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Apr 12
French (CAC) Consumer Durables Industry Analysis
UpdatedApr 21, 2024
DataAggregated Company Financials
Companies17
- 7D-2.1%
- 3M3.7%
- 1Y5.4%
- YTD-2.5%
Over the last 7 days, the Consumer Durables industry has dropped 3.4%, driven by a pullback from SEB of 1.9%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 21 Apr 2024 | €7.7b | €11.6b | €493.7m | 10.3x | 15.5x | 0.7x |
| Tue, 19 Mar 2024 | €7.7b | €12.0b | €446.4m | 8.8x | 17.3x | 0.6x |
| Thu, 15 Feb 2024 | €7.6b | €11.9b | €378.3m | 12.4x | 20.1x | 0.6x |
| Sat, 13 Jan 2024 | €7.6b | €12.0b | €380.7m | 11.8x | 19.9x | 0.6x |
| Mon, 11 Dec 2023 | €7.6b | €12.0b | €379.7m | 12.5x | 20.1x | 0.6x |
| Wed, 08 Nov 2023 | €6.6b | €12.0b | €404.3m | 9.1x | 16.4x | 0.6x |
| Fri, 06 Oct 2023 | €6.2b | €12.0b | €405.4m | 8.7x | 15.3x | 0.5x |
| Sun, 03 Sep 2023 | €7.1b | €12.0b | €406.9m | 9.4x | 17.4x | 0.6x |
| Tue, 01 Aug 2023 | €7.1b | €11.9b | €406.1m | 7.8x | 17.5x | 0.6x |
| Thu, 29 Jun 2023 | €6.6b | €12.1b | €406.9m | 7.8x | 16.2x | 0.5x |
| Sat, 27 May 2023 | €6.8b | €12.1b | €402.3m | 10.6x | 17x | 0.6x |
| Mon, 24 Apr 2023 | €7.2b | €12.0b | €402.0m | 13.4x | 18x | 0.6x |
| Wed, 22 Mar 2023 | €7.1b | €11.7b | €432.5m | 12.2x | 16.5x | 0.6x |
| Fri, 17 Feb 2023 | €7.1b | €11.8b | €489.5m | 12.9x | 14.6x | 0.6x |
| Sun, 15 Jan 2023 | €6.6b | €11.8b | €484.5m | 13.4x | 13.7x | 0.6x |
| Tue, 13 Dec 2022 | €5.9b | €11.8b | €488.8m | 12x | 12x | 0.5x |
| Thu, 10 Nov 2022 | €5.5b | €11.8b | €484.7m | 11.6x | 11.4x | 0.5x |
| Sat, 08 Oct 2022 | €4.9b | €11.8b | €486.5m | 10.4x | 10x | 0.4x |
| Mon, 05 Sep 2022 | €5.8b | €11.7b | €487.1m | 10.9x | 12x | 0.5x |
| Wed, 03 Aug 2022 | €6.3b | €11.7b | €487.2m | 12x | 13x | 0.5x |
| Fri, 01 Jul 2022 | €7.1b | €11.6b | €571.8m | 11.8x | 12.3x | 0.6x |
| Sun, 29 May 2022 | €7.7b | €11.6b | €577.2m | 12.7x | 13.3x | 0.7x |
| Tue, 26 Apr 2022 | €8.8b | €11.6b | €582.3m | 14.6x | 15.1x | 0.8x |
| Thu, 24 Mar 2022 | €9.0b | €11.6b | €591.0m | 15x | 15.3x | 0.8x |
| Sat, 19 Feb 2022 | €9.8b | €11.2b | €585.5m | 16.6x | 16.7x | 0.9x |
| Mon, 17 Jan 2022 | €9.7b | €11.3b | €603.3m | 15.5x | 16x | 0.9x |
| Wed, 15 Dec 2021 | €9.9b | €11.3b | €603.4m | 15.6x | 16.5x | 0.9x |
| Fri, 12 Nov 2021 | €9.9b | €11.3b | €609.1m | 15.8x | 16.3x | 0.9x |
| Sun, 10 Oct 2021 | €9.0b | €11.3b | €608.4m | 14.7x | 14.8x | 0.8x |
| Tue, 07 Sep 2021 | €10.1b | €11.2b | €588.7m | 17.2x | 17.1x | 0.9x |
| Thu, 05 Aug 2021 | €10.0b | €11.2b | €588.7m | 17.5x | 16.9x | 0.9x |
| Sun, 09 May 2021 | €10.9b | €10.6b | €488.8m | 20.5x | 22.3x | 1x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are relatively neutral on the French Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.0x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 3.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | 0.37% | |
| Consumer Discretionary | 1.33% | |
| Consumer Durables | -2.07% | |
| Housewares and Specialties | -0.18% | |
| Home Furnishings | -1.17% | |
| Household Appliances | -1.94% | |
| Consumer Electronics | -2.63% | |
| Homebuilding | -3.58% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 15.6x.
- Analysts are expecting annual earnings growth of 14.0%, which is lower than the prior year's growth of 22.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 27% over the next 5 years.
- However this is lower than its past earnings growth rate of 48% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 5.4% 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 | |
|---|---|---|---|---|---|
| ALU10 U10 | €1.16 | 2.7% +€512.1k | 2.7% | PS0.1x | |
| ALAIR Groupe Airwell Société anonyme | €5.20 | 1.0% +€302.5k | -14.0% | PE27.5x |
