Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedAug 25, 2026
DataAggregated Company Financials
Companies6
- 7D2.2%
- 3M1.4%
- 1Y2.9%
- YTD8.3%
In the last week, the Infrastructure industry is up 2.0%, with Getlink up 4.0%. During this same period, the Andino Inversiones Global underperformed, falling 13%. The industry has been flat over the past 12 months despite the gain this week. 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | €21.6b | €8.8b | €933.6m | 17x | 23.1x | 2.5x |
| Thu, 23 Jul 2026 | €20.9b | €8.7b | €713.6m | 21.9x | 29.2x | 2.4x |
| Sat, 20 Jun 2026 | €21.2b | €8.7b | €715.0m | 20.9x | 29.7x | 2.4x |
| Mon, 18 May 2026 | €20.6b | €8.7b | €715.0m | 20.7x | 28.8x | 2.4x |
| Wed, 15 Apr 2026 | €22.0b | €8.7b | €715.0m | 21.8x | 30.8x | 2.5x |
| Fri, 13 Mar 2026 | €20.1b | €8.7b | €715.5m | 22.7x | 28.1x | 2.3x |
| Sun, 08 Feb 2026 | €21.2b | €8.3b | €363.5m | 21.1x | 58.3x | 2.5x |
| Tue, 06 Jan 2026 | €19.9b | €8.3b | €363.0m | 33.7x | 54.9x | 2.4x |
| Thu, 04 Dec 2025 | €20.9b | €8.3b | €363.0m | 32.6x | 57.7x | 2.5x |
| Sat, 01 Nov 2025 | €20.6b | €8.3b | €362.3m | 33.4x | 56.8x | 2.5x |
| Mon, 29 Sep 2025 | €19.6b | €8.3b | €362.3m | 32.6x | 54.1x | 2.4x |
| Wed, 27 Aug 2025 | €20.4b | €8.3b | €362.1m | 34.5x | 56.3x | 2.4x |
| Fri, 25 Jul 2025 | €19.9b | €8.1b | €671.1m | 27.2x | 29.7x | 2.5x |
| Sun, 22 Jun 2025 | €19.4b | €8.1b | €671.7m | 17.6x | 28.8x | 2.4x |
| Tue, 20 May 2025 | €21.1b | €8.1b | €671.7m | 17.9x | 31.5x | 2.6x |
| Thu, 17 Apr 2025 | €19.3b | €8.1b | €671.7m | 17.6x | 28.7x | 2.4x |
| Sat, 15 Mar 2025 | €18.4b | €8.1b | €670.7m | 26.8x | 27.5x | 2.3x |
| Mon, 10 Feb 2025 | €19.9b | €7.9b | €1.1b | 18x | 17.8x | 2.5x |
| Wed, 08 Jan 2025 | €19.5b | €7.9b | €1.1b | 16x | 17.4x | 2.5x |
| Fri, 06 Dec 2024 | €20.2b | €7.9b | €1.1b | 16x | 18.1x | 2.6x |
| Sun, 03 Nov 2024 | €19.3b | €7.9b | €1.1b | 16.5x | 17.2x | 2.5x |
| Tue, 01 Oct 2024 | €20.3b | €7.9b | €1.1b | 16.6x | 18.2x | 2.6x |
| Thu, 29 Aug 2024 | €20.7b | €7.9b | €1.1b | 13.4x | 18.4x | 2.6x |
| Sat, 27 Jul 2024 | €21.3b | €7.9b | €1.1b | 13.5x | 18.9x | 2.7x |
| Mon, 24 Jun 2024 | €20.3b | €7.7b | €975.5m | 13.9x | 20.8x | 2.6x |
| Wed, 22 May 2024 | €21.9b | €7.7b | €975.5m | 14.4x | 22.4x | 2.9x |
| Fri, 19 Apr 2024 | €20.4b | €7.7b | €975.5m | 14.7x | 20.9x | 2.7x |
| Sun, 17 Mar 2024 | €21.1b | €7.7b | €978.2m | 12x | 21.6x | 2.8x |
| Tue, 13 Feb 2024 | €20.6b | €7.5b | €943.4m | 16.5x | 21.8x | 2.7x |
| Thu, 11 Jan 2024 | €20.5b | €7.5b | €943.4m | 16.3x | 21.8x | 2.7x |
| Sat, 09 Dec 2023 | €21.1b | €7.5b | €943.4m | 16.3x | 22.3x | 2.8x |
| Mon, 06 Nov 2023 | €19.7b | €7.5b | €943.0m | 15.9x | 20.9x | 2.6x |
| Wed, 04 Oct 2023 | €19.0b | €7.5b | €942.0m | 15.4x | 20.2x | 2.5x |
| Fri, 01 Sep 2023 | €20.6b | €7.5b | €944.6m | 16.8x | 21.8x | 2.7x |
Price to Earnings Ratio
21.8x
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 23.1x 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 | -0.96% | |
| Industrials | -4.26% | |
| Infrastructure | 2.21% | |
| Highways and Railtracks | 3.96% | |
| Airport Services | 0.57% | |
| Marine Ports and Services | -2.76% | |
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 | |
|---|---|---|---|---|---|
| GET Getlink | €19.40 | 4.0% +€406.9m | 17.1% | PE32.4x | |
| ADP Aeroports de Paris | €109.30 | 0.6% +€69.3m | -7.8% | PE18.1x | |
| ALGIR Signaux Girod | €16.60 | 0.9% +€148.5k | 10.3% | PS0.2x |