Compagnie de Saint-Gobain (EPA:SGO) Seems To Use Debt Quite Sensibly
Nov 27
French (CAC) Industrials Sector Analysis
UpdatedNov 30, 2022
DataAggregated Company Financials
Companies131
- 7D-0.9%
- 3M7.5%
- 1Y1.9%
- YTD-8.0%
The Industrials industry has been flat over the last week, but Airbus has lost 4.3%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the French Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 30 Nov 2022 | €489.9b | €461.0b | €2.7b | 17.3x | 180.7x | 1.1x |
| Fri, 28 Oct 2022 | €472.6b | €455.6b | €2.4b | 15.6x | 199.7x | 1x |
| Sun, 25 Sep 2022 | €421.9b | €454.9b | €2.3b | 15.8x | 181.9x | 0.9x |
| Tue, 23 Aug 2022 | €474.5b | €452.6b | €2.1b | 16.5x | 224.9x | 1x |
| Thu, 21 Jul 2022 | €468.1b | €428.7b | €4.3b | 17.7x | 108.5x | 1.1x |
| Sat, 18 Jun 2022 | €444.4b | €428.5b | €4.4b | 17x | 101.7x | 1x |
| Mon, 16 May 2022 | €483.8b | €434.1b | €21.6b | 18.2x | 22.4x | 1.1x |
| Wed, 13 Apr 2022 | €491.7b | €428.4b | €21.5b | 21.1x | 22.9x | 1.1x |
| Fri, 11 Mar 2022 | €475.8b | €426.7b | €21.2b | 19.4x | 22.4x | 1.1x |
| Sun, 06 Feb 2022 | €499.8b | €418.1b | €20.0b | 20.2x | 25x | 1.2x |
| Tue, 04 Jan 2022 | €533.3b | €417.9b | €20.0b | 19.7x | 26.7x | 1.3x |
| Thu, 02 Dec 2021 | €484.6b | €417.0b | €19.8b | 20.1x | 24.4x | 1.2x |
| Sat, 30 Oct 2021 | €509.2b | €412.1b | €19.8b | 20.8x | 25.7x | 1.2x |
| Mon, 27 Sep 2021 | €510.7b | €412.2b | €18.6b | 22.8x | 27.5x | 1.2x |
| Wed, 25 Aug 2021 | €513.2b | €412.4b | €18.3b | 22.8x | 28.1x | 1.2x |
| Thu, 01 Jul 2021 | €490.1b | €412.4b | €18.3b | 21.5x | 26.8x | 1.2x |
| Sun, 04 Apr 2021 | €463.1b | €394.4b | €10.2b | 21x | 45.3x | 1.2x |
| Wed, 06 Jan 2021 | €421.6b | €382.9b | €5.7b | 23.1x | 73.6x | 1.1x |
| Sat, 10 Oct 2020 | €348.6b | €397.3b | €1.4b | 22.4x | 258.2x | 0.9x |
| Fri, 03 Jul 2020 | €301.4b | €351.4b | €8.9b | 23.1x | 33.9x | 0.9x |
| Mon, 06 Apr 2020 | €309.4b | €434.7b | €12.1b | 16.8x | 25.7x | 0.7x |
| Thu, 09 Jan 2020 | €470.9b | €475.6b | €17.3b | 17.5x | 27.2x | 1x |
Price to Earnings Ratio
22.6x
Current Industry PE
- Investors are optimistic on the French Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 181x which is higher than its 3-year average PE of 70.7x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 50% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Industrials sector?
| FR Market | 0.22% | |
| Industrials | -0.93% | |
| Logistics | 3.47% | |
| Machinery | 1.82% | |
| Industrials | 1.66% | |
| Commercial Services | 0.97% | |
| Construction | 0.43% | |
| Infrastructure | 0.23% | |
| Marine and Shipping | 0% | |
| Transportation | -0.91% | |
| Trade Distributors | -0.98% | |
| Building | -1.26% | |
| Electrical | -1.27% | |
| Professional Services | -1.47% | |
| Aerospace & Defense | -1.82% | |
| Airlines | -17.52% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 41% over the next 5 years.
- However this is lower than its past earnings growth rate of 59% per year.
- In contrast, the Trade Distributors industry is expected to see its earnings decline by 6.3% 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 | |
|---|---|---|---|---|---|
| SAF Safran | €116.50 | 0.8% +€401.2m | 17.9% | PS2.9x | |
| HO Thales | €121.85 | 1.0% +€243.5m | 68.1% | PE22.8x | |
| ODET Compagnie de l'Odet | €1.29k | 4.5% +€237.7m | 6.9% | PS0.2x | |
| DG Vinci | €96.59 | 0.4% +€191.7m | 15.5% | PE14.3x | |
| ALO Alstom | €24.56 | 1.6% +€143.0m | -22.0% | PS0.6x |
