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French (CAC) Hospitality Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies23
  • 7D-2.0%
  • 3M-4.1%
  • 1Y-10.6%
  • YTD-4.0%

Over the last 7 days, the Hospitality industry has dropped 2.0%, driven by Sodexo declining 4.3%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the French Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026€27.7b€43.7b€1.7b12.7x15.9x0.6x
Fri, 20 Feb 2026€30.9b€43.5b€2.1b14.2x14.8x0.7x
Sun, 18 Jan 2026€29.1b€43.5b€2.0b15.6x14.2x0.7x
Tue, 16 Dec 2025€29.4b€42.5b€2.0b15.8x14.4x0.7x
Thu, 13 Nov 2025€29.5b€43.3b€1.9b15.4x15.2x0.7x
Sat, 11 Oct 2025€29.4b€43.4b€1.9b16.1x15.3x0.7x
Mon, 08 Sep 2025€29.5b€43.4b€1.9b16x15.4x0.7x
Wed, 06 Aug 2025€29.9b€43.4b€1.9b16.3x15.6x0.7x
Fri, 04 Jul 2025€31.8b€42.9b€2.0b15.8x15.9x0.7x
Sun, 01 Jun 2025€32.9b€42.8b€2.0b16.2x16.5x0.8x
Tue, 29 Apr 2025€29.9b€42.6b€1.9b12.2x15.4x0.7x
Thu, 27 Mar 2025€30.9b€42.2b€2.0b12.2x15.5x0.7x
Sat, 22 Feb 2025€34.3b€41.6b€2.1b14.6x16.6x0.8x
Mon, 20 Jan 2025€33.9b€41.6b€2.1b13.7x16.3x0.8x
Wed, 18 Dec 2024€35.6b€41.6b€2.1b15.2x17.1x0.9x
Fri, 15 Nov 2024€36.0b€41.3b€2.1b16.1x17.6x0.9x
Sun, 13 Oct 2024€33.6b€40.7b€2.0b14.8x16.5x0.8x
Tue, 10 Sep 2024€34.1b€40.7b€2.0b15.6x16.8x0.8x
Thu, 08 Aug 2024€32.7b€40.7b€2.0b13.7x16.1x0.8x
Sat, 06 Jul 2024€32.9b€40.2b€2.0b16.1x16.6x0.8x
Mon, 03 Jun 2024€34.5b€40.2b€2.0b17.5x17.4x0.9x
Wed, 01 May 2024€35.0b€39.5b€1.9b17.7x18.1x0.9x
Fri, 29 Mar 2024€35.3b€38.9b€1.8b17.6x19.9x0.9x
Sun, 25 Feb 2024€34.2b€38.7b€1.7b17.6x19.9x0.9x
Tue, 23 Jan 2024€37.4b€38.6b€1.6b17.4x22.9x1x
Thu, 21 Dec 2023€35.4b€38.6b€1.6b16.7x21.7x0.9x
Sat, 18 Nov 2023€34.8b€38.0b€2.4b14.9x14.7x0.9x
Mon, 16 Oct 2023€33.4b€38.2b€2.6b14.8x12.9x0.9x
Wed, 13 Sep 2023€35.2b€38.2b€2.6b16.5x13.6x0.9x
Fri, 11 Aug 2023€35.0b€38.1b€2.6b16.2x13.5x0.9x
Sun, 09 Jul 2023€35.1b€37.4b€2.4b11.6x14.6x0.9x
Tue, 06 Jun 2023€36.4b€39.1b€2.7b9.3x13.3x0.9x
Thu, 04 May 2023€35.6b€36.7b€2.2b11x16.4x1x
Sat, 01 Apr 2023€33.4b€34.8b€2.0b13.3x16.4x1x
Price to Earnings Ratio

16.4x


Total Market Cap: €33.4bTotal Earnings: €2.0bTotal Revenue: €34.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Hospitality Industry Price to Earnings3Y Average 16.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the French Hospitality 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 16.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have declined 5.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.8% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the French Consumer Discretionary industry?

