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Continental AGCON.DECompetitor analysis, valuation and peers

Germany · EUR·Consumer Discretionary›Automotive Aftermarket

German automotive supplier making tires plus vehicle electronics, brakes and ContiTech industrial rubber products.

Momentum strong 61
Mkt cap
$15.8B
US dollars, full cap
Free float
54%
of shares outstanding
$/day
$30.0M
20-day average traded
Fwd P/E
12.1×
forward earnings
ROIC−WACC
n/a
WACC 8.2%
Hurdle
+9 pp
Req g minus delivered
Official | Implied
Baa2 / BBB+
agencies · bond market
Next earnings
116 days
2 Mar 2027
Close · EUR€70.34
1D-0.6%
1W+5.7%
1M+3.3%
3M+2.2%
6M+1.6%
YTD+3.5%
1Y+6.1%
ATR %2.6%
52w lowhigh9.2% off high

What Continental does

German automotive supplier making tires plus vehicle electronics, brakes and ContiTech industrial rubber products.

Replacement tyres sold through dealers and retailers earn better than the tyres supplied to carmakers for new vehicles, so car production cycles and the replacement market both matter. In 2025 it spun off its automotive technology arm as Aumovio, leaving tyres and the industrial ContiTech unit as the core.

Products and services

  • Tires (passenger, truck)
  • Automotive electronics (spun off as Aumovio 2025)
  • ContiTech industrial rubber products

Customers

  • Automakers (OEM), replacement tire retailers, indu

Where it sits in the supply chain

  • Consumer Discretionary
  • Auto parts/tires
  • Tires, automotive electronics…

What could go right

  • Tire replacement demand growth
  • ContiTech industrial diversification

What could go wrong

  • Auto production cyclicality
  • Automotive electronics spinoff execution risk

Moat: narrow (brand, IP / patents, scale). Global tire brand plus deep automotive electronics know-how, though facing EV-transition disruption.

Headquarters: Hanover, Germany · Founded: 1871 · Employees: 92,653

Named competitors

Continental at a glance

Size Continental (CON.DE) is a Germany Consumer Discretionary company (Automotive Aftermarket) with a market value of $15.8B, the 40th largest of 205 Germany companies the cockpit tracks. Shares closed at €70.34 on 6 Nov 2026.

Performance Over six months the shares gained 1.6%, against +5.7% for the median peer and +2.6% for the Germany market (cap-weighted) — 4th lowest of 11 in its peer set.

Growth Revenue fell 35.0% over the last twelve months (peer median +8.7%).

Valuation It trades at 12.1× forward earnings against a peer median of 13.0× (5th cheapest of 11).

Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Credit Continental has 7 bonds outstanding ($5.10B), rated Baa2 by the agencies and trading like BBB+ at a weighted spread of 80 bp.

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

10010511011 May 202611 Aug 20266 Nov 2026Peer median 106CON.DE 104
Six months, rebased to 100: Continental against the median of its 10 peers (local-currency closes).

Continental financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€16.1B€19.7B€20.1B€41.4B€39.4B
Revenue growth—-2%-52%+5%—
Gross profitn/a€5.10B€5.29B€8.81B€8.31B
EBITDAn/a€2.86B€2.94B€3.15B€2.83B
Net income€840M-€165M€1.17B€1.16B€66.6M
Free cash flown/a€1.12B€1.88B€1.20B€163M
Capital expendituren/a€1.07B€1.06B€2.14B€2.17B
Total debtn/a€6.83B€6.91B€7.17B€7.69B

Quarterly statements and history in the cockpit →

Continental competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%-10%0%+10%+20%MLPIRC51085101601058MRFLKQBALKRISINDDORMCON.DE6-month return →1-month return →
Up and to the right = strong over both horizons. Continental is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%+40%10×20×30×MLPIRC51085101601058MRF161390LKQBALKRISINDDORMCON.DERevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Continental is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%MLPIRC5108MRF161390LKQDORMCON.DEGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Continental is the large dot.

Continental competitors and peer comparison

Head to head with its named competitors (CON.DE vs ML.PA vs 5108.T vs GT)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Continental CON.DE$15.8B+2%-35%n/a12.1×-0.2%
Cie Generale des Etablissements Michelin ML.PA$25.1B+5%-4%10%12.6×3.7%
Bridgestone 5108.T$31.7B+28%+6%12%14.0×-1.9%
Goodyear Tire & Rubber GT$1.26B-33%-4%3%n/a5.9%
Pirelli & C PIRC.MI$8.27B+10%-1%-9%13.3×-2.4%

How Continental compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Continental against its 10 peers (data as of 6 Nov 2026)
MeasureCON.DEPeer medianRank in peer set
1-month return+3.3%+1.9%4th highest of 11
6-month return+1.6%+5.7%4th lowest of 11
Distance from 52-week high-9.2%-15.7%4th highest of 11
Revenue growth (TTM)-35.0%+8.7%lowest of 11
Forward P/E12.1×13.0×5th cheapest of 11
Growth the price implies (Req g, 7 yrs)-0.2%0.0%4th least demanding of 8
Growth delivered (Del g)-9.2%+10.4%lowest of 8
Hurdle (Req g minus delivered)+9.0 pp-10.0 ppmost demanding of 8
Bond spread80 bpn/a—

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Continental CON.DEGermany$15.8B+2%-35%n/a12.1×-0.2%-9.2%
Cie Generale des Etablissements Michelin ML.PAFrance$25.1B+5%-4%10%12.6×3.7%+4.9%
Pirelli & C PIRC.MIItaly$8.27B+10%-1%-9%13.3×-2.4%+9.5%
Bridgestone 5108.TJapan$31.7B+28%+6%12%14.0×-1.9%+10.4%
Yokohama Rubber 5101.TJapan$6.78B+8%+13%15%8.1×n/an/a
Sailun 601058.SSChina$5.92B-10%+12%12%10.4×n/an/a
MRF MRF.NSIndia$5.62B-4%+11%10%25.7×20.7%+14.0%
Hankook Tire & Technology 161390.KSSouth Korea$5.56B+5%+43%10%6.1×-13.2%+26.9%
LKQ LKQUnited States$5.06B-31%-3%7%9.3×0.0%+3.3%
Balkrishna Industries BALKRISIND.NSIndia$4.93B+7%+20%15%30.5×n/an/a
Dorman Products DORMUnited States$4.03B+10%+2%16%15.8×4.3%+14.3%

Continental bonds and credit

Continental has 7 bonds outstanding with $5.10B face value. The agencies rate it Baa2; its bonds trade like BBB+. Weighted yield 3.74%, a spread of 80 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Continental's main competitors?
Named competitors: Michelin (ML.PA), Bridgestone (5108.T), Goodyear Tire & Rubber (GT), Pirelli (PIRC.MI). The cockpit's measured peer set (industry) also includes Cie Generale des Etablissements Michelin (ML.PA), Pirelli & C (PIRC.MI), Bridgestone (5108.T), Yokohama Rubber (5101.T), Sailun (601058.SS), MRF (MRF.NS).
Is Continental expensive compared with its peers?
On forward p/e it trades at 12.1× against a peer median of 13.0×, 5th cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Continental stock performed?
Over six months to 6 Nov 2026 the shares returned +1.6% against +5.7% for the median peer; over one year +6.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.