Header cover image

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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022€489.9b€461.0b€2.7b17.3x180.7x1.1x
Fri, 28 Oct 2022€472.6b€455.6b€2.4b15.6x199.7x1x
Sun, 25 Sep 2022€421.9b€454.9b€2.3b15.8x181.9x0.9x
Tue, 23 Aug 2022€474.5b€452.6b€2.1b16.5x224.9x1x
Thu, 21 Jul 2022€468.1b€428.7b€4.3b17.7x108.5x1.1x
Sat, 18 Jun 2022€444.4b€428.5b€4.4b17x101.7x1x
Mon, 16 May 2022€483.8b€434.1b€21.6b18.2x22.4x1.1x
Wed, 13 Apr 2022€491.7b€428.4b€21.5b21.1x22.9x1.1x
Fri, 11 Mar 2022€475.8b€426.7b€21.2b19.4x22.4x1.1x
Sun, 06 Feb 2022€499.8b€418.1b€20.0b20.2x25x1.2x
Tue, 04 Jan 2022€533.3b€417.9b€20.0b19.7x26.7x1.3x
Thu, 02 Dec 2021€484.6b€417.0b€19.8b20.1x24.4x1.2x
Sat, 30 Oct 2021€509.2b€412.1b€19.8b20.8x25.7x1.2x
Mon, 27 Sep 2021€510.7b€412.2b€18.6b22.8x27.5x1.2x
Wed, 25 Aug 2021€513.2b€412.4b€18.3b22.8x28.1x1.2x
Thu, 01 Jul 2021€490.1b€412.4b€18.3b21.5x26.8x1.2x
Sun, 04 Apr 2021€463.1b€394.4b€10.2b21x45.3x1.2x
Wed, 06 Jan 2021€421.6b€382.9b€5.7b23.1x73.6x1.1x
Sat, 10 Oct 2020€348.6b€397.3b€1.4b22.4x258.2x0.9x
Fri, 03 Jul 2020€301.4b€351.4b€8.9b23.1x33.9x0.9x
Mon, 06 Apr 2020€309.4b€434.7b€12.1b16.8x25.7x0.7x
Thu, 09 Jan 2020€470.9b€475.6b€17.3b17.5x27.2x1x
Price to Earnings Ratio

22.6x


Total Market Cap: €477.8bTotal Earnings: €21.2bTotal Revenue: €467.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Industrials Sector Price to Earnings3Y Average 72.2x202020212022
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 Market0.22%
Industrials-0.93%
Logistics3.47%
Machinery1.82%
Industrials1.66%
Commercial Services0.97%
Construction0.43%
Infrastructure0.23%
Marine and Shipping0%
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?

    CompanyLast Price7D1YValuation
    SAF Safran€116.500.8%
    +€401.2m
    17.9%PS2.9x
    HO Thales€121.851.0%
    +€243.5m
    68.1%PE22.8x
    ODET Compagnie de l'Odet€1.29k4.5%
    +€237.7m
    6.9%PS0.2x
    DG Vinci€96.590.4%
    +€191.7m
    15.5%PE14.3x
    ALO Alstom€24.561.6%
    +€143.0m
    -22.0%PS0.6x
    Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

    Latest News

    HO

    €121.85

    Thales

    7D

    1.0%

    1Y

    68.1%

    EN

    €29.72

    Bouygues

    7D

    1.2%

    1Y

    -0.8%

    AIR

    €109.18

    Airbus

    7D

    -4.3%

    1Y

    10.6%

    SAF

    €116.50

    Safran

    7D

    0.8%

    1Y

    17.9%

    ALO

    €24.56

    Alstom

    7D

    1.6%

    1Y

    -22.0%

    ALD

    €10.82

    ALD

    7D

    -3.6%

    1Y

    -12.5%

    AF

    €1.27

    Air France-KLM

    7D

    1.6%

    1Y

    -65.4%