Compagnie de l'Odet (EPA:ODET) Is Finding It Tricky To Allocate Its Capital
Nov 27
French (CAC) Industrials Sector Analysis
UpdatedNov 29, 2023
DataAggregated Company Financials
Companies133
- 7D0.6%
- 3M1.4%
- 1Y12.7%
- YTD12.6%
The Industrials industry has stayed flat over the last week. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
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, 29 Nov 2023 | €563.3b | €528.9b | €28.8b | 14.2x | 19.5x | 1.1x |
| Fri, 27 Oct 2023 | €509.6b | €520.8b | €28.7b | 12.4x | 17.8x | 1x |
| Sun, 24 Sep 2023 | €534.5b | €520.6b | €28.7b | 14.3x | 18.6x | 1x |
| Tue, 22 Aug 2023 | €538.9b | €519.3b | €28.8b | 15.6x | 18.7x | 1x |
| Thu, 20 Jul 2023 | €558.8b | €500.4b | €22.1b | 16.3x | 25.2x | 1.1x |
| Sat, 17 Jun 2023 | €562.2b | €500.4b | €21.9b | 17.1x | 25.7x | 1.1x |
| Mon, 15 May 2023 | €546.0b | €496.2b | €21.5b | 15.6x | 25.4x | 1.1x |
| Wed, 12 Apr 2023 | €541.1b | €495.6b | €22.2b | 17.8x | 24.4x | 1.1x |
| Fri, 10 Mar 2023 | €556.6b | €494.5b | €6.8b | 18.2x | 82.2x | 1.1x |
| Sun, 05 Feb 2023 | €540.5b | €461.8b | €2.8b | 19.6x | 193.2x | 1.2x |
| Tue, 03 Jan 2023 | €493.6b | €461.7b | €2.8b | 19x | 177.5x | 1.1x |
| Thu, 01 Dec 2022 | €489.0b | €461.0b | €2.7b | 17.2x | 180.4x | 1.1x |
| Sat, 29 Oct 2022 | €480.1b | €455.6b | €2.4b | 15.7x | 202.8x | 1.1x |
| Mon, 26 Sep 2022 | €421.9b | €454.9b | €2.3b | 15.8x | 181.9x | 0.9x |
| Wed, 24 Aug 2022 | €473.1b | €452.6b | €2.1b | 16.3x | 224.2x | 1x |
| Fri, 22 Jul 2022 | €470.0b | €428.7b | €4.3b | 17.4x | 108.9x | 1.1x |
| Sun, 19 Jun 2022 | €444.4b | €428.5b | €4.4b | 17x | 101.7x | 1x |
| Tue, 17 May 2022 | €481.9b | €434.1b | €21.6b | 18.6x | 22.3x | 1.1x |
| Thu, 14 Apr 2022 | €491.7b | €428.4b | €21.5b | 20.9x | 22.9x | 1.1x |
| Sat, 12 Mar 2022 | €484.3b | €427.0b | €21.4b | 19.3x | 22.7x | 1.1x |
| Mon, 07 Feb 2022 | €499.8b | €419.8b | €20.4b | 20.4x | 24.5x | 1.2x |
| Wed, 05 Jan 2022 | €540.9b | €417.9b | €20.0b | 19.6x | 27.1x | 1.3x |
| Fri, 03 Dec 2021 | €492.4b | €417.0b | €19.8b | 19.9x | 24.8x | 1.2x |
| Sun, 31 Oct 2021 | €509.2b | €412.2b | €19.8b | 20.8x | 25.7x | 1.2x |
| Tue, 28 Sep 2021 | €514.9b | €412.2b | €18.6b | 22.6x | 27.7x | 1.2x |
| Thu, 26 Aug 2021 | €513.0b | €412.4b | €18.3b | 22.8x | 28.1x | 1.2x |
| Fri, 02 Jul 2021 | €490.1b | €412.4b | €18.3b | 21.5x | 26.8x | 1.2x |
| Mon, 05 Apr 2021 | €463.1b | €394.4b | €10.2b | 21x | 45.3x | 1.2x |
| Thu, 07 Jan 2021 | €421.6b | €382.9b | €5.7b | 23.1x | 73.6x | 1.1x |
Price to Earnings Ratio
310.3x
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 19.5x which is lower than its 3-year average PE of 69.5x.
- 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 177% 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 | -0.083% | |
| Industrials | 0.61% | |
| Trade Distributors | 1.98% | |
| Commercial Services | 1.67% | |
| Construction | 1.59% | |
| Electrical | 1.31% | |
| Building | 1.21% | |
| Infrastructure | 0.0071% | |
| Airlines | 0% | |
| Marine and Shipping | 0% | |
| Aerospace & Defense | -0.0023% | |
| Industrials | -0.11% | |
| Logistics | -0.13% | |
| Professional Services | -0.26% | |
| Transportation | -1.26% | |
| Machinery | -2.73% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 71% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Trade Distributors industry is expected to see its earnings decline by 2.3% 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 | |
|---|---|---|---|---|---|
| DG Vinci | €112.12 | 2.2% +€1.4b | 16.0% | PE14.2x | |
| AIR Airbus | €135.56 | 1.2% +€1.2b | 24.1% | PE26.7x | |
| SU Schneider Electric | €167.20 | 1.2% +€1.1b | 20.4% | PE23.6x | |
| SGO Compagnie de Saint-Gobain | €59.42 | 2.0% +€596.2m | 35.8% | PE11.1x | |
| FGR Eiffage | €92.76 | 2.4% +€208.3m | -1.3% | PE9.6x |
