Narrative Update • Jul 02
Have your own idea? Try our Stock Screener
French (CAC) Materials Sector Analysis
UpdatedJul 05, 2026
DataAggregated Company Financials
Companies34
- 7D3.9%
- 3M8.9%
- 1Y10.1%
- YTD19.4%
The Materials industry is up 3.9% in the last week, with L'Air Liquide up 4.3%. This means that the industry has gained 10% 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | €132.5b | €54.7b | €2.4b | 16.9x | 56.1x | 2.4x |
| Tue, 02 Jun 2026 | €121.3b | €54.7b | €2.4b | 19x | 51x | 2.2x |
| Thu, 30 Apr 2026 | €122.2b | €55.0b | €2.5b | 19.6x | 49.7x | 2.2x |
| Sat, 28 Mar 2026 | €117.0b | €54.9b | €2.4b | 21.5x | 47.9x | 2.1x |
| Mon, 23 Feb 2026 | €120.2b | €55.3b | €3.0b | 19.3x | 39.8x | 2.2x |
| Wed, 21 Jan 2026 | €109.1b | €55.8b | €3.5b | 18.1x | 30.9x | 2x |
| Fri, 19 Dec 2025 | €111.0b | €55.9b | €3.6b | 17.9x | 30.6x | 2x |
| Sun, 16 Nov 2025 | €116.9b | €55.9b | €3.6b | 17.7x | 32.4x | 2.1x |
| Tue, 14 Oct 2025 | €116.4b | €56.2b | €3.4b | 16.4x | 34.7x | 2.1x |
| Thu, 11 Sep 2025 | €118.5b | €56.1b | €3.4b | 17.3x | 34.9x | 2.1x |
| Sat, 09 Aug 2025 | €119.0b | €56.2b | €5.4b | 17.9x | 21.9x | 2.1x |
| Mon, 07 Jul 2025 | €120.0b | €56.3b | €5.6b | 15.1x | 21.6x | 2.1x |
| Wed, 04 Jun 2025 | €124.2b | €56.4b | €5.5b | 14.6x | 22.4x | 2.2x |
| Fri, 02 May 2025 | €123.3b | €56.4b | €5.9b | 14.8x | 20.9x | 2.2x |
| Sun, 30 Mar 2025 | €121.5b | €56.4b | €6.0b | 17.3x | 20.2x | 2.2x |
| Tue, 25 Feb 2025 | €121.1b | €56.4b | €6.1b | 18.9x | 19.9x | 2.1x |
| Thu, 23 Jan 2025 | €112.0b | €56.8b | €5.7b | 16.2x | 19.7x | 2x |
| Sat, 21 Dec 2024 | €108.2b | €57.2b | €5.7b | 13.8x | 19.1x | 1.9x |
| Mon, 18 Nov 2024 | €112.9b | €57.3b | €5.6b | 16.1x | 20x | 2x |
| Wed, 16 Oct 2024 | €119.5b | €57.3b | €6.0b | 16.7x | 19.9x | 2.1x |
| Fri, 13 Sep 2024 | €118.2b | €57.7b | €4.0b | 16.1x | 29.6x | 2x |
| Sun, 11 Aug 2024 | €114.8b | €57.7b | €4.0b | 14.5x | 28.8x | 2x |
| Tue, 09 Jul 2024 | €117.7b | €58.2b | €4.4b | 17.4x | 26.7x | 2x |
| Thu, 06 Jun 2024 | €121.5b | €58.3b | €4.4b | 17.3x | 27.6x | 2.1x |
| Sat, 04 May 2024 | €119.0b | €58.6b | €4.5b | 17.6x | 26.7x | 2x |
| Mon, 01 Apr 2024 | €124.5b | €59.1b | €4.3b | 14.6x | 29.1x | 2.1x |
| Wed, 28 Feb 2024 | €122.7b | €59.4b | €4.3b | 11.9x | 28.7x | 2.1x |
| Fri, 26 Jan 2024 | €113.4b | €62.1b | €4.7b | 12.4x | 24.2x | 1.8x |
| Sun, 24 Dec 2023 | €116.7b | €62.1b | €4.7b | 12.4x | 25x | 1.9x |
| Tue, 21 Nov 2023 | €111.5b | €62.1b | €4.7b | 11.8x | 23.9x | 1.8x |
| Thu, 19 Oct 2023 | €104.1b | €63.0b | €4.7b | 11.8x | 22.3x | 1.7x |
| Sat, 16 Sep 2023 | €110.8b | €63.0b | €4.7b | 11.3x | 23.8x | 1.8x |
| Mon, 14 Aug 2023 | €109.1b | €63.0b | €4.7b | 11x | 23.1x | 1.7x |
| Wed, 12 Jul 2023 | €105.0b | €64.3b | €5.1b | 11.5x | 20.8x | 1.6x |
Price to Earnings Ratio
20.8x
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 56.1x which is higher than its 3-year average PE of 28.1x.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 22% 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 | 1.52% | |
| Materials | 3.93% | |
| Packaging | 5.27% | |
| Chemicals | 4.08% | |
| Metals and Mining | 2.78% | |
| Basic Materials | 0.094% | |
| Paper and Forestry Products | -0.43% | |
Industry PE
- Investors are most optimistic about the Chemicals industry which is trading above its 3-year average PE ratio of 29.5x.
- Analysts are expecting annual earnings growth of 11.0%, 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 105% 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 | |
|---|---|---|---|---|---|
| AI L'Air Liquide | €180.30 | 4.3% +€4.7b | 13.3% | PE32.5x | |
| VRLA Verallia Société Anonyme | €20.24 | 8.0% +€176.7m | -28.3% | PE26.3x | |
| ALGIL Groupe Guillin | €23.90 | 12.7% +€49.9m | -15.5% | PE9.1x | |
| AKE Arkema | €56.60 | 1.0% +€41.6m | -8.6% | PE251.9x | |
| VCT Vicat | €67.20 | 1.2% +€35.6m | 17.9% | PE10.9x |