Narrative Update • Aug 12

The Auto Components industry has been flat over the last week, but Aumovio has lost 3.3%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 53% per annum.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | €34.3b | €75.2b | -€1,641,009,000.00 | 20.3x | -20.9x | 0.5x |
| Thu, 16 Jul 2026 | €35.7b | €75.9b | -€1,371,246,000.00 | 15.5x | -26.1x | 0.5x |
| Sat, 13 Jun 2026 | €37.1b | €75.9b | -€1,371,197,000.00 | 15.8x | -27x | 0.5x |
| Mon, 11 May 2026 | €35.8b | €76.0b | -€1,353,122,000.00 | 15.8x | -26.5x | 0.5x |
| Wed, 08 Apr 2026 | €32.1b | €77.1b | -€1,417,976,000.00 | 12x | -22.6x | 0.4x |
| Fri, 06 Mar 2026 | €34.2b | €97.6b | -€703,702,000.00 | 6.8x | -48.6x | 0.4x |
| Sun, 01 Feb 2026 | €37.4b | €97.7b | -€1,375,195,000.00 | 7.3x | -27.2x | 0.4x |
| Tue, 30 Dec 2025 | €36.1b | €97.7b | -€1,375,195,000.00 | 7.9x | -26.3x | 0.4x |
| Thu, 27 Nov 2025 | €33.0b | €97.8b | -€1,375,195,000.00 | 7.6x | -24x | 0.3x |
| Sat, 25 Oct 2025 | €33.3b | €96.4b | €271.0m | 12.4x | 122.9x | 0.3x |
| Mon, 22 Sep 2025 | €31.6b | €77.1b | €251.0m | 10.2x | 125.8x | 0.4x |
| Wed, 20 Aug 2025 | €31.4b | €77.2b | €264.9m | 13.8x | 118.7x | 0.4x |
| Fri, 18 Jul 2025 | €31.0b | €75.8b | €540.5m | 13.1x | 57.4x | 0.4x |
| Sun, 15 Jun 2025 | €30.3b | €75.8b | €540.5m | 13.2x | 56.1x | 0.4x |
| Tue, 13 May 2025 | €30.2b | €75.8b | €542.9m | 12.8x | 55.6x | 0.4x |
| Thu, 10 Apr 2025 | €25.8b | €74.1b | €764.0m | 10.2x | 33.8x | 0.3x |
| Sat, 08 Mar 2025 | €29.7b | €74.5b | €896.7m | 11.2x | 33.1x | 0.4x |
| Mon, 03 Feb 2025 | €29.5b | €72.9b | €1.5b | 9.7x | 19.3x | 0.4x |
| Wed, 01 Jan 2025 | €28.4b | €72.9b | €1.5b | 8.7x | 18.6x | 0.4x |
| Fri, 29 Nov 2024 | €27.9b | €72.9b | €1.5b | 8.8x | 18.3x | 0.4x |
| Sun, 27 Oct 2024 | €27.9b | €73.6b | €1.6b | 10.1x | 17x | 0.4x |
| Tue, 24 Sep 2024 | €27.1b | €82.1b | €1.7b | 9.2x | 16.2x | 0.3x |
| Thu, 22 Aug 2024 | €28.7b | €82.1b | €1.7b | 9.1x | 17.2x | 0.3x |
| Sat, 20 Jul 2024 | €29.4b | €83.0b | €1.6b | 8.8x | 18.9x | 0.4x |
| Mon, 17 Jun 2024 | €28.5b | €83.0b | €1.6b | 8.6x | 18.3x | 0.3x |
| Wed, 15 May 2024 | €30.6b | €83.0b | €1.6b | 9.9x | 19.6x | 0.4x |
| Fri, 12 Apr 2024 | €32.0b | €83.9b | €1.8b | 11.3x | 17.5x | 0.4x |
| Sun, 10 Mar 2024 | €32.1b | €83.4b | €2.2b | 11.3x | 14.9x | 0.4x |
| Tue, 06 Feb 2024 | €33.1b | €83.2b | €2.4b | 9.8x | 14x | 0.4x |
| Thu, 04 Jan 2024 | €33.7b | €83.2b | €2.4b | 9.8x | 14.2x | 0.4x |
| Sat, 02 Dec 2023 | €33.1b | €83.2b | €2.4b | 9.3x | 14x | 0.4x |
| Mon, 30 Oct 2023 | €29.7b | €83.5b | €1.9b | 9.6x | 15.7x | 0.4x |
| Wed, 27 Sep 2023 | €29.4b | €83.5b | €1.9b | 9x | 15.6x | 0.4x |
| Fri, 25 Aug 2023 | €30.2b | €83.5b | €1.9b | 9.1x | 16x | 0.4x |
16x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.0054% | |
| Consumer Discretionary | -2.51% | |
| Auto Components | 0.99% | |
| Auto Parts and Equipment | 0.51% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFQ SAF-Holland | €21.90 | 3.8% +€35.7m | 36.0% | PE14.2x | |
| GMM Grammer | €11.40 | 7.5% +€11.9m | 65.2% | PE5.4x | |
| ZIL2 ElringKlinger | €5.45 | 3.0% +€10.1m | 17.7% | PE13.6x | |
| ED4 EDAG Engineering Group | €3.20 | 4.6% +€3.5m | -52.0% | PS0.1x | |
| HGEA hGears | €0.82 | 2.5% +€208.0k | -55.9% | PS0.1x |