Narrative Update • May 06
Have your own idea? Try our Stock Screener
French (CAC) Materials Sector Analysis
UpdatedMay 11, 2026
DataAggregated Company Financials
Companies34
- 7D-3.6%
- 3M2.7%
- 1Y-5.0%
- YTD7.9%
Over the last 7 days, the Materials industry has dropped 3.6%, driven by a pullback from L'Air Liquide of 4.3%. However, the industry is down 5.0% over the past year. Earnings are forecast to grow by 14% annually.
Sector Valuation and Performance
Has the French Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 May 2026 | €119.5b | €54.7b | €2.4b | 18.1x | 49.4x | 2.2x |
| Wed, 08 Apr 2026 | €121.8b | €54.9b | €2.5b | 17.2x | 49.3x | 2.2x |
| Fri, 06 Mar 2026 | €116.4b | €54.9b | €2.5b | 21.2x | 47.2x | 2.1x |
| Sun, 01 Feb 2026 | €110.6b | €55.8b | €3.5b | 17.1x | 31.4x | 2x |
| Tue, 30 Dec 2025 | €111.5b | €55.9b | €3.6b | 17.9x | 30.8x | 2x |
| Thu, 27 Nov 2025 | €113.5b | €55.9b | €3.6b | 17.7x | 31.5x | 2x |
| Sat, 25 Oct 2025 | €117.7b | €56.2b | €3.3b | 16.9x | 35.2x | 2.1x |
| Mon, 22 Sep 2025 | €119.2b | €56.1b | €3.4b | 17.4x | 35.1x | 2.1x |
| Wed, 20 Aug 2025 | €124.5b | €56.2b | €5.4b | 17.3x | 22.9x | 2.2x |
| Fri, 18 Jul 2025 | €119.4b | €56.3b | €5.7b | 15.3x | 21.1x | 2.1x |
| Sun, 15 Jun 2025 | €124.3b | €56.4b | €5.7b | 14.7x | 21.9x | 2.2x |
| Tue, 13 May 2025 | €124.5b | €56.4b | €5.6b | 15.9x | 22.3x | 2.2x |
| Thu, 10 Apr 2025 | €110.4b | €56.5b | €6.0b | 14.2x | 18.3x | 2x |
| Sat, 08 Mar 2025 | €125.1b | €56.4b | €6.0b | 19.2x | 20.9x | 2.2x |
| Mon, 03 Feb 2025 | €117.1b | €56.8b | €5.7b | 16.8x | 20.6x | 2.1x |
| Wed, 01 Jan 2025 | €109.6b | €56.8b | €5.7b | 15x | 19.2x | 1.9x |
| Fri, 29 Nov 2024 | €109.4b | €57.3b | €5.7b | 15.5x | 19.3x | 1.9x |
| Sun, 27 Oct 2024 | €116.9b | €57.3b | €6.0b | 17.7x | 19.5x | 2x |
| Tue, 24 Sep 2024 | €117.3b | €57.7b | €4.0b | 16.2x | 29.5x | 2x |
| Thu, 22 Aug 2024 | €116.3b | €57.7b | €4.0b | 15x | 29.1x | 2x |
| Sat, 20 Jul 2024 | €116.2b | €58.3b | €4.4b | 17.1x | 26.3x | 2x |
| Mon, 17 Jun 2024 | €115.0b | €58.2b | €4.4b | 17.4x | 26.1x | 2x |
| Wed, 15 May 2024 | €122.6b | €58.3b | €4.4b | 19.4x | 27.9x | 2.1x |
| Fri, 12 Apr 2024 | €122.2b | €59.1b | €4.2b | 18x | 28.8x | 2.1x |
| Sun, 10 Mar 2024 | €124.3b | €59.1b | €4.3b | 13.1x | 29.1x | 2.1x |
| Tue, 06 Feb 2024 | €111.0b | €62.1b | €4.7b | 12.7x | 23.7x | 1.8x |
| Thu, 04 Jan 2024 | €113.4b | €62.1b | €4.7b | 12.1x | 24.2x | 1.8x |
| Sat, 02 Dec 2023 | €113.1b | €62.1b | €4.7b | 11.8x | 24.3x | 1.8x |
| Mon, 30 Oct 2023 | €104.6b | €63.0b | €4.7b | 11.7x | 22.3x | 1.7x |
| Wed, 27 Sep 2023 | €106.0b | €63.0b | €4.7b | 11.2x | 22.7x | 1.7x |
| Fri, 25 Aug 2023 | €109.3b | €63.0b | €4.7b | 11.1x | 23.2x | 1.7x |
| Sun, 23 Jul 2023 | €108.1b | €64.4b | €5.1b | 11.2x | 21.4x | 1.7x |
| Tue, 20 Jun 2023 | €107.3b | €64.4b | €5.3b | 10.3x | 20.3x | 1.7x |
| Thu, 18 May 2023 | €106.6b | €64.3b | €5.3b | 10.1x | 20.1x | 1.7x |
Price to Earnings Ratio
20.1x
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 49.5x which is higher than its 3-year average PE of 26.5x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 23% per year over the last three years,
- Revenues have also declined 5.2% 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 Market | 0.50% | |
| Materials | -3.56% | |
| Basic Materials | 3.67% | |
| Metals and Mining | -0.67% | |
| Paper and Forestry Products | -1.42% | |
| Packaging | -1.60% | |
| Chemicals | -3.98% | |
Industry PE
- Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.3x.
- Analysts are expecting annual earnings growth of 11.4%, which is higher than its past year's earnings growth of 6.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 102% over the next 5 years.
- In contrast, the Chemicals industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| AKE Arkema | €65.20 | 5.2% +€247.7m | -7.1% | PE290.2x | |
| VCT Vicat | €63.30 | 7.1% +€187.0m | 19.4% | PE10.3x | |
| VRLA Verallia Société Anonyme | €20.16 | 2.9% +€67.2m | -31.5% | PE26.2x | |
| NK Imerys | €22.60 | 1.7% +€32.1m | -25.7% | PS0.6x | |
| TFF TFF Group | €16.60 | 3.1% +€10.8m | -28.8% | PE15.4x |