Narrative Update • Jun 26
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Italian (Borsa Italiana) Auto Components Industry Analysis
UpdatedAug 01, 2026
DataAggregated Company Financials
Companies6
- 7D2.7%
- 3M16.9%
- 1Y16.0%
- YTD8.0%
The Auto Components industry is up 1.8% in the last week, with Brembo up 6.2%. During this same period, the Sogefi underperformed, falling 9.2%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Italian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | €11.4b | €13.7b | €793.3m | 17.8x | 14.4x | 0.8x |
| Mon, 29 Jun 2026 | €11.2b | €13.6b | €770.9m | 17.4x | 14.6x | 0.8x |
| Wed, 27 May 2026 | €11.1b | €13.6b | €773.3m | 18.4x | 14.4x | 0.8x |
| Fri, 24 Apr 2026 | €10.0b | €13.4b | €774.0m | 16.3x | 12.9x | 0.7x |
| Sun, 22 Mar 2026 | €9.2b | €13.7b | €778.9m | 10.9x | 11.9x | 0.7x |
| Tue, 17 Feb 2026 | €11.3b | €14.0b | €757.6m | 14.2x | 15x | 0.8x |
| Thu, 15 Jan 2026 | €11.2b | €14.0b | €757.6m | 14x | 14.8x | 0.8x |
| Sat, 13 Dec 2025 | €10.0b | €14.0b | €757.6m | 13.1x | 13.2x | 0.7x |
| Mon, 10 Nov 2025 | €10.4b | €14.0b | €757.6m | 13.7x | 13.7x | 0.7x |
| Wed, 08 Oct 2025 | €10.0b | €14.0b | €730.6m | 13.4x | 13.6x | 0.7x |
| Fri, 05 Sep 2025 | €9.6b | €14.0b | €731.4m | 12.7x | 13.2x | 0.7x |
| Sun, 03 Aug 2025 | €9.4b | €14.0b | €731.4m | 13x | 12.8x | 0.7x |
| Tue, 01 Jul 2025 | €9.3b | €14.1b | €701.8m | 11.9x | 13.2x | 0.7x |
| Thu, 29 May 2025 | €9.7b | €14.1b | €701.8m | 12.6x | 13.8x | 0.7x |
| Sat, 26 Apr 2025 | €8.9b | €13.8b | €729.5m | 10.8x | 12.1x | 0.6x |
| Mon, 24 Mar 2025 | €9.5b | €13.8b | €732.5m | 11.7x | 13x | 0.7x |
| Wed, 19 Feb 2025 | €9.9b | €15.2b | €755.9m | 12.4x | 13.1x | 0.7x |
| Fri, 17 Jan 2025 | €9.5b | €15.2b | €755.9m | 11.8x | 12.6x | 0.6x |
| Sun, 15 Dec 2024 | €9.4b | €15.2b | €755.9m | 11.8x | 12.4x | 0.6x |
| Tue, 12 Nov 2024 | €9.0b | €14.9b | €789.0m | 11.5x | 11.5x | 0.6x |
| Thu, 10 Oct 2024 | €9.4b | €15.2b | €810.6m | 11.2x | 11.6x | 0.6x |
| Sat, 07 Sep 2024 | €9.5b | €15.2b | €810.8m | 11.6x | 11.7x | 0.6x |
| Mon, 05 Aug 2024 | €9.6b | €15.2b | €817.6m | 11.7x | 11.7x | 0.6x |
| Wed, 03 Jul 2024 | €10.1b | €15.2b | €841.6m | 11.9x | 11.9x | 0.7x |
| Fri, 31 May 2024 | €10.3b | €15.2b | €841.6m | 12.8x | 12.3x | 0.7x |
| Sun, 28 Apr 2024 | €11.0b | €15.2b | €861.2m | 12.9x | 12.7x | 0.7x |
| Tue, 26 Mar 2024 | €10.6b | €15.1b | €856.3m | 12.3x | 12.4x | 0.7x |
| Thu, 22 Feb 2024 | €9.9b | €15.3b | €789.8m | 12x | 12.5x | 0.6x |
| Sat, 20 Jan 2024 | €9.4b | €15.3b | €789.8m | 11.5x | 11.9x | 0.6x |
| Mon, 18 Dec 2023 | €9.3b | €15.3b | €789.8m | 11.3x | 11.7x | 0.6x |
| Wed, 15 Nov 2023 | €8.8b | €15.3b | €793.3m | 10.8x | 11.1x | 0.6x |
| Fri, 13 Oct 2023 | €8.9b | €15.4b | €764.6m | 11.1x | 11.6x | 0.6x |
| Sun, 10 Sep 2023 | €9.4b | €15.4b | €774.3m | 12.5x | 12.1x | 0.6x |
| Tue, 08 Aug 2023 | €9.6b | €15.4b | €774.3m | 13.3x | 12.4x | 0.6x |
Price to Earnings Ratio
12.4x
Current Industry PE
- Investors are optimistic on the Italian Auto Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.3x which is higher than its 3-year average PE of 12.7x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 3.8% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | 0.71% | |
| Consumer Discretionary | 4.00% | |
| Auto Components | 2.73% | |
| Auto Parts and Equipment | 3.83% | |
| Tires and Rubber | 2.09% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 14.2x.
- Analysts are expecting annual earnings growth of 18.6%, which is higher than its past year's earnings decline of 21.4% per year.
- Investors are most pessimistic about the Tires and Rubber industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.0x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 5.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BRE Brembo | €10.57 | 6.2% +€195.6m | 26.2% | PE14.7x | |
| PIRC Pirelli & C | €6.60 | 2.1% +€146.5m | 14.5% | PE13.4x |