Narrative Update • May 11

The Auto Components industry has stayed flat over the last week. The past year has been better, since the industry has gained 5.7% in that time. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | €35.7b | €75.9b | -€1,362,765,000.00 | 14.6x | -26.2x | 0.5x |
| Wed, 22 Apr 2026 | €34.3b | €77.1b | -€1,417,976,000.00 | 13.4x | -24.2x | 0.4x |
| Fri, 20 Mar 2026 | €31.3b | €77.3b | -€1,459,702,000.00 | 6.6x | -21.4x | 0.4x |
| Sun, 15 Feb 2026 | €40.3b | €97.7b | -€1,373,702,000.00 | 7.1x | -29.3x | 0.4x |
| Tue, 13 Jan 2026 | €38.1b | €97.7b | -€1,375,195,000.00 | 8.1x | -27.7x | 0.4x |
| Thu, 11 Dec 2025 | €34.6b | €97.7b | -€1,375,195,000.00 | 8x | -25.1x | 0.4x |
| Sat, 08 Nov 2025 | €34.1b | €93.4b | -€1,396,554,000.00 | 10x | -24.4x | 0.4x |
| Mon, 06 Oct 2025 | €31.8b | €96.4b | €271.0m | 11.8x | 117.2x | 0.3x |
| Wed, 03 Sep 2025 | €31.2b | €77.1b | €251.0m | 13.7x | 124.5x | 0.4x |
| Fri, 01 Aug 2025 | €31.1b | €75.7b | €421.8m | 13x | 73.7x | 0.4x |
| Sun, 29 Jun 2025 | €30.3b | €75.8b | €540.5m | 12.7x | 56.1x | 0.4x |
| Tue, 27 May 2025 | €30.4b | €75.8b | €541.5m | 13.2x | 56.1x | 0.4x |
| Thu, 24 Apr 2025 | €28.7b | €74.1b | €763.7m | 11.6x | 37.6x | 0.4x |
| Sat, 22 Mar 2025 | €29.4b | €74.5b | €920.4m | 11x | 32x | 0.4x |
| Mon, 17 Feb 2025 | €29.9b | €72.9b | €1.5b | 13.8x | 19.8x | 0.4x |
| Wed, 15 Jan 2025 | €28.2b | €72.9b | €1.5b | 8.8x | 18.5x | 0.4x |
| Fri, 13 Dec 2024 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Sun, 10 Nov 2024 | €27.0b | €73.6b | €1.6b | 10.3x | 16.5x | 0.4x |
| Tue, 08 Oct 2024 | €30.1b | €82.1b | €1.7b | 11.7x | 18.1x | 0.4x |
| Thu, 05 Sep 2024 | €28.9b | €82.1b | €1.7b | 9.7x | 17.3x | 0.4x |
| Sat, 03 Aug 2024 | €27.7b | €83.0b | €1.6b | 8.7x | 17x | 0.3x |
| Mon, 01 Jul 2024 | €28.1b | €83.0b | €1.6b | 9.1x | 18x | 0.3x |
| Wed, 29 May 2024 | €30.4b | €83.0b | €1.6b | 9.3x | 19.4x | 0.4x |
| Fri, 26 Apr 2024 | €30.6b | €83.9b | €1.8b | 10.5x | 16.7x | 0.4x |
| Sun, 24 Mar 2024 | €31.5b | €83.8b | €1.7b | 10.9x | 18.1x | 0.4x |
| Tue, 20 Feb 2024 | €36.0b | €83.2b | €2.4b | 10x | 15.2x | 0.4x |
| Thu, 18 Jan 2024 | €33.1b | €83.2b | €2.4b | 9.6x | 14x | 0.4x |
| Sat, 16 Dec 2023 | €34.4b | €83.2b | €2.4b | 9.7x | 14.5x | 0.4x |
| Mon, 13 Nov 2023 | €30.6b | €83.3b | €2.3b | 9x | 13.1x | 0.4x |
| Wed, 11 Oct 2023 | €31.1b | €83.5b | €1.9b | 9.2x | 16.5x | 0.4x |
| Fri, 08 Sep 2023 | €29.9b | €83.5b | €1.9b | 8.9x | 15.9x | 0.4x |
| Sun, 06 Aug 2023 | €32.0b | €82.0b | €1.4b | 9.3x | 23.4x | 0.4x |
| Tue, 04 Jul 2023 | €30.9b | €81.7b | €1.3b | 8.9x | 23x | 0.4x |
| Thu, 01 Jun 2023 | €29.5b | €86.7b | €1.3b | 8x | 23.4x | 0.3x |
23.4x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 2.37% | |
| Consumer Discretionary | 1.60% | |
| Auto Components | 0.11% | |
| Auto Parts and Equipment | 0.98% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €9.54 | 2.3% +€198.4m | 124.8% | PS0.4x | |
| AMV0 Aumovio | €35.95 | 1.3% +€45.0m | n/a | PS0.2x | |
| GMM Grammer | €8.35 | 3.7% +€4.5m | 10.6% | PE5.9x | |
| SW10 SHW | €6.75 | 7.1% +€2.9m | 3.8% | PE54.2x |