Positive Sentiment Still Eludes NHOA S.A. (EPA:NHOA) Following 74% Share Price Slump
Sep 23
French (CAC) Electrical Industry Analysis
UpdatedSep 24, 2023
DataAggregated Company Financials
Companies16
- 7D-2.5%
- 3M-1.5%
- 1Y28.1%
- YTD13.2%
Over the last 7 days, the Electrical industry has dropped 2.5%, driven by Schneider Electric declining 2.1%. On the other hand Groupe OKwind Société anonyme is actually up 14%. This takes the industry's 12 month performance to a gain of 28%. As for the next few years, earnings are expected to grow by 8.1% per annum.
Industry Valuation and Performance
Has the French Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Sep 2023 | €118.6b | €55.6b | €5.5b | 20.8x | 21.5x | 2.1x |
| Tue, 22 Aug 2023 | €120.0b | €55.6b | €5.5b | 21.5x | 21.7x | 2.2x |
| Thu, 20 Jul 2023 | €122.2b | €54.2b | €5.1b | 22.5x | 24.2x | 2.3x |
| Sat, 17 Jun 2023 | €125.4b | €54.3b | €5.1b | 22.7x | 24.8x | 2.3x |
| Mon, 15 May 2023 | €121.0b | €54.3b | €5.1b | 21.9x | 23.9x | 2.2x |
| Wed, 12 Apr 2023 | €113.3b | €54.1b | €5.0b | 22.4x | 22.8x | 2.1x |
| Fri, 10 Mar 2023 | €122.3b | €53.9b | €5.0b | 23.1x | 24.5x | 2.3x |
| Sun, 05 Feb 2023 | €119.5b | €50.2b | €4.7b | 22.2x | 25.2x | 2.4x |
| Tue, 03 Jan 2023 | €104.0b | €50.2b | €4.7b | 20.8x | 21.9x | 2.1x |
| Thu, 01 Dec 2022 | €107.9b | €50.2b | €4.7b | 20.3x | 22.8x | 2.2x |
| Sat, 29 Oct 2022 | €102.3b | €49.8b | €4.7b | 21x | 21.8x | 2.1x |
| Mon, 26 Sep 2022 | €89.5b | €49.8b | €4.7b | 18.1x | 19.1x | 1.8x |
| Wed, 24 Aug 2022 | €101.0b | €49.7b | €4.7b | 20.9x | 21.4x | 2x |
| Fri, 22 Jul 2022 | €100.1b | €46.3b | €4.6b | 20.8x | 21.8x | 2.2x |
| Sun, 19 Jun 2022 | €92.9b | €46.3b | €4.6b | 20.3x | 20.2x | 2x |
| Tue, 17 May 2022 | €101.5b | €46.3b | €4.6b | 21.4x | 22.1x | 2.2x |
| Thu, 14 Apr 2022 | €110.3b | €46.0b | €4.6b | 22.4x | 24.2x | 2.4x |
| Sat, 12 Mar 2022 | €112.2b | €45.9b | €4.6b | 21.2x | 24.5x | 2.4x |
| Mon, 07 Feb 2022 | €115.5b | €43.5b | €4.3b | 23.7x | 26.8x | 2.7x |
| Wed, 05 Jan 2022 | €137.3b | €43.5b | €4.3b | 23.9x | 31.8x | 3.2x |
| Fri, 03 Dec 2021 | €126.1b | €43.5b | €4.3b | 19.9x | 29.2x | 2.9x |
| Sun, 31 Oct 2021 | €118.6b | €43.5b | €4.3b | 20.1x | 27.5x | 2.7x |
| Tue, 28 Sep 2021 | €117.3b | €43.5b | €4.3b | 25.2x | 27.2x | 2.7x |
| Thu, 26 Aug 2021 | €120.8b | €43.5b | €4.3b | 26.5x | 28.1x | 2.8x |
| Fri, 02 Jul 2021 | €106.7b | €43.5b | €4.3b | 23.9x | 24.8x | 2.5x |
| Mon, 05 Apr 2021 | €102.7b | €41.4b | €3.7b | 22.6x | 28.1x | 2.5x |
| Thu, 07 Jan 2021 | €91.1b | €39.6b | €3.1b | 28.6x | 29.6x | 2.3x |
| Wed, 30 Sep 2020 | €82.2b | €40.0b | €3.1b | 25.9x | 26.5x | 2.1x |
Price to Earnings Ratio
26.5x
Current Industry PE
- Investors are pessimistic on the French Electrical 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 21.5x which is lower than its 3-year average PE of 25.3x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 12% 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 industry?
| FR Market | -2.86% | |
| Industrials | -3.02% | |
| Electrical | -2.47% | |
| Electrical Components | -2.47% | |
| Heavy Electrical Equipment | -4.61% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry even though it's trading below its 3-year average PE ratio of 25.2x.
- Analysts are expecting annual earnings growth of 8.1%, which is lower than the prior year's growth of 11.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 34% over the next 5 years.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 8.1% 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 | |
|---|---|---|---|---|---|
| ALOKW Groupe OKwind Société anonyme | €21.20 | 14.0% +€21.5m | 71.7% | PE171x | |
| ALCUR Arcure | €2.49 | 2.9% +€398.7k | -3.1% | PS0.8x |
