Narrative Update • May 18
Have your own idea? Try our Stock Screener
French (CAC) Materials Sector Analysis
UpdatedMay 20, 2026
DataAggregated Company Financials
Companies34
- 7D-1.2%
- 3M1.9%
- 1Y-6.8%
- YTD6.9%
Over the last 7 days, the Materials industry has dropped 1.3%, driven by a pullback from L'Air Liquide of 1.0%. Overall the industry is down 6.2% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | €118.6b | €54.7b | €2.4b | 18.9x | 49.5x | 2.2x |
| Fri, 17 Apr 2026 | €125.6b | €55.0b | €2.5b | 19.4x | 50.8x | 2.3x |
| Sun, 15 Mar 2026 | €115.6b | €54.9b | €2.5b | 20.9x | 47.1x | 2.1x |
| Tue, 10 Feb 2026 | €116.4b | €55.8b | €3.5b | 16.8x | 33.3x | 2.1x |
| Thu, 08 Jan 2026 | €109.6b | €55.8b | €3.5b | 17.6x | 31x | 2x |
| Sat, 06 Dec 2025 | €112.6b | €55.9b | €3.6b | 18.3x | 31.1x | 2x |
| Mon, 03 Nov 2025 | €114.7b | €56.1b | €3.7b | 15.9x | 31.4x | 2x |
| Wed, 01 Oct 2025 | €119.8b | €56.1b | €3.4b | 15.8x | 35.3x | 2.1x |
| Fri, 29 Aug 2025 | €120.8b | €56.2b | €5.4b | 17x | 22.3x | 2.2x |
| Sun, 27 Jul 2025 | €118.4b | €56.3b | €5.6b | 15.8x | 21.1x | 2.1x |
| Tue, 24 Jun 2025 | €119.3b | €56.4b | €5.7b | 14.5x | 20.9x | 2.1x |
| Thu, 22 May 2025 | €126.6b | €56.4b | €5.5b | 15.2x | 22.9x | 2.2x |
| Sat, 19 Apr 2025 | €118.5b | €56.5b | €5.9b | 14.3x | 20x | 2.1x |
| Mon, 17 Mar 2025 | €124.9b | €56.4b | €6.0b | 18.8x | 20.9x | 2.2x |
| Wed, 12 Feb 2025 | €118.6b | €56.8b | €5.7b | 17.4x | 20.8x | 2.1x |
| Fri, 10 Jan 2025 | €110.1b | €56.8b | €5.7b | 15x | 19.2x | 1.9x |
| Sun, 08 Dec 2024 | €112.8b | €57.3b | €5.7b | 15.6x | 19.9x | 2x |
| Tue, 05 Nov 2024 | €115.5b | €57.2b | €5.6b | 17.2x | 20.5x | 2x |
| Thu, 03 Oct 2024 | €119.7b | €57.5b | €6.0b | 13.2x | 20.1x | 2.1x |
| Sat, 31 Aug 2024 | €118.5b | €57.7b | €4.0b | 15x | 29.7x | 2.1x |
| Mon, 29 Jul 2024 | €118.3b | €57.6b | €4.0b | 15.8x | 29.9x | 2.1x |
| Wed, 26 Jun 2024 | €119.2b | €58.2b | €4.4b | 17.2x | 27x | 2x |
| Fri, 24 May 2024 | €119.7b | €58.3b | €4.4b | 19x | 27.2x | 2.1x |
| Sun, 21 Apr 2024 | €121.5b | €58.6b | €4.4b | 18x | 27.3x | 2.1x |
| Tue, 19 Mar 2024 | €124.1b | €59.1b | €4.3b | 13.7x | 28.9x | 2.1x |
| Thu, 15 Feb 2024 | €112.3b | €62.2b | €4.7b | 11.2x | 23.9x | 1.8x |
| Sat, 13 Jan 2024 | €114.9b | €62.1b | €4.7b | 12x | 24.5x | 1.9x |
| Mon, 11 Dec 2023 | €114.1b | €62.1b | €4.6b | 11.8x | 24.6x | 1.8x |
| Wed, 08 Nov 2023 | €106.4b | €62.7b | €4.8b | 11.9x | 22.4x | 1.7x |
| Fri, 06 Oct 2023 | €104.3b | €63.0b | €4.7b | 11.2x | 22.4x | 1.7x |
| Sun, 03 Sep 2023 | €112.3b | €63.0b | €4.7b | 11.3x | 24.1x | 1.8x |
| Tue, 01 Aug 2023 | €110.2b | €63.0b | €4.7b | 13.3x | 23.4x | 1.7x |
| Thu, 29 Jun 2023 | €106.7b | €64.5b | €5.3b | 10.5x | 20.2x | 1.7x |
| Sat, 27 May 2023 | €106.1b | €64.2b | €5.3b | 9.8x | 20x | 1.7x |
Price to Earnings Ratio
20x
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 49.6x which is higher than its 3-year average PE of 26.8x.
- 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 | 0.22% | |
| Materials | -1.17% | |
| Paper and Forestry Products | 0.37% | |
| Chemicals | -1.04% | |
| Packaging | -1.60% | |
| Basic Materials | -2.67% | |
| Metals and Mining | -3.67% | |
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 11.2%, 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 | |
|---|---|---|---|---|---|
| RBT Robertet | €814.00 | 4.0% +€68.8m | -2.5% | PE17.5x | |
| NK Imerys | €22.10 | 1.7% +€30.4m | -25.6% | PS0.6x | |
| MLZAM ZCCM Investments Holdings | €3.08 | 4.8% +€22.5m | 152.5% | PS12.3x | |
| ALBKK Baikowski | €22.40 | 3.2% +€2.6m | 17.3% | PE21.9x | |
| ALFLO SAS Florentaise | €0.69 | 65.5% +€2.3m | -68.3% | n/a |
