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French (CAC) Materials Sector Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies34
  • 7D5.6%
  • 3M1.2%
  • 1Y-0.9%
  • YTD5.4%

The Materials industry is up 5.6% in the last week, with L'Air Liquide up 6.2%. During this same period, the ERAMET underperformed, falling 7.8%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026€116.8b€55.8b€3.5b16.9x33.5x2.1x
Wed, 07 Jan 2026€110.4b€55.8b€3.6b17.6x31x2x
Fri, 05 Dec 2025€112.5b€55.9b€3.6b18x31.1x2x
Sun, 02 Nov 2025€114.7b€56.1b€3.7b15.9x31.4x2x
Tue, 30 Sep 2025€119.6b€56.1b€3.4b17.2x35.3x2.1x
Thu, 28 Aug 2025€121.2b€56.2b€5.4b17.2x22.3x2.2x
Sat, 26 Jul 2025€118.4b€56.3b€5.6b15.8x21.1x2.1x
Mon, 23 Jun 2025€121.7b€56.4b€5.7b14.5x21.2x2.2x
Wed, 21 May 2025€126.9b€56.4b€5.5b15.3x22.9x2.2x
Fri, 18 Apr 2025€118.5b€56.5b€5.9b14.3x20x2.1x
Sun, 16 Mar 2025€124.9b€56.4b€6.0b18.8x20.9x2.2x
Tue, 11 Feb 2025€118.1b€56.8b€5.7b17.4x20.7x2.1x
Thu, 09 Jan 2025€109.8b€56.8b€5.7b15.3x19.2x1.9x
Sat, 07 Dec 2024€112.8b€57.3b€5.7b15.6x19.9x2x
Mon, 04 Nov 2024€116.1b€57.2b€5.6b17.3x20.6x2x
Wed, 02 Oct 2024€119.7b€57.5b€6.0b13.2x20.1x2.1x
Fri, 30 Aug 2024€118.8b€57.7b€4.0b15x29.8x2.1x
Sun, 28 Jul 2024€118.3b€57.6b€4.0b15.8x29.9x2.1x
Tue, 25 Jun 2024€118.5b€58.2b€4.4b17.5x26.8x2x
Thu, 23 May 2024€120.2b€58.3b€4.4b18.8x27.4x2.1x
Sat, 20 Apr 2024€121.1b€58.6b€4.5b18.1x27.2x2.1x
Mon, 18 Mar 2024€124.8b€59.1b€4.3b13.6x29.1x2.1x
Wed, 14 Feb 2024€111.5b€62.2b€4.7b11.2x23.8x1.8x
Fri, 12 Jan 2024€113.3b€62.1b€4.7b12.1x24.2x1.8x
Sun, 10 Dec 2023€114.1b€62.1b€4.6b11.8x24.6x1.8x
Tue, 07 Nov 2023€107.1b€62.7b€4.8b11.7x22.5x1.7x
Thu, 05 Oct 2023€105.0b€63.0b€4.7b11.3x22.5x1.7x
Sat, 02 Sep 2023€112.3b€63.0b€4.7b11.3x23.8x1.8x
Mon, 31 Jul 2023€110.6b€63.0b€4.7b13.3x23.5x1.8x
Wed, 28 Jun 2023€106.2b€64.5b€5.3b10.6x20.1x1.6x
Fri, 26 May 2023€105.4b€64.3b€5.3b9.8x19.9x1.6x
Sun, 23 Apr 2023€109.4b€64.6b€5.5b10.7x19.8x1.7x
Tue, 21 Mar 2023€103.2b€64.5b€5.5b10.2x18.6x1.6x
Thu, 16 Feb 2023€100.4b€61.2b€5.9b14.9x17x1.6x
Price to Earnings Ratio

17x


Total Market Cap: €100.4bTotal Earnings: €5.9bTotal Revenue: €61.2bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24.3x202420252026
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 24.3x.
  • 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 3.0% 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

VRLA
€23.56
Verallia Société Anonyme
7D
6.6%
1Y
-17.3%

VRLA: Net Zero 2040 Progress Will Support Future Upside Despite Lowered Citi Optimism

Analysts have slightly reduced their price target on Verallia Société Anonyme by €1.50 to €33. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ALMOU
€25.50
Moulinvest
7D
3.7%
1Y
73.5%
VCT
€76.40
Vicat
7D
-2.3%
1Y
80.0%

VCT: Rising Confidence In Execution Will Support Further Upside Potential

Narrative Update Analysts have raised their price expectations for Vicat. Recent Street research now points to a potential move to €80 from €69, reflecting updated assumptions around fair value, discount rates and future P/E multiples.
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%
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%