Narrative Update • Jun 26

Over the last 7 days, the Auto Components industry has dropped 2.4%, driven by a pullback from Pirelli & C of 3.0%. In the past year, the industry has gained 15%. Earnings are forecast to grow by 10% annually.
Has the Italian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | €11.3b | €13.6b | €770.9m | 17.4x | 14.7x | 0.8x |
| Sat, 20 Jun 2026 | €11.2b | €13.6b | €770.9m | 18x | 14.6x | 0.8x |
| Mon, 18 May 2026 | €11.0b | €13.6b | €773.3m | 17.9x | 14.3x | 0.8x |
| Wed, 15 Apr 2026 | €10.1b | €13.4b | €774.0m | 16.6x | 13x | 0.8x |
| Fri, 13 Mar 2026 | €9.9b | €13.7b | €792.1m | 11.9x | 12.4x | 0.7x |
| Sun, 08 Feb 2026 | €11.3b | €14.0b | €757.6m | 14x | 14.9x | 0.8x |
| Tue, 06 Jan 2026 | €10.6b | €14.0b | €757.6m | 13.7x | 14x | 0.8x |
| Thu, 04 Dec 2025 | €10.2b | €14.0b | €757.6m | 13.1x | 13.5x | 0.7x |
| Sat, 01 Nov 2025 | €10.1b | €14.0b | €736.2m | 14.1x | 13.8x | 0.7x |
| Mon, 29 Sep 2025 | €9.8b | €14.0b | €731.5m | 13.1x | 13.4x | 0.7x |
| Wed, 27 Aug 2025 | €9.9b | €14.0b | €731.4m | 13.2x | 13.5x | 0.7x |
| Fri, 25 Jul 2025 | €9.6b | €14.1b | €701.8m | 11.9x | 13.6x | 0.7x |
| Sun, 22 Jun 2025 | €9.4b | €14.1b | €701.8m | 12.3x | 13.3x | 0.7x |
| Tue, 20 May 2025 | €9.6b | €14.2b | €725.8m | 12.1x | 13.2x | 0.7x |
| Thu, 17 Apr 2025 | €8.3b | €13.8b | €729.5m | 10x | 11.3x | 0.6x |
| Sat, 15 Mar 2025 | €10.0b | €14.4b | €768.4m | 13.1x | 13x | 0.7x |
| Mon, 10 Feb 2025 | €9.4b | €15.2b | €755.9m | 11.8x | 12.5x | 0.6x |
| Wed, 08 Jan 2025 | €9.5b | €15.2b | €755.9m | 11.9x | 12.5x | 0.6x |
| Fri, 06 Dec 2024 | €9.2b | €15.2b | €755.9m | 11.5x | 12.1x | 0.6x |
| Sun, 03 Nov 2024 | €9.0b | €15.2b | €810.5m | 10.7x | 11.1x | 0.6x |
| Tue, 01 Oct 2024 | €9.5b | €15.2b | €810.6m | 11.3x | 11.7x | 0.6x |
| Thu, 29 Aug 2024 | €9.8b | €15.2b | €810.8m | 11.9x | 12.1x | 0.6x |
| Sat, 27 Jul 2024 | €10.0b | €15.2b | €844.3m | 12.6x | 11.9x | 0.7x |
| Mon, 24 Jun 2024 | €10.2b | €15.2b | €841.6m | 12.6x | 12.2x | 0.7x |
| Wed, 22 May 2024 | €10.5b | €15.2b | €841.6m | 13x | 12.4x | 0.7x |
| Fri, 19 Apr 2024 | €10.8b | €15.2b | €856.6m | 12.7x | 12.6x | 0.7x |
| Sun, 17 Mar 2024 | €10.3b | €14.9b | €873.2m | 11.6x | 11.8x | 0.7x |
| Tue, 13 Feb 2024 | €9.8b | €15.3b | €789.8m | 12x | 12.4x | 0.6x |
| Thu, 11 Jan 2024 | €9.6b | €15.3b | €789.8m | 11.6x | 12.1x | 0.6x |
| Sat, 09 Dec 2023 | €9.2b | €15.3b | €789.8m | 11.2x | 11.6x | 0.6x |
| Mon, 06 Nov 2023 | €8.6b | €15.4b | €772.1m | 10.6x | 11.1x | 0.6x |
| Wed, 04 Oct 2023 | €9.0b | €15.4b | €764.6m | 11.2x | 11.8x | 0.6x |
| Fri, 01 Sep 2023 | €9.5b | €15.4b | €774.3m | 13.3x | 12.3x | 0.6x |
| Sun, 30 Jul 2023 | €9.9b | €15.3b | €759.6m | 12.5x | 13x | 0.6x |
13x
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | -0.84% | |
| Consumer Discretionary | 0.34% | |
| Auto Components | -2.40% | |
| Auto Parts and Equipment | -1.34% | |
| Tires and Rubber | -3.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LNDR Landi Renzo | €0.67 | 3.7% +€1.0m | -36.3% | n/a |