Narrative Update • Aug 06

Over the last 7 days, the Diversified Financial industry has risen 4.5%, driven by gains from Eurazeo of 13%. In contrast, the industry has lost 34% in the last 12 months. As for the next few years, earnings are expected to grow by 47% per annum.
Has the French Diversified Financial Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | €13.6b | €14.0b | -€721,242,913.00 | 12.9x | -18.9x | 1x |
| Sun, 05 Jul 2026 | €12.8b | €13.7b | -€5,255,313,509.00 | 12.5x | -2.4x | 0.9x |
| Tue, 02 Jun 2026 | €13.5b | €13.7b | -€5,255,357,023.00 | 12.8x | -2.6x | 1x |
| Thu, 30 Apr 2026 | €13.2b | €13.7b | -€5,256,607,030.00 | 22.2x | -2.5x | 1x |
| Sat, 28 Mar 2026 | €9.1b | €13.4b | -€5,044,944,030.00 | 31.8x | -1.8x | 0.7x |
| Mon, 23 Feb 2026 | €10.3b | €14.7b | -€4,293,382,030.00 | 37.7x | -2.4x | 0.7x |
| Wed, 21 Jan 2026 | €10.1b | €14.7b | -€4,293,382,030.00 | 41.2x | -2.3x | 0.7x |
| Fri, 19 Dec 2025 | €10.3b | €14.7b | -€4,293,382,030.00 | 46x | -2.4x | 0.7x |
| Sun, 16 Nov 2025 | €10.4b | €14.7b | -€4,293,382,030.00 | 43.7x | -2.4x | 0.7x |
| Tue, 14 Oct 2025 | €10.7b | €14.7b | -€4,326,382,030.00 | 48.8x | -2.5x | 0.7x |
| Thu, 11 Sep 2025 | €11.0b | €14.7b | -€4,222,970,030.00 | 13.6x | -2.6x | 0.7x |
| Sat, 09 Aug 2025 | €15.3b | €14.7b | -€4,652,756,030.00 | 15x | -3.3x | 1x |
| Mon, 07 Jul 2025 | €16.5b | €14.6b | -€771,956,030.00 | 15.7x | -21.4x | 1.1x |
| Wed, 04 Jun 2025 | €16.7b | €14.6b | -€771,999,439.00 | 15.8x | -21.7x | 1.1x |
| Fri, 02 May 2025 | €16.8b | €14.5b | -€774,132,234.00 | 17.6x | -21.7x | 1.2x |
| Sun, 30 Mar 2025 | €18.4b | €14.5b | -€803,077,234.00 | 22.4x | -22.9x | 1.3x |
| Tue, 25 Feb 2025 | €20.2b | €14.1b | -€992,155,234.00 | 24x | -20.3x | 1.4x |
| Thu, 23 Jan 2025 | €20.1b | €14.1b | -€992,155,234.00 | 24.5x | -20.2x | 1.4x |
| Sat, 21 Dec 2024 | €18.3b | €14.1b | -€992,155,234.00 | 20x | -18.4x | 1.3x |
| Mon, 18 Nov 2024 | €15.2b | €12.9b | -€1,124,977,234.00 | 39x | -13.5x | 1.2x |
| Wed, 16 Oct 2024 | €15.6b | €12.9b | -€1,125,001,929.00 | 16.4x | -13.8x | 1.2x |
| Fri, 13 Sep 2024 | €15.2b | €13.0b | -€1,102,202,929.00 | 16.9x | -13.8x | 1.2x |
| Sun, 11 Aug 2024 | €14.5b | €13.0b | -€1,102,202,929.00 | 16.4x | -13.2x | 1.1x |
| Tue, 09 Jul 2024 | €16.1b | €12.5b | €1.2b | 16.5x | 13.1x | 1.3x |
| Thu, 06 Jun 2024 | €17.8b | €12.5b | €1.2b | 19.5x | 14.5x | 1.4x |
| Sat, 04 May 2024 | €17.9b | €12.5b | €1.2b | 18.5x | 14.5x | 1.4x |
| Mon, 01 Apr 2024 | €17.9b | €12.6b | €1.2b | 13.8x | 14.8x | 1.4x |
| Wed, 28 Feb 2024 | €17.5b | €17.6b | €3.3b | 10.4x | 5.3x | 1x |
| Fri, 26 Jan 2024 | €17.4b | €17.6b | €3.3b | 11.6x | 5.3x | 1x |
| Sun, 24 Dec 2023 | €17.6b | €17.6b | €3.3b | 13.3x | 5.3x | 1x |
| Tue, 21 Nov 2023 | €15.6b | €17.6b | €3.3b | 12.2x | 4.7x | 0.9x |
| Thu, 19 Oct 2023 | €18.2b | €17.6b | €3.3b | 12.7x | 5.5x | 1x |
| Sat, 16 Sep 2023 | €20.0b | €16.5b | €3.3b | 11.8x | 6.1x | 1.2x |
| Mon, 14 Aug 2023 | €21.4b | €16.5b | €3.3b | 12.1x | 6.6x | 1.3x |
6.6x
Which industries have driven the changes within the French Financials industry?
| FR Market | 2.21% | |
| Financials | 2.64% | |
| Diversified Financial | 5.63% | |
| Transaction and Payment Processing Services | 11.00% | |
| Multi-Sector Holdings | 4.45% | |
| Specialized Finance | -0.77% | |
| Other Diversified Financial Services | -7.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RF Eurazeo | €52.60 | 13.3% +€379.0m | -2.9% | PS9.6x | |
| WLN Worldline | €13.28 | 33.2% +€187.5m | -89.6% | PS0.2x | |
| EDEN Edenred | €28.90 | 2.3% +€152.3m | 12.3% | PE13.3x | |
| PLX Pluxee | €14.66 | 4.8% +€94.3m | -17.9% | PE10.1x | |
| MF Wendel | €86.50 | 2.7% +€87.5m | 3.4% | PS0.4x |