Narrative Update • May 24

In the last week, the Auto Components industry is up 4.2%, with Schaeffler up 5.7%. In the last 12 months, the industry was up 12%. 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 |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | €38.1b | €75.9b | -€1,371,197,000.00 | 16x | -27.8x | 0.5x |
| Thu, 30 Apr 2026 | €33.1b | €77.2b | -€1,409,745,000.00 | 15.1x | -23.5x | 0.4x |
| Sat, 28 Mar 2026 | €31.7b | €77.2b | -€1,527,420,000.00 | 10.6x | -20.7x | 0.4x |
| Mon, 23 Feb 2026 | €39.8b | €97.7b | -€1,373,702,000.00 | 7.1x | -29x | 0.4x |
| Wed, 21 Jan 2026 | €37.2b | €97.7b | -€1,375,195,000.00 | 7.4x | -27x | 0.4x |
| Fri, 19 Dec 2025 | €35.6b | €97.7b | -€1,375,195,000.00 | 7.9x | -25.9x | 0.4x |
| Sun, 16 Nov 2025 | €33.3b | €97.8b | -€1,368,802,000.00 | 7.9x | -24.3x | 0.3x |
| Tue, 14 Oct 2025 | €31.1b | €96.4b | €271.0m | 11.5x | 114.9x | 0.3x |
| Thu, 11 Sep 2025 | €30.4b | €77.1b | €251.0m | 13.3x | 121.2x | 0.4x |
| Sat, 09 Aug 2025 | €30.7b | €77.3b | €268.8m | 13.4x | 114.1x | 0.4x |
| Mon, 07 Jul 2025 | €30.7b | €75.8b | €540.5m | 12.9x | 56.9x | 0.4x |
| Wed, 04 Jun 2025 | €30.5b | €75.8b | €540.5m | 13.1x | 56.5x | 0.4x |
| Fri, 02 May 2025 | €28.7b | €74.1b | €770.9m | 11.7x | 37.2x | 0.4x |
| Sun, 30 Mar 2025 | €28.4b | €74.1b | €764.0m | 11.4x | 37.2x | 0.4x |
| Tue, 25 Feb 2025 | €30.6b | €72.9b | €1.5b | 14x | 20.2x | 0.4x |
| Thu, 23 Jan 2025 | €29.1b | €72.9b | €1.5b | 9.2x | 19.1x | 0.4x |
| Sat, 21 Dec 2024 | €27.9b | €72.9b | €1.5b | 8.7x | 18.3x | 0.4x |
| Mon, 18 Nov 2024 | €28.0b | €72.9b | €1.5b | 9.1x | 18.4x | 0.4x |
| Wed, 16 Oct 2024 | €27.7b | €73.6b | €1.6b | 10.2x | 16.8x | 0.4x |
| Fri, 13 Sep 2024 | €26.5b | €82.1b | €1.7b | 8.9x | 15.9x | 0.3x |
| Sun, 11 Aug 2024 | €28.3b | €82.2b | €1.7b | 9.2x | 16.8x | 0.3x |
| Tue, 09 Jul 2024 | €29.9b | €83.0b | €1.6b | 9.3x | 19.2x | 0.4x |
| Thu, 06 Jun 2024 | €30.2b | €83.0b | €1.6b | 9.2x | 19.3x | 0.4x |
| Sat, 04 May 2024 | €29.9b | €83.9b | €1.8b | 10.5x | 16.5x | 0.4x |
| Mon, 01 Apr 2024 | €31.8b | €83.9b | €1.8b | 11x | 17.3x | 0.4x |
| Wed, 28 Feb 2024 | €33.6b | €83.2b | €2.4b | 10.6x | 14.2x | 0.4x |
| Fri, 26 Jan 2024 | €33.4b | €83.2b | €2.4b | 9.6x | 14.1x | 0.4x |
| Sun, 24 Dec 2023 | €34.1b | €83.2b | €2.4b | 9.9x | 14.4x | 0.4x |
| Tue, 21 Nov 2023 | €32.6b | €83.2b | €2.4b | 9.3x | 13.7x | 0.4x |
| Thu, 19 Oct 2023 | €30.7b | €83.5b | €1.9b | 9.6x | 16.3x | 0.4x |
| Sat, 16 Sep 2023 | €29.9b | €83.5b | €1.9b | 8.9x | 15.9x | 0.4x |
| Mon, 14 Aug 2023 | €30.7b | €83.5b | €1.9b | 9.7x | 16.4x | 0.4x |
| Wed, 12 Jul 2023 | €31.3b | €81.7b | €1.3b | 9.3x | 23.3x | 0.4x |
| Fri, 09 Jun 2023 | €31.4b | €86.7b | €1.2b | 7.8x | 25.2x | 0.4x |
25.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.78% | |
| Consumer Discretionary | 2.28% | |
| Auto Components | 4.17% | |
| Auto Parts and Equipment | 4.27% | |
| Tires and Rubber | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHA0 Schaeffler | €10.42 | 5.7% +€529.1m | 150.8% | PS0.4x | |
| CON Continental | €70.72 | 3.1% +€420.0m | -6.9% | PS0.7x | |
| AMV0 Aumovio | €39.80 | 5.3% +€200.1m | n/a | PS0.2x | |
| SFQ SAF-Holland | €20.25 | 2.7% +€23.7m | 25.5% | PE15.5x | |
| ZIL2 ElringKlinger | €6.22 | 4.5% +€17.1m | 39.5% | PE77.5x |