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French (CAC) Financials Sector Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies56
  • 7D0.4%
  • 3M17.6%
  • 1Y18.2%
  • YTD9.7%

The Financials industry has been flat over the last week, but Euronext has lost 4.4%. The past year has been better, since the industry has gained 18% in that time. Looking forward, earnings are forecast to grow by 8.0% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026€388.5b€244.4b€31.1b11.8x12.5x1.6x
Mon, 25 May 2026€363.3b€244.4b€31.1b11.5x11.7x1.5x
Wed, 22 Apr 2026€370.6b€243.5b€30.7b12.2x12.1x1.5x
Fri, 20 Mar 2026€333.3b€229.2b€33.0b11.5x10.1x1.5x
Sun, 15 Feb 2026€345.6b€240.0b€31.4b12x11x1.4x
Tue, 13 Jan 2026€351.1b€241.9b€31.3b11.9x11.2x1.5x
Thu, 11 Dec 2025€330.1b€241.9b€31.3b11.2x10.6x1.4x
Sat, 08 Nov 2025€307.7b€242.0b€31.3b11.7x9.8x1.3x
Mon, 06 Oct 2025€338.0b€241.7b€29.9b13x11.3x1.4x
Wed, 03 Sep 2025€321.6b€251.3b€32.5b11.5x9.9x1.3x
Fri, 01 Aug 2025€347.4b€248.0b€30.1b11.7x11.5x1.4x
Sun, 29 Jun 2025€337.0b€247.9b€34.5b11.6x9.8x1.4x
Tue, 27 May 2025€338.7b€247.9b€34.5b11.6x9.8x1.4x
Thu, 24 Apr 2025€324.8b€237.1b€31.2b10x10.4x1.4x
Sat, 22 Mar 2025€332.6b€224.6b€32.1b10.1x10.4x1.5x
Mon, 17 Feb 2025€308.0b€231.9b€31.1b9.1x9.9x1.3x
Wed, 15 Jan 2025€271.9b€242.0b€31.9b8.5x8.5x1.1x
Fri, 13 Dec 2024€266.5b€231.8b€29.5b7.9x9x1.1x
Sun, 10 Nov 2024€263.0b€231.5b€29.6b7.4x8.9x1.1x
Tue, 08 Oct 2024€265.8b€230.1b€27.5b8.7x9.7x1.2x
Thu, 05 Sep 2024€264.9b€230.0b€27.4b9.1x9.7x1.2x
Sat, 03 Aug 2024€255.7b€229.7b€27.6b9x9.3x1.1x
Mon, 01 Jul 2024€251.8b€224.7b€29.5b7.8x8.5x1.1x
Wed, 29 May 2024€287.5b€224.8b€29.5b9.6x9.7x1.3x
Fri, 26 Apr 2024€280.4b€224.5b€28.1b8.2x10x1.2x
Sun, 24 Mar 2024€272.5b€221.8b€28.7b8.8x9.5x1.2x
Tue, 20 Feb 2024€249.7b€244.5b€30.8b7.8x8.1x1x
Thu, 18 Jan 2024€272.6b€311.2b€36.0b9x7.6x0.9x
Sat, 16 Dec 2023€275.5b€311.6b€37.5b8.9x7.3x0.9x
Mon, 13 Nov 2023€253.4b€310.4b€35.9b9x7.1x0.8x
Wed, 11 Oct 2023€265.1b€309.6b€37.0b9x7.2x0.9x
Fri, 08 Sep 2023€265.7b€308.4b€36.9b9x7.2x0.9x
Sun, 06 Aug 2023€272.7b€309.4b€37.5b9.2x7.3x0.9x
Tue, 04 Jul 2023€273.1b€300.1b€29.7b9.9x9.2x0.9x
Price to Earnings Ratio

9.2x


Total Market Cap: €273.1bTotal Earnings: €29.7bTotal Revenue: €300.1bTotal Market Cap vs Earnings and Revenue0%0%0%
French Financials Sector Price to Earnings3Y Average 9.5x202420252026
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 12.5x which is higher than its 3-year average PE of 9.5x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
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 6.6% 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-1.14%
Financials0.35%
Insurance1.58%
Banks0.62%
Mortgage Finance0%0
Consumer Finance0%0
Capital Markets-2.48%
Diversified Financial-4.83%
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 5.6%, which is higher than its past year's earnings growth of 4.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Financial industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Capital Markets industry is expected to see its earnings grow by 5.6% 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
CS AXA€43.412.1%
+€1.9b		3.5%PE12.3x
SCR SCOR€31.981.7%
+€96.5m		14.2%PE6.5x
WLN Worldline€10.763.2%
+€19.1m		-91.3%PS0.2x
ALEFA Eduform'action Société Anonyme€0.3850.8%
+€2.5m		-21.8%PE42.7x
IDIP IDI€69.400.3%
+€1.4m		-8.4%PE8.4x

