What Kaufman & Broad S.A.'s (EPA:KOF) P/E Is Not Telling You
Jan 14
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French (CAC) Consumer Durables Industry Analysis
UpdatedJan 22, 2025
DataAggregated Company Financials
Companies16
- 7D7.5%
- 3M-5.8%
- 1Y-12.2%
- YTD3.8%
The Consumer Durables industry is up 7.5% in the last week, with SEB up 9.1%. In the past year, the industry is down 12%. Earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the French Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jan 2025 | €6.4b | €11.4b | €542.6m | 7.2x | 11.9x | 0.6x |
| Sat, 21 Dec 2024 | €6.1b | €11.5b | €520.4m | 6.4x | 11.8x | 0.5x |
| Mon, 18 Nov 2024 | €6.6b | €11.5b | €519.1m | 6.1x | 12.7x | 0.6x |
| Wed, 16 Oct 2024 | €6.9b | €11.7b | €523.5m | 6.6x | 13.3x | 0.6x |
| Fri, 13 Sep 2024 | €6.6b | €11.7b | €524.9m | 7.9x | 12.5x | 0.6x |
| Sun, 11 Aug 2024 | €6.4b | €11.7b | €536.4m | 8.9x | 11.9x | 0.5x |
| Tue, 09 Jul 2024 | €7.1b | €11.6b | €516.1m | 9x | 13.9x | 0.6x |
| Thu, 06 Jun 2024 | €7.8b | €11.6b | €495.4m | 15.6x | 15.7x | 0.7x |
| Sat, 04 May 2024 | €7.8b | €11.6b | €495.4m | 13.4x | 15.7x | 0.7x |
| Mon, 01 Apr 2024 | €8.0b | €11.9b | €514.3m | 8.3x | 15.5x | 0.7x |
| Wed, 28 Feb 2024 | €7.3b | €12.0b | €443.9m | 12.1x | 16.5x | 0.6x |
| Fri, 26 Jan 2024 | €7.5b | €12.0b | €380.7m | 12.3x | 19.6x | 0.6x |
| Sun, 24 Dec 2023 | €7.8b | €12.0b | €381.3m | 13.2x | 20.4x | 0.6x |
| Tue, 21 Nov 2023 | €7.1b | €12.0b | €391.2m | 9.9x | 18.1x | 0.6x |
| Thu, 19 Oct 2023 | €6.2b | €12.0b | €404.7m | 8.4x | 15.2x | 0.5x |
| Sat, 16 Sep 2023 | €6.6b | €12.0b | €406.4m | 9.4x | 16.3x | 0.6x |
| Mon, 14 Aug 2023 | €7.1b | €12.0b | €405.8m | 8.1x | 17.4x | 0.6x |
| Wed, 12 Jul 2023 | €6.8b | €12.0b | €405.7m | 7.3x | 16.7x | 0.6x |
| Fri, 09 Jun 2023 | €6.3b | €12.1b | €406.9m | 7.9x | 15.6x | 0.5x |
| Sun, 07 May 2023 | €7.3b | €12.0b | €402.4m | 13.6x | 18.2x | 0.6x |
| Tue, 04 Apr 2023 | €7.4b | €11.7b | €426.7m | 13x | 17.2x | 0.6x |
| Thu, 02 Mar 2023 | €7.4b | €11.7b | €430.8m | 12.7x | 17.2x | 0.6x |
| Sat, 28 Jan 2023 | €6.7b | €11.8b | €484.5m | 13.4x | 13.7x | 0.6x |
| Mon, 26 Dec 2022 | €5.8b | €11.8b | €486.8m | 12x | 12x | 0.5x |
| Wed, 23 Nov 2022 | €5.4b | €11.8b | €484.7m | 11.1x | 11.1x | 0.5x |
| Fri, 21 Oct 2022 | €5.0b | €11.8b | €486.5m | 10.9x | 10.3x | 0.4x |
| Sun, 18 Sep 2022 | €5.5b | €11.7b | €498.2m | 10.2x | 11.1x | 0.5x |
| Tue, 16 Aug 2022 | €6.4b | €11.7b | €487.2m | 12.4x | 13.1x | 0.5x |
| Thu, 14 Jul 2022 | €7.1b | €11.6b | €569.2m | 11.3x | 12.5x | 0.6x |
| Sat, 11 Jun 2022 | €7.2b | €11.6b | €571.8m | 12x | 12.6x | 0.6x |
| Mon, 09 May 2022 | €8.1b | €11.6b | €582.3m | 14x | 13.9x | 0.7x |
| Wed, 06 Apr 2022 | €9.1b | €11.6b | €583.8m | 15.3x | 15.6x | 0.8x |
| Fri, 04 Mar 2022 | €9.2b | €11.6b | €591.5m | 15.4x | 15.5x | 0.8x |
| Sun, 30 Jan 2022 | €9.7b | €11.3b | €602.8m | 14.8x | 16.1x | 0.9x |
Price to Earnings Ratio
16.1x
Current Industry PE
- Investors are pessimistic on the French Consumer Durables 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 11.9x which is lower than its 3-year average PE of 14.9x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 3.4% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | 4.76% | |
| Consumer Discretionary | 7.39% | |
| Consumer Durables | 7.52% | |
| Household Appliances | 8.99% | |
| Home Furnishings | 5.89% | |
| Housewares and Specialties | 4.93% | |
| Homebuilding | 1.23% | |
| Consumer Electronics | 1.18% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 16.3x.
- Analysts are expecting annual earnings growth of 13.9%, which is higher than its past year's earnings decline of 35.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 14% over the next 5 years.
- This is better than its past earnings decline of 35% per year.
- In contrast, the Consumer Electronics industry is expected to see its earnings grow by 4.8% 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 | |
|---|---|---|---|---|---|
| SK SEB | €90.40 | 5.6% +€261.1m | -15.0% | PE12x | |
| RBO Roche Bobois | €40.40 | 5.5% +€21.2m | -14.0% | PE20.5x | |
| ALLEX Lexibook - Linguistic Electronic System Société anonyme | €4.68 | 15.3% +€4.8m | 47.2% | PE8.4x | |
| ALMAS Mastrad Société Anonyme | €0.021 | 150.0% +€1.0m | 5.0% | PS0.8x | |
| KOF Kaufman & Broad | €31.60 | 0.2% +€1.0m | 8.2% | PE15.3x |
