Narrative Update • Jul 22

Over the last 7 days, the Auto Components industry has dropped 1.7%, driven by Continental declining 1.8%. Over the last year, the industry has been flat overall. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | €34.9b | €75.9b | -€1,371,246,000.00 | 16x | -25.4x | 0.5x |
| Wed, 24 Jun 2026 | €36.6b | €75.9b | -€1,371,197,000.00 | 15.1x | -26.7x | 0.5x |
| Fri, 22 May 2026 | €35.0b | €75.9b | -€1,362,765,000.00 | 14.7x | -25.7x | 0.5x |
| Sun, 19 Apr 2026 | €35.1b | €77.1b | -€1,417,976,000.00 | 13.7x | -24.8x | 0.5x |
| Tue, 17 Mar 2026 | €32.5b | €77.7b | -€910,702,000.00 | 6.5x | -35.7x | 0.4x |
| Thu, 12 Feb 2026 | €39.6b | €97.7b | -€1,373,702,000.00 | 7.1x | -28.9x | 0.4x |
| Sat, 10 Jan 2026 | €37.9b | €97.7b | -€1,375,195,000.00 | 8x | -27.5x | 0.4x |
| Mon, 08 Dec 2025 | €34.6b | €97.7b | -€1,375,195,000.00 | 7.7x | -25.2x | 0.4x |
| Wed, 05 Nov 2025 | €33.8b | €96.4b | €337.3m | 12.1x | 100.1x | 0.4x |
| Fri, 03 Oct 2025 | €31.5b | €77.1b | €251.0m | 10.5x | 125.4x | 0.4x |
| Sun, 31 Aug 2025 | €31.5b | €77.1b | €251.0m | 13.6x | 125.4x | 0.4x |
| Tue, 29 Jul 2025 | €31.4b | €75.7b | €421.8m | 13.1x | 74.3x | 0.4x |
| Thu, 26 Jun 2025 | €29.1b | €75.8b | €540.5m | 12.2x | 53.8x | 0.4x |
| Sat, 24 May 2025 | €29.8b | €75.8b | €541.5m | 12.8x | 55.1x | 0.4x |
| Mon, 21 Apr 2025 | €27.8b | €74.1b | €763.7m | 11.1x | 36.4x | 0.4x |
| Wed, 19 Mar 2025 | €30.2b | €74.5b | €920.4m | 11.3x | 32.8x | 0.4x |
| Fri, 14 Feb 2025 | €30.1b | €72.9b | €1.5b | 13.9x | 19.9x | 0.4x |
| Sun, 12 Jan 2025 | €27.9b | €72.9b | €1.5b | 8.6x | 18.3x | 0.4x |
| Tue, 10 Dec 2024 | €29.2b | €72.9b | €1.5b | 9.3x | 19.2x | 0.4x |
| Thu, 07 Nov 2024 | €26.4b | €73.6b | €1.6b | 9.6x | 16x | 0.4x |
| Sat, 05 Oct 2024 | €28.0b | €82.1b | €1.7b | 10.5x | 16.7x | 0.3x |
| Mon, 02 Sep 2024 | €29.2b | €82.1b | €1.7b | 9.9x | 17.5x | 0.4x |
| Wed, 31 Jul 2024 | €28.6b | €83.0b | €1.6b | 8.8x | 17.6x | 0.3x |
| Fri, 28 Jun 2024 | €28.0b | €83.0b | €1.6b | 9.1x | 18x | 0.3x |
| Sun, 26 May 2024 | €30.0b | €83.0b | €1.6b | 9.3x | 19.1x | 0.4x |
| Tue, 23 Apr 2024 | €30.5b | €83.9b | €1.8b | 10.8x | 16.7x | 0.4x |
| Thu, 21 Mar 2024 | €31.9b | €83.8b | €1.7b | 11x | 18.3x | 0.4x |
| Sat, 17 Feb 2024 | €36.9b | €83.2b | €2.4b | 10x | 15.6x | 0.4x |
| Mon, 15 Jan 2024 | €33.5b | €83.2b | €2.4b | 9.8x | 14.1x | 0.4x |
| Wed, 13 Dec 2023 | €33.4b | €83.2b | €2.4b | 9.5x | 14.1x | 0.4x |
| Fri, 10 Nov 2023 | €31.0b | €83.2b | €2.3b | 9.8x | 13.4x | 0.4x |
| Sun, 08 Oct 2023 | €30.2b | €83.5b | €1.9b | 9x | 16x | 0.4x |
| Tue, 05 Sep 2023 | €30.3b | €83.5b | €1.9b | 8.9x | 16.1x | 0.4x |
| Thu, 03 Aug 2023 | €32.5b | €81.7b | €1.3b | 9.4x | 24.2x | 0.4x |
24.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 0.48% | |
| Consumer Discretionary | -2.32% | |
| Auto Components | -1.71% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -0.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMV0 Aumovio | €36.65 | 4.6% +€160.1m | n/a | PS0.2x | |
| SHA0 Schaeffler | €7.98 | 0.6% +€47.2m | 54.7% | PS0.3x | |
| SFQ SAF-Holland | €20.90 | 4.7% +€42.0m | 23.5% | PE16x | |
| NVM Novem Group | €2.62 | 0.8% +€860.6k | -36.1% | PE10x | |
| PGN paragon GmbH KGaA | €1.66 | 4.4% +€316.8k | -23.7% | PS0.06x |