Narrative Update • May 21

Over the last 7 days, the Asset Management industry has remained flat. 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 |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | €23.3b | €7.8b | €1.9b | 14.4x | 12.6x | 3x |
| Thu, 23 Apr 2026 | €21.8b | €7.7b | €1.8b | 26.7x | 12.1x | 2.8x |
| Sat, 21 Mar 2026 | €19.7b | €4.4b | €1.6b | 19.1x | 12.1x | 4.4x |
| Mon, 16 Feb 2026 | €20.9b | €4.5b | €1.7b | 18x | 12.3x | 4.6x |
| Wed, 14 Jan 2026 | €20.5b | €7.9b | €1.9b | 17x | 10.6x | 2.6x |
| Fri, 12 Dec 2025 | €18.7b | €7.9b | €1.9b | 16.8x | 9.7x | 2.4x |
| Sun, 09 Nov 2025 | €18.9b | €7.9b | €1.9b | 16.7x | 9.7x | 2.4x |
| Tue, 07 Oct 2025 | €20.9b | €8.0b | €2.0b | 21.4x | 10.3x | 2.6x |
| Thu, 04 Sep 2025 | €19.9b | €8.0b | €2.0b | 26.1x | 9.8x | 2.5x |
| Sat, 02 Aug 2025 | €20.2b | €7.8b | €1.6b | 26x | 12.8x | 2.6x |
| Mon, 30 Jun 2025 | €22.0b | €7.9b | €1.6b | 23.4x | 13.6x | 2.8x |
| Wed, 28 May 2025 | €22.0b | €7.9b | €1.6b | 22.4x | 13.6x | 2.8x |
| Fri, 25 Apr 2025 | €20.2b | €7.8b | €1.6b | 15.5x | 12.3x | 2.6x |
| Sun, 23 Mar 2025 | €22.1b | €4.7b | €1.7b | 16.2x | 12.9x | 4.7x |
| Tue, 18 Feb 2025 | €21.5b | €4.6b | €1.7b | 17.3x | 12.3x | 4.7x |
| Thu, 16 Jan 2025 | €20.3b | €7.3b | €1.6b | 16.4x | 12.6x | 2.8x |
| Sat, 14 Dec 2024 | €20.4b | €7.3b | €1.6b | 17.1x | 12.6x | 2.8x |
| Mon, 11 Nov 2024 | €20.9b | €7.2b | €1.6b | 16.3x | 13x | 2.9x |
| Wed, 09 Oct 2024 | €22.1b | €7.1b | €1.6b | 17.9x | 14.1x | 3.1x |
| Fri, 06 Sep 2024 | €21.8b | €7.0b | €1.6b | 26.4x | 13.9x | 3.1x |
| Sun, 04 Aug 2024 | €21.3b | €7.0b | €1.6b | 26.6x | 13.6x | 3x |
| Tue, 02 Jul 2024 | €20.5b | €7.0b | €1.6b | 26x | 13.2x | 2.9x |
| Thu, 30 May 2024 | €22.5b | €7.1b | €1.5b | 21.1x | 14.5x | 3.2x |
| Sat, 27 Apr 2024 | €21.4b | €7.1b | €1.5b | 25.3x | 13.8x | 3x |
| Mon, 25 Mar 2024 | €20.7b | €4.3b | €1.6b | 25.3x | 13x | 4.8x |
| Wed, 21 Feb 2024 | €20.9b | €4.2b | €1.5b | 35.5x | 13.7x | 4.9x |
| Fri, 19 Jan 2024 | €21.5b | €7.3b | €1.4b | 35.1x | 15x | 3x |
| Sun, 17 Dec 2023 | €21.0b | €7.3b | €1.4b | 34.1x | 14.7x | 2.9x |
| Tue, 14 Nov 2023 | €19.0b | €7.3b | €1.4b | 34.3x | 13.3x | 2.6x |
| Thu, 12 Oct 2023 | €19.4b | €7.3b | €1.5b | 35.7x | 13.3x | 2.7x |
| Sat, 09 Sep 2023 | €19.9b | €7.2b | €1.4b | 23.7x | 14.6x | 2.8x |
| Mon, 07 Aug 2023 | €20.6b | €7.2b | €1.4b | 23.5x | 15.2x | 2.9x |
| Wed, 05 Jul 2023 | €21.3b | €7.2b | €1.4b | 12.9x | 14.7x | 2.9x |
| Fri, 02 Jun 2023 | €20.4b | €7.2b | €1.4b | 13.1x | 14.1x | 2.8x |
14.1x
How does French Asset Management compare with similar industries?
| FR Market | 3.43% | |
| Financials | 3.73% | |
| Capital Markets | 2.51% | |
| Asset Management | 2.16% | |
| Financial Exchanges and Data | 3.19% | |
| Investment Banking and Brokerage | 1.40% | |
| Diversified Capital Markets | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMUN Amundi | €87.00 | 2.9% +€497.9m | 18.2% | PE10.8x | |
| TKO Tikehau Capital | €17.86 | 1.2% +€38.1m | -7.3% | PE72.3x | |
| FINM Financière Marjos | €1.31 | 42.4% +€7.8m | 1,010.2% | PS419.7x | |
| IDIP IDI | €73.40 | 1.1% +€5.7m | -1.1% | PE8.9x | |
| ALBON Compagnie Lebon | €111.00 | 2.3% +€2.8m | 20.7% | PE30.7x |