Narrative Update • May 10

Over the last 7 days, the Auto Components industry has risen 3.6%, driven by gains from Schaeffler of 9.2%. In the last 12 months, the industry was up 9.2%. Earnings are forecast to grow by 59% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 May 2026 | €35.7b | €75.9b | -€1,362,765,000.00 | 15x | -26.2x | 0.5x |
| Mon, 13 Apr 2026 | €33.9b | €77.1b | -€1,417,976,000.00 | 13.1x | -23.9x | 0.4x |
| Wed, 11 Mar 2026 | €33.6b | €77.7b | -€910,702,000.00 | 6.7x | -36.9x | 0.4x |
| Fri, 06 Feb 2026 | €39.2b | €97.7b | -€1,375,195,000.00 | 7.1x | -28.5x | 0.4x |
| Sun, 04 Jan 2026 | €37.0b | €97.7b | -€1,375,195,000.00 | 8x | -26.9x | 0.4x |
| Tue, 02 Dec 2025 | €33.6b | €97.7b | -€1,375,195,000.00 | 7.7x | -24.4x | 0.3x |
| Thu, 30 Oct 2025 | €34.3b | €96.4b | €271.0m | 12.5x | 126.5x | 0.4x |
| Sat, 27 Sep 2025 | €30.9b | €77.1b | €251.0m | 10.4x | 123.3x | 0.4x |
| Mon, 25 Aug 2025 | €31.5b | €77.2b | €263.6m | 13.9x | 119.6x | 0.4x |
| Wed, 23 Jul 2025 | €30.8b | €75.8b | €540.5m | 12.8x | 57x | 0.4x |
| Fri, 20 Jun 2025 | €29.3b | €75.8b | €540.5m | 12.7x | 54.2x | 0.4x |
| Sun, 18 May 2025 | €30.1b | €75.8b | €541.2m | 12.8x | 55.5x | 0.4x |
| Tue, 15 Apr 2025 | €27.2b | €74.1b | €764.0m | 10.7x | 35.5x | 0.4x |
| Thu, 13 Mar 2025 | €29.4b | €74.5b | €896.7m | 11x | 32.7x | 0.4x |
| Sat, 08 Feb 2025 | €29.2b | €72.9b | €1.5b | 9.4x | 19.1x | 0.4x |
| Mon, 06 Jan 2025 | €28.2b | €72.9b | €1.5b | 8.8x | 18.5x | 0.4x |
| Wed, 04 Dec 2024 | €28.0b | €72.9b | €1.5b | 9.2x | 18.3x | 0.4x |
| Fri, 01 Nov 2024 | €27.0b | €73.6b | €1.6b | 9.7x | 16.4x | 0.4x |
| Sun, 29 Sep 2024 | €28.8b | €82.1b | €1.7b | 9.4x | 17.3x | 0.4x |
| Tue, 27 Aug 2024 | €28.8b | €82.1b | €1.7b | 8.9x | 17.2x | 0.4x |
| Thu, 25 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.7x | 18.3x | 0.3x |
| Sat, 22 Jun 2024 | €28.4b | €83.0b | €1.6b | 9.1x | 18.3x | 0.3x |
| Mon, 20 May 2024 | €31.0b | €83.0b | €1.6b | 9.7x | 19.8x | 0.4x |
| Wed, 17 Apr 2024 | €31.3b | €83.9b | €1.8b | 10.7x | 17.1x | 0.4x |
| Fri, 15 Mar 2024 | €31.4b | €83.3b | €2.1b | 11.3x | 15.1x | 0.4x |
| Sun, 11 Feb 2024 | €35.7b | €83.2b | €2.4b | 10x | 15.1x | 0.4x |
| Tue, 09 Jan 2024 | €34.1b | €83.2b | €2.4b | 9.8x | 14.4x | 0.4x |
| Thu, 07 Dec 2023 | €33.6b | €83.2b | €2.4b | 9.3x | 14.2x | 0.4x |
| Sat, 04 Nov 2023 | €30.5b | €83.5b | €1.9b | 9.8x | 16.2x | 0.4x |
| Mon, 02 Oct 2023 | €30.2b | €83.5b | €1.9b | 9.2x | 16x | 0.4x |
| Wed, 30 Aug 2023 | €30.5b | €83.5b | €1.9b | 9x | 16.2x | 0.4x |
| Fri, 28 Jul 2023 | €32.6b | €81.7b | €1.3b | 9x | 24.3x | 0.4x |
| Sun, 25 Jun 2023 | €31.0b | €81.7b | €1.3b | 8.5x | 23.1x | 0.4x |
| Tue, 23 May 2023 | €31.2b | €86.5b | €1.3b | 9.8x | 24.1x | 0.4x |
24.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.94% | |
| Consumer Discretionary | 0.72% | |
| Auto Components | 0.014% | |
| Auto Parts and Equipment | 2.60% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €9.59 | 9.2% +€765.4m | 138.0% | PS0.4x | |
| ZIL2 ElringKlinger | €5.95 | 3.8% +€13.9m | 17.1% | PE74.2x | |
| PWO PWO | €26.60 | 0.8% +€625.0k | -7.6% | PE12.6x | |
| SW10 SHW | €6.30 | 0.8% +€321.8k | 3.3% | PE50.6x | |
| TINC Baumot Group | €0.004 | 33.3% +€22.2k | 14.3% | n/a |