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French (CAC) Financials Sector Analysis

UpdatedMay 13, 2026
DataAggregated Company Financials
Companies55
  • 7D0.3%
  • 3M-1.2%
  • 1Y4.9%
  • YTD0.8%

In the last week, the Financials industry is up 3.0%, with BNP Paribas up 1.8%. This means that the industry has gained 6.8% over the past year. Looking forward, earnings are forecast to grow by 8.5% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 May 2026€357.0b€244.5b€31.0b11x11.5x1.5x
Fri, 10 Apr 2026€361.1b€243.5b€30.7b11.9x11.8x1.5x
Sun, 08 Mar 2026€340.6b€226.0b€33.0b11.7x10.3x1.5x
Tue, 03 Feb 2026€360.5b€241.9b€31.3b12.1x11.5x1.5x
Thu, 01 Jan 2026€345.4b€241.9b€31.3b12x11x1.4x
Sat, 29 Nov 2025€324.2b€241.9b€31.3b11.3x10.4x1.3x
Mon, 27 Oct 2025€319.1b€241.6b€29.9b12.9x10.7x1.3x
Wed, 24 Sep 2025€334.1b€251.3b€32.4b11.8x10.3x1.3x
Fri, 22 Aug 2025€350.2b€251.3b€32.5b12.1x10.8x1.4x
Sun, 20 Jul 2025€341.0b€247.9b€34.5b12.4x9.9x1.4x
Tue, 17 Jun 2025€337.8b€247.9b€34.5b10.8x9.8x1.4x
Thu, 15 May 2025€343.8b€247.9b€34.5b11.2x10x1.4x
Sat, 12 Apr 2025€297.7b€233.9b€31.2b9.1x9.5x1.3x
Mon, 10 Mar 2025€326.5b€221.2b€32.2b9.7x10.1x1.5x
Wed, 05 Feb 2025€289.1b€242.9b€33.3b8.9x8.7x1.2x
Fri, 03 Jan 2025€270.0b€242.0b€31.9b8.2x8.5x1.1x
Sun, 01 Dec 2024€254.8b€230.6b€29.4b7.7x8.7x1.1x
Tue, 29 Oct 2024€275.2b€230.1b€27.5b8.4x10x1.2x
Thu, 26 Sep 2024€268.7b€230.2b€27.5b8.1x9.8x1.2x
Sat, 24 Aug 2024€262.3b€230.0b€27.4b9.1x9.6x1.1x
Mon, 22 Jul 2024€266.0b€224.7b€29.6b8.2x9x1.2x
Wed, 19 Jun 2024€254.7b€224.8b€29.6b8x8.6x1.1x
Fri, 17 May 2024€292.7b€224.7b€29.6b9.6x9.9x1.3x
Sun, 14 Apr 2024€275.8b€221.8b€28.1b8.2x9.8x1.2x
Tue, 12 Mar 2024€262.1b€236.7b€29.2b7.4x9x1.1x
Thu, 08 Feb 2024€250.9b€259.7b€34.7b8x7.2x1x
Sat, 06 Jan 2024€277.6b€311.2b€36.0b9x7.7x0.9x
Mon, 04 Dec 2023€264.3b€311.6b€37.5b8.3x7x0.8x
Wed, 01 Nov 2023€249.4b€309.7b€36.9b9x6.8x0.8x
Fri, 29 Sep 2023€267.4b€309.5b€37.0b9x7.2x0.9x
Sun, 27 Aug 2023€267.0b€308.5b€37.0b9x7.2x0.9x
Tue, 25 Jul 2023€274.7b€300.2b€29.7b10.1x9.2x0.9x
Thu, 22 Jun 2023€267.5b€300.1b€29.8b9.6x9x0.9x
Sat, 20 May 2023€282.4b€300.6b€29.7b9.6x9.5x0.9x
Price to Earnings Ratio

9.5x


Total Market Cap: €282.4bTotal Earnings: €29.7bTotal Revenue: €300.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Financials Sector Price to Earnings3Y Average 9.4x202420252026
Current Industry PE
  • Investors are optimistic on the French Financials 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 9.4x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 6.7% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

