Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

French (CAC) Materials Sector Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies34
  • 7D-2.4%
  • 3M1.9%
  • 1Y-8.1%
  • YTD1.9%

Over the last 7 days, the Materials industry has dropped 2.4%, driven by L'Air Liquide declining 2.1%. However, the industry is down 8.1% over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026€112.8b€54.9b€2.5b20.6x45.7x2.1x
Wed, 18 Feb 2026€117.8b€55.8b€3.5b17.4x33.8x2.1x
Fri, 16 Jan 2026€113.0b€55.8b€3.5b18.3x32.1x2x
Sun, 14 Dec 2025€110.3b€55.9b€3.6b18.3x30.4x2x
Tue, 11 Nov 2025€115.8b€55.9b€3.6b17.1x32.1x2.1x
Thu, 09 Oct 2025€115.6b€56.2b€3.4b16.5x34.1x2.1x
Sat, 06 Sep 2025€119.0b€56.1b€3.4b17.4x35.1x2.1x
Mon, 04 Aug 2025€116.4b€56.2b€5.5b18x21.3x2.1x
Wed, 02 Jul 2025€120.0b€56.4b€5.6b15.3x21.6x2.1x
Fri, 30 May 2025€124.4b€56.4b€5.6b14.7x22.4x2.2x
Sun, 27 Apr 2025€122.2b€56.5b€5.9b14.7x20.5x2.2x
Tue, 25 Mar 2025€122.5b€56.4b€6.0b17.4x20.5x2.2x
Thu, 20 Feb 2025€121.0b€56.6b€5.7b18.2x21.3x2.1x
Sat, 18 Jan 2025€112.2b€56.8b€5.7b16.4x19.6x2x
Mon, 16 Dec 2024€111.3b€57.3b€5.6b14.6x19.7x1.9x
Wed, 13 Nov 2024€112.3b€57.3b€5.7b16.1x19.9x2x
Fri, 11 Oct 2024€119.0b€57.3b€6.0b15.4x19.8x2.1x
Sun, 08 Sep 2024€113.9b€57.7b€4.0b16x28.5x2x
Tue, 06 Aug 2024€114.3b€57.7b€4.0b14.3x28.6x2x
Thu, 04 Jul 2024€118.0b€58.2b€4.4b17.4x26.8x2x
Sat, 01 Jun 2024€119.4b€58.3b€4.4b17.4x27.1x2x
Mon, 29 Apr 2024€120.8b€58.6b€4.4b17.5x27.2x2.1x
Wed, 27 Mar 2024€123.9b€59.1b€4.3b16.1x28.9x2.1x
Fri, 23 Feb 2024€120.3b€60.2b€4.5b10.7x27x2x
Sun, 21 Jan 2024€113.2b€62.1b€4.7b11.6x24.1x1.8x
Tue, 19 Dec 2023€115.4b€62.0b€4.6b12.2x24.8x1.9x
Thu, 16 Nov 2023€110.5b€62.1b€4.7b11.6x23.7x1.8x
Sat, 14 Oct 2023€106.4b€63.0b€4.7b12.4x22.8x1.7x
Mon, 11 Sep 2023€110.6b€63.0b€4.7b11.3x23.7x1.8x
Wed, 09 Aug 2023€107.9b€63.0b€4.7b13.2x22.9x1.7x
Fri, 07 Jul 2023€104.1b€64.3b€5.1b11.4x20.6x1.6x
Sun, 04 Jun 2023€106.5b€64.3b€5.3b10.1x20.1x1.7x
Tue, 02 May 2023€109.3b€64.6b€5.5b10.5x19.8x1.7x
Thu, 30 Mar 2023€103.6b€64.4b€5.6b10.4x18.6x1.6x
Price to Earnings Ratio

18.6x


Total Market Cap: €103.6bTotal Earnings: €5.6bTotal Revenue: €64.4bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 25.2x202420252026
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 45.7x which is higher than its 3-year average PE of 25.2x.
  • 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 24% 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-3.34%
Materials-2.44%
Paper and Forestry Products0.69%
Chemicals-2.27%
Basic Materials-2.54%
Packaging-5.43%
Metals and Mining-6.67%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 10.8%, which is lower than the prior year's growth of 12.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 107% 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?

CompanyLast Price7D1YValuation
EXPL EPC Groupe€296.003.9%
+€23.3m		40.3%PE25.5x
ALGAE Fermentalg€0.4716.7%
+€6.1m		22.9%PS3.3x
SEFER SergeFerrari Group€6.806.3%
+€4.6m		21.0%PE105x
ALHGR Hoffmann Green Cement Technologies Societe anonyme€4.753.5%
+€2.3m		-2.5%PS5.2x
MLPRX Parx Materials€0.5556.3%
+€2.1m		239.5%PS428.8x

Latest News

VRLA
€15.97
Verallia Société Anonyme
7D
-4.4%
1Y
-45.3%
VCT
€60.30
Vicat
7D
-1.8%
1Y
16.2%
AKE
€50.50
Arkema
7D
-7.7%
1Y
-33.2%

AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating

Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.
ALGAE
€0.47
Fermentalg
7D
16.7%
1Y
22.9%
SEFER
€6.80
SergeFerrari Group
7D
6.3%
1Y
21.0%
EXPL
€296.00
EPC Groupe
7D
3.9%
1Y
40.3%
AI
€167.24
L'Air Liquide
7D
-2.1%
1Y
-5.8%
NK
€20.68
Imerys
7D
-3.9%
1Y
-35.5%
ERA
€47.18
ERAMET
7D
-7.6%
1Y
-12.3%
RBT
€783.00
Robertet
7D
-2.2%
1Y
-1.5%
ALHGR
€4.75
Hoffmann Green Cement Technologies Societe anonyme
7D
3.5%
1Y
-2.5%

After Leaping 30% Hoffmann Green Cement Technologies Societe anonyme (EPA:ALHGR) Shares Are Not Flying Under The Radar

Jan 30
After Leaping 30% Hoffmann Green Cement Technologies Societe anonyme (EPA:ALHGR) Shares Are Not Flying Under The Radar
MLPRX
€0.55
Parx Materials
7D
56.3%
1Y
239.5%
ALBKK
€20.80
Baikowski
7D
1.0%
1Y
31.6%
ALCOG
€8.14
Cogra 48 Société Anonyme
7D
5.4%
1Y
48.5%

Cogra 48 Société Anonyme's (EPA:ALCOG) Shares Climb 27% But Its Business Is Yet to Catch Up

Jan 07
Cogra 48 Société Anonyme's (EPA:ALCOG) Shares Climb 27% But Its Business Is Yet to Catch Up
ALGIL
€21.25
Groupe Guillin
7D
-6.0%
1Y
-21.7%

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
€7.67
Carbios SAS
7D
1.6%
1Y
17.9%