Narrative Update • Jun 18
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- 7D-2.5%
- 3M-6.5%
- 1Y26.2%
- YTD25.3%
Over the last 7 days, the Oil and Gas industry has dropped 6.2%, driven by TotalEnergies declining 7.0%. This takes the industry's 12 month performance to a gain of 26%. As for the next few years, earnings are expected to grow by 3.9% per annum.
Industry Valuation and Performance
Has the French Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | €184.7b | €179.8b | €14.1b | 18.2x | 13.1x | 1x |
| Wed, 20 May 2026 | €204.8b | €178.0b | €14.0b | 18.4x | 14.7x | 1.2x |
| Fri, 17 Apr 2026 | €190.4b | €174.3b | €12.1b | 17.8x | 15.7x | 1.1x |
| Sun, 15 Mar 2026 | €179.3b | €179.4b | €12.6b | 17.8x | 14.2x | 1x |
| Tue, 10 Feb 2026 | €157.9b | €174.0b | €12.8b | 16.5x | 12.3x | 0.9x |
| Thu, 08 Jan 2026 | €137.3b | €176.8b | €13.0b | 16x | 10.5x | 0.8x |
| Sat, 06 Dec 2025 | €131.5b | €174.4b | €12.6b | 15.8x | 10.4x | 0.8x |
| Mon, 03 Nov 2025 | €127.0b | €175.9b | €12.8b | 15.5x | 10x | 0.7x |
| Wed, 01 Oct 2025 | €122.3b | €176.0b | €11.4b | 15.5x | 10.8x | 0.7x |
| Fri, 29 Aug 2025 | €126.0b | €180.0b | €11.6b | 12.1x | 10.8x | 0.7x |
| Sun, 27 Jul 2025 | €123.3b | €179.1b | €11.6b | 12.2x | 10.7x | 0.7x |
| Tue, 24 Jun 2025 | €131.2b | €185.4b | €12.7b | 17.2x | 10.3x | 0.7x |
| Thu, 22 May 2025 | €126.1b | €189.1b | €13.0b | 14.4x | 9.7x | 0.7x |
| Sat, 19 Apr 2025 | €124.2b | €191.5b | €14.5b | 15.7x | 8.6x | 0.6x |
| Mon, 17 Mar 2025 | €138.8b | €200.6b | €15.6b | 13x | 8.9x | 0.7x |
| Wed, 12 Feb 2025 | €141.6b | €209.9b | €16.3b | 14.8x | 8.7x | 0.7x |
| Fri, 10 Jan 2025 | €134.1b | €218.2b | €17.4b | 14x | 7.7x | 0.6x |
| Sun, 08 Dec 2024 | €132.5b | €213.3b | €17.0b | 11.3x | 7.8x | 0.6x |
| Tue, 05 Nov 2024 | €141.2b | €207.6b | €16.6b | 11.4x | 8.5x | 0.7x |
| Thu, 03 Oct 2024 | €144.2b | €210.7b | €20.2b | 12x | 7.1x | 0.7x |
| Sat, 31 Aug 2024 | €152.4b | €210.9b | €20.3b | 11.7x | 7.5x | 0.7x |
| Mon, 29 Jul 2024 | €152.7b | €214.6b | €20.7b | 9.6x | 7.4x | 0.7x |
| Wed, 26 Jun 2024 | €155.0b | €219.2b | €21.2b | 9.5x | 7.3x | 0.7x |
| Fri, 24 May 2024 | €162.2b | €217.5b | €21.0b | 10.1x | 7.7x | 0.7x |
| Sun, 21 Apr 2024 | €171.9b | €226.4b | €21.5b | 7.1x | 8x | 0.8x |
| Tue, 19 Mar 2024 | €159.5b | €225.2b | €20.3b | 7.7x | 7.9x | 0.7x |
| Thu, 15 Feb 2024 | €154.8b | €227.8b | €20.4b | 9.4x | 7.6x | 0.7x |
| Sat, 13 Jan 2024 | €150.8b | €231.9b | €18.4b | 9.4x | 8.2x | 0.7x |
| Mon, 11 Dec 2023 | €154.9b | €235.6b | €18.7b | 9.6x | 8.3x | 0.7x |
| Wed, 08 Nov 2023 | €154.0b | €237.1b | €18.8b | 9.3x | 8.2x | 0.6x |
| Fri, 06 Oct 2023 | €152.1b | €250.5b | €19.0b | 7.7x | 8x | 0.6x |
| Sun, 03 Sep 2023 | €149.9b | €245.2b | €18.6b | 8x | 8.1x | 0.6x |
| Tue, 01 Aug 2023 | €141.6b | €243.1b | €19.1b | 8.6x | 7.4x | 0.6x |
| Thu, 29 Jun 2023 | €133.0b | €262.6b | €20.7b | 7.3x | 6.4x | 0.5x |
Price to Earnings Ratio
6.4x
Current Industry PE
- Investors are optimistic on the French Oil and Gas industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.1x which is higher than its 3-year average PE of 9.4x.
- The 3-year average PS ratio of 0.73x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Oil and Gas industry have declined 12% 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 industry?
| FR Market | 0.066% | |
| Energy | -2.59% | |
| Oil and Gas | -2.50% | |
| Oil and Gas Storage and Transportation | -0.46% | |
| Integrated Oil and Gas | -2.64% | |
| Coal and Fuels | -3.96% | |
| Oil and Gas Refining and Marketing | -4.54% | |
| Oil and Gas Exploration and Production | -9.31% | |
Industry PE
- Investors are most optimistic about the Oil and Gas Storage and Transportation industry which is trading above its 3-year average PE ratio of 22.2x.
- Analysts are expecting annual earnings growth of 4.6%, which is lower than the prior year's growth of 18.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Coal and Fuels industry, expecting annual earnings growth of 60% over the next 5 years.
- In contrast, the Integrated Oil and Gas industry is expected to see its earnings grow by 3.6% 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 | €5.52 | 1.5% +€224.8m | 5.4% | PE47x | |
| DPAM Les Docks des Pétroles d'Ambès -SA | €950.00 | 4.4% +€3.9m | -2.6% | PE18.2x |
