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French (CAC) Materials Sector Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies34
  • 7D5.6%
  • 3M1.2%
  • 1Y-0.9%
  • YTD5.4%

The Materials industry is up 5.2% in the last week, with L'Air Liquide up 6.1%. In the same time, ERAMET was down 11%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the French Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026€116.8b€55.8b€3.5b16.9x33.5x2.1x
Mon, 05 Jan 2026€111.0b€55.8b€3.6b17.8x30.9x2x
Wed, 03 Dec 2025€113.2b€55.9b€3.6b17.9x31.3x2x
Fri, 31 Oct 2025€116.1b€56.2b€3.3b16.8x34.8x2.1x
Sun, 28 Sep 2025€119.0b€56.1b€3.4b17.2x35.1x2.1x
Tue, 26 Aug 2025€123.2b€56.2b€5.4b17.5x22.6x2.2x
Thu, 24 Jul 2025€118.8b€56.3b€5.6b15.9x21.2x2.1x
Sat, 21 Jun 2025€121.7b€56.4b€5.7b14.5x21.2x2.2x
Mon, 19 May 2025€127.3b€56.4b€5.6b15.2x22.9x2.3x
Wed, 16 Apr 2025€119.0b€56.5b€5.9b14x20x2.1x
Fri, 14 Mar 2025€124.1b€56.4b€6.0b18.7x20.7x2.2x
Sun, 09 Feb 2025€117.7b€56.8b€5.7b17.5x20.6x2.1x
Tue, 07 Jan 2025€110.5b€56.8b€5.7b13.8x19.4x1.9x
Thu, 05 Dec 2024€111.8b€57.3b€5.7b15x19.7x2x
Sat, 02 Nov 2024€116.1b€57.2b€5.6b17.3x20.6x2x
Mon, 30 Sep 2024€123.4b€57.5b€5.9b13.7x20.8x2.1x
Wed, 28 Aug 2024€116.3b€57.7b€4.0b15x29.2x2x
Fri, 26 Jul 2024€117.1b€57.9b€4.2b16.9x27.7x2x
Sun, 23 Jun 2024€117.3b€58.2b€4.4b17.3x26.6x2x
Tue, 21 May 2024€122.2b€58.3b€4.4b19.6x27.8x2.1x
Thu, 18 Apr 2024€120.8b€58.6b€4.5b18x27.1x2.1x
Sat, 16 Mar 2024€124.8b€59.1b€4.3b13.6x29.1x2.1x
Mon, 12 Feb 2024€111.0b€62.2b€4.7b11.3x23.6x1.8x
Wed, 10 Jan 2024€112.7b€62.1b€4.7b12.1x24.1x1.8x
Fri, 08 Dec 2023€113.4b€62.1b€4.7b11.8x24.3x1.8x
Sun, 05 Nov 2023€107.2b€62.8b€4.8b11.7x22.6x1.7x
Tue, 03 Oct 2023€106.7b€63.0b€4.7b11.4x22.9x1.7x
Thu, 31 Aug 2023€111.6b€63.0b€4.7b11x23.6x1.8x
Sat, 29 Jul 2023€110.6b€63.8b€5.0b10.4x22.3x1.7x
Mon, 26 Jun 2023€105.5b€64.5b€5.3b10.5x19.9x1.6x
Wed, 24 May 2023€107.0b€64.3b€5.3b10.1x20.2x1.7x
Fri, 21 Apr 2023€109.2b€64.6b€5.5b10.7x19.8x1.7x
Sun, 19 Mar 2023€101.2b€64.4b€5.5b11.5x18.3x1.6x
Tue, 14 Feb 2023€100.5b€60.9b€5.9b14.6x17x1.7x
Price to Earnings Ratio

17x


Total Market Cap: €100.5bTotal Earnings: €5.9bTotal Revenue: €60.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24.2x202420252026
Current Industry PE
  • Investors are optimistic on the French Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.5x which is higher than its 3-year average PE of 24.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 16% per year over the last three years,
  • Revenues have also declined 2.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the French Materials sector?

FR Market1.22%
Materials5.57%
Chemicals6.29%
Packaging4.00%
Paper and Forestry Products0.52%
Basic Materials0.078%
Metals and Mining-6.35%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 28.8x.
    • Analysts are expecting annual earnings growth of 10.7%, which is lower than the prior year's growth of 12.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 83% over the next 5 years.
  • In contrast, the Basic Materials industry is expected to see its earnings grow by 5.8% 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
AI L'Air Liquide€167.746.2%
+€5.7b		-0.8%PE28.3x
AKE Arkema€58.0014.1%
+€538.9m		-27.8%PE34.4x
VRLA Verallia Société Anonyme€23.566.6%
+€172.0m		-17.3%PE15.5x
NK Imerys€27.263.9%
+€86.1m		-0.5%PE14.6x
TFF TFF Group€17.100.9%
+€3.3m		-36.2%PE15.9x

Latest News

ALMOU
€25.50
Moulinvest
7D
3.7%
1Y
73.5%
AKE
€58.00
Arkema
7D
14.1%
1Y
-27.8%

AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk

Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.
ERA
€68.05
ERAMET
7D
-7.8%
1Y
20.0%
RBT
€837.00
Robertet
7D
-1.1%
1Y
-0.2%

Robertet SA's (EPA:RBT) Business Is Trailing The Market But Its Shares Aren't

Feb 01
Robertet SA's (EPA:RBT) Business Is Trailing The Market But Its Shares Aren't
SEFER
€8.26
SergeFerrari Group
7D
-2.6%
1Y
40.0%
VRLA
€23.56
Verallia Société Anonyme
7D
6.6%
1Y
-17.3%

VRLA: Fair Outlook Balances CFO Transition With More Cautious Market Expectations

Analysts have trimmed their fair value estimate for Verallia Société Anonyme to €22.00 from €26.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples that are aligned with recent Street research, including a lower €33 price target from Citi. Analyst Commentary Recent fair value revisions and the lower €33 price target signal that bearish analysts see a less generous setup for Verallia Société Anonyme than before.
VCT
€76.40
Vicat
7D
-2.3%
1Y
80.0%

VCT: Higher Fair Value And 2025 Guidance Confirmation Will Support Upside Confidence

Analysts have lifted their fair value estimate for Vicat from €81.80 to €91.00, supported by recent price target increases and a more constructive stance in Street research. Analyst Commentary Recent Street research has tilted more constructive on Vicat, with successive price target revisions providing a clearer range of how analysts are framing valuation and execution risk.
ALGAE
€0.42
Fermentalg
7D
-8.2%
1Y
12.9%
ALAFY
€2.99
AFYREN SAS
7D
1.5%
1Y
66.3%
TFF
€17.10
TFF Group
7D
0.9%
1Y
-36.2%
EXPL
€236.00
EPC Groupe
7D
-4.1%
1Y
13.5%
NK
€27.26
Imerys
7D
3.9%
1Y
-0.5%

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

Jan 10
Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns
AI
€167.74
L'Air Liquide
7D
6.2%
1Y
-0.8%

Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)

Dec 28
Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)
ALBI
€2.22
Gascogne
7D
1.8%
1Y
-7.5%
ALGIL
€23.95
Groupe Guillin
7D
-2.8%
1Y
-10.3%

Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return

Dec 05
Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return
ALCRB
€9.85
Carbios SAS
7D
-1.6%
1Y
45.4%