Narrative Update • Jun 23

Over the last 7 days, the Auto Components industry has dropped 2.9%, driven by a pullback from Schaeffler of 8.7%. Over the past 12 months, the industry was up 11%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | €36.1b | €75.9b | -€1,371,197,000.00 | 15.3x | -26.3x | 0.5x |
| Sat, 23 May 2026 | €35.7b | €75.9b | -€1,362,765,000.00 | 14.6x | -26.2x | 0.5x |
| Mon, 20 Apr 2026 | €35.1b | €77.1b | -€1,417,976,000.00 | 13.7x | -24.8x | 0.5x |
| Wed, 18 Mar 2026 | €32.9b | €77.7b | -€910,702,000.00 | 6.6x | -36.2x | 0.4x |
| Fri, 13 Feb 2026 | €40.0b | €97.7b | -€1,373,702,000.00 | 7x | -29.1x | 0.4x |
| Sun, 11 Jan 2026 | €37.9b | €97.7b | -€1,375,195,000.00 | 8x | -27.5x | 0.4x |
| Tue, 09 Dec 2025 | €34.6b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.1x | 0.4x |
| Thu, 06 Nov 2025 | €33.8b | €98.2b | €63.3m | 12.1x | 533.7x | 0.3x |
| Sat, 04 Oct 2025 | €31.8b | €77.1b | €251.0m | 10.6x | 126.6x | 0.4x |
| Mon, 01 Sep 2025 | €31.5b | €77.1b | €251.0m | 13.6x | 125.4x | 0.4x |
| Wed, 30 Jul 2025 | €31.7b | €75.7b | €421.8m | 13.3x | 75.1x | 0.4x |
| Fri, 27 Jun 2025 | €29.0b | €75.8b | €540.5m | 12.2x | 53.7x | 0.4x |
| Sun, 25 May 2025 | €29.8b | €75.8b | €541.5m | 12.8x | 55.1x | 0.4x |
| Tue, 22 Apr 2025 | €27.8b | €74.1b | €763.7m | 11.1x | 36.4x | 0.4x |
| Thu, 20 Mar 2025 | €29.9b | €74.5b | €920.4m | 11.3x | 32.5x | 0.4x |
| Sat, 15 Feb 2025 | €29.9b | €72.9b | €1.5b | 13.8x | 19.8x | 0.4x |
| Mon, 13 Jan 2025 | €27.9b | €72.9b | €1.5b | 8.6x | 18.3x | 0.4x |
| Wed, 11 Dec 2024 | €29.2b | €72.9b | €1.5b | 9.3x | 19.1x | 0.4x |
| Fri, 08 Nov 2024 | €27.3b | €69.6b | €1.4b | 9.6x | 19.2x | 0.4x |
| Sun, 06 Oct 2024 | €28.0b | €82.1b | €1.7b | 10.5x | 16.7x | 0.3x |
| Tue, 03 Sep 2024 | €29.4b | €82.1b | €1.7b | 9.8x | 17.6x | 0.4x |
| Thu, 01 Aug 2024 | €28.7b | €83.0b | €1.6b | 8.9x | 17.6x | 0.3x |
| Sat, 29 Jun 2024 | €28.1b | €83.0b | €1.6b | 9.1x | 18x | 0.3x |
| Mon, 27 May 2024 | €26.1b | €66.7b | €1.2b | 9.2x | 22.6x | 0.4x |
| Wed, 24 Apr 2024 | €30.8b | €83.9b | €1.8b | 10.9x | 16.8x | 0.4x |
| Fri, 22 Mar 2024 | €31.5b | €83.8b | €1.7b | 10.9x | 18x | 0.4x |
| Sun, 18 Feb 2024 | €36.8b | €83.2b | €2.4b | 10x | 15.6x | 0.4x |
| Tue, 16 Jan 2024 | €33.7b | €83.2b | €2.4b | 9.8x | 14.2x | 0.4x |
| Thu, 14 Dec 2023 | €33.5b | €83.2b | €2.4b | 9.5x | 14.1x | 0.4x |
| Sat, 11 Nov 2023 | €30.6b | €83.3b | €2.3b | 9x | 13.1x | 0.4x |
| Mon, 09 Oct 2023 | €30.2b | €83.5b | €1.9b | 9x | 16x | 0.4x |
| Wed, 06 Sep 2023 | €30.5b | €83.5b | €1.9b | 8.9x | 16.2x | 0.4x |
| Fri, 04 Aug 2023 | €31.9b | €82.0b | €1.4b | 9.3x | 23.4x | 0.4x |
| Sun, 02 Jul 2023 | €31.6b | €81.7b | €1.3b | 8.8x | 23.6x | 0.4x |
23.6x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.52% | |
| Consumer Discretionary | -4.46% | |
| Auto Components | -2.40% | |
| Tires and Rubber | 0% | 0 |
| Auto Parts and Equipment | -4.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €73.62 | 1.2% +€180.0m | 3.7% | PS0.8x | |
| GMM Grammer | €8.80 | 1.7% +€2.2m | 38.6% | PE6.2x |