French (CAC) Energy Sector Analysis

Sector Valuation and Performance

Has the French Energy Sector valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 15 Aug 2026	€201.8b	€198.0b	€17.1b	16.4x	11.8x	1x
Mon, 13 Jul 2026	€185.7b	€189.1b	€15.0b	16.8x	12.4x	1x
Wed, 10 Jun 2026	€209.7b	€190.7b	€14.8b	17.2x	14.2x	1.1x
Fri, 08 May 2026	€205.0b	€187.9b	€14.6b	16.4x	14.1x	1.1x
Sun, 05 Apr 2026	€208.4b	€189.9b	€13.2b	15.7x	15.8x	1.1x
Tue, 03 Mar 2026	€181.0b	€186.0b	€12.9b	15.8x	14x	1x
Thu, 29 Jan 2026	€163.2b	€185.7b	€13.6b	14.5x	12x	0.9x
Sat, 27 Dec 2025	€138.8b	€184.6b	€13.3b	14.6x	10.4x	0.8x
Mon, 24 Nov 2025	€140.9b	€188.2b	€13.6b	15.1x	10.3x	0.7x
Wed, 22 Oct 2025	€134.2b	€189.8b	€12.2b	15.3x	11x	0.7x
Fri, 19 Sep 2025	€134.3b	€190.6b	€12.3b	13.7x	10.9x	0.7x
Sun, 17 Aug 2025	€138.4b	€191.8b	€12.4b	11.2x	11.2x	0.7x
Tue, 15 Jul 2025	€139.5b	€196.2b	€13.4b	13.1x	10.4x	0.7x
Thu, 12 Jun 2025	€139.0b	€198.9b	€13.6b	14.4x	10.2x	0.7x
Sat, 10 May 2025	€134.5b	€202.3b	€13.9b	13.5x	9.7x	0.7x
Mon, 07 Apr 2025	€135.4b	€210.3b	€15.9b	13.8x	8.5x	0.6x
Wed, 05 Mar 2025	€146.4b	€218.6b	€16.9b	13.1x	8.6x	0.7x
Fri, 31 Jan 2025	€144.5b	€227.6b	€18.0b	12.7x	8x	0.6x
Sun, 29 Dec 2024	€137.7b	€227.4b	€18.0b	11x	7.7x	0.6x
Tue, 26 Nov 2024	€144.6b	€226.5b	€17.9b	10.7x	8.1x	0.6x
Thu, 24 Oct 2024	€152.9b	€227.4b	€21.5b	9.8x	7.1x	0.7x
Sat, 21 Sep 2024	€158.9b	€220.8b	€20.8b	11.3x	7.6x	0.7x
Mon, 19 Aug 2024	€160.0b	€223.2b	€21.1b	9.1x	7.6x	0.7x
Wed, 17 Jul 2024	€161.6b	€227.8b	€21.6b	11.9x	7.5x	0.7x
Fri, 14 Jun 2024	€165.9b	€230.7b	€21.9b	12.1x	7.6x	0.7x
Sun, 12 May 2024	€177.7b	€230.4b	€21.9b	12.6x	8.1x	0.8x
Tue, 09 Apr 2024	€182.1b	€237.6b	€21.1b	9.5x	8.6x	0.8x
Thu, 07 Mar 2024	€161.2b	€236.8b	€21.1b	7x	7.6x	0.7x
Sat, 03 Feb 2024	€160.2b	€247.2b	€19.5b	8.7x	8.2x	0.6x
Mon, 01 Jan 2024	€161.5b	€242.5b	€19.0b	8.9x	8.5x	0.7x
Wed, 29 Nov 2023	€165.7b	€243.2b	€19.1b	9x	8.7x	0.7x
Fri, 27 Oct 2023	€158.2b	€262.7b	€19.8b	8.5x	8x	0.6x
Sun, 24 Sep 2023	€164.0b	€260.3b	€19.6b	8.2x	8.4x	0.6x
Tue, 22 Aug 2023	€152.4b	€255.1b	€19.1b	8.6x	8x	0.6x

Current Industry PE

Investors are optimistic on the French Energy industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 11.7x which is higher than its 3-year average PE of 9.7x.

The 3-year average PS ratio of 0.75x is lower than the industry's current PS ratio of 1.0x.

