAF-Holland | €20.80 | 4.2% +€37.5m | 21.5% | PE15.9x |