Has the French Electrical Industry valuation changed over the past few years?

Investors are optimistic on the French Electrical industry, and appear confident in long term growth rates. The industry is trading at a PE ratio of 33.9x which is higher than its 3-year average PE of 28.8x. The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.4x.

Which industries have driven the changes within the French Industrials industry?

Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio. It looks like they are confident that earnings will grow faster in the future than they have historically. Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 28.6x.

French (CAC) Electrical Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 05 Aug 2026	€211.7b	€62.4b	€6.2b	32.8x	33.9x	3.4x
Fri, 03 Jul 2026	€199.4b	€59.3b	€5.7b	33x	35.2x	3.4x
Sun, 31 May 2026	€198.7b	€59.3b	€5.7b	36.4x	35x	3.3x
Tue, 28 Apr 2026	€201.0b	€59.1b	€5.6b	37.1x	35.7x	3.4x
Thu, 26 Mar 2026	€181.9b	€59.1b	€5.7b	26.7x	32.1x	3.1x
Sat, 21 Feb 2026	€194.1b	€59.5b	€6.1b	26x	32x	3.3x
Mon, 19 Jan 2026	€172.1b	€59.4b	€6.1b	23.1x	28.5x	2.9x
Wed, 17 Dec 2025	€173.6b	€59.4b	€6.1b	22x	28.7x	2.9x
Fri, 14 Nov 2025	€172.6b	€59.4b	€6.1b	23x	28.5x	2.9x
Sun, 12 Oct 2025	€181.9b	€59.2b	€6.0b	24.2x	30.1x	3.1x
Tue, 09 Sep 2025	€169.1b	€59.2b	€6.1b	14.6x	27.9x	2.9x
Thu, 07 Aug 2025	€161.5b	€59.2b	€6.1b	14.8x	26.7x	2.7x
Sat, 05 Jul 2025	€159.5b	€57.3b	€5.8b	16.9x	27.5x	2.8x
Mon, 02 Jun 2025	€157.5b	€57.3b	€5.8b	15.9x	27.2x	2.7x
Wed, 30 Apr 2025	€143.7b	€57.1b	€5.8b	15.1x	24.9x	2.5x
Fri, 28 Mar 2025	€157.7b	€57.1b	€5.8b	15.2x	27.2x	2.8x
Sun, 23 Feb 2025	€179.0b	€57.1b	€5.8b	16.6x	30.8x	3.1x
Tue, 21 Jan 2025	€177.4b	€54.5b	€5.3b	16.1x	33.7x	3.3x
Thu, 19 Dec 2024	€170.1b	€54.5b	€5.3b	16.5x	32.3x	3.1x
Sat, 16 Nov 2024	€167.8b	€54.8b	€5.2b	17x	32.2x	3.1x
Mon, 14 Oct 2024	€170.1b	€54.8b	€5.3b	19.3x	32.4x	3.1x
Wed, 11 Sep 2024	€155.7b	€54.8b	€5.3b	19.1x	29.7x	2.8x
Fri, 09 Aug 2024	€148.5b	€54.8b	€5.3b	19.7x	28.3x	2.7x
Sun, 07 Jul 2024	€158.7b	€54.0b	€5.4b	20.7x	29.5x	2.9x
Tue, 04 Jun 2024	€159.2b	€54.0b	€5.4b	22.4x	29.6x	2.9x
Thu, 02 May 2024	€151.5b	€54.1b	€5.4b	20.5x	27.9x	2.8x
Sat, 30 Mar 2024	€148.7b	€54.0b	€5.4b	20.5x	27.4x	2.8x
Mon, 26 Feb 2024	€146.7b	€54.0b	€5.4b	20.5x	27.1x	2.7x
Wed, 24 Jan 2024	€134.7b	€55.6b	€5.6b	20.8x	24.3x	2.4x
Fri, 22 Dec 2023	€136.3b	€55.6b	€5.5b	20.8x	24.6x	2.5x
Sun, 19 Nov 2023	€125.9b	€55.6b	€5.5b	20.5x	22.7x	2.3x
Tue, 17 Oct 2023	€117.6b	€55.6b	€5.5b	20.5x	21.3x	2.1x
Thu, 14 Sep 2023	€118.6b	€55.6b	€5.5b	21.2x	21.5x	2.1x
Sat, 12 Aug 2023	€123.6b	€55.6b	€5.5b	22.2x	22.4x	2.2x


FR Market	1.77%
Industrials	5.62%
Electrical	12.70%
Electrical Components	12.70%
Heavy Electrical Equipment	3.35%

