Narrative Update • May 11

The Auto Components industry is up 2.6% in the last week, with Schaeffler up 13%. During this same period, the Aumovio underperformed, falling 7.3%. In the last 12 months, the industry was up 7.5%. 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 |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | €36.1b | €76.0b | -€1,353,128,000.00 | 15.8x | -26.7x | 0.5x |
| Sat, 11 Apr 2026 | €33.9b | €77.1b | -€1,417,976,000.00 | 13.1x | -23.9x | 0.4x |
| Mon, 09 Mar 2026 | €33.8b | €77.7b | -€910,702,000.00 | 6.8x | -37.1x | 0.4x |
| Wed, 04 Feb 2026 | €37.7b | €97.7b | -€1,375,195,000.00 | 7.1x | -27.4x | 0.4x |
| Fri, 02 Jan 2026 | €36.4b | €97.7b | -€1,375,195,000.00 | 7.9x | -26.5x | 0.4x |
| Sun, 30 Nov 2025 | €33.4b | €97.7b | -€1,375,195,000.00 | 7.7x | -24.3x | 0.3x |
| Tue, 28 Oct 2025 | €33.4b | €96.4b | €271.0m | 12.4x | 123.2x | 0.3x |
| Thu, 25 Sep 2025 | €30.8b | €77.1b | €251.0m | 10.3x | 122.7x | 0.4x |
| Sat, 23 Aug 2025 | €31.5b | €77.2b | €263.6m | 13.9x | 119.6x | 0.4x |
| Mon, 21 Jul 2025 | €30.9b | €75.8b | €540.5m | 13x | 57.2x | 0.4x |
| Wed, 18 Jun 2025 | €30.3b | €75.8b | €540.5m | 13.1x | 56x | 0.4x |
| Fri, 16 May 2025 | €30.1b | €75.8b | €541.2m | 12.9x | 55.7x | 0.4x |
| Sun, 13 Apr 2025 | €26.4b | €74.1b | €764.0m | 10.5x | 34.6x | 0.4x |
| Tue, 11 Mar 2025 | €29.7b | €74.5b | €896.7m | 11.1x | 33.2x | 0.4x |
| Thu, 06 Feb 2025 | €28.8b | €72.9b | €1.5b | 9.4x | 18.8x | 0.4x |
| Sat, 04 Jan 2025 | €28.2b | €72.9b | €1.5b | 8.8x | 18.5x | 0.4x |
| Mon, 02 Dec 2024 | €27.9b | €72.9b | €1.5b | 9.3x | 18.3x | 0.4x |
| Wed, 30 Oct 2024 | €27.3b | €73.6b | €1.6b | 9.9x | 16.6x | 0.4x |
| Fri, 27 Sep 2024 | €28.2b | €82.1b | €1.7b | 9.4x | 16.9x | 0.3x |
| Sun, 25 Aug 2024 | €28.9b | €82.1b | €1.7b | 9.1x | 17.3x | 0.4x |
| Tue, 23 Jul 2024 | €28.9b | €83.0b | €1.6b | 8.8x | 18.6x | 0.3x |
| Thu, 20 Jun 2024 | €28.4b | €83.0b | €1.6b | 9.2x | 18.2x | 0.3x |
| Sat, 18 May 2024 | €31.0b | €83.0b | €1.6b | 10x | 19.9x | 0.4x |
| Mon, 15 Apr 2024 | €31.6b | €83.9b | €1.8b | 10.9x | 17.3x | 0.4x |
| Wed, 13 Mar 2024 | €31.7b | €83.4b | €2.2b | 11.2x | 14.7x | 0.4x |
| Fri, 09 Feb 2024 | €36.0b | €83.2b | €2.4b | 10x | 15.2x | 0.4x |
| Sun, 07 Jan 2024 | €33.6b | €83.2b | €2.4b | 9.6x | 14.2x | 0.4x |
| Tue, 05 Dec 2023 | €33.1b | €83.2b | €2.4b | 9.2x | 14x | 0.4x |
| Thu, 02 Nov 2023 | €29.8b | €83.5b | €1.9b | 9.7x | 15.9x | 0.4x |
| Sat, 30 Sep 2023 | €30.2b | €83.5b | €1.9b | 9.2x | 16x | 0.4x |
| Mon, 28 Aug 2023 | €29.9b | €83.5b | €1.9b | 8.9x | 15.9x | 0.4x |
| Wed, 26 Jul 2023 | €32.7b | €81.7b | €1.3b | 9x | 24.4x | 0.4x |
| Fri, 23 Jun 2023 | €31.0b | €81.7b | €1.3b | 7.8x | 23.1x | 0.4x |
| Sun, 21 May 2023 | €31.4b | €86.5b | €1.3b | 9.8x | 24.3x | 0.4x |
24.3x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.46% | |
| Consumer Discretionary | 1.40% | |
| Auto Components | 2.63% | |
| Auto Parts and Equipment | 3.41% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €9.95 | 19.2% +€1.5b | 143.6% | PS0.4x | |
| SFQ SAF-Holland | €20.00 | 4.5% +€38.4m | 17.6% | PE15.3x | |
| PWO PWO | €26.60 | 0.8% +€625.0k | -7.6% | PE12.6x | |
| ED4 EDAG Engineering Group | €3.48 | 0.6% +€500.0k | -47.0% | PS0.1x | |
| TINC Baumot Group | €0.004 | 33.3% +€22.2k | 14.3% | n/a |