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← CockpitCompetitor Analysis › GEST.MC Gestamp Automocion S.A.Open in the cockpit ↗

Gestamp Automocion S.A.GEST.MCCompetitor analysis, valuation and peers

Spain · EUR·Consumer Discretionary›Auto Parts: OEM

Spanish maker of metal auto body structures and chassis parts, stamped and welded for automakers worldwide.

≈ A metal-stamping Magna InternationalMomentum weak 20
Mkt cap
$1.77B
US dollars, full cap
Free float
23%
of shares outstanding
$/day
$1.07M
20-day average traded
Fwd P/E
7.3×
forward earnings
ROIC−WACC
+0.3 pp
WACC 6.1%
Hurdle
-15 pp
Req g minus delivered
Next earnings
115 days
1 Mar 2027
Close · EUR€2.75
1D+0.6%
1W-3.2%
1M-5.3%
3M-8.8%
6M-13.1%
YTD-9.6%
1Y-4.4%
ATR %3.3%
52w lowhigh20.5% off high

What Gestamp Automocion does

Spanish maker of metal auto body structures and chassis parts, stamped and welded for automakers worldwide.

Wins contracts for a specific vehicle platform two or three years before launch, then supplies parts per vehicle built; steel is its main raw material and most price changes are contractually passed through to the carmaker with a lag. It operates plants near its customers' factories worldwide. The Riberas family's holding company controls it.

In one line: A metal-stamping Magna International.

Products and services

  • Body-in-white components
  • Chassis parts
  • Mechanisms
  • Hot stamping technology

Customers

  • Volkswagen Group
  • Ford
  • Renault-Nissan
  • Stellantis

Where it sits in the supply chain

  • Automotive
  • Tier-1 auto parts
  • Body-in-white stamping

What could go right

  • EV platform re-tooling wins
  • Expansion in Asia/Mexico plants

What could go wrong

  • Auto production cyclicality
  • Steel/aluminum input costs

Moat: narrow (scale, process know-how, customer qualification). Long-run OEM contracts and hot-stamping expertise, but auto-parts pricing is competitive and capital-intensive.

Headquarters: Madrid, Spain · Founded: 1997 · Employees: 42,466

Named competitors

Gestamp Automocion at a glance

Size Gestamp Automocion (GEST.MC) is a Spain Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.77B, the 55th largest of 97 Spain companies the cockpit tracks. Shares closed at €2.75 on 6 Nov 2026.

Performance Over six months the shares fell 13.1%, against -22.4% for the median peer and +8.2% for the Spain market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue fell 3.5% over the last twelve months (peer median +11.2%); the operating margin is 4.7% (peer median 5.4%).

Valuation It trades at 7.3× forward earnings against a peer median of 20.5× (2nd cheapest of 19).

Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.3 points above its cost of capital (6.1% WACC).

Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026GEST.MC 87Peer median 78
Six months, rebased to 100: Gestamp Automocion against the median of its 20 peers (local-currency closes).

Gestamp Automocion financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€11.3B€11.3B€12.0B€12.3B€10.7B
Revenue growth—-5%-2%+14%—
Gross profit€1.57B€1.70B€1.93B€2.00B€1.65B
EBITDA€1.31B€1.31B€1.28B€1.36B€1.19B
Net income€188M€152M€188M€281M€260M
Free cash flow€236M€322M€227M€341M€367M
Capital expenditure€913M€987M€956M€952M€783M
Total debt€3.16B€3.09B€3.28B€3.13B€3.92B

Quarterly statements and history in the cockpit →

Gestamp Automocion 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

-40%-20%0%+20%-20%0%+20%300100MINDACORPTENNIND600151002896002906VCLUMAXTECHFRVIA60330569950179THRM005850000700300969OPMSHRIPISTON603997688208GEST.MC6-month return →1-month return →
Up and to the right = strong over both horizons. Gestamp Automocion is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×50×100×300100MINDACORPTENNIND002896002906VCLUMAXTECH6033056995THRM000700300969OPMSHRIPISTON603997688208GEST.MCRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Gestamp Automocion is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%300100MINDACORPTENNIND600151VCLUMAXTECHFRVIA60330569950179THRM005850300969OPMSHRIPISTON688208GEST.MCGrowth 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. Gestamp Automocion is the large dot.

Gestamp Automocion competitors and peer comparison

Head to head with its named competitors (GEST.MC vs MG.TO vs MRE.TO vs TKA.DE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Gestamp Automocion GEST.MC$1.77B-13%-3%5%7.3×-5.7%
Magna International MG.TO$16.1B+4%0%6%8.2×0.1%
Martinrea International MRE.TO$475M-10%-3%5%4.2×-6.2%
thyssenkrupp TKA.DE$8.33B+10%-2%1%n/an/a
SamsungHvyInd 010140.KS$10.2B-50%+30%27%13.3×-20.3%

How Gestamp Automocion 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.

