Narrative Update • Jun 08

Over the last 7 days, the Auto Components industry has dropped 2.4%, driven by pullbacks in Schaeffler and HELLA GmbH KGaA of 1.1% and 1.1%, respectively. In contrast, Continental has gained 5.3%. This takes the industry's 12 month performance to a gain of 4.4%. Earnings are forecast to grow by 58% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Sun, 23 Jul 2023 | €32.5b | €81.7b | €1.3b | 9.1x | 24.2x | 0.4x |
| Tue, 20 Jun 2023 | €32.2b | €81.7b | €1.3b | 7.9x | 24x | 0.4x |
24x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.72% | |
| Consumer Discretionary | 1.39% | |
| Auto Components | 1.37% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -0.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €72.30 | 5.3% +€724.0m | -5.7% | PS0.8x | |
| SFQ SAF-Holland | €20.60 | 2.2% +€20.1m | 27.3% | PE15.8x | |
| GMM Grammer | €8.45 | 3.0% +€3.7m | 28.0% | PE5.9x | |
| NVM Novem Group | €2.62 | 3.1% +€3.4m | -39.8% | PE10x |