Narrative Update • Jun 08

Over the last 7 days, the Auto Components industry has dropped 7.8%, driven by a pullback from Schaeffler of 14%. Over the past 12 months, the industry was up 4.3%. 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | €35.7b | €75.9b | -€1,371,197,000.00 | 14.8x | -26x | 0.5x |
| Fri, 08 May 2026 | €35.2b | €76.5b | -€1,431,809,000.00 | 15.3x | -24.6x | 0.5x |
| Sun, 05 Apr 2026 | €32.6b | €77.1b | -€1,417,976,000.00 | 12.1x | -23x | 0.4x |
| Tue, 03 Mar 2026 | €39.2b | €97.7b | -€1,373,702,000.00 | 6.8x | -28.6x | 0.4x |
| Thu, 29 Jan 2026 | €38.4b | €97.7b | -€1,375,195,000.00 | 7.3x | -28x | 0.4x |
| Sat, 27 Dec 2025 | €35.4b | €97.7b | -€1,375,195,000.00 | 8x | -25.7x | 0.4x |
| Mon, 24 Nov 2025 | €32.3b | €97.8b | -€1,375,195,000.00 | 7.7x | -23.5x | 0.3x |
| Wed, 22 Oct 2025 | €32.3b | €96.4b | €271.0m | 12x | 119.3x | 0.3x |
| Fri, 19 Sep 2025 | €27.5b | €77.1b | €251.0m | 10.4x | 109.7x | 0.4x |
| Sun, 17 Aug 2025 | €31.1b | €77.1b | €272.5m | 13.6x | 114.2x | 0.4x |
| Tue, 15 Jul 2025 | €31.1b | €75.8b | €540.5m | 13.1x | 57.5x | 0.4x |
| Thu, 12 Jun 2025 | €30.7b | €75.8b | €540.5m | 13.3x | 56.9x | 0.4x |
| Sat, 10 May 2025 | €29.6b | €75.8b | €542.9m | 12.5x | 54.6x | 0.4x |
| Mon, 07 Apr 2025 | €26.5b | €74.1b | €764.0m | 10.4x | 34.6x | 0.4x |
| Wed, 05 Mar 2025 | €28.1b | €72.9b | €1.5b | 12.2x | 18.6x | 0.4x |
| Fri, 31 Jan 2025 | €29.2b | €72.9b | €1.5b | 9.9x | 19.1x | 0.4x |
| Sun, 29 Dec 2024 | €28.5b | €72.9b | €1.5b | 8.7x | 18.7x | 0.4x |
| Tue, 26 Nov 2024 | €27.9b | €72.9b | €1.5b | 9x | 18.3x | 0.4x |
| Thu, 24 Oct 2024 | €27.8b | €73.6b | €1.6b | 10x | 16.9x | 0.4x |
| Sat, 21 Sep 2024 | €27.1b | €82.1b | €1.7b | 9.2x | 16.2x | 0.3x |
| Mon, 19 Aug 2024 | €28.6b | €82.1b | €1.7b | 9.1x | 17.1x | 0.3x |
| Wed, 17 Jul 2024 | €29.2b | €83.0b | €1.6b | 9x | 18.8x | 0.4x |
| Fri, 14 Jun 2024 | €30.2b | €83.0b | €1.6b | 8.8x | 19.4x | 0.4x |
| Sun, 12 May 2024 | €30.6b | €83.0b | €1.6b | 9.6x | 19.5x | 0.4x |
| Tue, 09 Apr 2024 | €31.8b | €83.9b | €1.8b | 11.1x | 17.4x | 0.4x |
| Thu, 07 Mar 2024 | €32.8b | €83.2b | €2.2b | 11.5x | 15.1x | 0.4x |
| Sat, 03 Feb 2024 | €34.2b | €83.2b | €2.4b | 9.7x | 14.4x | 0.4x |
| Mon, 01 Jan 2024 | €34.3b | €83.2b | €2.4b | 10x | 14.5x | 0.4x |
| Wed, 29 Nov 2023 | €32.7b | €83.2b | €2.4b | 9.1x | 13.8x | 0.4x |
| Fri, 27 Oct 2023 | €29.5b | €83.5b | €1.9b | 9.5x | 15.6x | 0.4x |
| Sun, 24 Sep 2023 | €29.8b | €83.5b | €1.9b | 9.2x | 15.8x | 0.4x |
| Tue, 22 Aug 2023 | €29.9b | €83.5b | €1.9b | 9.1x | 15.8x | 0.4x |
| Thu, 20 Jul 2023 | €32.4b | €81.7b | €1.3b | 9x | 24.1x | 0.4x |
| Sat, 17 Jun 2023 | €32.2b | €81.7b | €1.3b | 8x | 24x | 0.4x |
24x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -2.87% | |
| Consumer Discretionary | -3.83% | |
| Auto Components | -7.81% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -8.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GMM Grammer | €8.55 | 2.4% +€3.0m | 26.7% | PE6x |