Narrative Update • Jun 18

Over the last 7 days, the Auto Components industry has dropped 1.7%, driven by Schaeffler declining 6.0%. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 58% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | €37.1b | €75.9b | -€1,371,197,000.00 | 15.3x | -27.1x | 0.5x |
| Thu, 21 May 2026 | €34.7b | €75.9b | -€1,362,765,000.00 | 14.7x | -25.5x | 0.5x |
| Sat, 18 Apr 2026 | €35.1b | €77.1b | -€1,417,976,000.00 | 13.7x | -24.8x | 0.5x |
| Mon, 16 Mar 2026 | €32.5b | €77.7b | -€910,702,000.00 | 6.5x | -35.7x | 0.4x |
| Wed, 11 Feb 2026 | €39.5b | €97.7b | -€1,373,702,000.00 | 7x | -28.7x | 0.4x |
| Fri, 09 Jan 2026 | €37.5b | €97.7b | -€1,375,195,000.00 | 8x | -27.2x | 0.4x |
| Sun, 07 Dec 2025 | €34.6b | €97.7b | -€1,375,195,000.00 | 7.7x | -25.2x | 0.4x |
| Tue, 04 Nov 2025 | €34.2b | €96.4b | €337.3m | 12.1x | 101.5x | 0.4x |
| Thu, 02 Oct 2025 | €30.9b | €77.1b | €251.0m | 10.4x | 123.3x | 0.4x |
| Sat, 30 Aug 2025 | €31.5b | €77.2b | €263.6m | 13.6x | 119.4x | 0.4x |
| Mon, 28 Jul 2025 | €31.4b | €75.7b | €421.8m | 13.2x | 74.6x | 0.4x |
| Wed, 25 Jun 2025 | €29.2b | €75.8b | €540.5m | 12.4x | 54.1x | 0.4x |
| Fri, 23 May 2025 | €30.5b | €75.8b | €541.5m | 13.2x | 56.4x | 0.4x |
| Sun, 20 Apr 2025 | €27.8b | €74.1b | €763.7m | 11.1x | 36.4x | 0.4x |
| Tue, 18 Mar 2025 | €30.0b | €74.5b | €920.4m | 11x | 32.6x | 0.4x |
| Thu, 13 Feb 2025 | €28.8b | €72.9b | €1.5b | 13.1x | 19.1x | 0.4x |
| Sat, 11 Jan 2025 | €27.9b | €72.9b | €1.5b | 8.6x | 18.3x | 0.4x |
| Mon, 09 Dec 2024 | €28.9b | €72.9b | €1.5b | 9.3x | 19x | 0.4x |
| Wed, 06 Nov 2024 | €26.6b | €73.6b | €1.6b | 9.7x | 16.2x | 0.4x |
| Fri, 04 Oct 2024 | €27.6b | €82.1b | €1.7b | 10.1x | 16.6x | 0.3x |
| Sun, 01 Sep 2024 | €29.2b | €82.1b | €1.7b | 9.9x | 17.5x | 0.4x |
| Tue, 30 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.9x | 17.5x | 0.3x |
| Thu, 27 Jun 2024 | €27.9b | €83.0b | €1.6b | 9x | 17.9x | 0.3x |
| Sat, 25 May 2024 | €30.0b | €83.0b | €1.6b | 9.3x | 19.1x | 0.4x |
| Mon, 22 Apr 2024 | €30.5b | €83.9b | €1.8b | 10.8x | 16.7x | 0.4x |
| Wed, 20 Mar 2024 | €32.3b | €83.7b | €1.7b | 11.3x | 18.6x | 0.4x |
| Fri, 16 Feb 2024 | €36.7b | €83.2b | €2.4b | 9.9x | 15.5x | 0.4x |
| Sun, 14 Jan 2024 | €33.5b | €83.2b | €2.4b | 9.8x | 14.1x | 0.4x |
| Tue, 12 Dec 2023 | €33.6b | €83.2b | €2.4b | 9.5x | 14.2x | 0.4x |
| Thu, 09 Nov 2023 | €31.1b | €83.5b | €1.9b | 9.8x | 16.6x | 0.4x |
| Sat, 07 Oct 2023 | €30.2b | €83.5b | €1.9b | 9x | 16x | 0.4x |
| Mon, 04 Sep 2023 | €30.2b | €83.5b | €1.9b | 8.8x | 16x | 0.4x |
| Wed, 02 Aug 2023 | €32.7b | €81.7b | €1.3b | 9.2x | 24.4x | 0.4x |
| Fri, 30 Jun 2023 | €31.4b | €81.7b | €1.3b | 9.1x | 23.4x | 0.4x |
23.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.10% | |
| Consumer Discretionary | -5.39% | |
| Auto Components | -1.67% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -2.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HLE HELLA GmbH KGaA | €72.20 | 0.7% +€55.6m | -12.6% | PE84.6x | |
| ZIL2 ElringKlinger | €5.59 | 7.1% +€23.4m | 28.7% | PE69.7x | |
| GMM Grammer | €8.75 | 4.2% +€5.2m | 33.6% | PE6.1x | |
| NVM Novem Group | €2.66 | 3.1% +€3.4m | -37.9% | PE10.1x | |
| TINC Baumot Group | €0.0035 | 16.7% +€11.1k | 0% | n/a |