Is There An Opportunity With Virbac SA's (EPA:VIRP) 46% Undervaluation?
Jun 23
Have your own idea? Try our Stock Screener
French (CAC) Healthcare Sector Analysis
UpdatedJun 23, 2025
DataAggregated Company Financials
Companies59
- 7D-1.8%
- 3M-11.6%
- 1Y6.2%
- YTD-1.6%
Over the last 7 days, the Healthcare industry has dropped 1.8%, driven by Sanofi declining 4.1%. Over the past 12 months, the industry was up 6.2%. As for the next few years, earnings are expected to grow by 15% per annum.
Sector Valuation and Performance
Has the French Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 23 Jun 2025 | €278.3b | €112.6b | €9.0b | 24.1x | 31x | 2.5x |
| Wed, 21 May 2025 | €299.0b | €112.6b | €8.8b | 23.5x | 34x | 2.7x |
| Fri, 18 Apr 2025 | €284.8b | €111.6b | €8.2b | 20.4x | 34.6x | 2.6x |
| Sun, 16 Mar 2025 | €316.2b | €111.3b | €10.2b | 24.1x | 31.1x | 2.8x |
| Tue, 11 Feb 2025 | €319.6b | €110.0b | €10.3b | 20.1x | 31.1x | 2.9x |
| Thu, 09 Jan 2025 | €288.4b | €113.9b | €9.1b | 21.6x | 31.8x | 2.5x |
| Sat, 07 Dec 2024 | €279.2b | €113.9b | €9.1b | 19.9x | 30.8x | 2.5x |
| Mon, 04 Nov 2024 | €284.4b | €113.9b | €9.1b | 22.3x | 31.3x | 2.5x |
| Wed, 02 Oct 2024 | €290.7b | €112.3b | €8.7b | 22.8x | 33.4x | 2.6x |
| Fri, 30 Aug 2024 | €288.7b | €111.8b | €8.6b | 22.7x | 33.5x | 2.6x |
| Sun, 28 Jul 2024 | €277.2b | €111.7b | €8.8b | 22.7x | 31.7x | 2.5x |
| Tue, 25 Jun 2024 | €266.1b | €110.0b | €9.0b | 22.2x | 29.4x | 2.4x |
| Thu, 23 May 2024 | €275.1b | €110.0b | €9.0b | 24.9x | 30.5x | 2.5x |
| Sat, 20 Apr 2024 | €263.6b | €104.7b | €8.5b | 19.9x | 30.9x | 2.5x |
| Mon, 18 Mar 2024 | €274.4b | €104.7b | €8.5b | 20.8x | 32.2x | 2.6x |
| Wed, 14 Feb 2024 | €258.4b | €104.7b | €9.2b | 20.6x | 27.9x | 2.5x |
| Fri, 12 Jan 2024 | €268.0b | €104.0b | €12.7b | 21x | 21.1x | 2.6x |
| Sun, 10 Dec 2023 | €252.6b | €104.0b | €12.7b | 20.6x | 19.9x | 2.4x |
| Tue, 07 Nov 2023 | €244.6b | €104.3b | €12.8b | 20.7x | 19.1x | 2.3x |
| Thu, 05 Oct 2023 | €268.1b | €104.9b | €12.6b | 22.2x | 21.3x | 2.6x |
| Sat, 02 Sep 2023 | €274.2b | €104.8b | €12.4b | 22.8x | 22.1x | 2.6x |
| Mon, 31 Jul 2023 | €275.8b | €104.5b | €12.4b | 21.8x | 22.2x | 2.6x |
| Wed, 28 Jun 2023 | €263.4b | €103.8b | €12.4b | 19.8x | 21.3x | 2.5x |
| Fri, 26 May 2023 | €274.3b | €108.3b | €12.1b | 20.5x | 22.7x | 2.5x |
| Sun, 23 Apr 2023 | €282.0b | €107.6b | €12.1b | 20.8x | 23.3x | 2.6x |
| Tue, 21 Mar 2023 | €258.0b | €107.8b | €12.6b | 19.5x | 20.4x | 2.4x |
| Thu, 16 Feb 2023 | €267.0b | €105.9b | €10.7b | 18.6x | 25x | 2.5x |
| Sat, 14 Jan 2023 | €270.3b | €104.9b | €10.5b | 17.8x | 25.7x | 2.6x |
| Mon, 12 Dec 2022 | €268.4b | €105.1b | €10.5b | 17.9x | 25.6x | 2.6x |
| Wed, 09 Nov 2022 | €257.9b | €105.0b | €10.2b | 17.4x | 25.3x | 2.5x |
| Fri, 07 Oct 2022 | €246.2b | €102.2b | €10.7b | 18x | 23x | 2.4x |
| Sun, 04 Sep 2022 | €187.2b | €78.9b | €9.1b | 20.2x | 20.7x | 2.4x |
| Tue, 02 Aug 2022 | €209.1b | €78.9b | €9.1b | 21x | 23x | 2.6x |
| Thu, 30 Jun 2022 | €206.5b | €76.6b | €9.1b | 19.2x | 22.8x | 2.7x |
Price to Earnings Ratio
22.8x
Current Industry PE
- Investors are optimistic on the French Healthcare industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.0x which is higher than its 3-year average PE of 26.6x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 14% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Healthcare sector?
| FR Market | -1.09% | |
| Healthcare | -1.79% | |
| Healthcare Services | 2.84% | |
| Life Sciences | 0.20% | |
| Medical Equipment | -0.46% | |
| Healthtech | -2.72% | |
| Pharma | -3.86% | |
| Biotech | -4.59% | |
Industry PE
- Investors are most optimistic about the Healthtech industry which is trading above its 3-year average PE ratio of 27.1x.
- Analysts are expecting annual earnings growth of 25.2%, which is higher than its past year's earnings growth of 5.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Pharma industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VIRP Virbac | €323.50 | 2.7% +€71.2m | -7.6% | PE18.6x | |
| EMEIS emeis Société anonyme | €11.02 | 3.6% +€61.2m | -9.9% | PS0.3x | |
| MEDCL MedinCell | €16.92 | 9.2% +€47.3m | 22.8% | PS20.2x | |
| CLARI Clariane | €4.50 | 1.2% +€18.5m | 97.5% | PS0.3x | |
| BLC Bastide Le Confort Médical | €30.55 | 5.9% +€12.6m | 61.5% | PE24.7x |
