Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

French (CAC) Market Analysis & Valuation

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies651
  • 7D3.4%
  • 3M4.4%
  • 1Y11.9%
  • YTD9.3%

Over the last 7 days, the market has risen 3.4%, driven by gains in every sector, especially the Consumer Discretionary sector. As for the past 12 months, the market is up 12%. As for the next few years, earnings are expected to grow by 12% per annum.

Trending IndustriesOil and GasBiotechSoftwareRenewable Energy

Market Valuation and Performance

Has the French Market valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025€3.1t€2.1t€130.4b16.3x23.6x1.5x
Mon, 13 Oct 2025€3.0t€2.1t€127.5b16.3x23.3x1.4x
Wed, 10 Sep 2025€2.9t€2.1t€128.1b15.5x22.7x1.4x
Fri, 08 Aug 2025€2.9t€2.1t€129.4b16.2x22.5x1.4x
Sun, 06 Jul 2025€2.9t€2.1t€146.4b16.1x20x1.4x
Tue, 03 Jun 2025€2.9t€2.1t€146.7b15.4x20x1.4x
Thu, 01 May 2025€2.9t€2.1t€144.4b14.8x20.1x1.4x
Sat, 29 Mar 2025€3.0t€2.1t€147.5b14.8x20.5x1.4x
Mon, 24 Feb 2025€3.1t€2.2t€146.5b15.3x21.4x1.4x
Wed, 22 Jan 2025€3.0t€2.2t€148.1b14.5x20.3x1.4x
Fri, 20 Dec 2024€2.8t€2.2t€145.7b13.7x19.4x1.3x
Sun, 17 Nov 2024€2.8t€2.2t€145.4b13.7x19.1x1.3x
Tue, 15 Oct 2024€2.9t€2.1t€147.5b14.4x19.8x1.4x
Thu, 12 Sep 2024€2.8t€2.1t€117.1b14.8x24.1x1.3x
Sat, 10 Aug 2024€2.8t€2.1t€148.0b14.5x19x1.3x
Mon, 08 Jul 2024€3.0t€2.1t€149.4b15.9x19.8x1.4x
Wed, 05 Jun 2024€3.1t€2.1t€149.2b17x20.6x1.5x
Fri, 03 May 2024€3.1t€2.1t€104.6b16.3x29.3x1.5x
Sun, 31 Mar 2024€3.2t€2.1t€103.7b15.3x30.6x1.5x
Tue, 27 Feb 2024€3.1t€2.2t€102.2b14.9x30.3x1.4x
Thu, 25 Jan 2024€2.9t€2.2t€104.1b15.1x27.8x1.3x
Sat, 23 Dec 2023€3.0t€2.2t€103.7b14.6x28.5x1.3x
Mon, 20 Nov 2023€2.8t€2.2t€105.8b13.9x26.9x1.3x
Wed, 18 Oct 2023€2.7t€2.2t€149.7b13.6x18.2x1.2x
Fri, 15 Sep 2023€2.9t€2.2t€149.8b14.4x19.3x1.3x
Sun, 13 Aug 2023€2.9t€2.2t€150.8b14.4x19.6x1.3x
Tue, 11 Jul 2023€2.9t€2.3t€145.5b14.6x19.9x1.3x
Thu, 08 Jun 2023€2.9t€2.3t€146.4b14.2x20x1.3x
Sat, 06 May 2023€3.1t€2.4t€125.4b14.6x24.5x1.3x
Mon, 03 Apr 2023€3.0t€2.4t€127.1b15x23.7x1.2x
Wed, 01 Mar 2023€3.0t€2.4t€98.6b15.4x30.3x1.2x
Fri, 27 Jan 2023€2.9t€2.3t€117.8b14.9x24.9x1.3x
Sun, 25 Dec 2022€2.7t€2.3t€118.4b14x22.6x1.2x
Tue, 22 Nov 2022€2.7t€2.3t€118.1b14.1x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: €2.7tTotal Earnings: €118.1bTotal Revenue: €2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
French Market Price to Earnings3Y Average 22.5x202320242025
Current Market PE
  • Investors are relatively neutral on the French market at the moment, indicating that they expect earnings will grow in line with historical growth rates.
  • The market is trading close to its 3-year average PE ratio of 22.5x.
Past Earnings Growth
  • The earnings for French listed companies have grown 3.4% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.5% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits are increasing.

Sector Trends

Which sectors have driven the changes within the French Market?

FR Market2.86%
Consumer Discretionary5.04%
Energy3.86%
Healthcare3.70%
Financials3.59%
Tech3.27%
Utilities2.23%
Industrials1.39%
Materials1.38%
Consumer Staples0.98%
Telecom0.48%
Real Estate0.25%
Sector PE
  • Investors favour the Consumer Discretionary sector the most for future growth, which is trading above its 3-year average PE ratio of 27.1x.
    • The market's confidence is likely because analysts are expecting annual earnings growth of 13.5% which is higher than its past year's earnings decline of 8.1% per year.
  • The Financials sector is the least preferred by investors for future growth. Although, investor sentiment seems to have improved given that it's trading above its 3-year average of 9.0x.
Forecasted Growth
  • Analysts are most optimistic on the Tech sector, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 7.1% per year.
  • In contrast, the Utilities sector is expected to see its earnings grow by 3.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuationSector
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne€637.005.6%
+€16.8b		8.6%PE28.8xConsumer Discretionary
RMS Hermès International Société en commandite par actions€2.16k4.8%
+€10.3b		6.0%PE50.4xConsumer Discretionary
CDI Christian Dior€597.506.1%
+€6.2b		8.9%PE23.7xConsumer Discretionary
TTE TotalEnergies€56.234.9%
+€5.7b		-2.2%PE9.9xEnergy
SAN Sanofi€89.594.9%
+€5.0b		-1.9%PE17xHealthcare
See more

