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German (DAX) Auto Components Industry Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies13
  • 7D4.0%
  • 3M16.9%
  • 1Y21.1%
  • YTD6.4%

Over the last 7 days, the Auto Components industry has risen 4.0%, driven by gains from Continental of 5.5%. During this same period, the Novem Group underperformed, falling 9.0%. This takes the industry's 12 month performance to a gain of 21%. Earnings are forecast to grow by 81% annually.

Industry Valuation and Performance

Has the German Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026€39.3b€97.7b-€1,373,702,000.007.1x-28.6x0.4x
Thu, 08 Jan 2026€37.2b€97.7b-€1,375,195,000.008.1x-27x0.4x
Sat, 06 Dec 2025€34.6b€97.7b-€1,375,195,000.007.7x-25.2x0.4x
Mon, 03 Nov 2025€33.9b€96.4b€337.3m11.9x100.5x0.4x
Wed, 01 Oct 2025€30.7b€77.1b€251.0m10.2x122.2x0.4x
Fri, 29 Aug 2025€31.4b€77.2b€263.6m13.8x118.9x0.4x
Sun, 27 Jul 2025€31.4b€75.7b€421.8m13.2x74.6x0.4x
Tue, 24 Jun 2025€29.5b€75.8b€540.5m12.8x54.5x0.4x
Thu, 22 May 2025€30.8b€75.8b€541.5m13.4x56.9x0.4x
Sat, 19 Apr 2025€27.8b€74.1b€763.7m11.1x36.4x0.4x
Mon, 17 Mar 2025€29.8b€74.5b€920.4m10.9x32.3x0.4x
Wed, 12 Feb 2025€29.0b€72.9b€1.5b13.2x19.2x0.4x
Fri, 10 Jan 2025€27.9b€72.9b€1.5b8.7x18.3x0.4x
Sun, 08 Dec 2024€28.9b€72.9b€1.5b9.3x19x0.4x
Tue, 05 Nov 2024€27.1b€73.6b€1.6b10x16.5x0.4x
Thu, 03 Oct 2024€27.9b€82.1b€1.7b9.8x16.7x0.3x
Sat, 31 Aug 2024€29.2b€82.1b€1.7b9.1x17.5x0.4x
Mon, 29 Jul 2024€28.6b€83.0b€1.6b8.6x17.6x0.3x
Wed, 26 Jun 2024€28.3b€83.0b€1.6b9x18.2x0.3x
Fri, 24 May 2024€30.1b€83.0b€1.6b9.3x19.2x0.4x
Sun, 21 Apr 2024€30.5b€83.9b€1.8b10.8x16.7x0.4x
Tue, 19 Mar 2024€32.0b€83.7b€1.7b11.1x18.4x0.4x
Thu, 15 Feb 2024€36.6b€83.2b€2.4b9.9x15.5x0.4x
Sat, 13 Jan 2024€33.5b€83.2b€2.4b9.8x14.1x0.4x
Mon, 11 Dec 2023€33.8b€83.2b€2.4b9.4x14.3x0.4x
Wed, 08 Nov 2023€30.6b€83.5b€1.9b9.7x16.3x0.4x
Fri, 06 Oct 2023€30.0b€83.5b€1.9b9.2x15.9x0.4x
Sun, 03 Sep 2023€30.2b€83.5b€1.9b8.8x16x0.4x
Tue, 01 Aug 2023€32.5b€81.7b€1.3b9.4x24.2x0.4x
Thu, 29 Jun 2023€31.2b€81.7b€1.3b9.1x23.2x0.4x
Sat, 27 May 2023€31.0b€86.6b€1.3b9.6x24.7x0.4x
Mon, 24 Apr 2023€32.1b€85.0b€1.1b9.2x28x0.4x
Wed, 22 Mar 2023€31.7b€83.9b€793.0m10.9x40x0.4x
Fri, 17 Feb 2023€33.2b€81.9b€656.9m11.1x50.6x0.4x
Price to Earnings Ratio

50.6x


Total Market Cap: €33.2bTotal Earnings: €656.9mTotal Revenue: €81.9bTotal Market Cap vs Earnings and Revenue0%0%0%
German Auto Components Industry Price to Earnings3Y Average 29.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the German Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • Total earnings for the Auto Components industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 6.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the German Consumer Discretionary industry?

