Narrative Update • Jul 22

Over the last 7 days, the Auto Components industry has dropped 1.5%, driven by declines in Continental and Schaeffler of 1.9% and 3.3%, respectively. Over the last year, the industry has been flat overall. 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 |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | €35.2b | €75.9b | -€1,371,246,000.00 | 15.8x | -25.7x | 0.5x |
| Sat, 20 Jun 2026 | €36.5b | €75.9b | -€1,371,197,000.00 | 15.1x | -26.7x | 0.5x |
| Mon, 18 May 2026 | €35.7b | €75.9b | -€1,362,765,000.00 | 15x | -26.2x | 0.5x |
| Wed, 15 Apr 2026 | €33.6b | €77.1b | -€1,417,976,000.00 | 13.4x | -23.7x | 0.4x |
| Fri, 13 Mar 2026 | €32.8b | €77.7b | -€910,702,000.00 | 6.6x | -36x | 0.4x |
| Sun, 08 Feb 2026 | €39.0b | €97.7b | -€1,373,702,000.00 | 7.1x | -28.4x | 0.4x |
| Tue, 06 Jan 2026 | €36.8b | €97.7b | -€1,375,195,000.00 | 8x | -26.8x | 0.4x |
| Thu, 04 Dec 2025 | €34.0b | €97.7b | -€1,375,195,000.00 | 7.7x | -24.8x | 0.3x |
| Sat, 01 Nov 2025 | €33.9b | €96.4b | €271.0m | 12.2x | 125.1x | 0.4x |
| Mon, 29 Sep 2025 | €30.9b | €77.1b | €251.0m | 10.4x | 123.3x | 0.4x |
| Wed, 27 Aug 2025 | €31.7b | €77.2b | €263.6m | 14x | 120.4x | 0.4x |
| Fri, 25 Jul 2025 | €31.5b | €75.8b | €540.5m | 13.2x | 58.2x | 0.4x |
| Sun, 22 Jun 2025 | €29.6b | €75.8b | €540.5m | 12.8x | 54.7x | 0.4x |
| Tue, 20 May 2025 | €30.2b | €75.8b | €541.3m | 13.1x | 55.8x | 0.4x |
| Thu, 17 Apr 2025 | €27.8b | €74.1b | €764.0m | 11.1x | 36.4x | 0.4x |
| Sat, 15 Mar 2025 | €29.8b | €74.5b | €920.4m | 10.9x | 32.3x | 0.4x |
| Mon, 10 Feb 2025 | €29.2b | €72.9b | €1.5b | 9.4x | 19.1x | 0.4x |
| Wed, 08 Jan 2025 | €28.3b | €72.9b | €1.5b | 8.9x | 18.6x | 0.4x |
| Fri, 06 Dec 2024 | €28.7b | €72.9b | €1.5b | 9.3x | 18.8x | 0.4x |
| Sun, 03 Nov 2024 | €27.1b | €73.6b | €1.6b | 10x | 16.5x | 0.4x |
| Tue, 01 Oct 2024 | €28.1b | €82.1b | €1.7b | 9.5x | 16.9x | 0.3x |
| Thu, 29 Aug 2024 | €29.0b | €82.1b | €1.7b | 9.1x | 17.3x | 0.4x |
| Sat, 27 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.6x | 17.6x | 0.3x |
| Mon, 24 Jun 2024 | €28.4b | €83.0b | €1.6b | 9.1x | 18.3x | 0.3x |
| Wed, 22 May 2024 | €30.4b | €83.0b | €1.6b | 9.5x | 19.4x | 0.4x |
| Fri, 19 Apr 2024 | €30.8b | €83.9b | €1.8b | 10.9x | 16.8x | 0.4x |
| Sun, 17 Mar 2024 | €31.6b | €83.3b | €2.1b | 11.3x | 15.2x | 0.4x |
| Tue, 13 Feb 2024 | €35.9b | €83.2b | €2.4b | 9.9x | 15.1x | 0.4x |
| Thu, 11 Jan 2024 | €33.9b | €83.2b | €2.4b | 9.8x | 14.3x | 0.4x |
| Sat, 09 Dec 2023 | €33.8b | €83.2b | €2.4b | 9.4x | 14.3x | 0.4x |
| Mon, 06 Nov 2023 | €30.5b | €83.5b | €1.9b | 9.8x | 16.2x | 0.4x |
| Wed, 04 Oct 2023 | €30.4b | €83.5b | €1.9b | 9.2x | 16.1x | 0.4x |
| Fri, 01 Sep 2023 | €30.4b | €83.5b | €1.9b | 8.9x | 16.1x | 0.4x |
| Sun, 30 Jul 2023 | €32.6b | €81.7b | €1.3b | 9.3x | 24.3x | 0.4x |
24.3x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.098% | |
| Consumer Discretionary | -1.06% | |
| Auto Components | -1.55% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -1.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HLE HELLA GmbH KGaA | €72.20 | 1.8% +€144.4m | -17.8% | PE84.6x | |
| SFQ SAF-Holland | €20.65 | 1.7% +€15.6m | 21.2% | PE15.8x | |
| GMM Grammer | €11.30 | 5.6% +€8.9m | 71.2% | PE7.9x | |
| NVM Novem Group | €2.62 | 4.0% +€4.3m | -35.5% | PE10x | |
| SW10 SHW | €7.00 | 6.1% +€2.6m | 7.7% | PE56.2x |