Narrative Update • Jun 03

The Electrical industry is up 3.8% in the last week, with Schneider Electric up 5.5%. In the last 12 months, the industry was up 29%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the French Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | €205.3b | €59.3b | €5.7b | 38x | 36.2x | 3.5x |
| Sun, 03 May 2026 | €198.7b | €59.1b | €5.6b | 36.3x | 35.3x | 3.4x |
| Tue, 31 Mar 2026 | €167.8b | €59.1b | €5.7b | 27.2x | 29.6x | 2.8x |
| Thu, 26 Feb 2026 | €195.8b | €58.3b | €5.8b | 28.5x | 33.7x | 3.4x |
| Sat, 24 Jan 2026 | €170.4b | €59.4b | €6.1b | 23.2x | 28.2x | 2.9x |
| Mon, 22 Dec 2025 | €171.7b | €59.4b | €6.1b | 22x | 28.4x | 2.9x |
| Wed, 19 Nov 2025 | €166.9b | €59.4b | €6.1b | 22.5x | 27.6x | 2.8x |
| Fri, 17 Oct 2025 | €187.4b | €59.2b | €6.0b | 24.8x | 31x | 3.2x |
| Sun, 14 Sep 2025 | €173.9b | €59.2b | €6.1b | 15.1x | 28.7x | 2.9x |
| Tue, 12 Aug 2025 | €163.9b | €59.2b | €6.1b | 15.5x | 27.1x | 2.8x |
| Thu, 10 Jul 2025 | €163.3b | €57.3b | €5.8b | 16.8x | 28.2x | 2.9x |
| Sat, 07 Jun 2025 | €161.8b | €57.3b | €5.8b | 16.6x | 27.9x | 2.8x |
| Mon, 05 May 2025 | €152.1b | €57.1b | €5.8b | 15.3x | 26.3x | 2.7x |
| Wed, 02 Apr 2025 | €151.7b | €57.1b | €5.8b | 15.4x | 26.2x | 2.7x |
| Fri, 28 Feb 2025 | €165.3b | €57.1b | €5.8b | 16.2x | 28.5x | 2.9x |
| Sun, 26 Jan 2025 | €184.0b | €54.5b | €5.3b | 16x | 35x | 3.4x |
| Tue, 24 Dec 2024 | €164.2b | €54.5b | €5.3b | 16.7x | 31.2x | 3x |
| Thu, 21 Nov 2024 | €164.0b | €54.8b | €5.2b | 17.1x | 31.4x | 3x |
| Sat, 19 Oct 2024 | €173.4b | €54.8b | €5.3b | 19.4x | 33x | 3.2x |
| Mon, 16 Sep 2024 | €161.0b | €54.8b | €5.3b | 20.2x | 30.7x | 2.9x |
| Wed, 14 Aug 2024 | €151.9b | €54.8b | €5.3b | 20x | 28.9x | 2.8x |
| Fri, 12 Jul 2024 | €159.8b | €54.0b | €5.4b | 20.7x | 29.8x | 3x |
| Sun, 09 Jun 2024 | €159.2b | €54.0b | €5.4b | 22.5x | 29.6x | 3x |
| Tue, 07 May 2024 | €153.9b | €54.0b | €5.4b | 21.4x | 28.6x | 2.9x |
| Thu, 04 Apr 2024 | €146.3b | €54.0b | €5.4b | 20.4x | 27x | 2.7x |
| Sat, 02 Mar 2024 | €147.4b | €54.0b | €5.4b | 20.5x | 27.2x | 2.7x |
| Mon, 29 Jan 2024 | €136.7b | €55.6b | €5.6b | 20.8x | 24.6x | 2.5x |
| Wed, 27 Dec 2023 | €136.4b | €55.6b | €5.5b | 20.8x | 24.6x | 2.5x |
| Fri, 24 Nov 2023 | €125.2b | €55.6b | €5.5b | 20.7x | 22.6x | 2.3x |
| Sun, 22 Oct 2023 | €110.1b | €55.6b | €5.5b | 19.4x | 19.9x | 2x |
| Tue, 19 Sep 2023 | €121.3b | €55.6b | €5.5b | 21.2x | 22x | 2.2x |
| Thu, 17 Aug 2023 | €122.9b | €55.6b | €5.5b | 22.1x | 22.2x | 2.2x |
| Sat, 15 Jul 2023 | €124.9b | €54.2b | €5.1b | 22.7x | 24.7x | 2.3x |
| Mon, 12 Jun 2023 | €125.0b | €54.3b | €5.1b | 22.5x | 24.7x | 2.3x |
24.7x
Which industries have driven the changes within the French Industrials industry?
| FR Market | -0.16% | |
| Industrials | 0.08% | |
| Electrical | 3.84% | |
| Electrical Components | 3.84% | |
| Heavy Electrical Equipment | 3.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SU Schneider Electric | €281.85 | 5.5% +€8.2b | 24.7% | PE38x | |
| ALENO Enogia SAS | €6.56 | 5.1% +€2.0m | 98.8% | PE234.1x | |
| MRN Mersen | €43.04 | 0.1% +€1.5m | 113.1% | PE73.8x | |
| ALUCI Lucibel | €4.95 | 29.6% +€251.2k | -62.4% | PS0.2x |