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French (CAC) Auto Components Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies8
  • 7D3.2%
  • 3M16.9%
  • 1Y7.8%
  • YTD3.0%

In the last week, the Auto Components industry is up 3.0%, with Compagnie Générale des Établissements Michelin Société en commandite par actions up 3.9%. In the last 12 months, the industry was up 8.1%. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026€29.7b€96.9b€1.5b12.7x19.5x0.3x
Wed, 10 Dec 2025€27.6b€96.9b€1.5b12.1x18.1x0.3x
Fri, 07 Nov 2025€27.8b€96.9b€1.5b12.6x18.2x0.3x
Sun, 05 Oct 2025€29.9b€96.9b€1.5b13.3x19.6x0.3x
Tue, 02 Sep 2025€29.5b€96.9b€1.5b12.3x19.4x0.3x
Thu, 31 Jul 2025€29.5b€97.0b€1.5b12.1x19.3x0.3x
Sat, 28 Jun 2025€28.9b€98.1b€2.2b9.1x13.3x0.3x
Mon, 26 May 2025€29.6b€98.1b€2.2b8.8x13.7x0.3x
Wed, 23 Apr 2025€26.7b€97.6b€2.2b8.3x12.3x0.3x
Fri, 21 Mar 2025€30.5b€98.1b€2.2b8.5x14x0.3x
Sun, 16 Feb 2025€31.3b€99.2b€2.7b9.7x11.6x0.3x
Tue, 14 Jan 2025€28.1b€99.2b€2.7b8.5x10.5x0.3x
Thu, 12 Dec 2024€29.1b€99.2b€2.7b8.5x10.8x0.3x
Sat, 09 Nov 2024€28.3b€99.2b€2.7b7.8x10.5x0.3x
Mon, 07 Oct 2024€31.5b€99.2b€2.7b7.9x11.7x0.3x
Wed, 04 Sep 2024€31.5b€99.3b€2.7b8.3x11.6x0.3x
Fri, 02 Aug 2024€32.5b€99.3b€2.7b9.2x12x0.3x
Sun, 30 Jun 2024€32.7b€99.8b€2.7b9.6x11.9x0.3x
Tue, 28 May 2024€34.6b€99.8b€2.7b12.9x12.6x0.3x
Thu, 25 Apr 2024€34.4b€99.8b€2.7b12.4x12.5x0.3x
Sat, 23 Mar 2024€33.7b€99.4b€2.8b11.8x12.3x0.3x
Mon, 19 Feb 2024€32.5b€99.4b€2.6b9.2x12.4x0.3x
Wed, 17 Jan 2024€31.3b€100.4b€3.0b9.4x10.4x0.3x
Fri, 15 Dec 2023€33.4b€100.4b€3.0b10.2x11.1x0.3x
Sun, 12 Nov 2023€29.3b€100.4b€3.0b9.2x9.7x0.3x
Tue, 10 Oct 2023€31.2b€100.4b€3.0b10.3x10.3x0.3x
Thu, 07 Sep 2023€33.3b€100.3b€3.0b12.5x11.1x0.3x
Sat, 05 Aug 2023€33.7b€100.3b€3.0b13.6x11.2x0.3x
Mon, 03 Jul 2023€31.9b€92.6b€2.2b15.4x14.8x0.3x
Wed, 31 May 2023€31.9b€92.6b€2.2b14.7x14.8x0.3x
Fri, 28 Apr 2023€31.6b€91.4b€2.1b14.1x15x0.3x
Sun, 26 Mar 2023€30.6b€91.3b€2.1b15.5x14.5x0.3x
Tue, 21 Feb 2023€34.4b€81.8b€1.8b23.6x19.5x0.4x
Thu, 19 Jan 2023€33.2b€79.1b€1.4b23.3x23.4x0.4x
Price to Earnings Ratio

23.4x


Total Market Cap: €33.2bTotal Earnings: €1.4bTotal Revenue: €79.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Auto Components Industry Price to Earnings3Y Average 13.7x202420252026
Current Industry PE
  • Investors are optimistic on the French Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.5x which is higher than its 3-year average PE of 13.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 2.4% per year over the last three years.
  • Revenues for these companies have grown 7.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

FR Market2.18%
Consumer Discretionary2.53%
Auto Components3.18%
Tires and Rubber3.37%
Auto Parts and Equipment2.78%
Industry PE
  • Investors are most optimistic about the Tires and Rubber industry which is trading above its 3-year average PE ratio of 11.6x.
    • Analysts are expecting annual earnings growth of 14.3%, which is higher than its past year's earnings decline of 18.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 14% 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
ML Compagnie Générale des Établissements Michelin Société en commandite par actions€29.773.4%
+€667.0m		-3.7%PE13.1x
FRVIA Forvia€14.384.2%
+€115.0m		61.3%PS0.1x
FR Valeo€12.132.6%
+€75.8m		30.0%PE23.7x
OPM OPmobility€16.622.5%
+€58.6m		61.7%PE14.8x
BUR Burelle€437.000.2%
+€1.8m		38.3%PE7.1x

Latest News

FRVIA
€14.38
Forvia
7D
4.2%
1Y
61.3%

FRVIA: Higher Margin Mix And Portfolio Review Will Drive Re Rating

Narrative update Analysts have nudged their fair value estimate for Forvia slightly higher to €29.84 from €29.80, citing recent price target increases and confidence in the company’s higher margin sales mix and updated strategy. Analyst Commentary Recent research shows bullish analysts warming up to Forvia, with higher price targets and supportive commentary around the company’s mix of higher margin activities and its updated plan.
FR
€12.13
Valeo
7D
2.6%
1Y
30.0%

FR: Future Returns Will Likely Be Limited By Divisional Mix And Project Setbacks

Analysts have raised their price expectations for Valeo, with recent Street research increasing targets to €13.50 and €10.35. These revisions are based on updated assumptions for stronger revenue growth, higher profit margins and a lower future P/E of 5.20 compared with 7.14 previously.
ALDEL
€35.00
Delfingen Société Anonyme
7D
-3.3%
1Y
124.4%

Should You Think About Buying Delfingen Société Anonyme (EPA:ALDEL) Now?

Jan 07
Should You Think About Buying Delfingen Société Anonyme (EPA:ALDEL) Now?
ML
€29.77
Compagnie Générale des Établissements Michelin Société en commandite par actions
7D
3.4%
1Y
-3.7%

ML: Higher Discount Rate And Lower P E Will Pressure Near Term Returns

The analyst fair value estimate for Compagnie Générale des Établissements Michelin Société en commandite par actions has moved from €28.00 to €25.00. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E in the context of recent Street research, where several banks trimmed price targets but still highlighted Michelin as offering the most upside within the European tire group.
OPM
€16.62
OPmobility
7D
2.5%
1Y
61.7%

OPM: Leadership Transition And Earnings Outlook Will Shape Future Share Performance

Analysts have lifted their price target on OPmobility to EUR 17.00 from EUR 16.30, reflecting modestly lower discount rate assumptions, slightly tempered growth and margin forecasts, and a higher expected future P E multiple. Analyst Commentary Bullish analysts highlight the recent price target increase to EUR 17.00 as a sign of growing confidence in OPmobility's execution, margin resilience, and medium term growth prospects.
AKW
€8.06
Akwel
7D
0.7%
1Y
1.1%
BUR
€437.00
Burelle
7D
0.2%
1Y
38.3%

There May Be Some Bright Spots In Burelle's (EPA:BUR) Earnings

Aug 02
There May Be Some Bright Spots In Burelle's (EPA:BUR) Earnings