Latest News

BNP
€101.12
BNP Paribas
7D
-0.5%
1Y
31.5%
ACA
€17.52
Crédit Agricole
7D
-1.0%
1Y
9.4%
WLN
€10.76
Worldline
7D
3.2%
1Y
-91.3%
Narrative Update • Jun 25

WLN: Rights Issue And Asset Sales Will Support Future Rerating

Analysts have raised their Worldline fair value estimate to €12.80. They highlight recent asset sales, the rights issue, and a focus on cost control and portfolio optimization as key reasons for the higher price target.
ALERO
€3.18
Euroland Société anonyme
7D
5.3%
1Y
-3.0%
TKO
€16.40
Tikehau Capital
7D
-4.3%
1Y
-14.5%
Narrative Update • Jun 24

TKO: Extended Buybacks And Execution Will Shape Future Return Profile

Analysts have maintained their €17.00 price target on Tikehau Capital, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E that together support a broadly steady valuation outlook. What's in the News for Tikehau Capital Tikehau Capital extended its share repurchase mandate until February 26, 2027, with the program size set at €190 million, according to recent company announcements.
SCR
€31.98
SCOR
7D
1.7%
1Y
14.2%
EDEN
€22.50
Edenred
7D
-5.9%
1Y
-14.8%
Narrative Update • Jun 19

EDEN: Future Upside Will Rely On Cost Control And Float Income

The analyst price target for Edenred has been nudged higher to €27.53 from €27.01. This reflects updated views that incorporate a slightly different discount rate, modestly adjusted growth and margin assumptions, and recent Street research pointing to mixed but incrementally more supportive commentary on cost control, fuel tailwinds, and float revenues.
CS
€43.41
AXA
7D
2.1%
1Y
3.5%
Narrative Update • Jun 18

CS: Higher Fair Value And P/E Assumptions Will Support Measured Re Rating

Analysts have nudged the fair value estimate for AXA higher to €47.51 from €46.48, citing a series of upward revisions to price targets, including recent increases to around €77.10 from €57.40 and by €1 in other Street updates, alongside broadly supportive new coverage. Analyst Commentary Recent Street research on AXA offers a mix of optimism and caution that investors can weigh against the revised fair value estimate.
ENX
€140.40
Euronext
7D
-4.4%
1Y
-3.6%
Narrative Update • Jun 18

ENX: Fair Outlook As New Revenue Streams And Dividend Policy Shape Returns

The analyst price target for Euronext has edged higher from €155.33 to €156.40, as analysts factor in slightly stronger revenue growth assumptions, a modestly lower discount rate and recent target increases from banks including Deutsche Bank, Citi, Rothschild & Co Redburn and JPMorgan. Analyst Commentary on Euronext Recent research on Euronext points to generally constructive sentiment, with several banks adjusting price targets higher and refining their longer term assumptions on growth and risk.
GLE
€76.78
Société Générale Société anonyme
7D
-1.1%
1Y
57.1%
Narrative Update • Jun 16

GLE: Capital Return Hopes Will Face Ongoing Execution And Earnings Risks

Analyst fair value for Société Générale Société anonyme has edged from €65.43 to €65.32, with higher Street price targets from Citi and Deutsche Bank and an upgraded rating at Kepler Cheuvreux, reflecting analyst expectations for slightly stronger revenue growth, profit margins, and a modestly lower discount rate and forward P/E in their models. Analyst Commentary Recent Street research has tilted more supportive on Société Générale Société anonyme, with higher stated price targets and at least one shift to a more neutral stance.
RF
€40.40
Eurazeo
7D
-5.7%
1Y
-34.9%
New Narrative • Jun 09

Fee Pressure And Slower Asset Light Shift Will Eventually Reward Patient Capital

Catalysts About Eurazeo Eurazeo is a European private markets investment group with activities in private equity, private debt, real assets and wealth solutions, managing €39b of assets at the end of 2025. What are the underlying business or industry changes driving this perspective?
ALEFA
€0.38
Eduform'action Société Anonyme
7D
50.8%
1Y
-21.8%
IDIP
€69.40
IDI
7D
0.3%
1Y
-8.4%
CRTO
€138.50
Caisse Régionale de Crédit Agricole Mutuel de la Touraine et du Poitou Société Coopérative
7D
-11.8%
1Y
45.0%