Narrative Update • Jul 10

The Trade Distributors is pretty flat in the last 7 days, but Rexel has stood out, gaining 5.1%. The past year has been better, since the industry has gained 40% in that time. Looking forward, earnings are forecast to grow by 12% annually.
Has the French Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 15 Jul 2026 | €12.6b | €21.8b | €651.0m | 19.3x | 19.3x | 0.6x |
| Fri, 12 Jun 2026 | €11.6b | €21.8b | €651.0m | 17.9x | 17.9x | 0.5x |
| Sun, 10 May 2026 | €12.3b | €21.8b | €642.7m | 44.8x | 19.2x | 0.6x |
| Tue, 07 Apr 2026 | €11.2b | €21.8b | €642.7m | 40.5x | 17.4x | 0.5x |
| Thu, 05 Mar 2026 | €11.5b | €21.8b | €640.9m | 42.4x | 18x | 0.5x |
| Sat, 31 Jan 2026 | €11.6b | €22.2b | €281.5m | 43x | 41.3x | 0.5x |
| Mon, 29 Dec 2025 | €11.0b | €22.2b | €281.5m | 39.2x | 39x | 0.5x |
| Wed, 26 Nov 2025 | €10.4b | €22.2b | €281.5m | 37.4x | 37x | 0.5x |
| Fri, 24 Oct 2025 | €9.7b | €22.3b | €280.6m | 62x | 34.7x | 0.4x |
| Sun, 21 Sep 2025 | €9.5b | €22.4b | €309.5m | 44.2x | 30.6x | 0.4x |
| Tue, 19 Aug 2025 | €9.4b | €22.4b | €306.2m | 76x | 30.7x | 0.4x |
| Thu, 17 Jul 2025 | €9.0b | €22.3b | €400.7m | 81.9x | 22.3x | 0.4x |
| Sat, 14 Jun 2025 | €8.7b | €22.3b | €400.7m | 81x | 21.6x | 0.4x |
| Mon, 12 May 2025 | €8.7b | €22.4b | €401.2m | 74.3x | 21.6x | 0.4x |
| Wed, 09 Apr 2025 | €7.4b | €22.3b | €401.4m | 16x | 18.4x | 0.3x |
| Fri, 07 Mar 2025 | €9.7b | €22.6b | €420.7m | 19.3x | 23.1x | 0.4x |
| Sun, 02 Feb 2025 | €8.8b | €22.3b | €777.9m | 12.1x | 11.3x | 0.4x |
| Tue, 31 Dec 2024 | €8.4b | €22.3b | €777.9m | 12x | 10.8x | 0.4x |
| Thu, 28 Nov 2024 | €8.4b | €22.3b | €777.9m | 11.7x | 10.8x | 0.4x |
| Sat, 26 Oct 2024 | €8.9b | €22.4b | €777.3m | 12.3x | 11.4x | 0.4x |
| Mon, 23 Sep 2024 | €9.1b | €22.5b | €761.9m | 14.9x | 11.9x | 0.4x |
| Wed, 21 Aug 2024 | €7.9b | €22.5b | €766.5m | 15.1x | 10.2x | 0.3x |
| Fri, 19 Jul 2024 | €8.8b | €22.7b | €853.4m | 13.9x | 10.3x | 0.4x |
| Sun, 16 Jun 2024 | €8.6b | €22.7b | €853.4m | 13.4x | 10x | 0.4x |
| Tue, 14 May 2024 | €9.7b | €22.9b | €894.4m | 12.1x | 10.8x | 0.4x |
| Thu, 11 Apr 2024 | €8.9b | €22.9b | €895.1m | 9.7x | 9.9x | 0.4x |
| Sat, 09 Mar 2024 | €8.5b | €23.0b | €925.4m | 8.2x | 9.2x | 0.4x |
| Mon, 05 Feb 2024 | €8.8b | €23.2b | €1.0b | 8.2x | 8.4x | 0.4x |
| Wed, 03 Jan 2024 | €9.0b | €23.2b | €1.0b | 7.4x | 8.7x | 0.4x |
| Fri, 01 Dec 2023 | €8.0b | €23.2b | €1.0b | 6.8x | 7.7x | 0.3x |
| Sun, 29 Oct 2023 | €6.9b | €23.3b | €1.1b | 6.4x | 6.4x | 0.3x |
| Tue, 26 Sep 2023 | €7.8b | €23.3b | €1.1b | 7.1x | 7.2x | 0.3x |
| Thu, 24 Aug 2023 | €7.8b | €23.5b | €1.1b | 7.8x | 6.9x | 0.3x |
| Sat, 22 Jul 2023 | €8.1b | €22.8b | €1.2b | 7.3x | 7x | 0.4x |
7x
Which industries have driven the changes within the French Industrials industry?
| FR Market | -1.28% | |
| Industrials | -5.26% | |
| Trade Distributors | 0.32% | |
| Trade Companies and Distributors | 0.32% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RXL Rexel | €39.30 | 5.1% +€561.8m | 50.7% | PE19.5x | |
| THEP Thermador Groupe | €80.10 | 1.4% +€10.1m | -4.6% | PE16.7x | |
| ALUPG UPERGY Société Anonyme | €1.73 | 7.1% +€516.7k | 3.6% | PS0.2x | |
| ALGLD Gold By Gold | €4.96 | 3.3% +€431.1k | 79.1% | PE10.9x |