Investors Should Be Encouraged By La Française des Jeux Société anonyme's (EPA:FDJ) Returns On Capital
Oct 14
Have your own idea? Try our Stock Screener
French (CAC) Consumer Discretionary Sector Analysis
UpdatedOct 14, 2024
DataAggregated Company Financials
Companies105
- 7D-0.7%
- 3M-5.7%
- 1Y2.3%
- YTD-5.8%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Renault gained 6.2%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.8% annually.
Sector Valuation and Performance
Has the French Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Oct 2024 | €778.2b | €432.8b | €33.4b | 10.9x | 23.3x | 1.8x |
| Fri, 13 Sep 2024 | €723.6b | €433.4b | €33.4b | 10.5x | 21.6x | 1.7x |
| Sun, 11 Aug 2024 | €754.5b | €433.5b | €33.5b | 11.1x | 22.5x | 1.7x |
| Tue, 09 Jul 2024 | €816.8b | €434.9b | €36.7b | 11.6x | 22.2x | 1.9x |
| Thu, 06 Jun 2024 | €875.2b | €434.8b | €36.7b | 13.8x | 23.9x | 2x |
| Sat, 04 May 2024 | €901.5b | €433.7b | €36.6b | 13.4x | 24.6x | 2.1x |
| Mon, 01 Apr 2024 | €947.5b | €433.5b | €36.5b | 12.8x | 26x | 2.2x |
| Wed, 28 Feb 2024 | €954.1b | €433.1b | €36.5b | 11.2x | 26.1x | 2.2x |
| Fri, 26 Jan 2024 | €790.5b | €432.4b | €38.7b | 10x | 20.4x | 1.8x |
| Sun, 24 Dec 2023 | €843.3b | €432.3b | €38.7b | 10.1x | 21.8x | 2x |
| Tue, 21 Nov 2023 | €826.6b | €431.3b | €39.4b | 10.2x | 21x | 1.9x |
| Thu, 19 Oct 2023 | €763.5b | €430.5b | €39.8b | 9.8x | 19.2x | 1.8x |
| Sat, 16 Sep 2023 | €847.0b | €430.2b | €39.7b | 11.6x | 21.3x | 2x |
| Mon, 14 Aug 2023 | €907.4b | €430.1b | €39.7b | 11.4x | 22.8x | 2.1x |
| Wed, 12 Jul 2023 | €923.6b | €403.6b | €34.6b | 12.2x | 26.7x | 2.3x |
| Fri, 09 Jun 2023 | €904.9b | €405.3b | €34.9b | 11.1x | 25.9x | 2.2x |
| Sun, 07 May 2023 | €960.6b | €400.2b | €34.3b | 11.7x | 28x | 2.4x |
| Tue, 04 Apr 2023 | €931.3b | €399.0b | €34.1b | 13x | 27.3x | 2.3x |
| Thu, 02 Mar 2023 | €883.3b | €399.8b | €34.2b | 13.5x | 25.8x | 2.2x |
| Sat, 28 Jan 2023 | €882.9b | €377.1b | €32.2b | 13x | 27.4x | 2.3x |
| Mon, 26 Dec 2022 | €752.3b | €370.1b | €31.4b | 12.1x | 24x | 2x |
| Wed, 23 Nov 2022 | €777.7b | €369.3b | €30.6b | 12.4x | 25.4x | 2.1x |
| Fri, 21 Oct 2022 | €704.8b | €367.2b | €30.4b | 10.7x | 23.2x | 1.9x |
| Sun, 18 Sep 2022 | €765.7b | €389.8b | €32.2b | 11.2x | 23.8x | 2x |
| Tue, 16 Aug 2022 | €847.5b | €390.0b | €32.2b | 12.4x | 26.3x | 2.2x |
| Thu, 14 Jul 2022 | €732.8b | €358.9b | €29.3b | 11.7x | 25x | 2x |
| Sat, 11 Jun 2022 | €709.3b | €358.7b | €29.2b | 12.5x | 24.3x | 2x |
| Mon, 09 May 2022 | €699.8b | €357.0b | €29.0b | 17.1x | 24.1x | 2x |
| Wed, 06 Apr 2022 | €818.1b | €348.4b | €28.2b | 16.2x | 29x | 2.3x |
| Fri, 04 Mar 2022 | €774.0b | €345.7b | €27.9b | 14.1x | 27.7x | 2.2x |
| Sun, 30 Jan 2022 | €871.5b | €334.0b | €23.8b | 14.4x | 36.6x | 2.6x |
| Tue, 28 Dec 2021 | €922.2b | €333.9b | €23.7b | 14.9x | 38.8x | 2.8x |
| Thu, 25 Nov 2021 | €942.2b | €332.5b | €23.1b | 16.3x | 40.8x | 2.8x |
| Sat, 23 Oct 2021 | €858.3b | €331.9b | €22.3b | 14.7x | 38.5x | 2.6x |
Price to Earnings Ratio
38.5x
Current Industry PE
- Investors are pessimistic on the French Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 23.3x which is lower than its 3-year average PE of 26.0x.
- The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 9.2% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary sector?
| FR Market | 0.39% | |
| Consumer Discretionary | -0.67% | |
| Auto | 4.99% | |
| Leisure | 3.17% | |
| Hospitality | 2.91% | |
| Specialty Stores | 0.85% | |
| Retail Distributors | 0.67% | |
| Consumer Services | 0.46% | |
| Consumer Durables | 0.055% | |
| Online Retail and Ecommerce | 0% | |
| Luxury | -0.77% | |
| Auto Components | -4.87% | |
| General Merchandise and Department Stores | -6.53% | |
Industry PE
- Investors are most optimistic about the Retail Distributors industry even though it's trading below its 3-year average PE ratio of 64.1x.
- Analysts are expecting annual earnings growth of 9.0%, which is lower than the prior year's growth of 472.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 60% over the next 5 years.
- This is better than its past earnings decline of 18% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 4.5% 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 | |
|---|---|---|---|---|---|
| AC Accor | €40.93 | 4.5% +€425.1m | 30.6% | PE16.7x | |
| RNO Renault | €39.18 | 2.9% +€292.7m | 6.0% | PE7.5x | |
| SW Sodexo | €75.55 | 1.3% +€139.3m | -23.8% | PE15.4x | |
| TRI Trigano | €117.50 | 4.0% +€86.9m | -12.4% | PE6.2x | |
| FDJ La Française des Jeux Société anonyme | €35.86 | 1.1% +€73.9m | 20.2% | PE14.5x |
