Narrative Update • Aug 21

Over the last 7 days, the Asset Management industry has dropped 1.6%, driven by a pullback from Amundi of 2.0%. This takes the industry's 12 month performance to a gain of 22%. 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, 24 Aug 2026 | €24.3b | €8.4b | €1.8b | 13.8x | 13.8x | 2.9x |
| Wed, 22 Jul 2026 | €23.6b | €7.8b | €1.9b | 14.6x | 12.6x | 3x |
| Fri, 19 Jun 2026 | €22.5b | €7.8b | €1.9b | 13.9x | 12.1x | 2.9x |
| Sun, 17 May 2026 | €22.9b | €7.8b | €1.9b | 14.6x | 12.3x | 2.9x |
| Tue, 14 Apr 2026 | €21.2b | €7.7b | €1.8b | 25.3x | 11.9x | 2.8x |
| Thu, 12 Mar 2026 | €20.6b | €4.5b | €1.6b | 20.1x | 12.5x | 4.6x |
| Sat, 07 Feb 2026 | €21.3b | €4.5b | €1.7b | 17.9x | 12.6x | 4.7x |
| Mon, 05 Jan 2026 | €20.0b | €7.9b | €1.9b | 16.8x | 10.3x | 2.5x |
| Wed, 03 Dec 2025 | €19.3b | €7.9b | €1.9b | 16.8x | 9.9x | 2.4x |
| Fri, 31 Oct 2025 | €20.0b | €7.9b | €2.0b | 21.9x | 10.2x | 2.5x |
| Sun, 28 Sep 2025 | €20.8b | €8.0b | €2.0b | 25.1x | 10.3x | 2.6x |
| Tue, 26 Aug 2025 | €20.8b | €8.0b | €2.0b | 26.4x | 10.3x | 2.6x |
| Thu, 24 Jul 2025 | €22.0b | €7.9b | €1.6b | 24.6x | 13.6x | 2.8x |
| Sat, 21 Jun 2025 | €21.3b | €7.9b | €1.6b | 22.7x | 13.1x | 2.7x |
| Mon, 19 May 2025 | €22.0b | €7.9b | €1.6b | 21.9x | 13.5x | 2.8x |
| Wed, 16 Apr 2025 | €19.8b | €4.7b | €1.7b | 15.6x | 11.6x | 4.2x |
| Fri, 14 Mar 2025 | €21.0b | €4.7b | €1.8b | 15.3x | 12x | 4.5x |
| Sun, 09 Feb 2025 | €21.3b | €4.6b | €1.7b | 16.9x | 12.2x | 4.6x |
| Tue, 07 Jan 2025 | €20.3b | €7.3b | €1.6b | 16.9x | 12.6x | 2.8x |
| Thu, 05 Dec 2024 | €19.4b | €7.3b | €1.6b | 16x | 12x | 2.7x |
| Sat, 02 Nov 2024 | €21.6b | €7.1b | €1.6b | 17.1x | 13.5x | 3.1x |
| Mon, 30 Sep 2024 | €22.9b | €7.1b | €1.6b | 21.5x | 14.6x | 3.2x |
| Wed, 28 Aug 2024 | €22.0b | €7.0b | €1.6b | 27x | 14x | 3.1x |
| Fri, 26 Jul 2024 | €21.9b | €7.0b | €1.6b | 26.8x | 14.1x | 3.1x |
| Sun, 23 Jun 2024 | €20.9b | €7.1b | €1.6b | 23.1x | 13.3x | 2.9x |
| Tue, 21 May 2024 | €22.7b | €7.1b | €1.5b | 21x | 14.7x | 3.2x |
| Thu, 18 Apr 2024 | €20.8b | €4.3b | €1.6b | 25x | 13.1x | 4.8x |
| Sat, 16 Mar 2024 | €20.1b | €4.3b | €1.6b | 19.3x | 12.3x | 4.7x |
| Mon, 12 Feb 2024 | €20.7b | €4.2b | €1.5b | 36x | 13.6x | 4.9x |
| Wed, 10 Jan 2024 | €21.2b | €7.3b | €1.4b | 34.6x | 14.8x | 2.9x |
| Fri, 08 Dec 2023 | €20.0b | €7.3b | €1.4b | 34.1x | 14x | 2.8x |
| Sun, 05 Nov 2023 | €19.3b | €7.3b | €1.4b | 36.1x | 13.5x | 2.7x |
| Tue, 03 Oct 2023 | €19.4b | €7.3b | €1.5b | 35.7x | 13.3x | 2.7x |
| Thu, 31 Aug 2023 | €20.2b | €7.2b | €1.4b | 23.4x | 14.8x | 2.8x |
14.8x
How does French Asset Management compare with similar industries?
| FR Market | -0.78% | |
| Financials | -3.41% | |
| Capital Markets | -0.39% | |
| Asset Management | -1.56% | |
| Investment Banking and Brokerage | 1.77% | |
| Financial Exchanges and Data | 1.24% | |
| Diversified Capital Markets | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANTIN Antin Infrastructure Partners | €9.08 | 1.7% +€26.8m | -22.8% | PE15.2x | |
| ALAUD Audacia | €5.94 | 38.1% +€11.6m | 57.1% | PE164.2x | |
| LTA Altamir | €23.40 | 0.4% +€3.6m | -19.0% | PB0.7x | |
| IDIP IDI | €71.20 | 0.3% +€1.4m | -9.2% | PE8.6x | |
| TBSO Societe de Tayninh | €2.62 | 4.8% +€1.1m | -12.7% | PS209.4x |