Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 31, 2026
DataAggregated Company Financials
Companies6
- 7D-2.0%
- 3M1.0%
- 1Y5.7%
- YTD6.1%
Over the last 7 days, the Infrastructure industry has dropped 1.8%, driven by Getlink declining 3.4%. In contrast, Andino Inversiones Global has gained 9.9%. Over the past 12 months, the industry was up 5.1%. As for the next few years, earnings are expected to grow by 7.4% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | €21.2b | €8.8b | €933.6m | 17.1x | 22.7x | 2.4x |
| Wed, 29 Jul 2026 | €21.4b | €8.8b | €718.6m | 22.6x | 29.7x | 2.4x |
| Fri, 26 Jun 2026 | €21.8b | €8.7b | €715.0m | 22.8x | 30.6x | 2.5x |
| Sun, 24 May 2026 | €21.1b | €8.7b | €715.0m | 21.4x | 29.5x | 2.4x |
| Tue, 21 Apr 2026 | €21.9b | €8.7b | €715.0m | 21.5x | 30.7x | 2.5x |
| Thu, 19 Mar 2026 | €20.2b | €8.7b | €715.5m | 22.7x | 28.2x | 2.3x |
| Sat, 14 Feb 2026 | €21.4b | €8.3b | €363.5m | 21.4x | 58.8x | 2.6x |
| Mon, 12 Jan 2026 | €20.6b | €8.3b | €363.0m | 34.7x | 56.9x | 2.5x |
| Wed, 10 Dec 2025 | €20.7b | €8.3b | €363.0m | 32.2x | 57.1x | 2.5x |
| Fri, 07 Nov 2025 | €20.6b | €8.3b | €363.0m | 33.4x | 56.8x | 2.5x |
| Sun, 05 Oct 2025 | €20.0b | €8.3b | €362.3m | 33.2x | 55.3x | 2.4x |
| Tue, 02 Sep 2025 | €20.0b | €8.3b | €362.1m | 33.8x | 55.3x | 2.4x |
| Thu, 31 Jul 2025 | €19.9b | €8.0b | €611.1m | 32.1x | 32.5x | 2.5x |
| Sat, 28 Jun 2025 | €19.6b | €8.1b | €671.7m | 17.4x | 29.1x | 2.4x |
| Mon, 26 May 2025 | €20.9b | €8.1b | €671.7m | 18.7x | 31.1x | 2.6x |
| Wed, 23 Apr 2025 | €19.4b | €8.1b | €671.7m | 17.6x | 28.9x | 2.4x |
| Fri, 21 Mar 2025 | €18.8b | €8.1b | €670.7m | 27.4x | 28x | 2.3x |
| Sun, 16 Feb 2025 | €20.4b | €7.9b | €1.1b | 18.9x | 18.3x | 2.6x |
| Tue, 14 Jan 2025 | €18.9b | €7.9b | €1.1b | 16.3x | 16.9x | 2.4x |
| Thu, 12 Dec 2024 | €20.0b | €7.9b | €1.1b | 16.1x | 17.9x | 2.5x |
| Sat, 09 Nov 2024 | €19.0b | €7.9b | €1.1b | 16.3x | 17x | 2.4x |
| Mon, 07 Oct 2024 | €19.7b | €7.9b | €1.1b | 16.7x | 17.6x | 2.5x |
| Wed, 04 Sep 2024 | €20.7b | €7.9b | €1.1b | 13.4x | 18.4x | 2.6x |
| Fri, 02 Aug 2024 | €20.6b | €7.9b | €1.1b | 13.5x | 18.4x | 2.6x |
| Sun, 30 Jun 2024 | €19.8b | €7.7b | €975.5m | 13.5x | 20.3x | 2.6x |
| Tue, 28 May 2024 | €21.7b | €7.7b | €975.5m | 14.6x | 22.2x | 2.8x |
| Thu, 25 Apr 2024 | €20.4b | €7.7b | €975.5m | 14.6x | 20.9x | 2.7x |
| Sat, 23 Mar 2024 | €21.5b | €7.7b | €976.9m | 13.5x | 22x | 2.8x |
| Mon, 19 Feb 2024 | €20.5b | €7.8b | €1.0b | 15.5x | 20.4x | 2.6x |
| Wed, 17 Jan 2024 | €20.7b | €7.5b | €943.4m | 16.3x | 21.9x | 2.7x |
| Fri, 15 Dec 2023 | €21.2b | €7.5b | €943.4m | 16.6x | 22.5x | 2.8x |
| Sun, 12 Nov 2023 | €19.5b | €7.5b | €943.0m | 15.8x | 20.7x | 2.6x |
| Tue, 10 Oct 2023 | €18.6b | €7.5b | €943.0m | 15.3x | 19.7x | 2.5x |
| Thu, 07 Sep 2023 | €20.0b | €7.5b | €944.6m | 16.4x | 21.2x | 2.7x |
Price to Earnings Ratio
21.2x
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 22.7x 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 | -0.65% | |
| Industrials | 0.24% | |
| Infrastructure | -1.96% | |
| Marine Ports and Services | 0.51% | |
| Airport Services | -0.042% | |
| Highways and Railtracks | -3.91% | |
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 15.0x.
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 | |
|---|---|---|---|---|---|
| MLAIG Andino Inversiones Global | €2.88 | 9.9% +€5.4m | -4.0% | n/a | |
| ALTOU Touax | €3.94 | 0.5% +€139.5k | -20.9% | PE16x |