Narrative Update • Jul 08

Over the last 7 days, the Auto Components industry has dropped 2.7%, driven by Continental declining 4.1%. On the other hand Grammer is actually up 13%. As for the longer term, the industry's performance has been flat for the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | €35.5b | €75.9b | -€1,371,246,000.00 | 15.3x | -25.9x | 0.5x |
| Mon, 08 Jun 2026 | €36.6b | €75.9b | -€1,371,197,000.00 | 15.4x | -26.7x | 0.5x |
| Wed, 06 May 2026 | €33.9b | €77.1b | -€1,397,809,000.00 | 15x | -24.2x | 0.4x |
| Fri, 03 Apr 2026 | €32.6b | €77.1b | -€1,417,976,000.00 | 12.2x | -23x | 0.4x |
| Sun, 01 Mar 2026 | €39.2b | €97.7b | -€1,373,702,000.00 | 6.8x | -28.6x | 0.4x |
| Tue, 27 Jan 2026 | €39.3b | €97.7b | -€1,375,195,000.00 | 7.3x | -28.6x | 0.4x |
| Thu, 25 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 8x | -25.7x | 0.4x |
| Sat, 22 Nov 2025 | €32.3b | €97.8b | -€1,375,195,000.00 | 7.7x | -23.5x | 0.3x |
| Mon, 20 Oct 2025 | €31.9b | €96.4b | €271.0m | 11.8x | 117.7x | 0.3x |
| Wed, 17 Sep 2025 | €30.0b | €77.1b | €251.0m | 13x | 119.4x | 0.4x |
| Fri, 15 Aug 2025 | €31.1b | €77.2b | €271.1m | 13.6x | 114.6x | 0.4x |
| Sun, 13 Jul 2025 | €31.3b | €75.8b | €540.5m | 13.3x | 58x | 0.4x |
| Tue, 10 Jun 2025 | €30.5b | €75.8b | €540.5m | 13.2x | 56.4x | 0.4x |
| Thu, 08 May 2025 | €29.0b | €75.9b | €615.9m | 12.1x | 47.1x | 0.4x |
| Sat, 05 Apr 2025 | €26.5b | €74.1b | €764.0m | 10.4x | 34.6x | 0.4x |
| Mon, 03 Mar 2025 | €29.9b | €72.9b | €1.5b | 13.8x | 19.8x | 0.4x |
| Wed, 29 Jan 2025 | €29.3b | €72.9b | €1.5b | 9.3x | 19.2x | 0.4x |
| Fri, 27 Dec 2024 | €28.3b | €72.9b | €1.5b | 8.6x | 18.6x | 0.4x |
| Sun, 24 Nov 2024 | €27.6b | €72.9b | €1.5b | 9.1x | 18.1x | 0.4x |
| Tue, 22 Oct 2024 | €28.2b | €73.6b | €1.6b | 10.4x | 17.2x | 0.4x |
| Thu, 19 Sep 2024 | €27.5b | €82.1b | €1.7b | 9.3x | 16.5x | 0.3x |
| Sat, 17 Aug 2024 | €28.6b | €82.1b | €1.7b | 9.1x | 17.1x | 0.3x |
| Mon, 15 Jul 2024 | €29.4b | €83.0b | €1.6b | 9.2x | 18.9x | 0.4x |
| Wed, 12 Jun 2024 | €30.1b | €83.0b | €1.6b | 9.3x | 19.3x | 0.4x |
| Fri, 10 May 2024 | €30.5b | €83.5b | €2.0b | 9.5x | 15.2x | 0.4x |
| Sun, 07 Apr 2024 | €31.3b | €83.9b | €1.8b | 10.7x | 17.1x | 0.4x |
| Tue, 05 Mar 2024 | €33.1b | €83.2b | €2.4b | 10.7x | 14x | 0.4x |
| Thu, 01 Feb 2024 | €34.3b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Sat, 30 Dec 2023 | €34.3b | €83.2b | €2.4b | 10x | 14.5x | 0.4x |
| Mon, 27 Nov 2023 | €32.8b | €83.2b | €2.4b | 9x | 13.8x | 0.4x |
| Wed, 25 Oct 2023 | €29.9b | €83.5b | €1.9b | 9.6x | 15.8x | 0.4x |
| Fri, 22 Sep 2023 | €30.0b | €83.5b | €1.9b | 9.1x | 15.9x | 0.4x |
| Sun, 20 Aug 2023 | €29.9b | €83.5b | €1.9b | 9.1x | 15.8x | 0.4x |
| Tue, 18 Jul 2023 | €31.6b | €81.7b | €1.3b | 9.1x | 23.6x | 0.4x |
23.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.59% | |
| Consumer Discretionary | -1.07% | |
| Auto Components | -2.72% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -1.90% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GMM Grammer | €10.10 | 12.8% +€17.1m | 61.6% | PE7.1x | |
| HGEA hGears | €0.87 | 3.6% +€312.0k | -39.6% | PS0.1x | |
| PGN paragon GmbH KGaA | €1.59 | 0.3% +€22.6k | -22.3% | PS0.06x |