DE Market0.86%
Consumer Discretionary-0.80%
Auto Components3.97%
Auto Parts and Equipment3.12%
Tires and Rubber0%0
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 68% over the next 5 years.
    • This is better than its past earnings decline of 19% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 68% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    		CON Continental€71.364.9%
    +€672.0m    		7.9%PS0.4x
    		SHA0 Schaeffler€10.467.3%
    +€670.9m    		147.9%PS0.4x
    		AMV0 Aumovio€43.725.5%
    +€228.1m    		n/aPS0.2x
    		HLE HELLA GmbH KGaA€84.602.2%
    +€200.0m    		-7.1%PE58.2x
    		SFQ SAF-Holland€18.565.3%
    +€42.2m    		14.4%PE15x

    Latest News

    PWO
    €26.00
    PWO
    7D
    -1.5%
    1Y
    -9.7%
    NVM
    €2.75
    Novem Group
    7D
    -5.2%
    1Y
    -44.3%

    NVM: Site Closure And Updated Assumptions Will Shape A Balanced Outlook

    Analysts have reduced their fair value estimate for Novem Group from €4.00 to €2.90, citing updated assumptions for a higher discount rate, different revenue growth expectations, slightly lower profit margins and a revised future P/E multiple. What's in the News The Management Board and Supervisory Board have approved the closure of Novem Group's site in Bergamo, Italy, after local production was discontinued at the end of 2023 and shifted to Pilsen, Czech Republic, and Žalec, Slovenia (Key Developments).
    SFQ
    €18.56
    SAF-Holland
    7D
    5.3%
    1Y
    14.4%

    SFQ: Future Cash Returns And Buybacks Will Support Balanced Shareholder Value

    Analysts have revised their fair value estimate for SAF-Holland from €20.40 to €18.92, citing updated assumptions for growth, margins and future P/E that together point to a more measured outlook for the shares. What's in the News Management lowered group sales guidance for fiscal 2025 to a range of €1.7b to €1.75b, compared with the previous indication of approximately €1.8b (Key Developments).
    PGN
    €1.80
    paragon GmbH KGaA
    7D
    -4.8%
    1Y
    -20.4%
    SHA0
    €10.46
    Schaeffler
    7D
    7.3%
    1Y
    147.9%

    SHA0: Robotics Execution Risks Will Constrain Upside Despite Higher Fair Value Estimate

    Analysts have raised their fair value estimate for Schaeffler from €5.00 to €6.50, citing Street research that highlights updated assumptions for growth, margins, and future P/E multiples, as reflected in recent price target changes from major banks. Analyst Commentary Recent Street research on Schaeffler reflects a mix of optimism and caution, with some major banks adjusting their stances and price targets in different directions.
    ZIL2
    €4.20
    ElringKlinger
    7D
    -1.5%
    1Y
    -2.9%
    CON
    €71.36
    Continental
    7D
    4.9%
    1Y
    7.9%

    CON: Cost Actions And Cash Discipline Will Support Mid Seventies Re Rating Potential

    Analysts have lifted their fair value estimate for Continental to €90 from €87 as they factor in a lower discount rate, a higher projected profit margin, and a lower assumed future P/E multiple, consistent with recent price target increases from several firms, alongside one downgrade and a small target cut. Analyst Commentary Recent research on Continental has been mixed, but there is a clear cluster of bullish analysts who are willing to assign higher price targets and more positive ratings despite differing views across the sector.
    GMM
    €7.75
    Grammer
    7D
    4.7%
    1Y
    31.4%

    Does Grammer (ETR:GMM) Have A Healthy Balance Sheet?

    Feb 04
    Does Grammer (ETR:GMM) Have A Healthy Balance Sheet?
    HGEA
    €1.29
    hGears
    7D
    -9.8%
    1Y
    -30.5%
    HLE
    €84.60
    HELLA GmbH KGaA
    7D
    2.2%
    1Y
    -7.1%

    HLE: Rich Future P/E And Softer Margins Will Pressure Returns

    Analysts have maintained their €65.00 price target for HELLA GmbH KGaA, citing changes in the discount rate, revenue growth assumptions, profit margin outlook, and a higher future P/E estimate as the main factors behind the reaffirmed view. What's in the News The Shareholder Committee of HELLA GmbH & Co. KGaA has decided to appoint Dr. Peter Laier, previously a Board member at ZF Group, as Chief Executive Officer.
    AMV0
    €43.72
    Aumovio
    7D
    5.5%
    1Y
    n/a

    ADAS And Mega Factory Shift Will Support A Stronger Long Term Outlook

    Catalysts About Aumovio Aumovio is an independent listed technology company focused on automotive electronics and mobility systems. What are the underlying business or industry changes driving this perspective?
    SW10
    €5.65
    SHW
    7D
    0.9%
    1Y
    -16.9%

    SHW (HMSE:SW10) Is Reinvesting At Lower Rates Of Return

    Jan 21
    SHW (HMSE:SW10) Is Reinvesting At Lower Rates Of Return
    ED4
    €3.70
    EDAG Engineering Group
    7D
    -0.5%
    1Y
    -43.1%