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

FR Market-0.84%
Financials0.31%
Banks1.48%
Capital Markets0.33%
Mortgage Finance0%0
Consumer Finance0%0
Diversified Financial-0.083%
Insurance-2.38%
Industry PE
  • Investors are most optimistic about the Capital Markets industry, which is trading close to its 3-year average PE ratio of 13.8x.
    • Analysts are expecting annual earnings growth of 7.9%, which is lower than the prior year's growth of 9.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Financial industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Insurance industry is expected to see its earnings grow by 6.1% 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
BNP BNP Paribas€90.411.8%
+€1.8b		14.3%PB0.8x
ACA Crédit Agricole€16.931.7%
+€831.9m		-0.6%PB0.7x
GLE Société Générale Société anonyme€66.780.7%
+€335.8m		41.4%PB0.7x
SCR SCOR€31.044.7%
+€235.6m		13.0%PE6.3x
AMUN Amundi€84.451.3%
+€223.5m		12.2%PE10.5x

Latest News

CRTO
€154.48
Caisse Régionale de Crédit Agricole Mutuel de la Touraine et du Poitou Société Coopérative
7D
4.7%
1Y
78.6%
AMUN
€84.45
Amundi
7D
1.3%
1Y
12.2%
Narrative Update • May 12

AMUN: Share Buybacks And Mixed P/E Views Will Shape Future Returns

Analysts have nudged the average price target for Amundi higher to about €84 from roughly €82, citing updated fair value estimates and slightly adjusted assumptions on discount rates, revenue trends, profit margins and future P/E levels. Analyst Commentary Recent research on Amundi shows a mix of optimism and caution, with several firms adjusting price targets in both directions and at least one downgrade alongside multiple upward revisions.
PLX
€12.02
Pluxee
7D
-2.9%
1Y
-42.1%
RF
€47.00
Eurazeo
7D
-1.3%
1Y
-32.1%
BNP
€90.41
BNP Paribas
7D
1.8%
1Y
14.3%
CS
€39.10
AXA
7D
-3.0%
1Y
-3.4%
Narrative Update • May 08

CS: Technical And Fee-Based Shift Plus Buybacks Will Support Measured Re-Rating

AXA's fair value estimate edges higher to €46.12 from €46.07 as analysts refine assumptions around revenue growth, profit margins and future P/E, supported by a series of recent price target increases and bullish initiations on the stock. Analyst Commentary Recent Street research around AXA has been active, with several price target revisions and fresh initiations feeding into the updated fair value estimate.
ANTIN
€9.93
Antin Infrastructure Partners SAS
7D
-6.1%
1Y
-6.5%
SCR
€31.04
SCOR
7D
4.7%
1Y
13.0%
ACA
€16.93
Crédit Agricole
7D
1.7%
1Y
-0.6%
TKO
€18.06
Tikehau Capital
7D
3.9%
1Y
-6.6%
Narrative Update • May 05

TKO: Future Returns Will Hinge On Execution And Discount Rate Risks

Analysts have trimmed their price target on Tikehau Capital by €5 to reflect updated assumptions on discount rates, profitability and future P/E expectations following recent downgrades and target cuts cited in Street research. Analyst Commentary Recent Street research on Tikehau Capital points to a more cautious tone, with price targets adjusted and ratings lowered to reflect updated assumptions on discount rates, profitability and future P/E expectations.
ENX
€141.40
Euronext
7D
-0.8%
1Y
-3.2%
Narrative Update • May 03

ENX: Elevated P/E And Dividend Policy Will Constrain Future Upside Potential

Analysts now place their average Euronext price target at about €123.72 versus €120.00 previously, reflecting updated views on fair value, discount rate, growth, margins and forward P/E assumptions. What's in the News Euronext proposes distributing 50% of 2025 reported net profit as a dividend on 2025 results, in line with its stated dividend distribution policy (company announcement).
EDEN
€21.02
Edenred
7D
-0.8%
1Y
-24.0%
Narrative Update • May 02

EDEN: Future Upside Will Rely On Discount Rate And P E Normalization

Edenred's updated analyst price target edges higher to about €27.01 from €26.41, reflecting analysts' refined assumptions on the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Edenred offers a mix of optimism and caution, with several price target changes in both directions over a relatively short period.
GLE
€66.78
Société Générale Société anonyme
7D
0.7%
1Y
41.4%
CAF
€108.06
Caisse Régionale de Crédit Agricole Mutuel de Paris et d'Ile-de-France
7D
-1.3%
1Y
51.8%
FMONC
€133.50
Financière Moncey Société anonyme
7D
-0.4%
1Y
11.5%
CRLA
€86.00
Caisse Régionale de Crédit Agricole Mutuel du Languedoc Société coopérative
7D
-1.5%
1Y
47.0%