Narrative Update • Jun 03

Over the last 7 days, the Industrials industry has dropped 1.4%, driven by Safran declining 2.4%. In the past year, the industry has gained 6.4%. Looking forward, earnings are forecast to grow by 11% annually.
Has the French Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | €790.2b | €580.2b | €37.3b | 22.4x | 21.2x | 1.4x |
| Mon, 04 May 2026 | €781.5b | €579.9b | €37.2b | 20.8x | 21x | 1.3x |
| Wed, 01 Apr 2026 | €741.7b | €580.4b | €37.4b | 20.1x | 19.8x | 1.3x |
| Fri, 27 Feb 2026 | €854.1b | €578.7b | €37.7b | 19.8x | 22.7x | 1.5x |
| Sun, 25 Jan 2026 | €798.0b | €573.0b | €33.4b | 19.4x | 23.9x | 1.4x |
| Tue, 23 Dec 2025 | €781.5b | €575.8b | €33.3b | 19.7x | 23.4x | 1.4x |
| Thu, 20 Nov 2025 | €769.5b | €576.0b | €33.3b | 20.2x | 23.1x | 1.3x |
| Sat, 18 Oct 2025 | €790.7b | €573.2b | €32.9b | 24.4x | 24x | 1.4x |
| Mon, 15 Sep 2025 | €778.4b | €572.9b | €31.1b | 19.1x | 25x | 1.4x |
| Wed, 13 Aug 2025 | €764.2b | €571.9b | €31.3b | 20.5x | 24.4x | 1.3x |
| Fri, 11 Jul 2025 | €761.0b | €564.3b | €25.6b | 22.2x | 29.7x | 1.3x |
| Sun, 08 Jun 2025 | €746.6b | €564.9b | €25.6b | 17.9x | 29.2x | 1.3x |
| Tue, 06 May 2025 | €717.8b | €564.0b | €25.2b | 18x | 28.5x | 1.3x |
| Thu, 03 Apr 2025 | €706.4b | €562.5b | €24.8b | 16.5x | 28.5x | 1.3x |
| Sat, 01 Mar 2025 | €703.8b | €572.9b | €23.7b | 17.9x | 29.7x | 1.2x |
| Mon, 27 Jan 2025 | €694.1b | €561.4b | €25.0b | 16x | 27.8x | 1.2x |
| Wed, 25 Dec 2024 | €642.0b | €562.1b | €25.0b | 16.9x | 25.7x | 1.1x |
| Fri, 22 Nov 2024 | €644.5b | €562.8b | €25.1b | 16.4x | 25.7x | 1.1x |
| Sun, 20 Oct 2024 | €654.6b | €527.8b | €24.7b | 16.5x | 26.5x | 1.2x |
| Tue, 17 Sep 2024 | €624.1b | €523.3b | €26.2b | 15.1x | 23.8x | 1.2x |
| Thu, 15 Aug 2024 | €608.7b | €522.2b | €26.2b | 16.6x | 23.2x | 1.2x |
| Sat, 13 Jul 2024 | €625.0b | €514.1b | €28.8b | 18.2x | 21.7x | 1.2x |
| Mon, 10 Jun 2024 | €651.0b | €514.1b | €28.8b | 18.1x | 22.6x | 1.3x |
| Wed, 08 May 2024 | €649.6b | €513.0b | €29.1b | 15.2x | 22.3x | 1.3x |
| Fri, 05 Apr 2024 | €644.8b | €508.9b | €29.2b | 14.5x | 22.1x | 1.3x |
| Sun, 03 Mar 2024 | €615.6b | €518.4b | €28.2b | 13.6x | 21.8x | 1.2x |
| Tue, 30 Jan 2024 | €602.1b | €527.3b | €28.8b | 15.6x | 20.9x | 1.1x |
| Thu, 28 Dec 2023 | €587.0b | €527.4b | €28.8b | 14.7x | 20.4x | 1.1x |
| Sat, 25 Nov 2023 | €564.3b | €528.9b | €28.8b | 14x | 19.6x | 1.1x |
| Mon, 23 Oct 2023 | €506.2b | €520.8b | €28.7b | 12.6x | 17.6x | 1x |
| Wed, 20 Sep 2023 | €546.9b | €520.5b | €28.7b | 14.9x | 19.1x | 1.1x |
| Fri, 18 Aug 2023 | €541.6b | €519.3b | €28.8b | 15.5x | 18.8x | 1x |
| Sun, 16 Jul 2023 | €558.7b | €500.4b | €22.1b | 16.6x | 25.2x | 1.1x |
| Tue, 13 Jun 2023 | €555.8b | €500.4b | €21.9b | 17.7x | 25.4x | 1.1x |
25.4x
Which industries have driven the changes within the French Industrials sector?
| FR Market | -0.077% | |
| Industrials | -1.44% | |
| Airlines | 0% | 0 |
| Logistics | -0.37% | |
| Trade Distributors | -0.39% | |
| Construction | -0.59% | |
| Machinery | -0.68% | |
| Electrical | -0.80% | |
| Building | -1.11% | |
| Industrials | -1.41% | |
| Transportation | -1.54% | |
| Aerospace & Defense | -1.81% | |
| Professional Services | -2.13% | |
| Commercial Services | -2.80% | |
| Infrastructure | -4.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ODET Compagnie de l'Odet | €1.45k | 1.3% +€75.9m | -2.9% | PE30.6x | |
| ALLUX Installux | €490.00 | 69.0% +€55.9m | 58.1% | PE18.2x | |
| MRN Mersen | €43.00 | 2.8% +€28.5m | 113.9% | PE73.7x | |
| STF STEF | €119.20 | 1.9% +€27.8m | -7.9% | PE17.9x | |
| FGR Eiffage | €124.95 | 0.2% +€19.0m | 4.1% | PE11.6x |