Narrative Update • Jun 29
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French (CAC) Transportation Industry Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies4
- 7D-0.4%
- 3M3.9%
- 1Y13.1%
- YTD2.6%
Over the last 7 days, the Transportation industry has remained flat. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 9.7% per annum.
Industry Valuation and Performance
Has the French Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | €17.1b | €30.3b | €1.1b | 101.8x | 15.8x | 0.6x |
| Thu, 18 Jun 2026 | €17.4b | €30.3b | €1.1b | 94.2x | 16.1x | 0.6x |
| Sat, 16 May 2026 | €16.9b | €30.3b | €1.1b | 94.1x | 15.6x | 0.6x |
| Mon, 13 Apr 2026 | €16.3b | €30.4b | €1.0b | 72.2x | 15.6x | 0.5x |
| Wed, 11 Mar 2026 | €15.4b | €30.2b | €1.1b | 64.6x | 14.5x | 0.5x |
| Fri, 06 Feb 2026 | €17.5b | €30.3b | €988.3m | 64.6x | 17.7x | 0.6x |
| Sun, 04 Jan 2026 | €17.0b | €30.3b | €988.3m | 64.9x | 17.2x | 0.6x |
| Tue, 02 Dec 2025 | €16.5b | €30.3b | €984.2m | 64.3x | 16.7x | 0.5x |
| Thu, 30 Oct 2025 | €15.7b | €30.3b | €861.5m | 64.3x | 18.2x | 0.5x |
| Sat, 27 Sep 2025 | €15.7b | €30.3b | €861.7m | 57.4x | 18.2x | 0.5x |
| Mon, 25 Aug 2025 | €16.0b | €30.1b | €914.3m | 60.9x | 17.5x | 0.5x |
| Wed, 23 Jul 2025 | €15.4b | €30.1b | €800.1m | 61.2x | 19.3x | 0.5x |
| Fri, 20 Jun 2025 | €15.2b | €30.1b | €800.1m | 66.6x | 19x | 0.5x |
| Sun, 18 May 2025 | €14.9b | €30.1b | €800.1m | 75.2x | 18.7x | 0.5x |
| Tue, 15 Apr 2025 | €14.9b | €30.1b | €796.7m | 83.2x | 18.7x | 0.5x |
| Thu, 13 Mar 2025 | €15.9b | €30.0b | €811.6m | 83.2x | 19.6x | 0.5x |
| Sat, 08 Feb 2025 | €15.5b | €30.0b | €885.1m | 73.1x | 17.5x | 0.5x |
| Mon, 06 Jan 2025 | €14.0b | €29.4b | €680.7m | 84.5x | 20.6x | 0.5x |
| Wed, 04 Dec 2024 | €12.5b | €29.4b | €680.7m | 76.2x | 18.3x | 0.4x |
| Fri, 01 Nov 2024 | €12.3b | €28.7b | €745.9m | 79.6x | 16.5x | 0.4x |
| Sun, 29 Sep 2024 | €12.5b | €28.7b | €745.9m | 77.1x | 16.8x | 0.4x |
| Tue, 27 Aug 2024 | €11.0b | €28.5b | €751.0m | 70.9x | 14.7x | 0.4x |
| Thu, 25 Jul 2024 | €10.7b | €26.3b | €909.2m | 68.2x | 11.7x | 0.4x |
| Sat, 22 Jun 2024 | €9.8b | €26.3b | €909.2m | 67.3x | 10.8x | 0.4x |
| Mon, 20 May 2024 | €11.3b | €26.3b | €909.2m | 65.9x | 12.5x | 0.4x |
| Wed, 17 Apr 2024 | €10.6b | €23.1b | €1.0b | 91.5x | 10.2x | 0.5x |
| Fri, 15 Mar 2024 | €10.5b | €23.3b | €1.0b | 91.4x | 10.1x | 0.4x |
| Sun, 11 Feb 2024 | €9.7b | €23.3b | €1.1b | 92.4x | 9.2x | 0.4x |
| Tue, 09 Jan 2024 | €13.2b | €22.7b | €1.4b | 37.8x | 9.8x | 0.6x |
| Thu, 07 Dec 2023 | €13.1b | €22.7b | €1.4b | 37.8x | 9.7x | 0.6x |
| Sat, 04 Nov 2023 | €12.5b | €20.0b | €1.5b | 37.8x | 8.4x | 0.6x |
| Mon, 02 Oct 2023 | €13.5b | €20.0b | €1.5b | 37.8x | 9.2x | 0.7x |
| Wed, 30 Aug 2023 | €15.0b | €19.7b | €1.5b | 37.8x | 10.2x | 0.8x |
| Fri, 28 Jul 2023 | €15.8b | €18.3b | €1.5b | 37.8x | 10.6x | 0.9x |
Price to Earnings Ratio
10.6x
Current Industry PE
- Investors are relatively neutral on the French Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 14.9x.
- The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 10% per year over the last three years.
- Meanwhile revenues for these companies have grown 18% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Industrials industry?
| FR Market | -0.37% | |
| Industrials | -1.09% | |
| Transportation | -0.37% | |
| Cargo Ground Transportation | 2.99% | |
| Railroads | 0% | 0 |
| Trucking | -1.20% | |
Industry PE
- Investors are most optimistic about the Railroads industry, which is trading close to its 3-year average PE ratio of 233x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Trucking industry, which is trading close to its 3-year average of 9.2x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings decline of 43% per year.
- In contrast, the Trucking industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| AYV Ayvens | €11.70 | 0.3% +€31.3m | 26.8% | PE9.5x | |
| STF STEF | €124.40 | 2.0% +€30.4m | -4.3% | PE18.7x |