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French (CAC) Infrastructure Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies6
  • 7D2.3%
  • 3M-2.3%
  • 1Y4.3%
  • YTD0.9%

In the last week, the Infrastructure industry is up 2.3%, with Aeroports de Paris leading the way, up 2.3%. During this same period, the Andino Inversiones Global underperformed, falling 17%. This takes the industry's 12 month performance to a gain of 4.3%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

Has the French Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026€20.1b€8.3b€363.0m34.9x55.4x2.4x
Sat, 27 Dec 2025€19.9b€8.3b€363.0m33.4x54.7x2.4x
Mon, 24 Nov 2025€20.4b€8.3b€363.0m32.1x56.3x2.5x
Wed, 22 Oct 2025€20.7b€8.3b€362.3m32.5x57.2x2.5x
Fri, 19 Sep 2025€19.5b€8.3b€362.1m32.5x54x2.3x
Sun, 17 Aug 2025€21.5b€8.3b€362.1m35.6x59.3x2.6x
Tue, 15 Jul 2025€19.5b€8.1b€671.1m27.3x29x2.4x
Thu, 12 Jun 2025€20.0b€8.1b€671.7m17.8x29.8x2.5x
Sat, 10 May 2025€20.6b€8.1b€671.7m17.8x30.7x2.5x
Mon, 07 Apr 2025€18.0b€8.1b€671.7m20.5x26.9x2.2x
Wed, 05 Mar 2025€18.9b€8.2b€694.7m25.6x27.2x2.3x
Fri, 31 Jan 2025€19.3b€7.9b€1.1b16.8x17.2x2.4x
Sun, 29 Dec 2024€19.6b€7.9b€1.1b16.3x17.5x2.5x
Tue, 26 Nov 2024€19.7b€7.9b€1.1b16.3x17.6x2.5x
Thu, 24 Oct 2024€19.5b€7.9b€1.1b16.5x17.4x2.5x
Sat, 21 Sep 2024€20.4b€7.9b€1.1b13.9x18.2x2.6x
Mon, 19 Aug 2024€20.3b€7.9b€1.1b13.4x18x2.6x
Wed, 17 Jul 2024€20.8b€7.7b€975.4m13.6x21.3x2.7x
Fri, 14 Jun 2024€21.0b€7.7b€975.5m14.1x21.6x2.7x
Sun, 12 May 2024€21.6b€7.7b€975.5m14.4x22.2x2.8x
Tue, 09 Apr 2024€21.1b€7.6b€975.5m14.7x21.6x2.8x
Thu, 07 Mar 2024€20.9b€7.7b€974.3m15.7x21.5x2.7x
Sat, 03 Feb 2024€21.3b€7.5b€943.4m16.9x22.5x2.8x
Mon, 01 Jan 2024€20.7b€7.5b€943.4m16.3x22x2.8x
Wed, 29 Nov 2023€20.4b€7.5b€943.4m15.9x21.6x2.7x
Fri, 27 Oct 2023€18.5b€7.5b€943.0m15.3x19.6x2.4x
Sun, 24 Sep 2023€19.4b€7.5b€942.0m15.9x20.6x2.6x
Tue, 22 Aug 2023€19.9b€7.5b€944.6m16.5x21x2.6x
Thu, 20 Jul 2023€21.8b€6.6b€788.5m18.6x27.6x3.3x
Sat, 17 Jun 2023€22.4b€6.6b€785.8m19.9x28.5x3.4x
Mon, 15 May 2023€23.1b€6.6b€785.8m19.6x29.4x3.5x
Wed, 12 Apr 2023€21.8b€6.6b€785.7m19x27.8x3.3x
Fri, 10 Mar 2023€22.2b€6.6b€796.4m19.4x27.9x3.3x
Sun, 05 Feb 2023€23.5b€5.2b€57.9m12.4x405.3x4.6x
Price to Earnings Ratio

405.3x


Total Market Cap: €23.5bTotal Earnings: €57.9mTotal Revenue: €5.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Infrastructure Industry Price to Earnings3Y Average 35.2x202420252026
Current Industry PE
  • Investors are optimistic on the French Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 55.4x which is higher than its 3-year average PE of 35.2x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 84% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the French Industrials industry?

FR Market-0.73%
Industrials-0.28%
Infrastructure2.28%
Marine Ports and Services6.90%
Highways and Railtracks2.32%
Airport Services2.23%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 41.1x.
    • Analysts are expecting annual earnings growth of 40.6%, which is higher than its past year's earnings decline of 87.8% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 13.1x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 42% over the next 5 years.
  • However this is lower than its past earnings growth rate of 191% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 8.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ADP Aeroports de Paris€110.202.3%
+€246.9m		1.7%PE117x
GET Getlink€16.522.4%
+€206.1m		8.1%PE34.9x
ALTOU Touax€4.656.9%
+€2.1m		33.6%PE12.6x
ALTPC Société Marseillaise du Tunnel Prado Carénage€28.100.7%
+€1.2m		0.7%PE16.2x

Latest News

ADP
€110.20
Aeroports de Paris
7D
2.3%
1Y
1.7%

ADP: Traffic Resilience And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their fair value estimate for Aeroports de Paris to €122.17 from €125.67, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with recent Street research in which a major bank reduced its price target by €14. Analyst Commentary Bullish Takeaways Bullish analysts view the updated fair value of €122.17 as still supported by the company’s ability to translate traffic and commercial activity into earnings, even with more conservative assumptions on discount rates and P/E.
GET
€16.52
Getlink
7D
2.4%
1Y
8.1%
ALTOU
€4.65
Touax
7D
6.9%
1Y
33.6%
ALTPC
€28.10
Société Marseillaise du Tunnel Prado Carénage
7D
0.7%
1Y
0.7%

We Think Société Marseillaise du Tunnel Prado Carénage's (EPA:ALTPC) Solid Earnings Are Understated

Nov 02
We Think Société Marseillaise du Tunnel Prado Carénage's (EPA:ALTPC) Solid Earnings Are Understated