Narrative Update • May 01

The Infrastructure industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 10% per annum.
Has the French Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | €20.7b | €8.7b | €715.0m | 20.6x | 28.9x | 2.4x |
| Fri, 17 Apr 2026 | €21.8b | €8.7b | €715.0m | 22x | 30.5x | 2.5x |
| Sun, 15 Mar 2026 | €20.2b | €8.7b | €715.5m | 22.5x | 28.2x | 2.3x |
| Tue, 10 Feb 2026 | €21.2b | €8.3b | €363.5m | 21.1x | 58.4x | 2.5x |
| Thu, 08 Jan 2026 | €20.5b | €8.3b | €363.0m | 34.3x | 56.4x | 2.5x |
| Sat, 06 Dec 2025 | €20.7b | €8.3b | €363.0m | 32.3x | 57.1x | 2.5x |
| Mon, 03 Nov 2025 | €20.6b | €8.3b | €363.0m | 33.4x | 56.7x | 2.5x |
| Wed, 01 Oct 2025 | €19.9b | €8.3b | €362.3m | 33x | 54.8x | 2.4x |
| Fri, 29 Aug 2025 | €20.3b | €8.3b | €362.1m | 34.3x | 56x | 2.4x |
| Sun, 27 Jul 2025 | €20.0b | €8.0b | €611.1m | 32.4x | 32.7x | 2.5x |
| Tue, 24 Jun 2025 | €19.2b | €8.1b | €671.7m | 17.7x | 28.6x | 2.4x |
| Thu, 22 May 2025 | €21.3b | €8.1b | €671.7m | 17.9x | 31.7x | 2.6x |
| Sat, 19 Apr 2025 | €19.4b | €8.1b | €671.7m | 17.5x | 28.8x | 2.4x |
| Mon, 17 Mar 2025 | €18.4b | €8.1b | €670.7m | 26.8x | 27.5x | 2.3x |
| Wed, 12 Feb 2025 | €19.9b | €7.9b | €1.1b | 19.3x | 17.8x | 2.5x |
| Fri, 10 Jan 2025 | €19.3b | €7.9b | €1.1b | 16.1x | 17.2x | 2.4x |
| Sun, 08 Dec 2024 | €20.2b | €7.9b | €1.1b | 16.1x | 18x | 2.6x |
| Tue, 05 Nov 2024 | €19.3b | €7.9b | €1.1b | 16.4x | 17.2x | 2.4x |
| Thu, 03 Oct 2024 | €20.1b | €7.9b | €1.1b | 16.5x | 17.9x | 2.5x |
| Sat, 31 Aug 2024 | €20.8b | €7.9b | €1.1b | 13.4x | 18.5x | 2.6x |
| Mon, 29 Jul 2024 | €21.3b | €7.9b | €1.1b | 13.5x | 18.9x | 2.7x |
| Wed, 26 Jun 2024 | €20.4b | €7.7b | €975.5m | 13.7x | 20.9x | 2.7x |
| Fri, 24 May 2024 | €21.5b | €7.7b | €975.5m | 14.5x | 22x | 2.8x |
| Sun, 21 Apr 2024 | €20.4b | €7.7b | €975.5m | 14.7x | 20.9x | 2.7x |
| Tue, 19 Mar 2024 | €21.0b | €7.7b | €978.2m | 12.1x | 21.5x | 2.7x |
| Thu, 15 Feb 2024 | €20.3b | €7.5b | €943.4m | 16.4x | 21.5x | 2.7x |
| Sat, 13 Jan 2024 | €20.9b | €7.5b | €943.4m | 16.3x | 22.1x | 2.8x |
| Mon, 11 Dec 2023 | €21.1b | €7.5b | €943.4m | 16.3x | 22.3x | 2.8x |
| Wed, 08 Nov 2023 | €19.4b | €7.5b | €943.0m | 15.7x | 20.5x | 2.6x |
| Fri, 06 Oct 2023 | €18.6b | €7.5b | €943.0m | 15.6x | 19.8x | 2.5x |
| Sun, 03 Sep 2023 | €20.7b | €7.5b | €944.6m | 16.8x | 21.9x | 2.7x |
| Tue, 01 Aug 2023 | €21.3b | €7.5b | €944.6m | 17.1x | 22.5x | 2.8x |
| Thu, 29 Jun 2023 | €21.8b | €6.6b | €785.8m | 19x | 27.7x | 3.3x |
| Sat, 27 May 2023 | €23.3b | €6.6b | €785.8m | 19.8x | 29.6x | 3.5x |
29.6x
Which industries have driven the changes within the French Industrials industry?
| FR Market | -0.73% | |
| Industrials | -3.26% | |
| Infrastructure | -0.42% | |
| Marine Ports and Services | 2.11% | |
| Highways and Railtracks | 0.38% | |
| Airport Services | -1.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALTPC Société Marseillaise du Tunnel Prado Carénage | €29.20 | 0.7% +€1.2m | 0.3% | PE16.2x | |
| MLAIG Andino Inversiones Global | €3.00 | 1.4% +€823.3k | -3.2% | n/a | |
| ALTOU Touax | €3.88 | 1.0% +€279.0k | -10.2% | PE15.8x | |
| ALGIR Signaux Girod | €15.95 | 1.3% +€198.0k | 10.4% | PE20.7x |