Narrative Update • Jun 18

In the last week, the Auto Components industry is up 3.6%, with Continental up 2.8%. This means that the industry has gained 11% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | €36.3b | €75.9b | -€1,371,197,000.00 | 15x | -26.4x | 0.5x |
| Sun, 17 May 2026 | €35.7b | €75.9b | -€1,362,765,000.00 | 15x | -26.2x | 0.5x |
| Tue, 14 Apr 2026 | €33.3b | €77.1b | -€1,417,976,000.00 | 13.1x | -23.5x | 0.4x |
| Thu, 12 Mar 2026 | €33.7b | €77.7b | -€910,702,000.00 | 6.6x | -37x | 0.4x |
| Sat, 07 Feb 2026 | €39.0b | €97.7b | -€1,373,729,000.00 | 7.1x | -28.4x | 0.4x |
| Mon, 05 Jan 2026 | €37.0b | €97.7b | -€1,375,195,000.00 | 8x | -26.9x | 0.4x |
| Wed, 03 Dec 2025 | €33.8b | €97.7b | -€1,375,195,000.00 | 7.7x | -24.6x | 0.3x |
| Fri, 31 Oct 2025 | €33.9b | €96.4b | €271.0m | 12.3x | 125.3x | 0.4x |
| Sun, 28 Sep 2025 | €30.9b | €77.1b | €251.0m | 10.4x | 123.3x | 0.4x |
| Tue, 26 Aug 2025 | €31.6b | €77.2b | €263.6m | 13.9x | 120.1x | 0.4x |
| Thu, 24 Jul 2025 | €31.4b | €75.8b | €540.5m | 13.1x | 58.2x | 0.4x |
| Sat, 21 Jun 2025 | €29.6b | €75.8b | €540.5m | 12.8x | 54.7x | 0.4x |
| Mon, 19 May 2025 | €30.1b | €75.8b | €541.3m | 12.8x | 55.5x | 0.4x |
| Wed, 16 Apr 2025 | €27.8b | €74.1b | €764.0m | 11x | 36.4x | 0.4x |
| Fri, 14 Mar 2025 | €29.2b | €74.5b | €896.7m | 10.7x | 32.5x | 0.4x |
| Sun, 09 Feb 2025 | €29.2b | €72.9b | €1.5b | 9.4x | 19.1x | 0.4x |
| Tue, 07 Jan 2025 | €28.8b | €72.9b | €1.5b | 9.1x | 18.9x | 0.4x |
| Thu, 05 Dec 2024 | €28.1b | €72.9b | €1.5b | 9.3x | 18.4x | 0.4x |
| Sat, 02 Nov 2024 | €27.1b | €73.6b | €1.6b | 10x | 16.5x | 0.4x |
| Mon, 30 Sep 2024 | €28.8b | €82.1b | €1.7b | 9.4x | 17.3x | 0.4x |
| Wed, 28 Aug 2024 | €29.2b | €82.1b | €1.7b | 9.1x | 17.5x | 0.4x |
| Fri, 26 Jul 2024 | €28.5b | €83.0b | €1.6b | 8.6x | 17.5x | 0.3x |
| Sun, 23 Jun 2024 | €28.4b | €83.0b | €1.6b | 9.1x | 18.3x | 0.3x |
| Tue, 21 May 2024 | €30.9b | €83.0b | €1.6b | 9.7x | 19.7x | 0.4x |
| Thu, 18 Apr 2024 | €30.3b | €83.9b | €1.8b | 10.8x | 16.6x | 0.4x |
| Sat, 16 Mar 2024 | €31.6b | €83.3b | €2.1b | 11.3x | 15.2x | 0.4x |
| Mon, 12 Feb 2024 | €35.7b | €83.2b | €2.4b | 10x | 15.1x | 0.4x |
| Wed, 10 Jan 2024 | €34.1b | €83.2b | €2.4b | 9.8x | 14.4x | 0.4x |
| Fri, 08 Dec 2023 | €33.6b | €83.2b | €2.4b | 9.3x | 14.2x | 0.4x |
| Sun, 05 Nov 2023 | €30.5b | €83.5b | €1.9b | 9.8x | 16.2x | 0.4x |
| Tue, 03 Oct 2023 | €30.2b | €83.5b | €1.9b | 9.2x | 16x | 0.4x |
| Thu, 31 Aug 2023 | €30.2b | €83.5b | €1.9b | 9x | 16x | 0.4x |
| Sat, 29 Jul 2023 | €32.6b | €81.7b | €1.3b | 9.3x | 24.3x | 0.4x |
| Mon, 26 Jun 2023 | €31.0b | €81.7b | €1.3b | 8.5x | 23.1x | 0.4x |
23.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 2.37% | |
| Consumer Discretionary | -1.92% | |
| Auto Components | 0.96% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -0.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €71.72 | 2.8% +€392.0m | -3.1% | PS0.7x | |
| AMV0 Aumovio | €38.70 | 2.0% +€75.0m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €71.00 | 0.7% +€55.6m | -13.6% | PE83.2x | |
| GMM Grammer | €8.60 | 2.4% +€3.0m | 31.3% | PE6x | |
| SFQ SAF-Holland | €19.66 | 0.2% +€1.8m | 24.4% | PE15x |