Narrative Update • Jun 03

Over the last 7 days, the Auto industry has dropped 3.7%, driven by declines in Bayerische Motoren Werke and Mercedes-Benz Group of 7.7% and 6.5%, respectively. Meanwhile, HWA actually outperformed within the industry, gaining 7.1% in the last week. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 19% annually.
Has the German Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | €188.3b | €618.2b | €20.9b | 7.3x | 9x | 0.3x |
| Sun, 03 May 2026 | €185.0b | €622.9b | €21.8b | 6.5x | 8.5x | 0.3x |
| Tue, 31 Mar 2026 | €185.1b | €624.9b | €22.1b | 6.5x | 8.4x | 0.3x |
| Thu, 26 Feb 2026 | €209.2b | €638.9b | -€392,730,895.00 | 8.4x | -532.6x | 0.3x |
| Sat, 24 Jan 2026 | €212.6b | €638.9b | -€392,730,895.00 | 8.4x | -541.3x | 0.3x |
| Mon, 22 Dec 2025 | €221.5b | €638.9b | -€392,730,895.00 | 8.7x | -564x | 0.3x |
| Wed, 19 Nov 2025 | €205.5b | €638.9b | -€392,730,895.00 | 8.1x | -523.3x | 0.3x |
| Fri, 17 Oct 2025 | €193.4b | €639.9b | €1.2b | 8x | 158.1x | 0.3x |
| Sun, 14 Sep 2025 | €203.4b | €639.9b | €1.2b | 8.2x | 166.3x | 0.3x |
| Tue, 12 Aug 2025 | €204.5b | €639.9b | €858.3m | 8.3x | 238.3x | 0.3x |
| Thu, 10 Jul 2025 | €196.7b | €650.2b | €5.8b | 6.6x | 34.2x | 0.3x |
| Sat, 07 Jun 2025 | €191.5b | €650.2b | €5.8b | 6.4x | 33.3x | 0.3x |
| Mon, 05 May 2025 | €199.0b | €653.2b | €8.6b | 6.1x | 23.1x | 0.3x |
| Wed, 02 Apr 2025 | €198.4b | €653.9b | €11.7b | 5.7x | 16.9x | 0.3x |
| Fri, 28 Feb 2025 | €226.1b | €661.7b | €39.1b | 5.8x | 5.8x | 0.3x |
| Sun, 26 Jan 2025 | €220.3b | €661.7b | €39.1b | 5.5x | 5.6x | 0.3x |
| Tue, 24 Dec 2024 | €206.2b | €661.7b | €39.1b | 5.3x | 5.3x | 0.3x |
| Thu, 21 Nov 2024 | €197.7b | €661.7b | €39.1b | 4.9x | 5.1x | 0.3x |
| Sat, 19 Oct 2024 | €223.2b | €670.9b | €47.7b | 4.4x | 4.7x | 0.3x |
| Mon, 16 Sep 2024 | €222.4b | €670.9b | €47.7b | 4.3x | 4.7x | 0.3x |
| Wed, 14 Aug 2024 | €225.5b | €670.9b | €47.6b | 4.5x | 4.7x | 0.3x |
| Fri, 12 Jul 2024 | €257.9b | €669.4b | €48.7b | 5.1x | 5.3x | 0.4x |
| Sun, 09 Jun 2024 | €267.6b | €669.4b | €48.7b | 5.2x | 5.5x | 0.4x |
| Tue, 07 May 2024 | €296.9b | €669.7b | €49.5b | 5.7x | 6x | 0.4x |
| Thu, 04 Apr 2024 | €318.6b | €673.1b | €51.9b | 5.8x | 6.1x | 0.5x |
| Sat, 02 Mar 2024 | €304.4b | €660.0b | €49.2b | 5.6x | 6.2x | 0.5x |
| Mon, 29 Jan 2024 | €269.7b | €660.0b | €49.2b | 4.8x | 5.5x | 0.4x |
| Wed, 27 Dec 2023 | €275.6b | €660.0b | €49.2b | 5.1x | 5.6x | 0.4x |
| Fri, 24 Nov 2023 | €268.8b | €660.0b | €49.2b | 4.7x | 5.5x | 0.4x |
| Sun, 22 Oct 2023 | €277.5b | €650.1b | €47.0b | 5.3x | 5.9x | 0.4x |
| Tue, 19 Sep 2023 | €295.7b | €650.1b | €47.0b | 5.5x | 6.3x | 0.5x |
| Thu, 17 Aug 2023 | €313.1b | €650.1b | €47.0b | 5.7x | 6.7x | 0.5x |
| Sat, 15 Jul 2023 | €337.3b | €634.7b | €48.0b | 6.1x | 7x | 0.5x |
| Mon, 12 Jun 2023 | €342.8b | €634.7b | €48.0b | 6.2x | 7.1x | 0.5x |
7.1x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.48% | |
| Consumer Discretionary | -3.08% | |
| Auto | -3.67% | |
| Automobile Manufacturers | -3.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| H9W HWA | €3.48 | 7.1% +€2.4m | 17.6% | PS0.4x | |
| ARI ARI Motors Industries | €0.085 | 13.3% +€100.0k | -78.8% | n/a |