Narrative Update • Jun 26
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French (CAC) Energy Sector Analysis
UpdatedJun 30, 2026
DataAggregated Company Financials
Companies17
- 7D-4.8%
- 3M-14.5%
- 1Y22.8%
- YTD18.5%
Over the last 7 days, the Energy industry has dropped 4.8%, driven by pullbacks in TotalEnergies and Bolloré of 2.7% and 25%, respectively. Over the past 12 months, the industry was up 23%. Looking forward, earnings are forecast to grow by 4.8% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | €186.7b | €189.0b | €14.9b | 16.5x | 12.5x | 1x |
| Thu, 28 May 2026 | €207.4b | €189.4b | €14.7b | 16.6x | 14.1x | 1.1x |
| Sat, 25 Apr 2026 | €204.9b | €187.1b | €13.0b | 17.7x | 15.8x | 1.1x |
| Mon, 23 Mar 2026 | €201.9b | €189.2b | €13.1b | 15.5x | 15.4x | 1.1x |
| Wed, 18 Feb 2026 | €173.0b | €186.0b | €12.8b | 15.5x | 13.5x | 0.9x |
| Fri, 16 Jan 2026 | €155.8b | €190.1b | €14.0b | 14.9x | 11.2x | 0.8x |
| Sun, 14 Dec 2025 | €139.0b | €185.1b | €13.4b | 14.9x | 10.4x | 0.8x |
| Tue, 11 Nov 2025 | €138.5b | €187.8b | €13.5b | 15.5x | 10.2x | 0.7x |
| Thu, 09 Oct 2025 | €132.6b | €189.6b | €12.2b | 14.9x | 10.9x | 0.7x |
| Sat, 06 Sep 2025 | €133.5b | €191.6b | €12.3b | 13.6x | 10.8x | 0.7x |
| Mon, 04 Aug 2025 | €133.8b | €193.6b | €12.5b | 11.1x | 10.7x | 0.7x |
| Wed, 02 Jul 2025 | €136.8b | €194.6b | €13.3b | 14.9x | 10.3x | 0.7x |
| Fri, 30 May 2025 | €134.1b | €200.6b | €13.7b | 14.5x | 9.8x | 0.7x |
| Sun, 27 Apr 2025 | €136.3b | €203.7b | €15.4b | 14.8x | 8.9x | 0.7x |
| Tue, 25 Mar 2025 | €150.4b | €212.9b | €16.1b | 14.5x | 9.3x | 0.7x |
| Thu, 20 Feb 2025 | €151.9b | €219.6b | €16.8b | 12.6x | 9x | 0.7x |
| Sat, 18 Jan 2025 | €148.7b | €230.0b | €18.2b | 12.8x | 8.2x | 0.6x |
| Mon, 16 Dec 2024 | €139.1b | €226.1b | €17.8b | 11.2x | 7.8x | 0.6x |
| Wed, 13 Nov 2024 | €144.0b | €224.1b | €17.7b | 11.8x | 8.2x | 0.6x |
| Fri, 11 Oct 2024 | €158.7b | €224.8b | €21.2b | 10.3x | 7.5x | 0.7x |
| Sun, 08 Sep 2024 | €153.4b | €222.0b | €21.0b | 10.2x | 7.3x | 0.7x |
| Tue, 06 Aug 2024 | €152.7b | €224.3b | €21.2b | 8.9x | 7.2x | 0.7x |
| Thu, 04 Jul 2024 | €167.2b | €229.7b | €21.8b | 11.3x | 7.7x | 0.7x |
| Sat, 01 Jun 2024 | €173.4b | €228.7b | €21.7b | 12.5x | 8x | 0.8x |
| Mon, 29 Apr 2024 | €178.8b | €231.7b | €22.3b | 8x | 8x | 0.8x |
| Wed, 27 Mar 2024 | €169.4b | €238.0b | €21.1b | 9.2x | 8x | 0.7x |
| Fri, 23 Feb 2024 | €157.9b | €238.2b | €21.1b | 8.1x | 7.5x | 0.7x |
| Sun, 21 Jan 2024 | €151.9b | €245.3b | €19.3b | 8.6x | 7.9x | 0.6x |
| Tue, 19 Dec 2023 | €161.1b | €244.8b | €19.2b | 9x | 8.4x | 0.7x |
| Thu, 16 Nov 2023 | €164.2b | €246.3b | €19.3b | 8.8x | 8.5x | 0.7x |
| Sat, 14 Oct 2023 | €166.1b | €263.4b | €19.9b | 8.2x | 8.4x | 0.6x |
| Mon, 11 Sep 2023 | €161.1b | €259.2b | €19.5b | 8.4x | 8.3x | 0.6x |
| Wed, 09 Aug 2023 | €147.8b | €254.0b | €19.0b | 8.9x | 7.8x | 0.6x |
| Fri, 07 Jul 2023 | €135.8b | €275.6b | €20.9b | 10.3x | 6.5x | 0.5x |
Price to Earnings Ratio
6.5x
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 12.5x which is higher than its 3-year average PE of 9.5x.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Energy industry have declined 11% per year over the last three years,
- Revenues have also declined 12% 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 | -0.27% | |
| Energy | -4.77% | |
| Oil and Gas | -4.63% | |
| Energy Services | -6.85% | |
Industry PE
- Investors are most optimistic about the Energy Services industry which is trading above its 3-year average PE ratio of 12.4x.
- Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings decline of 13.2% 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 9.4x.
Forecasted Growth
- Analysts are most optimistic on the Energy Services industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Oil and Gas industry is expected to see its earnings grow by 4.1% 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 | |
|---|---|---|---|---|---|
| BOL Bolloré | €4.06 | 1.1% +€129.2m | -23.5% | PE34.6x | |
| FDE La Française de l'Energie | €40.95 | 8.9% +€17.7m | 7.1% | PE80.2x | |
| EC TotalEnergies EP Gabon Société Anonyme | €204.50 | 0.2% +€2.3m | 8.8% | PE22.7x | |
| ALEO2 Eo2 Société Anonyme | €2.82 | 6.0% +€380.4k | -8.4% | PS0.2x | |
| ALDOL Dolfines | €0.84 | 0.2% +€4.8k | -64.8% | PE2.6x |
