Narrative Update • May 16

Over the last 7 days, the Auto Components industry has remained flat, although notably Valeo gained 8.3%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 22% annually.
Has the French Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 19 May 2026 | €29.6b | €90.0b | €710.0m | 12x | 41.7x | 0.3x |
| Thu, 16 Apr 2026 | €28.9b | €90.3b | €699.4m | 11.4x | 41.4x | 0.3x |
| Sat, 14 Mar 2026 | €27.9b | €91.0b | €595.4m | 11x | 46.8x | 0.3x |
| Mon, 09 Feb 2026 | €31.9b | €96.9b | €1.5b | 13.2x | 20.9x | 0.3x |
| Wed, 07 Jan 2026 | €29.2b | €96.9b | €1.5b | 12.5x | 19.2x | 0.3x |
| Fri, 05 Dec 2025 | €27.8b | €96.9b | €1.5b | 12.3x | 18.3x | 0.3x |
| Sun, 02 Nov 2025 | €27.5b | €96.9b | €1.5b | 12.5x | 18.1x | 0.3x |
| Tue, 30 Sep 2025 | €29.4b | €96.9b | €1.5b | 13x | 19.3x | 0.3x |
| Thu, 28 Aug 2025 | €29.5b | €96.9b | €1.5b | 11.9x | 19.5x | 0.3x |
| Sat, 26 Jul 2025 | €29.2b | €97.5b | €1.8b | 11.9x | 15.9x | 0.3x |
| Mon, 23 Jun 2025 | €28.3b | €98.1b | €2.2b | 9.4x | 13.1x | 0.3x |
| Wed, 21 May 2025 | €31.3b | €97.6b | €2.2b | 9.3x | 14.5x | 0.3x |
| Fri, 18 Apr 2025 | €26.6b | €97.6b | €2.2b | 8.3x | 12.3x | 0.3x |
| Sun, 16 Mar 2025 | €30.4b | €98.1b | €2.2b | 8.6x | 14x | 0.3x |
| Tue, 11 Feb 2025 | €30.2b | €99.2b | €2.7b | 8.9x | 11.2x | 0.3x |
| Thu, 09 Jan 2025 | €28.5b | €99.2b | €2.7b | 8.4x | 10.6x | 0.3x |
| Sat, 07 Dec 2024 | €28.6b | €99.2b | €2.7b | 7.9x | 10.6x | 0.3x |
| Mon, 04 Nov 2024 | €28.0b | €99.2b | €2.7b | 7.9x | 10.4x | 0.3x |
| Wed, 02 Oct 2024 | €32.1b | €99.2b | €2.7b | 7.9x | 11.9x | 0.3x |
| Fri, 30 Aug 2024 | €31.5b | €99.3b | €2.7b | 8.1x | 11.6x | 0.3x |
| Sun, 28 Jul 2024 | €32.9b | €99.3b | €2.7b | 9.3x | 12.2x | 0.3x |
| Tue, 25 Jun 2024 | €34.0b | €99.8b | €2.7b | 10.5x | 12.4x | 0.3x |
| Thu, 23 May 2024 | €34.6b | €99.8b | €2.7b | 13x | 12.6x | 0.3x |
| Sat, 20 Apr 2024 | €33.9b | €99.8b | €2.7b | 12.6x | 12.3x | 0.3x |
| Mon, 18 Mar 2024 | €33.1b | €99.4b | €2.8b | 11.4x | 12x | 0.3x |
| Wed, 14 Feb 2024 | €32.1b | €99.4b | €2.6b | 9.2x | 12.2x | 0.3x |
| Fri, 12 Jan 2024 | €32.2b | €100.4b | €3.0b | 9.7x | 10.7x | 0.3x |
| Sun, 10 Dec 2023 | €33.1b | €100.4b | €3.0b | 10.1x | 11x | 0.3x |
| Tue, 07 Nov 2023 | €29.9b | €100.4b | €3.0b | 9.5x | 9.9x | 0.3x |
| Thu, 05 Oct 2023 | €32.2b | €100.4b | €3.0b | 10.3x | 10.7x | 0.3x |
| Sat, 02 Sep 2023 | €32.6b | €100.3b | €3.0b | 12.5x | 10.9x | 0.3x |
| Mon, 31 Jul 2023 | €35.0b | €100.3b | €3.0b | 14.2x | 11.7x | 0.3x |
| Wed, 28 Jun 2023 | €31.2b | €92.6b | €2.2b | 15.1x | 14.5x | 0.3x |
| Fri, 26 May 2023 | €31.4b | €92.6b | €2.2b | 14.7x | 14.5x | 0.3x |
14.5x
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | -0.73% | |
| Consumer Discretionary | 0.031% | |
| Auto Components | -0.97% | |
| Auto Parts and Equipment | 2.29% | |
| Tires and Rubber | -2.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FR Valeo | €12.24 | 3.4% +€98.4m | 27.0% | PE14.9x | |
| BUR Burelle | €420.00 | 1.0% +€7.0m | 19.0% | PE6.1x | |
| AKW Akwel | €7.22 | 0.6% +€1.1m | -3.7% | PE11.8x |