Narrative Update • Aug 04
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French (CAC) Infrastructure Industry Analysis
UpdatedSep 11, 2026
DataAggregated Company Financials
Companies5
- 7D0.03%
- 3M1.0%
- 1Y5.0%
- YTD5.1%
In the last week, Infrastructure has been flat. The past year has been better, since the industry has gained 5.0% in that time. 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 |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | €20.9b | €8.8b | €933.6m | 16.7x | 22.4x | 2.4x |
| Sun, 09 Aug 2026 | €21.8b | €8.8b | €933.6m | 17.8x | 23.4x | 2.5x |
| Tue, 07 Jul 2026 | €21.9b | €8.7b | €713.6m | 23.7x | 30.7x | 2.5x |
| Thu, 04 Jun 2026 | €20.8b | €8.7b | €715.0m | 22.9x | 29.1x | 2.4x |
| Sat, 02 May 2026 | €20.8b | €8.7b | €715.0m | 21.1x | 29.1x | 2.4x |
| Mon, 30 Mar 2026 | €20.0b | €8.7b | €714.6m | 25.3x | 28x | 2.3x |
| Wed, 25 Feb 2026 | €22.1b | €8.6b | €652.5m | 22.6x | 33.9x | 2.6x |
| Fri, 23 Jan 2026 | €19.9b | €8.3b | €363.0m | 33.8x | 54.8x | 2.4x |
| Sun, 21 Dec 2025 | €19.7b | €8.3b | €363.0m | 32.8x | 54.4x | 2.4x |
| Tue, 18 Nov 2025 | €20.7b | €8.3b | €363.0m | 32.9x | 56.9x | 2.5x |
| Thu, 16 Oct 2025 | €20.2b | €8.3b | €362.3m | 32.9x | 55.8x | 2.4x |
| Sat, 13 Sep 2025 | €20.1b | €8.3b | €362.1m | 33.5x | 55.5x | 2.4x |
| Mon, 11 Aug 2025 | €20.4b | €8.3b | €362.1m | 34.8x | 56.2x | 2.4x |
| Wed, 09 Jul 2025 | €19.5b | €8.1b | €671.1m | 27.5x | 29.1x | 2.4x |
| Fri, 06 Jun 2025 | €20.3b | €8.1b | €671.7m | 17.6x | 30.2x | 2.5x |
| Sun, 04 May 2025 | €20.5b | €8.1b | €671.7m | 17.8x | 30.5x | 2.5x |
| Tue, 01 Apr 2025 | €18.2b | €8.1b | €672.2m | 21.9x | 27.1x | 2.3x |
| Thu, 27 Feb 2025 | €18.9b | €8.2b | €694.7m | 25.3x | 27.2x | 2.3x |
| Sat, 25 Jan 2025 | €19.0b | €7.9b | €1.1b | 16.1x | 17x | 2.4x |
| Mon, 23 Dec 2024 | €19.5b | €7.9b | €1.1b | 16x | 17.4x | 2.5x |
| Wed, 20 Nov 2024 | €19.2b | €7.9b | €1.1b | 16.2x | 17.2x | 2.4x |
| Fri, 18 Oct 2024 | €20.2b | €7.9b | €1.1b | 16.7x | 18.1x | 2.6x |
| Sun, 15 Sep 2024 | €20.5b | €7.9b | €1.1b | 13.7x | 18.2x | 2.6x |
| Tue, 13 Aug 2024 | €20.0b | €7.9b | €1.1b | 13.3x | 17.8x | 2.5x |
| Thu, 11 Jul 2024 | €20.3b | €7.7b | €975.4m | 13.4x | 20.9x | 2.7x |
| Sat, 08 Jun 2024 | €22.2b | €7.7b | €975.5m | 14.5x | 22.8x | 2.9x |
| Mon, 06 May 2024 | €21.2b | €7.7b | €975.5m | 14.5x | 21.8x | 2.8x |
| Wed, 03 Apr 2024 | €21.4b | €7.6b | €975.5m | 14.7x | 21.9x | 2.8x |
| Fri, 01 Mar 2024 | €21.2b | €7.8b | €1.0b | 15.9x | 21.1x | 2.7x |
| Sun, 28 Jan 2024 | €21.5b | €7.5b | €943.4m | 16.9x | 22.8x | 2.8x |
| Tue, 26 Dec 2023 | €20.8b | €7.5b | €943.4m | 16.2x | 22.1x | 2.8x |
| Thu, 23 Nov 2023 | €20.4b | €7.5b | €943.4m | 16x | 21.7x | 2.7x |
| Sat, 21 Oct 2023 | €18.2b | €7.5b | €943.0m | 15x | 19.3x | 2.4x |
| Mon, 18 Sep 2023 | €19.9b | €7.5b | €942.1m | 16.2x | 21.2x | 2.6x |
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 22.4x 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 | -2.30% | |
| Industrials | -1.27% | |
| Infrastructure | 0.031% | |
| Airport Services | 0.74% | |
| Highways and Railtracks | -0.70% | |
| Marine Ports and Services | -4.07% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 27.8x.
- 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 15.1x.
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 | |
|---|---|---|---|---|---|
| ALGIR Signaux Girod | €16.60 | 1.5% +€247.5k | 13.7% | PS0.2x |