Narrative Update • May 21

The Asset Management industry has stayed flat over the last week. As for the the longer term, the industry is up 8.6% over the past 12 months. Earnings are forecast to grow by 5.5% annually.
Has the French Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | €23.0b | €7.8b | €1.9b | 14.3x | 12.4x | 2.9x |
| Wed, 22 Apr 2026 | €22.0b | €7.7b | €1.8b | 26.1x | 12.2x | 2.9x |
| Fri, 20 Mar 2026 | €20.2b | €4.4b | €1.6b | 19.7x | 12.4x | 4.5x |
| Sun, 15 Feb 2026 | €20.9b | €4.5b | €1.7b | 18x | 12.3x | 4.6x |
| Tue, 13 Jan 2026 | €20.8b | €7.9b | €1.9b | 17x | 10.8x | 2.6x |
| Thu, 11 Dec 2025 | €18.8b | €7.9b | €1.9b | 16.8x | 9.7x | 2.4x |
| Sat, 08 Nov 2025 | €19.9b | €7.9b | €2.0b | 16.7x | 10.2x | 2.5x |
| Mon, 06 Oct 2025 | €21.2b | €8.0b | €2.0b | 25.7x | 10.5x | 2.7x |
| Wed, 03 Sep 2025 | €19.8b | €8.0b | €2.0b | 26x | 9.8x | 2.5x |
| Fri, 01 Aug 2025 | €20.7b | €7.8b | €1.6b | 26.7x | 13.2x | 2.7x |
| Sun, 29 Jun 2025 | €22.0b | €7.9b | €1.6b | 23.4x | 13.6x | 2.8x |
| Tue, 27 May 2025 | €22.0b | €7.9b | €1.6b | 22.5x | 13.6x | 2.8x |
| Thu, 24 Apr 2025 | €20.2b | €7.8b | €1.6b | 15.5x | 12.2x | 2.6x |
| Sat, 22 Mar 2025 | €22.1b | €4.7b | €1.7b | 16.2x | 12.9x | 4.7x |
| Mon, 17 Feb 2025 | €21.3b | €4.6b | €1.7b | 17.2x | 12.2x | 4.6x |
| Wed, 15 Jan 2025 | €19.9b | €7.3b | €1.6b | 16.1x | 12.3x | 2.7x |
| Fri, 13 Dec 2024 | €20.5b | €7.3b | €1.6b | 17.1x | 12.7x | 2.8x |
| Sun, 10 Nov 2024 | €20.9b | €7.2b | €1.6b | 16.3x | 13x | 2.9x |
| Tue, 08 Oct 2024 | €22.4b | €7.1b | €1.6b | 18.2x | 14.3x | 3.2x |
| Thu, 05 Sep 2024 | €21.7b | €7.0b | €1.6b | 26.3x | 13.9x | 3.1x |
| Sat, 03 Aug 2024 | €21.3b | €7.0b | €1.6b | 26.6x | 13.6x | 3x |
| Mon, 01 Jul 2024 | €20.1b | €7.0b | €1.6b | 25.8x | 12.9x | 2.9x |
| Wed, 29 May 2024 | €22.8b | €7.1b | €1.5b | 21.2x | 14.7x | 3.2x |
| Fri, 26 Apr 2024 | €20.9b | €7.1b | €1.5b | 24.8x | 13.6x | 3x |
| Sun, 24 Mar 2024 | €20.7b | €4.3b | €1.6b | 25.3x | 13x | 4.8x |
| Tue, 20 Feb 2024 | €20.9b | €4.2b | €1.5b | 35.8x | 13.8x | 4.9x |
| Thu, 18 Jan 2024 | €21.4b | €7.3b | €1.4b | 34.8x | 14.9x | 2.9x |
| Sat, 16 Dec 2023 | €21.0b | €7.3b | €1.4b | 34.1x | 14.7x | 2.9x |
| Mon, 13 Nov 2023 | €19.0b | €7.3b | €1.4b | 35x | 13.3x | 2.6x |
| Wed, 11 Oct 2023 | €19.3b | €7.3b | €1.5b | 36x | 13.2x | 2.6x |
| Fri, 08 Sep 2023 | €19.8b | €7.2b | €1.4b | 23.5x | 14.6x | 2.8x |
| Sun, 06 Aug 2023 | €20.6b | €7.2b | €1.4b | 23.5x | 15.2x | 2.9x |
| Tue, 04 Jul 2023 | €21.3b | €7.2b | €1.4b | 12.8x | 14.7x | 2.9x |
| Thu, 01 Jun 2023 | €20.3b | €7.2b | €1.4b | 13.1x | 14x | 2.8x |
14x
How does French Asset Management compare with similar industries?
| FR Market | 1.81% | |
| Financials | 1.95% | |
| Capital Markets | 2.83% | |
| Asset Management | 0.97% | |
| Financial Exchanges and Data | 6.03% | |
| Investment Banking and Brokerage | 1.56% | |
| Diversified Capital Markets | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMUN Amundi | €85.70 | 1.4% +€233.7m | 16.4% | PE10.6x | |
| TKO Tikehau Capital | €17.90 | 1.5% +€45.0m | -7.1% | PE72.5x | |
| FINM Financière Marjos | €1.22 | 32.6% +€6.0m | 933.9% | PS390.9x | |
| MLIRF Innovative-RFK | €1.69 | 0.6% +€102.1k | 32.0% | PE12.4x |