Estimating The Intrinsic Value Of EssilorLuxottica Société anonyme (EPA:EL)
Aug 16
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French (CAC) Healthcare Sector Analysis
UpdatedAug 25, 2025
DataAggregated Company Financials
Companies61
- 7D1.7%
- 3M2.3%
- 1Y6.3%
- YTD6.3%
Over the last 7 days, the Healthcare industry has risen 2.1%, driven by gains from Sanofi of 2.8%. In the last 12 months, the industry was up 6.4%. As for the next few years, earnings are expected to grow by 14% 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, 25 Aug 2025 | €300.8b | €114.3b | €9.3b | 21x | 32.2x | 2.6x |
| Wed, 23 Jul 2025 | €276.9b | €112.6b | €9.0b | 22.8x | 30.6x | 2.5x |
| Fri, 20 Jun 2025 | €277.9b | €112.6b | €9.0b | 23.8x | 31x | 2.5x |
| Sun, 18 May 2025 | €296.2b | €112.6b | €8.8b | 23.9x | 33.7x | 2.6x |
| Tue, 15 Apr 2025 | €285.0b | €111.3b | €10.1b | 20.5x | 28.3x | 2.6x |
| Thu, 13 Mar 2025 | €320.1b | €111.2b | €10.1b | 24x | 31.6x | 2.9x |
| Sat, 08 Feb 2025 | €317.5b | €110.0b | €10.3b | 20.4x | 30.9x | 2.9x |
| Mon, 06 Jan 2025 | €281.7b | €113.9b | €9.1b | 21.1x | 31x | 2.5x |
| Wed, 04 Dec 2024 | €277.3b | €113.9b | €9.1b | 20.6x | 30.6x | 2.4x |
| Fri, 01 Nov 2024 | €282.5b | €113.9b | €9.1b | 22.2x | 31.1x | 2.5x |
| Sun, 29 Sep 2024 | €291.9b | €112.3b | €8.7b | 23.3x | 33.6x | 2.6x |
| Tue, 27 Aug 2024 | €286.5b | €111.8b | €8.6b | 23.3x | 33.3x | 2.6x |
| Thu, 25 Jul 2024 | €266.5b | €110.1b | €9.0b | 23.1x | 29.7x | 2.4x |
| Sat, 22 Jun 2024 | €263.7b | €110.0b | €9.0b | 22.7x | 29.2x | 2.4x |
| Mon, 20 May 2024 | €272.4b | €110.0b | €9.0b | 24.5x | 30.2x | 2.5x |
| Wed, 17 Apr 2024 | €271.5b | €104.7b | €8.5b | 20.7x | 31.9x | 2.6x |
| Fri, 15 Mar 2024 | €275.1b | €104.7b | €8.5b | 20.8x | 32.3x | 2.6x |
| Sun, 11 Feb 2024 | €260.7b | €104.7b | €9.2b | 20.3x | 28.2x | 2.5x |
| Tue, 09 Jan 2024 | €268.5b | €104.0b | €12.7b | 21.6x | 21.2x | 2.6x |
| Thu, 07 Dec 2023 | €251.8b | €104.0b | €12.7b | 20.9x | 19.8x | 2.4x |
| Sat, 04 Nov 2023 | €246.2b | €104.3b | €12.8b | 20.8x | 19.2x | 2.4x |
| Mon, 02 Oct 2023 | €269.1b | €104.9b | €12.5b | 22.1x | 21.6x | 2.6x |
| Wed, 30 Aug 2023 | €276.4b | €104.8b | €12.4b | 22.7x | 22.2x | 2.6x |
| Fri, 28 Jul 2023 | €272.4b | €104.2b | €12.4b | 20.1x | 22x | 2.6x |
| Sun, 25 Jun 2023 | €265.0b | €103.8b | €12.4b | 19.4x | 21.4x | 2.6x |
| Tue, 23 May 2023 | €276.7b | €108.3b | €12.1b | 21x | 22.9x | 2.6x |
| Thu, 20 Apr 2023 | €278.3b | €107.8b | €12.3b | 20.8x | 22.6x | 2.6x |
| Sat, 18 Mar 2023 | €257.5b | €107.8b | €12.6b | 19.9x | 20.4x | 2.4x |
| Mon, 13 Feb 2023 | €266.3b | €105.9b | €10.7b | 18.6x | 24.9x | 2.5x |
| Wed, 11 Jan 2023 | €266.1b | €104.9b | €10.5b | 17.6x | 25.3x | 2.5x |
| Fri, 09 Dec 2022 | €268.4b | €105.1b | €10.4b | 18.1x | 25.7x | 2.6x |
| Sun, 06 Nov 2022 | €257.0b | €105.0b | €10.2b | 17.2x | 25.2x | 2.4x |
| Tue, 04 Oct 2022 | €239.2b | €102.5b | €10.4b | 17.7x | 23x | 2.3x |
| Thu, 01 Sep 2022 | €188.5b | €78.9b | €9.0b | 19.9x | 20.9x | 2.4x |
Price to Earnings Ratio
20.9x
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 32.2x which is higher than its 3-year average PE of 27.1x.
- 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 13% 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 | 1.18% | |
| Healthcare | 1.67% | |
| Healthcare Services | 2.69% | |
| Pharma | 2.09% | |
| Medical Equipment | 1.52% | |
| Life Sciences | 0.78% | |
| Healthtech | -0.70% | |
| Biotech | -0.94% | |
Industry PE
- Investors are most optimistic about the Healthtech industry which is trading above its 3-year average PE ratio of 28.2x.
- Analysts are expecting annual earnings growth of 23.7%, which is lower than the prior year's growth of 170.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 56% 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 9.2% 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 | |
|---|---|---|---|---|---|
| SAN Sanofi | €87.34 | 2.1% +€2.1b | -13.4% | PE16.7x | |
| EL EssilorLuxottica Société anonyme | €272.00 | 1.6% +€1.9b | 26.9% | PE52.7x | |
| ABVX ABIVAX Société Anonyme | €66.50 | 10.8% +€491.2m | 539.4% | PS474.7x | |
| IPN Ipsen | €116.70 | 2.5% +€228.4m | 9.6% | PE21.5x | |
| ERF Eurofins Scientific | €68.36 | 1.5% +€181.2m | 31.2% | PE31.9x |