Market Insights

Header cover image
💸 The Return of Share Buybacks in Tech
Richard Bowman avatar
Richard Bowman
|
|
Some of the biggest names in tech are restarting their buyback programs. By the end of this piece, you’ll see: What’s really driving this new buyback cycle, which companies are using it to create genuine value, and when repurchases are smart capital allocation or financial sleight of hand.
Continue reading
⚠️ Default Distress: What Private Credit Troubles Could Mean for Regional Banks
Last Week

⚠️ Default Distress: What Private Credit Troubles Could Mean for Regional Banks

Latest News

TTE
€56.23
TotalEnergies
7D
4.9%
1Y
-2.2%

TTE: Future Cash Flow Resilience And Industry Trends Will Shape Share Performance

Analysts have slightly reduced their fair value estimate for TotalEnergies to approximately $61 from about $63. They cite ongoing macroeconomic caution but highlight continued resilience in free cash flow generation and cost discipline.
EL
€318.90
EssilorLuxottica Société anonyme
7D
3.4%
1Y
39.3%
HO
€239.40
Thales
7D
-0.7%
1Y
58.2%

HO: Defense And Aerospace Momentum Will Drive Upside From Robust Sector Demand

Analysts have slightly raised their fair value estimate for Thales from €279.13 to €279.69. This reflects ongoing strength in Defense and Aerospace, though some concerns remain over Cyber margin pressures.
AIR
€206.50
Airbus
7D
-0.7%
1Y
49.6%
EDEN
€19.37
Edenred
7D
-7.3%
1Y
-32.7%
SAN
€89.59
Sanofi
7D
4.9%
1Y
-1.9%

SAN: Forward Momentum Will Rely On Pipeline Success And Operational Execution

Sanofi's analyst price target saw a slight decrease to $106.85 from $106.90. Analysts cite moderating revenue growth expectations and a slightly higher discount rate impacting the updated valuation.
CDI
€597.50
Christian Dior
7D
6.1%
1Y
8.9%

There's Been No Shortage Of Growth Recently For Christian Dior's (EPA:CDI) Returns On Capital

Nov 10
There's Been No Shortage Of Growth Recently For Christian Dior's (EPA:CDI) Returns On Capital
RMS
€2,156.00
Hermès International Société en commandite par actions
7D
4.8%
1Y
6.0%

RMS: Sector Outlook Will Shift As Creative Leadership Changes Unfold

Narrative Update on Hermès International Société en commandite par actions Hermès’ fair value estimate has been slightly reduced from €2,397.95 to €2,391.70. Analysts cite modestly softer growth expectations and a more cautious sector outlook, which is reflected in multiple recent price target decreases.
PLX
€13.86
Pluxee
7D
-10.6%
1Y
-32.3%

PLX: Shares Will Reflect Dividend Uplift While Navigating French Tax Risks

Analysts have slightly raised their price target for Pluxee by €0.50 to €23. They cited incremental improvements in revenue growth, but also cautioned about potential risks to profitability and valuation multiples.
BNP
€68.83
BNP Paribas
7D
5.1%
1Y
14.5%

BNP: Shares Will Benefit From Defensive Exposure Amid Policy Changes And Industry Collaboration

The analyst price target for BNP Paribas has been revised downward by analysts, decreasing from approximately €91.07 to €89.72. This revision is attributed to modestly weaker revenue growth projections and slightly lower future profit margins in their updated outlook.
ES
€47.44
EssoF
7D
-54.8%
1Y
-55.3%
SU
€235.65
Schneider Electric
7D
2.1%
1Y
-2.7%
MC
€637.00
LVMH Moët Hennessy - Louis Vuitton Société Européenne
7D
5.6%
1Y
8.6%

MC: Future Performance Will Depend On Recovery In Global Luxury Demand

The analyst price target for LVMH Moët Hennessy - Louis Vuitton Société Européenne has increased slightly from €588.07 to €593.86, as analysts point to stable long-term fundamentals, resilient margins, and signs of a gradual recovery in global luxury demand. Analyst Commentary Recent research updates on LVMH Moët Hennessy - Louis Vuitton Société Européenne reflect a mix of optimism and caution among analysts.
RI
€81.74
Pernod Ricard
7D
-0.8%
1Y
-25.0%

RI: Premium Positioning And Global Brands Will Drive Resilient Long-Term Expansion

The analyst fair value estimate for Pernod Ricard has seen a modest increase from €104.33 to €104.72. Analysts are updating price targets in response to cautious outlooks on the company's growth and valuation.
ORA
€14.02
Orange
7D
-1.0%
1Y
43.1%
COVH
€22.30
Covivio Hotels
7D
-5.1%
1Y
19.6%