A Look At The Fair Value Of Vinci SA (EPA:DG)
Jan 19
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French (CAC) Industrials Sector Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies118
- 7D3.5%
- 3M4.2%
- 1Y15.2%
- YTD3.4%
In the last week, the Industrials industry is up 3.5%, with Schneider Electric up 4.4%. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | €675.3b | €561.4b | €25.0b | 16.1x | 27x | 1.2x |
| Wed, 18 Dec 2024 | €652.7b | €562.1b | €25.0b | 16.8x | 26.1x | 1.2x |
| Fri, 15 Nov 2024 | €651.3b | €562.8b | €25.1b | 16.7x | 25.9x | 1.2x |
| Sun, 13 Oct 2024 | €635.5b | €527.8b | €24.7b | 16.5x | 25.7x | 1.2x |
| Tue, 10 Sep 2024 | €610.7b | €523.4b | €26.2b | 16.5x | 23.3x | 1.2x |
| Thu, 08 Aug 2024 | €602.0b | €522.2b | €26.2b | 16.6x | 23x | 1.2x |
| Sat, 06 Jul 2024 | €619.1b | €514.1b | €28.8b | 18.2x | 21.5x | 1.2x |
| Mon, 03 Jun 2024 | €660.1b | €513.9b | €28.8b | 17.6x | 22.9x | 1.3x |
| Wed, 01 May 2024 | €631.5b | €509.7b | €29.3b | 14.7x | 21.6x | 1.2x |
| Fri, 29 Mar 2024 | €651.0b | €508.9b | €29.2b | 14.3x | 22.3x | 1.3x |
| Sun, 25 Feb 2024 | €613.7b | €517.5b | €28.2b | 13.3x | 21.7x | 1.2x |
| Tue, 23 Jan 2024 | €598.9b | €527.3b | €28.8b | 15.3x | 20.8x | 1.1x |
| Thu, 21 Dec 2023 | €583.0b | €527.3b | €28.8b | 14.9x | 20.3x | 1.1x |
| Sat, 18 Nov 2023 | €559.7b | €528.9b | €28.8b | 14x | 19.4x | 1.1x |
| Mon, 16 Oct 2023 | €524.9b | €520.8b | €28.7b | 12.8x | 18.3x | 1x |
| Wed, 13 Sep 2023 | €551.2b | €520.6b | €28.8b | 15.3x | 19.1x | 1.1x |
| Fri, 11 Aug 2023 | €559.3b | €519.3b | €28.8b | 16x | 19.4x | 1.1x |
| Sun, 09 Jul 2023 | €543.2b | €500.4b | €21.9b | 16.7x | 24.8x | 1.1x |
| Tue, 06 Jun 2023 | €547.0b | €500.4b | €21.9b | 18.2x | 25x | 1.1x |
| Thu, 04 May 2023 | €547.6b | €496.1b | €22.1b | 16x | 24.7x | 1.1x |
| Sat, 01 Apr 2023 | €542.6b | €495.3b | €22.1b | 18.2x | 24.5x | 1.1x |
| Mon, 27 Feb 2023 | €544.9b | €492.0b | €6.6b | 19.7x | 82x | 1.1x |
| Wed, 25 Jan 2023 | €532.0b | €461.8b | €2.8b | 18.8x | 190.8x | 1.2x |
| Fri, 23 Dec 2022 | €488.1b | €462.1b | €2.8b | 17.2x | 176.1x | 1.1x |
| Sun, 20 Nov 2022 | €493.1b | €460.8b | €2.7b | 17.4x | 181.6x | 1.1x |
| Tue, 18 Oct 2022 | €437.9b | €455.2b | €2.3b | 15.7x | 186.4x | 1x |
| Thu, 15 Sep 2022 | €456.7b | €454.8b | €2.3b | 16x | 200x | 1x |
| Sat, 13 Aug 2022 | €491.1b | €452.6b | €2.1b | 16.9x | 233.1x | 1.1x |
| Mon, 11 Jul 2022 | €451.7b | €428.7b | €4.3b | 16.9x | 104.4x | 1.1x |
| Wed, 08 Jun 2022 | €492.3b | €435.6b | €21.7b | 18x | 22.7x | 1.1x |
| Fri, 06 May 2022 | €489.9b | €429.0b | €21.4b | 19.6x | 22.9x | 1.1x |
| Sun, 03 Apr 2022 | €511.3b | €428.1b | €21.4b | 20.7x | 23.9x | 1.2x |
| Tue, 01 Mar 2022 | €506.2b | €424.7b | €20.2b | 21.1x | 25x | 1.2x |
| Thu, 27 Jan 2022 | €509.9b | €418.0b | €20.0b | 20.8x | 25.5x | 1.2x |
Price to Earnings Ratio
25.5x
Current Industry PE
- Investors are pessimistic on the French Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 27.0x which is lower than its 3-year average PE of 54.4x.
- 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 grown 7.7% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Industrials sector?
| FR Market | 4.10% | |
| Industrials | 3.46% | |
| Electrical | 4.02% | |
| Construction | 3.97% | |
| Machinery | 3.74% | |
| Transportation | 3.68% | |
| Commercial Services | 3.51% | |
| Infrastructure | 3.40% | |
| Building | 3.30% | |
| Trade Distributors | 3.29% | |
| Aerospace & Defense | 3.19% | |
| Industrials | 2.61% | |
| Professional Services | 2.17% | |
| Logistics | 0.092% | |
| Airlines | 0% | 0 |
| Marine and Shipping | 0% | 0 |
Industry PE
- Investors are most optimistic about the Aerospace & Defense industry even though it's trading below its 3-year average PE ratio of 52.6x.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 9.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 84% over the next 5 years.
- In contrast, the Infrastructure industry is expected to see its earnings grow by 5.1% 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 | |
|---|---|---|---|---|---|
| SU Schneider Electric | €258.95 | 4.4% +€6.1b | 43.9% | PE37.6x | |
| AIR Airbus | €160.78 | 3.4% +€4.2b | 7.2% | PE38.9x | |
| SAF Safran | €227.40 | 3.9% +€3.5b | 32.2% | PE57.9x | |
| DG Vinci | €102.60 | 3.9% +€2.2b | -12.7% | PE12.6x | |
| SGO Compagnie de Saint-Gobain | €86.58 | 3.4% +€1.4b | 38.7% | PE15x |
