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French (CAC) Materials Sector Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies34
  • 7D-2.2%
  • 3M-6.2%
  • 1Y-1.8%
  • YTD-0.2%

Over the last 7 days, the Materials industry has dropped 2.2%, driven by a pullback from L'Air Liquide of 2.2%. Over the last year, the industry has been flat overall. 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
Fri, 23 Jan 2026€110.5b€55.8b€3.5b18.2x31.4x2x
Sun, 21 Dec 2025€110.7b€55.9b€3.6b17.7x30.6x2x
Tue, 18 Nov 2025€115.8b€55.9b€3.6b17.4x32.1x2.1x
Thu, 16 Oct 2025€116.4b€56.2b€3.4b16.5x34.6x2.1x
Sat, 13 Sep 2025€120.2b€56.1b€3.4b18x35.4x2.1x
Mon, 11 Aug 2025€119.0b€56.2b€5.4b17.9x21.9x2.1x
Wed, 09 Jul 2025€120.2b€56.3b€5.6b15.5x21.6x2.1x
Fri, 06 Jun 2025€125.5b€56.4b€5.6b14.5x22.5x2.2x
Sun, 04 May 2025€126.2b€56.4b€5.9b14.9x21.3x2.2x
Tue, 01 Apr 2025€120.5b€56.4b€6.0b16.9x20x2.1x
Thu, 27 Feb 2025€121.9b€56.4b€6.1b19.2x20.1x2.2x
Sat, 25 Jan 2025€113.9b€56.8b€5.7b16.9x20.1x2x
Mon, 23 Dec 2024€108.2b€57.2b€5.7b13.8x19.1x1.9x
Wed, 20 Nov 2024€111.7b€57.3b€5.6b15.7x19.9x2x
Fri, 18 Oct 2024€119.8b€57.3b€6.0b17.6x20x2.1x
Sun, 15 Sep 2024€118.7b€57.7b€4.0b15.8x29.7x2.1x
Tue, 13 Aug 2024€114.0b€57.7b€4.0b14.7x28.6x2x
Thu, 11 Jul 2024€115.7b€58.3b€4.4b17.2x26.2x2x
Sat, 08 Jun 2024€122.9b€58.3b€4.4b17.3x27.8x2.1x
Mon, 06 May 2024€118.8b€58.5b€4.5b17.6x26.7x2x
Wed, 03 Apr 2024€123.9b€59.1b€4.3b14.6x29x2.1x
Fri, 01 Mar 2024€121.2b€59.4b€4.3b13.1x28.5x2x
Sun, 28 Jan 2024€113.6b€62.1b€4.7b12.6x24.2x1.8x
Tue, 26 Dec 2023€116.7b€62.1b€4.7b12.4x25x1.9x
Thu, 23 Nov 2023€112.6b€62.1b€4.7b11.9x24.2x1.8x
Sat, 21 Oct 2023€100.8b€63.0b€4.7b11.4x21.6x1.6x
Mon, 18 Sep 2023€111.9b€63.0b€4.7b11.3x24x1.8x
Wed, 16 Aug 2023€108.8b€63.0b€4.7b10.9x23.1x1.7x
Fri, 14 Jul 2023€107.6b€64.4b€5.1b11.8x21.3x1.7x
Sun, 11 Jun 2023€105.1b€64.3b€5.3b9.8x19.9x1.6x
Tue, 09 May 2023€108.9b€64.3b€5.3b10.2x20.6x1.7x
Thu, 06 Apr 2023€105.6b€64.5b€5.5b10.8x19x1.6x
Sat, 04 Mar 2023€105.0b€64.4b€5.5b14.1x19x1.6x
Mon, 30 Jan 2023€101.7b€61.0b€5.9b14.4x17.2x1.7x
Price to Earnings Ratio

17.2x


Total Market Cap: €101.7bTotal Earnings: €5.9bTotal Revenue: €61.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24x202420252026
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 31.4x which is higher than its 3-year average PE of 24.0x.
  • 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 Market-2.16%
Materials-2.16%
Basic Materials1.34%
Paper and Forestry Products0.71%
Chemicals-2.16%
Metals and Mining-4.68%
Packaging-5.22%
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 10.6%, 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 77% over the next 5 years.
  • In contrast, the Basic Materials industry is expected to see its earnings grow by 5.7% 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
VCT Vicat€79.801.8%
+€62.4m		98.3%PE13.1x
EXPL EPC Groupe€233.003.6%
+€17.0m		22.0%PE20.1x
NK Imerys€25.940.7%
+€15.2m		-5.7%PE13.9x
SBT Oeneo€9.240.4%
+€2.6m		2.9%PE21.6x
ALEXA Exacompta Clairefontaine€167.001.2%
+€2.3m		19.3%PE8.8x

Latest News

VCT
€79.80
Vicat
7D
1.8%
1Y
98.3%

Is There An Opportunity With Vicat S.A.'s (EPA:VCT) 35% Undervaluation?

Jan 23
Is There An Opportunity With Vicat S.A.'s (EPA:VCT) 35% Undervaluation?
AKE
€52.00
Arkema
7D
-2.9%
1Y
-30.7%

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

Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.
ERA
€80.75
ERAMET
7D
-5.2%
1Y
48.4%
TFF
€17.00
TFF Group
7D
-2.6%
1Y
-39.9%
EXPL
€233.00
EPC Groupe
7D
3.6%
1Y
22.0%
VRLA
€21.68
Verallia Société Anonyme
7D
-7.5%
1Y
-13.8%

VRLA: Modest Price Cut Will Still Support Constructive Margin Outlook

Narrative Update Overview The updated analyst price target for Verallia Société Anonyme reflects a modest reduction to €33 from €34.50, as analysts adjust their models for a slightly higher discount rate, more cautious revenue growth assumptions, and a different forward P/E framework, while still recognizing stronger profit margin expectations. Analyst Commentary Recent research shows that bullish analysts are trimming their price targets for Verallia Société Anonyme in small steps, from €35 to €34.50 and now to €33, while still attaching positive ratings.
NK
€25.94
Imerys
7D
0.7%
1Y
-5.7%

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

Jan 10
Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns
ALMOU
€23.30
Moulinvest
7D
1.3%
1Y
64.1%

Moulinvest S.A. (EPA:ALMOU) Doing What It Can To Lift Shares

Jan 09
Moulinvest S.A. (EPA:ALMOU) Doing What It Can To Lift Shares
AI
€157.20
L'Air Liquide
7D
-2.2%
1Y
-2.8%

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)
SEFER
€8.00
SergeFerrari Group
7D
1.0%
1Y
48.7%

SergeFerrari Group SA (EPA:SEFER) Doing What It Can To Lift Shares

Dec 24
SergeFerrari Group SA (EPA:SEFER) Doing What It Can To Lift Shares
ALGIL
€25.15
Groupe Guillin
7D
-1.0%
1Y
-10.2%

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
€11.14
Carbios SAS
7D
-2.7%
1Y
75.2%
SBT
€9.24
Oeneo
7D
0.4%
1Y
2.9%
ALEXA
€167.00
Exacompta Clairefontaine
7D
1.2%
1Y
19.3%
ALBKK
€23.00
Baikowski
7D
1.8%
1Y
49.4%

Baikowski SA (EPA:ALBKK) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Oct 07
Baikowski SA (EPA:ALBKK) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
MLZAM
€2.76
ZCCM Investments Holdings
7D
-2.1%
1Y
110.7%