Narrative Update • May 15

Over the last 7 days, the Auto Components industry has remained flat. The past year has been better, since the industry has gained 3.4% in that time. 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, 26 May 2026 | €30.2b | €90.0b | €710.0m | 11.9x | 42.6x | 0.3x |
| Thu, 23 Apr 2026 | €29.6b | €90.1b | €712.4m | 11.2x | 41.6x | 0.3x |
| Sat, 21 Mar 2026 | €26.6b | €90.3b | €699.4m | 10.9x | 38.1x | 0.3x |
| Mon, 16 Feb 2026 | €33.3b | €96.9b | €1.5b | 13.5x | 21.9x | 0.3x |
| Wed, 14 Jan 2026 | €29.9b | €96.9b | €1.5b | 12.7x | 19.6x | 0.3x |
| Fri, 12 Dec 2025 | €27.8b | €96.9b | €1.5b | 12.1x | 18.2x | 0.3x |
| Sun, 09 Nov 2025 | €28.0b | €96.9b | €1.5b | 12.6x | 18.4x | 0.3x |
| Tue, 07 Oct 2025 | €29.7b | €96.9b | €1.5b | 13.1x | 19.5x | 0.3x |
| Thu, 04 Sep 2025 | €29.1b | €96.9b | €1.5b | 11.7x | 19.2x | 0.3x |
| Sat, 02 Aug 2025 | €29.2b | €96.9b | €1.5b | 11.8x | 19.3x | 0.3x |
| Mon, 30 Jun 2025 | €28.9b | €98.1b | €2.2b | 9.1x | 13.3x | 0.3x |
| Wed, 28 May 2025 | €30.0b | €98.1b | €2.2b | 8.9x | 13.8x | 0.3x |
| Fri, 25 Apr 2025 | €27.5b | €97.6b | €2.2b | 8.1x | 12.7x | 0.3x |
| Sun, 23 Mar 2025 | €30.2b | €98.1b | €2.2b | 8.3x | 13.9x | 0.3x |
| Tue, 18 Feb 2025 | €30.9b | €99.2b | €2.7b | 9.7x | 11.5x | 0.3x |
| Thu, 16 Jan 2025 | €29.9b | €99.2b | €2.7b | 9.2x | 11.1x | 0.3x |
| Sat, 14 Dec 2024 | €29.4b | €99.2b | €2.7b | 8.4x | 10.9x | 0.3x |
| Mon, 11 Nov 2024 | €28.3b | €99.2b | €2.7b | 7.8x | 10.5x | 0.3x |
| Wed, 09 Oct 2024 | €30.6b | €99.2b | €2.7b | 7.8x | 11.4x | 0.3x |
| Fri, 06 Sep 2024 | €31.6b | €99.3b | €2.7b | 8.2x | 11.7x | 0.3x |
| Sun, 04 Aug 2024 | €31.6b | €99.3b | €2.7b | 8.3x | 11.7x | 0.3x |
| Tue, 02 Jul 2024 | €32.9b | €99.8b | €2.7b | 10x | 12x | 0.3x |
| Thu, 30 May 2024 | €34.8b | €99.8b | €2.7b | 12.5x | 12.7x | 0.3x |
| Sat, 27 Apr 2024 | €34.0b | €99.8b | €2.7b | 12.4x | 12.4x | 0.3x |
| Mon, 25 Mar 2024 | €33.7b | €99.8b | €2.7b | 11.8x | 12.3x | 0.3x |
| Wed, 21 Feb 2024 | €31.5b | €98.8b | €2.9b | 8.9x | 10.8x | 0.3x |
| Fri, 19 Jan 2024 | €30.9b | €100.4b | €3.0b | 9.3x | 10.3x | 0.3x |
| Sun, 17 Dec 2023 | €33.6b | €100.4b | €3.0b | 10.3x | 11.2x | 0.3x |
| Tue, 14 Nov 2023 | €29.5b | €100.4b | €3.0b | 9.3x | 9.8x | 0.3x |
| Thu, 12 Oct 2023 | €31.4b | €100.4b | €3.0b | 10.4x | 10.4x | 0.3x |
| Sat, 09 Sep 2023 | €32.7b | €100.3b | €3.0b | 12.2x | 10.9x | 0.3x |
| Mon, 07 Aug 2023 | €33.7b | €100.3b | €3.0b | 13.6x | 11.2x | 0.3x |
| Wed, 05 Jul 2023 | €31.7b | €92.6b | €2.2b | 15.4x | 14.7x | 0.3x |
| Fri, 02 Jun 2023 | €30.9b | €92.6b | €2.2b | 14.4x | 14.3x | 0.3x |
14.3x
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | 3.43% | |
| Consumer Discretionary | 4.11% | |
| Auto Components | 2.05% | |
| Auto Parts and Equipment | 2.62% | |
| Tires and Rubber | 1.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ML Compagnie Générale des Établissements Michelin Société en commandite par actions | €31.72 | 1.8% +€389.5m | -6.0% | PE13x | |
| FR Valeo | €13.17 | 4.6% +€142.1m | 46.4% | PE16x | |
| FRVIA Forvia | €10.83 | 4.5% +€92.6m | 31.9% | PS0.1x | |
| BUR Burelle | €422.00 | 0.5% +€3.5m | 15.6% | PE6.1x | |
| ALDEL Delfingen Société Anonyme | €29.50 | 4.2% +€3.1m | 32.3% | PE6.1x |