Narrative Update • Jun 26

Over the last 7 days, the Auto Parts and Equipment industry has risen 3.6%, driven by gains from Brembo of 2.4%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 20% annually.
Has the Italian Auto Parts and Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | €4.3b | €6.6b | €248.5m | 20x | 17.1x | 0.6x |
| Sat, 06 Jun 2026 | €4.5b | €6.6b | €250.9m | 20.1x | 17.8x | 0.7x |
| Mon, 04 May 2026 | €3.4b | €6.6b | €243.3m | 19.5x | 14x | 0.5x |
| Wed, 01 Apr 2026 | €3.4b | €6.6b | €262.4m | 12.3x | 13.1x | 0.5x |
| Fri, 27 Feb 2026 | €4.4b | €6.9b | €261.4m | 14.6x | 16.8x | 0.6x |
| Sun, 25 Jan 2026 | €4.3b | €6.9b | €261.4m | 14.1x | 16.4x | 0.6x |
| Tue, 23 Dec 2025 | €4.1b | €6.9b | €261.4m | 13.4x | 15.5x | 0.6x |
| Thu, 20 Nov 2025 | €3.9b | €6.9b | €261.4m | 12.6x | 14.9x | 0.6x |
| Sat, 18 Oct 2025 | €3.8b | €6.9b | €231.7m | 13.4x | 16.4x | 0.6x |
| Mon, 15 Sep 2025 | €3.9b | €6.9b | €232.6m | 13.2x | 16.6x | 0.6x |
| Wed, 13 Aug 2025 | €3.8b | €6.9b | €232.6m | 13.2x | 16.4x | 0.6x |
| Fri, 11 Jul 2025 | €3.6b | €7.0b | €208.8m | 12.4x | 17x | 0.5x |
| Sun, 08 Jun 2025 | €3.3b | €7.0b | €208.8m | 11.8x | 16x | 0.5x |
| Tue, 06 May 2025 | €3.6b | €7.1b | €232.8m | 11.4x | 15.4x | 0.5x |
| Thu, 03 Apr 2025 | €3.3b | €7.1b | €228.4m | 11.7x | 14.7x | 0.5x |
| Sat, 01 Mar 2025 | €4.1b | €8.2b | €323.4m | 11.4x | 12.6x | 0.5x |
| Mon, 27 Jan 2025 | €3.8b | €8.2b | €323.4m | 10.5x | 11.7x | 0.5x |
| Wed, 25 Dec 2024 | €3.8b | €8.2b | €323.4m | 10.6x | 11.7x | 0.5x |
| Fri, 22 Nov 2024 | €3.7b | €8.2b | €323.4m | 10.2x | 11.3x | 0.4x |
| Sun, 20 Oct 2024 | €4.3b | €8.3b | €348.0m | 11.4x | 12.2x | 0.5x |
| Tue, 17 Sep 2024 | €4.2b | €8.3b | €350.7m | 23.4x | 11.9x | 0.5x |
| Thu, 15 Aug 2024 | €4.2b | €8.3b | €348.2m | 23.6x | 12.1x | 0.5x |
| Sat, 13 Jul 2024 | €4.6b | €8.3b | €380.4m | 13.6x | 12x | 0.6x |
| Mon, 10 Jun 2024 | €4.6b | €8.3b | €380.4m | 13.2x | 12.1x | 0.6x |
| Wed, 08 May 2024 | €5.0b | €8.3b | €382.1m | 13.8x | 13x | 0.6x |
| Fri, 05 Apr 2024 | €4.9b | €8.3b | €377.5m | 13.4x | 13x | 0.6x |
| Sun, 03 Mar 2024 | €4.8b | €8.2b | €334.2m | 13x | 14.5x | 0.6x |
| Tue, 30 Jan 2024 | €4.4b | €8.2b | €317.4m | 12.6x | 14x | 0.5x |
| Thu, 28 Dec 2023 | €4.5b | €8.2b | €317.4m | 12.6x | 14.1x | 0.5x |
| Sat, 25 Nov 2023 | €4.2b | €8.2b | €317.4m | 11.9x | 13.2x | 0.5x |
| Mon, 23 Oct 2023 | €4.1b | €8.3b | €336.1m | 10.7x | 12.1x | 0.5x |
| Wed, 20 Sep 2023 | €4.7b | €8.3b | €338.5m | 23.3x | 14x | 0.6x |
| Fri, 18 Aug 2023 | €4.9b | €8.3b | €345.9m | 23.1x | 14.2x | 0.6x |
| Sun, 16 Jul 2023 | €5.0b | €8.0b | €310.5m | 14.3x | 16.2x | 0.6x |
16.2x
How does Italian Auto Parts and Equipment compare with similar industries?
| IT Market | 0.50% | |
| Consumer Discretionary | -1.93% | |
| Auto Components | 0.84% | |
| Auto Parts and Equipment | 1.26% | |
| Tires and Rubber | 0.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRE Brembo | €10.70 | 1.6% +€54.1m | 26.9% | PE15.8x | |
| SGF Sogefi | €2.16 | 0.5% +€1.2m | -4.4% | PE20.4x |