Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 22, 2026
DataAggregated Company Financials
Companies6
- 7D0.5%
- 3M2.2%
- 1Y-0.8%
- YTD8.1%
In the last week, Infrastructure has been flat. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 7.3% annually.
Industry Valuation and Performance
Has the French Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | €21.4b | €8.8b | €933.6m | 17.1x | 23x | 2.4x |
| Mon, 20 Jul 2026 | €21.0b | €8.7b | €713.6m | 22.1x | 29.4x | 2.4x |
| Wed, 17 Jun 2026 | €21.1b | €8.7b | €715.0m | 21.6x | 29.5x | 2.4x |
| Fri, 15 May 2026 | €21.0b | €8.7b | €715.0m | 20.7x | 29.4x | 2.4x |
| Sun, 12 Apr 2026 | €22.4b | €8.7b | €715.0m | 20.8x | 31.3x | 2.6x |
| Tue, 10 Mar 2026 | €20.2b | €8.7b | €715.5m | 22x | 28.2x | 2.3x |
| Thu, 05 Feb 2026 | €20.8b | €8.3b | €363.5m | 21.2x | 57.1x | 2.5x |
| Sat, 03 Jan 2026 | €19.9b | €8.3b | €363.0m | 33.6x | 54.9x | 2.4x |
| Mon, 01 Dec 2025 | €21.2b | €8.3b | €363.0m | 32.9x | 58.3x | 2.5x |
| Wed, 29 Oct 2025 | €20.5b | €8.3b | €362.3m | 32.5x | 56.5x | 2.5x |
| Fri, 26 Sep 2025 | €19.4b | €8.3b | €362.3m | 32.4x | 53.7x | 2.3x |
| Sun, 24 Aug 2025 | €21.7b | €8.3b | €362.1m | 36x | 59.9x | 2.6x |
| Tue, 22 Jul 2025 | €19.6b | €8.1b | €671.1m | 27.2x | 29.2x | 2.4x |
| Thu, 19 Jun 2025 | €19.7b | €8.1b | €671.7m | 17.8x | 29.3x | 2.4x |
| Sat, 17 May 2025 | €21.3b | €8.1b | €671.7m | 17.9x | 31.6x | 2.6x |
| Mon, 14 Apr 2025 | €18.3b | €8.1b | €671.7m | 17.9x | 27.3x | 2.3x |
| Wed, 12 Mar 2025 | €18.4b | €8.1b | €670.7m | 26.5x | 27.5x | 2.3x |
| Fri, 07 Feb 2025 | €19.8b | €7.9b | €1.1b | 16.5x | 17.7x | 2.5x |
| Sun, 05 Jan 2025 | €19.7b | €7.9b | €1.1b | 16.3x | 17.6x | 2.5x |
| Tue, 03 Dec 2024 | €19.2b | €7.9b | €1.1b | 16.1x | 17.1x | 2.4x |
| Thu, 31 Oct 2024 | €19.4b | €7.9b | €1.1b | 16.4x | 17.4x | 2.5x |
| Sat, 28 Sep 2024 | €20.9b | €7.9b | €1.1b | 16.7x | 18.7x | 2.7x |
| Mon, 26 Aug 2024 | €20.6b | €7.9b | €1.1b | 13.4x | 18.3x | 2.6x |
| Wed, 24 Jul 2024 | €21.0b | €7.7b | €975.4m | 13.5x | 21.6x | 2.7x |
| Fri, 21 Jun 2024 | €20.5b | €7.7b | €975.5m | 13.9x | 21x | 2.7x |
| Sun, 19 May 2024 | €21.9b | €7.7b | €975.5m | 14.5x | 22.4x | 2.9x |
| Tue, 16 Apr 2024 | €20.1b | €7.6b | €975.5m | 14.7x | 20.6x | 2.6x |
| Thu, 14 Mar 2024 | €21.3b | €7.7b | €974.3m | 15.9x | 21.9x | 2.8x |
| Sat, 10 Feb 2024 | €20.4b | €7.5b | €943.4m | 16.4x | 21.6x | 2.7x |
| Mon, 08 Jan 2024 | €20.4b | €7.5b | €943.4m | 16.2x | 21.6x | 2.7x |
| Wed, 06 Dec 2023 | €20.6b | €7.5b | €943.4m | 15.9x | 21.8x | 2.7x |
| Fri, 03 Nov 2023 | €19.5b | €7.5b | €943.0m | 15.7x | 20.6x | 2.6x |
| Sun, 01 Oct 2023 | €19.4b | €7.5b | €942.0m | 15.9x | 20.6x | 2.6x |
| Tue, 29 Aug 2023 | €20.4b | €7.5b | €944.6m | 16.8x | 21.6x | 2.7x |
Price to Earnings Ratio
21.6x
Current Industry PE
- Investors are pessimistic on the French Infrastructure 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 23.0x which is lower than its 3-year average PE of 29.6x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.3% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Industrials industry?
| FR Market | -1.66% | |
| Industrials | -3.82% | |
| Infrastructure | 0.48% | |
| Highways and Railtracks | 2.45% | |
| Marine Ports and Services | 0% | 0 |
| Airport Services | -1.39% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 27.7x.
- Analysts are expecting annual earnings growth of 3.3%, which is lower than the prior year's growth of 18.9% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 14.9x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 11% over the next 5 years.
- In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 3.3% 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 | |
|---|---|---|---|---|---|
| GET Getlink | €19.28 | 2.5% +€255.0m | 13.1% | PE32.2x |