Gestamp Automocion against its 20 peers (data as of 6 Nov 2026)
MeasureGEST.MCPeer medianRank in peer set
1-month return-5.3%-3.7%10th lowest of 21
6-month return-13.1%-22.4%9th highest of 21
Distance from 52-week high-20.5%-39.4%6th highest of 21
Revenue growth (TTM)-3.5%+11.2%4th lowest of 21
Operating margin4.7%5.4%7th lowest of 21
Forward P/E7.3×20.5×2nd cheapest of 19
Growth the price implies (Req g, 7 yrs)-5.7%11.9%5th least demanding of 18
Growth delivered (Del g)+8.8%+8.9%9th lowest of 18
Hurdle (Req g minus delivered)-14.5 pp+0.5 pp6th least demanding of 18
ROIC minus cost of capital+0.3 pp+0.0 pp10th highest of 21
EV / EBITDA3.3×6.1×5th cheapest of 12
Net debt / EBITDA1.4×-0.0×4th most indebted of 12

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
Gestamp Automocion GEST.MCSpain$1.77B-13%-3%5%7.3×-5.7%+8.8%
Shuanglin 300100.SZChina$1.80B-27%-11%4%32.6×25.5%+8.9%
Minda MINDACORP.NSIndia$1.80B+33%+33%8%37.6×32.0%+21.3%
Tenneco Clean Air India TENNIND.NSIndia$1.81B-35%+22%14%24.9×14.4%+3.8%
Shanghai Aerospace Automobile Electromechanical 600151.SSChina$1.83B-41%-19%-10%n/a34.7%-9.9%
Ningbo Zhongda Leader Intelligent Transmission 002896.SZChina$1.69B-18%+22%4%132.1×n/an/a
Foryou 002906.SZChina$1.87B-25%+28%5%13.9×n/an/a
Visteon VCUnited States$1.87B-34%+2%5%8.0×5.3%+8.1%
Lumax Auto Technologies LUMAXTECH.NSIndia$1.68B+36%+33%10%37.2×34.9%+34.5%
Forvia FRVIA.PAFrance$1.93B-20%-32%5%n/a-8.3%+8.1%
Ningbo Xusheng 603305.SSChina$1.98B-26%+12%7%27.5×9.2%+22.1%
Tokai Rika 6995.TJapan$1.57B0%+5%5%9.9×-4.6%+7.9%
Johnson Electric 0179.HKHong Kong$1.56B-53%0%8%10.8×-16.4%+3.1%
Gentherm THRMUnited States$1.55B-7%+9%5%9.8×21.7%+10.4%
Slcorp 005850.KSSouth Korea$1.54B-25%+10%8%5.7×-19.7%+15.9%
Jiangnan Mould & Plastic Technology 000700.SZChina$2.05B+24%-3%5%23.6×11.9%+3.1%
Ningbo Hengshuai 300969.SZChina$2.07B-4%+16%15%75.9×43.2%+22.7%
OPmobility OPM.PAFrance$1.51B-42%-3%4%8.2×-8.1%+7.6%
SPR Auto Technologies SHRIPISTON.NSIndia$2.10B+19%+47%14%30.5×31.3%+22.9%
Ningbo Jifeng Auto Parts 603997.SSChina$2.13B-8%+21%4%17.3×n/an/a
Autel Intelligent Technology 688208.SSChina$2.14B-37%+14%19%13.2×5.0%+25.2%

Questions

Who are Gestamp Automocion's main competitors?
Named competitors: Magna International (MG.TO), Martinrea International (MRE.TO), Benteler International (private or unlisted), ThyssenKrupp (TKA.DE), Sungwoo Hitech (010140.KS). The cockpit's measured peer set (industry) also includes Shuanglin (300100.SZ), Minda (MINDACORP.NS), Tenneco Clean Air India (TENNIND.NS), Shanghai Aerospace Automobile Electromechanical (600151.SS), Ningbo Zhongda Leader Intelligent Transmission (002896.SZ), Foryou (002906.SZ).
Is Gestamp Automocion expensive compared with its peers?
On forward p/e it trades at 7.3× against a peer median of 20.5×, 2nd cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Gestamp Automocion stock performed?
Over six months to 6 Nov 2026 the shares returned -13.1% against -22.4% for the median peer; over one year -4.4%.

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.