Company	Last Price	7D	1Y	Valuation
SU Schneider Electric	€299.25	14.2% +€21.1b	39.3%	PE35.5x
LR Legrand	€138.15	7.0% +€2.4b	7.3%	PE27.5x
NEX Nexans	€132.90	7.1% +€382.2m	5.3%	PE30.1x
MRN Mersen	€40.92	20.1% +€170.8m	60.5%	PE63.8x
ALOKW Groupe OKwind Société anonyme	€0.31	-7.3% €5.7m	-77.7%	PS0.3x

Announcement • 20h

Schneider Electric Releases Pioneering Study Assessing Arc Flash Risk in 800 Vdc Data Centers

Schneider Electric announced a first-of-its-kind analysis that provides practical guidance on how to assess and manage arc flash risk in 800 VDC power architectures. Based on deployment scenarios informed by hyperscaler design patterns, the analysis compares two emerging 800 VDC architectures with varying configurations. Findings demonstrate that arc flash outcomes depend strongly on architecture, capacitor placement, and fault-clearing behavior. A key result of the research is that even under the most demanding capacitor-dominated assumptions, arc flash risk in 800 VDC systems can be managed, and in many cases, is comparable to typical AC systems. Better modeling using advanced software and digital twins can help accurately portray arc flash risk. The findings come at a critical time when 800 VDC architectures are being adopted to support denser racks in AI data centers. The transition to 800 VDC data center power infrastructure will enable large-scale data centers and AI Factories to support 400 kW IT racks and beyond. As the industry accelerates toward these higher power densities, 800 VDC distribution has emerged as the practical path to power megawatt-scale racks efficiently. At the same time, higher operating voltages require a deeper understanding of fault behavior, protection coordination, and safe work practices. Arc flash analysis is already a standard practice in AC data centers, but no industry-wide standard or guidance currently exists to manage electrical hazards that personnel may encounter in converter-fed 800 VDC systems, making this latest research important to evaluating and managing arc flash hazards, but also ensuring 800 VDC systems achieve comparable safety levels to existing power systems. Current standards are shown to overestimate arc flash risk, whereas Schneider Electric’s simulation analysis demonstrates that advanced software and digital twins more accurately model risk. Schneider Electric’s work establishes the first practical arc flash analysis of rack-level and facility-level 800 VDC architectures, reflecting the major implementation paths emerging across the industry. The analysis evaluates standards-based methods, transient simulation, and system-level modeling. The findings demonstrate that existing arc flash frameworks can be applied to 800 VDC systems when used in an architecture-aware, time-dependent way, and that design choices impact outcomes. Rack-level 800 VDC architectures: In a sidecar (also called power rack) case study using conservative methods and assumptions, results showed incident energy well below the referenced 1.2 cal/cm² PPE threshold, even without protection devices. Centralized 800 VDC architectures: The facility-level case study shows potential for slightly higher incident energy than rack-level designs when, again, considering a conservative, less realistic architecture with no overcurrent protection. The analysis also assesses the effect of system topology and demonstrates how fault locations both upstream and downstream of reverse-blocking diodes influence back-feed, peak current, and arc flash outcomes. When fault contribution is time-limited with standard protection devices, arc flash energy is reduced to appropriate levels for the work environments and generally aligned with common AC architectures. Design and protection strategies are important factors for reducing arc flash risks in 800 VDC architectures. The study shows that overall risks remain low, and in many cases are comparable to typical AC distribution. Even with time standard protection devices, incident energy can remain below key thresholds. The research also established that: Transient behavior matters: In 800 VDC systems, arc flash is driven by time-dependent fault currents, with capacitor discharge dominating the first milliseconds of an event. Simulation improves accuracy: Software (such as transient simulation and power system analysis tools) shows that simplified arc flash analysis methods for DC systems often overestimate arc flash risk in capacitor-dominated systems. Operators can significantly reduce arc flash risk by informing their protection strategy with advanced software and digital twins like ETAP. Design choices reduce risk: Arc flash outcomes depend on architecture and system configuration, not on DC distribution alone, where capacitor placement, reverse-blocking devices, and millisecond-scale protection are key levers for safe 800 VDC deployments. This work builds on Schneider Electric’s decades-long history of arc flash safety testing and bolsters its commitment to supporting the industry’s transition to 800 VDC power architectures, which are a critical requirement for emerging high-density rack systems being adopted for AI data centers. Schneider Electric has also performed extensive testing on live swap power capabilities in 800 VDC systems to enable safe maintenance. The findings are now available in a white paper titled, “DC Arc Flash Analysis: A Practical Study on 800 VDC in Data Centers.

French (CAC) Electrical Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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