Narrative Update • May 26

In the last week, the Auto Components industry is up 2.1%, with Forvia up 7.4%. This takes the industry's 12 month performance to a gain of 3.2%. 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 |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | €29.2b | €90.0b | €710.0m | 12x | 41.1x | 0.3x |
| Fri, 24 Apr 2026 | €30.0b | €90.1b | €712.4m | 11.3x | 42.1x | 0.3x |
| Sun, 22 Mar 2026 | €26.6b | €90.3b | €699.4m | 10.9x | 38.1x | 0.3x |
| Tue, 17 Feb 2026 | €33.0b | €96.9b | €1.5b | 13.5x | 21.7x | 0.3x |
| Thu, 15 Jan 2026 | €30.0b | €96.9b | €1.5b | 12.6x | 19.7x | 0.3x |
| Sat, 13 Dec 2025 | €28.0b | €96.9b | €1.5b | 12.2x | 18.4x | 0.3x |
| Mon, 10 Nov 2025 | €28.0b | €96.9b | €1.5b | 12.6x | 18.4x | 0.3x |
| Wed, 08 Oct 2025 | €29.4b | €96.9b | €1.5b | 13.1x | 19.3x | 0.3x |
| Fri, 05 Sep 2025 | €29.1b | €96.9b | €1.5b | 11.6x | 19.2x | 0.3x |
| Sun, 03 Aug 2025 | €29.2b | €96.9b | €1.5b | 11.8x | 19.3x | 0.3x |
| Tue, 01 Jul 2025 | €28.7b | €98.1b | €2.2b | 9.1x | 13.2x | 0.3x |
| Thu, 29 May 2025 | €30.2b | €98.1b | €2.2b | 9x | 13.9x | 0.3x |
| Sat, 26 Apr 2025 | €27.9b | €97.6b | €2.2b | 8.1x | 12.9x | 0.3x |
| Mon, 24 Mar 2025 | €30.2b | €98.1b | €2.2b | 8.3x | 13.9x | 0.3x |
| Wed, 19 Feb 2025 | €31.0b | €99.2b | €2.7b | 9.7x | 11.5x | 0.3x |
| Fri, 17 Jan 2025 | €29.6b | €99.2b | €2.7b | 8.8x | 11x | 0.3x |
| Sun, 15 Dec 2024 | €29.4b | €99.2b | €2.7b | 8.4x | 10.9x | 0.3x |
| Tue, 12 Nov 2024 | €29.1b | €99.2b | €2.7b | 8.1x | 10.8x | 0.3x |
| Thu, 10 Oct 2024 | €30.4b | €99.2b | €2.7b | 7.7x | 11.3x | 0.3x |
| Sat, 07 Sep 2024 | €31.2b | €99.3b | €2.7b | 7.8x | 11.5x | 0.3x |
| Mon, 05 Aug 2024 | €31.6b | €99.3b | €2.7b | 8.3x | 11.7x | 0.3x |
| Wed, 03 Jul 2024 | €32.9b | €99.8b | €2.7b | 9.7x | 12x | 0.3x |
| Fri, 31 May 2024 | €35.0b | €99.8b | €2.7b | 12.5x | 12.8x | 0.4x |
| Sun, 28 Apr 2024 | €34.0b | €99.8b | €2.7b | 12.4x | 12.4x | 0.3x |
| Tue, 26 Mar 2024 | €33.7b | €99.8b | €2.7b | 11.8x | 12.3x | 0.3x |
| Thu, 22 Feb 2024 | €32.1b | €98.8b | €2.9b | 9.2x | 11x | 0.3x |
| Sat, 20 Jan 2024 | €30.5b | €100.4b | €3.0b | 9.1x | 10.1x | 0.3x |
| Mon, 18 Dec 2023 | €33.6b | €100.4b | €3.0b | 10.3x | 11.2x | 0.3x |
| Wed, 15 Nov 2023 | €30.7b | €100.4b | €3.0b | 9.7x | 10.2x | 0.3x |
| Fri, 13 Oct 2023 | €31.3b | €100.4b | €3.0b | 10.4x | 10.4x | 0.3x |
| Sun, 10 Sep 2023 | €32.7b | €100.3b | €3.0b | 12.2x | 10.9x | 0.3x |
| Tue, 08 Aug 2023 | €33.6b | €100.3b | €3.0b | 13.6x | 11.2x | 0.3x |
| Thu, 06 Jul 2023 | €32.0b | €92.6b | €2.2b | 15.6x | 14.8x | 0.3x |
| Sat, 03 Jun 2023 | €31.9b | €92.6b | €2.2b | 14.7x | 14.8x | 0.3x |
14.8x
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | 2.10% | |
| Consumer Discretionary | 0.75% | |
| Auto Components | 0.055% | |
| Auto Parts and Equipment | 3.89% | |
| Tires and Rubber | -1.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FRVIA Forvia | €10.84 | 7.4% +€147.7m | 32.1% | PS0.1x | |
| OPM OPmobility | €15.79 | 4.2% +€89.9m | 48.5% | PE12.2x | |
| FR Valeo | €12.60 | 3.0% +€88.7m | 40.2% | PE15.3x | |
| ALDEL Delfingen Société Anonyme | €29.30 | 2.4% +€1.8m | 35.0% | PE6x |