FR Market-3.22%
Consumer Discretionary-4.86%
Hospitality-2.05%
Hotels, Resorts and Cruise Lines-0.90%
Casinos and Gaming-1.04%
Restaurants-4.10%
Leisure Facilities-5.77%
Industry PE
  • Investors are most optimistic about the Hotels, Resorts and Cruise Lines industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings decline of 6.8% per year.
  • Investors are most pessimistic about the Restaurants industry, which is trading below its 3-year average of 20.3x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings growth rate of 4.8% per year.
  • In contrast, the Restaurants industry is expected to see its earnings grow by 3.8% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
FCMC Société Fermière du Casino Municipal de Cannes€2.08k4.0%
+€12.6m		44.4%PE11.5x
MLCMB Compagnie Du Mont-Blanc€270.005.5%
+€12.6m		82.4%PE12.5x
MLHOT Hotelim Société Anonyme€54.507.9%
+€3.9m		9.0%n/a
ALKLN Kaleon€3.952.3%
+€1.2m		n/aPE26.6x
SFCA Société Française de Casinos Société Anonyme€2.0612.6%
+€1.2m		15.1%PE9.5x

Latest News

FDJU
€25.18
FDJ United
7D
-0.8%
1Y
-15.1%

FDJU: Lower Revenue Outlook Will Drive Bearish Repricing Ahead

FDJ United's updated analyst price target has edged down to €22.0 from €22.5, as analysts factor in a lower revenue growth outlook, along with slightly different assumptions for the discount rate, profit margin and future P/E multiples. Analyst Commentary Recent research updates point to a more cautious stance on FDJ United, with price targets adjusted to reflect lower growth assumptions and questions around how the current valuation lines up with execution risks.
AC
€40.91
Accor
7D
-0.6%
1Y
-8.9%

AC: Upgraded Rating And Refined Earnings Assumptions Will Support Future Upside

Accor's updated analyst price target shifts modestly in line with a fair value move from about €56.96 to €56.68, as analysts point to recent upgrades and higher Street targets around €52 to €61 as support for a slightly refined view on growth, margins and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a cluster of higher price targets in the €55 to €61 range as evidence that current valuation assumptions may already reflect cautious scenarios on growth and margins.
SW
€42.48
Sodexo
7D
-4.3%
1Y
-31.5%

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
ELIOR
€2.44
Elior Group
7D
-1.9%
1Y
-6.3%

ELIOR: Share Buyback Program Will Support Undervalued Profile And Future Upside Potential

Analysts have maintained their price target for Elior Group at €3.12, based on unchanged assumptions regarding fair value, discount rate, expected revenue growth, profit margin and future P/E. What's in the News Elior Group SA plans to commence share repurchases on February 9, 2026, under a program authorized by shareholders at the Combined Shareholder’s Meeting on February 4, 2026 (Key Developments).
SFCA
€2.06
Société Française de Casinos Société Anonyme
7D
12.6%
1Y
15.1%
FCMC
€2,080.00
Société Fermière du Casino Municipal de Cannes
7D
4.0%
1Y
44.4%
CDA
€23.80
Compagnie des Alpes
7D
-8.5%
1Y
54.7%
MLHMC
€5,950.00
Hotel Majestic Cannes
7D
-9.8%
1Y
15.5%
VAC
€1.67
Pierre et Vacances
7D
-5.2%
1Y
12.5%

Pierre et Vacances SA's (EPA:VAC) CEO Compensation Looks Acceptable To Us And Here's Why

Feb 06
Pierre et Vacances SA's (EPA:VAC) CEO Compensation Looks Acceptable To Us And Here's Why
BAIN
€129.50
Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco
7D
-1.9%
1Y
25.1%

Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%

Jan 31
Earnings Not Telling The Story For Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco (EPA:BAIN) After Shares Rise 25%
MLHOT
€54.50
Hotelim Société Anonyme
7D
7.9%
1Y
9.0%
MLCMB
€270.00
Compagnie Du Mont-Blanc
7D
5.5%
1Y
82.4%
ALKLN
€3.95
Kaleon
7D
2.3%
1Y
n/a
HDP
€2.02
Les Hôtels de Paris
7D
4.7%
1Y
46.4%