Narrative Update • Jun 02

Over the last 7 days, the Auto Components industry has risen 5.0%, driven by gains in Continental and Schaeffler of 5.6% and 8.0%, respectively. In the last 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 60% annually.
Has the German Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | €38.6b | €75.9b | -€1,371,197,000.00 | 14.9x | -28.2x | 0.5x |
| Fri, 01 May 2026 | €33.8b | €77.2b | -€1,409,745,000.00 | 14.3x | -24x | 0.4x |
| Sun, 29 Mar 2026 | €31.7b | €77.2b | -€1,415,308,000.00 | 12.1x | -22.4x | 0.4x |
| Tue, 24 Feb 2026 | €39.2b | €97.7b | -€1,373,702,000.00 | 7x | -28.5x | 0.4x |
| Thu, 22 Jan 2026 | €37.3b | €97.7b | -€1,375,195,000.00 | 7.5x | -27.1x | 0.4x |
| Sat, 20 Dec 2025 | €35.6b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.9x | 0.4x |
| Mon, 17 Nov 2025 | €33.3b | €97.8b | -€1,368,802,000.00 | 7.9x | -24.3x | 0.3x |
| Wed, 15 Oct 2025 | €30.5b | €96.4b | €271.0m | 11.2x | 112.7x | 0.3x |
| Fri, 12 Sep 2025 | €30.3b | €77.1b | €251.0m | 13.2x | 120.8x | 0.4x |
| Sun, 10 Aug 2025 | €30.7b | €77.3b | €282.3m | 11.5x | 108.7x | 0.4x |
| Tue, 08 Jul 2025 | €30.8b | €75.8b | €540.5m | 12.9x | 57x | 0.4x |
| Thu, 05 Jun 2025 | €30.6b | €75.8b | €540.5m | 13.1x | 56.6x | 0.4x |
| Sat, 03 May 2025 | €29.2b | €74.1b | €770.9m | 12x | 37.8x | 0.4x |
| Mon, 31 Mar 2025 | €28.4b | €74.1b | €764.0m | 11.4x | 37.2x | 0.4x |
| Wed, 26 Feb 2025 | €30.2b | €72.9b | €1.5b | 13.8x | 20x | 0.4x |
| Fri, 24 Jan 2025 | €28.7b | €72.9b | €1.5b | 9.2x | 18.8x | 0.4x |
| Sun, 22 Dec 2024 | €27.9b | €72.9b | €1.5b | 8.7x | 18.3x | 0.4x |
| Tue, 19 Nov 2024 | €28.0b | €72.9b | €1.5b | 9.1x | 18.4x | 0.4x |
| Thu, 17 Oct 2024 | €27.8b | €73.6b | €1.6b | 10.3x | 16.9x | 0.4x |
| Sat, 14 Sep 2024 | €27.0b | €82.1b | €1.7b | 9.1x | 16.1x | 0.3x |
| Mon, 12 Aug 2024 | €28.3b | €82.2b | €1.7b | 9.2x | 16.9x | 0.3x |
| Wed, 10 Jul 2024 | €29.2b | €83.0b | €1.6b | 9x | 18.8x | 0.4x |
| Fri, 07 Jun 2024 | €30.3b | €83.0b | €1.6b | 9.3x | 19.4x | 0.4x |
| Sun, 05 May 2024 | €29.9b | €83.9b | €1.8b | 10.5x | 16.5x | 0.4x |
| Tue, 02 Apr 2024 | €31.8b | €83.9b | €1.8b | 11x | 17.3x | 0.4x |
| Thu, 29 Feb 2024 | €33.5b | €83.2b | €2.4b | 10.6x | 14.2x | 0.4x |
| Sat, 27 Jan 2024 | €33.8b | €83.2b | €2.4b | 9.7x | 14.2x | 0.4x |
| Mon, 25 Dec 2023 | €34.1b | €83.2b | €2.4b | 9.9x | 14.4x | 0.4x |
| Wed, 22 Nov 2023 | €32.3b | €83.2b | €2.4b | 9.3x | 13.6x | 0.4x |
| Fri, 20 Oct 2023 | €30.0b | €83.5b | €1.9b | 9.3x | 15.9x | 0.4x |
| Sun, 17 Sep 2023 | €30.3b | €83.5b | €1.9b | 9x | 16.1x | 0.4x |
| Tue, 15 Aug 2023 | €30.7b | €83.5b | €1.9b | 9.7x | 16.4x | 0.4x |
| Thu, 13 Jul 2023 | €31.7b | €81.7b | €1.3b | 9.3x | 23.6x | 0.4x |
| Sat, 10 Jun 2023 | €31.5b | €86.7b | €1.2b | 7.9x | 25.2x | 0.4x |
25.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.26% | |
| Consumer Discretionary | 1.76% | |
| Auto Components | 4.98% | |
| Auto Parts and Equipment | 4.64% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CON Continental | €72.86 | 5.6% +€768.0m | -4.5% | PS0.8x | |
| SHA0 Schaeffler | €10.82 | 8.0% +€755.9m | 159.0% | PS0.4x | |
| AMV0 Aumovio | €40.20 | 5.7% +€215.1m | n/a | PS0.2x | |
| HLE HELLA GmbH KGaA | €73.40 | 1.1% +€88.9m | -16.2% | PE86x | |
| ZIL2 ElringKlinger | €6.29 | 7.5% +€27.9m | 44.1% | PE78.4x |