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French (CAC) Materials Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies42
  • 7D-0.3%
  • 3M11.1%
  • 1Y1.0%
  • YTD-4.3%

The Materials is pretty flat in the last 7 days, but Verallia Société Anonyme has stood out, gaining 5.6%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 6.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022€96.0b€60.9b€5.9b14.9x16.2x1.6x
Tue, 01 Nov 2022€90.9b€59.9b€6.1b11.9x14.9x1.5x
Thu, 29 Sep 2022€81.7b€59.6b€6.2b11.1x13.1x1.4x
Sat, 27 Aug 2022€89.7b€59.5b€6.2b13.3x14.5x1.5x
Mon, 25 Jul 2022€89.7b€53.3b€5.9b12.1x15.2x1.7x
Wed, 22 Jun 2022€91.8b€52.9b€5.8b15.5x15.8x1.7x
Fri, 20 May 2022€101.3b€52.8b€5.9b13.2x17.2x1.9x
Sun, 17 Apr 2022€103.5b€51.8b€5.7b17.1x18.3x2x
Tue, 15 Mar 2022€95.8b€51.6b€5.7b13.2x16.9x1.9x
Thu, 10 Feb 2022€97.4b€48.6b€4.7b17.4x20.6x2x
Sat, 08 Jan 2022€101.9b€48.6b€4.7b17x21.6x2.1x
Mon, 06 Dec 2021€94.9b€48.5b€4.7b18.2x20.2x2x
Wed, 03 Nov 2021€95.4b€47.8b€4.5b18.4x21.2x2x
Fri, 01 Oct 2021€91.3b€47.8b€4.4b17.4x20.7x1.9x
Sun, 29 Aug 2021€97.0b€47.7b€4.4b15x22.2x2x
Mon, 05 Jul 2021€95.0b€47.7b€4.4b14.5x21.8x2x
Thu, 08 Apr 2021€91.2b€46.4b€3.1b18.3x29.2x2x
Sun, 10 Jan 2021€86.3b€45.7b€2.6b18.6x33.6x1.9x
Sat, 03 Oct 2020€84.1b€46.1b€2.4b17.2x35x1.8x
Tue, 07 Jul 2020€80.5b€47.0b€2.3b21.7x34.9x1.7x
Fri, 10 Apr 2020€71.1b€48.2b€2.7b11.6x26.2x1.5x
Thu, 02 Jan 2020€82.5b€48.8b€3.1b14.8x26.5x1.7x
Price to Earnings Ratio

26.5x


Total Market Cap: €82.5bTotal Earnings: €3.1bTotal Revenue: €48.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24.9x20212022
Current Industry PE
  • Investors are pessimistic on the French Materials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.2x which is lower than its 3-year average PE of 25.0x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 7.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

FR Market0.83%
Materials-0.30%
Packaging3.88%
Metals and Mining3.74%
Paper and Forestry Products-0.16%
Chemicals-0.61%
Basic Materials-2.08%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 23.8x.
    • Analysts are expecting annual earnings growth of 8.5%, which is lower than the prior year's growth of 48.9% per year.
  • Investors are most pessimistic about the Metals and Mining industry, which is trading below its 3-year average of 31.3x.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 8.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 18% per year.
  • In contrast, the Metals and Mining industry is expected to see its earnings decline by 50% 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
VRLA Verallia Société Anonyme€30.265.6%
+€186.8m
0.1%PE12.4x
ERA ERAMET€79.705.2%
+€104.9m
15.0%PE1.6x
AKE Arkema€86.621.2%
+€79.0m
-27.2%PE6.2x
SBT Oeneo€14.203.7%
+€32.1m
3.5%PE22.2x
MLZAM ZCCM Investments Holdings€1.4011.1%
+€22.5m
45.8%PE5.8x
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Latest News

SBT

€14.20

Oeneo

7D

3.7%

1Y

3.5%

AI

€140.50

L'Air Liquide

7D

-0.7%

1Y

5.8%

VCT

€23.05

Vicat

7D

-3.6%

1Y

-33.5%

ALGIL

€18.90

Groupe Guillin

7D

-1.7%

1Y

-27.3%

MLCMG

€4.10

CMG Cleantech

7D

-18.0%

1Y

-25.5%

METEX

€1.91

METabolic EXplorer

7D

14.4%

1Y

-66.9%

ALCRB

€33.16

Carbios SAS

7D

-3.8%

1Y

-11.7%

AKE

€86.62

Arkema

7D

1.2%

1Y

-27.2%

ALBI

€4.30

Gascogne

7D

2.4%

1Y

19.4%