Past Earnings Growth

The earnings for companies in the Energy industry have declined 3.6% per year over the last three years,
Revenues have also declined 8.1% per year.
This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the French Energy sector?


FR Market	-1.08%
Energy	2.43%
Energy Services	2.94%
Oil and Gas	2.40%

Industry PE

Investors are most optimistic about the Energy Services industry which is trading above its 3-year average PE ratio of 11.9x.

Analysts are expecting annual earnings growth of 19.4%, which is higher than its past year's earnings decline of 16.4% per year.

Investors are most pessimistic about the Oil and Gas industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.6x.

Forecasted Growth

Analysts are most optimistic on the Energy Services industry, expecting annual earnings growth of 19% over the next 5 years.
This is better than its past earnings decline of 16% per year.

In contrast, the Oil and Gas industry is expected to see its earnings growth to stay flat 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
TTE TotalEnergies	€75.78	2.3% +€3.8b	41.7%	PE10.9x
TE Technip Energies	€31.30	7.1% +€358.1m	-23.0%	PE19.9x
GTT Gaztransport & Technigaz	€206.40	4.8% +€348.5m	31.0%	PE17.2x
BOL Bolloré	€3.87	2.2% +€230.4m	-22.4%	PE33x
MAU Etablissements Maurel & Prom	€8.13	2.9% +€45.9m	53.6%	PE3.8x

Lionsgate Studios Reportedly Attracts Takeover Interest from Bollore and Banijay

Lionsgate Studios Corp. (NYSE:LION) the entertainment company behind the "Hunger Games" and "John Wick" franchises, is exploring a sale and has attracted takeover interest from Bolloré SE (ENXTPA:BOL), as consolidation accelerates across the media industry, three people familiar with the matter said. The company, which has a market value of about $3.8 billion, has been working with an investment bank to evaluate inbound approaches, the sources said, requesting anonymity because the discussions are confidential. Sources warn a deal is not certain, and Lionsgate could still remain independent. Banijay Group N.V. (ENXTAM:BNJ), the television production company behind hits such as "Big Brother" and "Survivor" that earlier this year completed its merger with All3Media, is among other suitors that have considered a bid for Lionsgate Studios, two of the people said. A bid from Banijay may take time as the company remains focused on integrating All3Media, another source added. Bollore wants to bolster the production capabilities of Canal+, the pay-TV company in which it holds a controlling interest. Lionsgate and Banijay declined to comment. Bollore did not respond to a request for comment made outside of business hours. Shares in Lionsgate jumped as much as 9% in after-hours trading following the report by Reuters on possible takeover interest. The interest reflects a broader push by European media companies to build scale and secure sought-after intellectual property as they compete with global streaming giants. Lionsgate Studios owns a catalogue of films and television series that includes "The Twilight Saga" franchises and the recent Michael Jackson biopic "Michael," which grossed more than $1 billion at the box office. The discussions come as Lionsgate director and shareholder Mark Rachesky earlier this month transferred the roughly 10% stake he holds through his private equity fund into a newly created investment vehicle backed by RenWave Kore, according to a securities filing. RenWave Kore, founded in 2024 by Cody Kittle, a former portfolio manager at activist investor Elliott Investment Management, is backed by Sequoia Heritage. The valuation sought by shareholders could make it difficult for bidders to reach an agreement, two of the sources said. One of them added that previous interested parties walked away because of price expectations. Investors are paying 26 times expected pretax profit for shares in Lionsgate, according to LSEG data, a premium to peer companies.

French (CAC) Energy Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

VK: Future Cash Returns And Q2 Execution Will Support Repriced Upside

TotalEnergies to Shift US Wind Investments After $3.9 Billion Government Compensation

New major risk - Shareholder dilution

Price target decreased by 7.1% to €41.06

First half 2026 earnings released: EPS: US$0.92 (vs US$0.52 in 1H 2025)

VIRI: Fair Value Will Depend On New CEO Execution And Board Stability

GTT: Strong Orderbook And Dividend Will Support Future Upside Potential

Investor sentiment improves as stock rises 19%

New minor risk - Share price stability

Lionsgate Studios Reportedly Attracts Takeover Interest from Bollore and Banijay