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French (CAC) Materials Sector Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies37
  • 7D0.5%
  • 3M-6.8%
  • 1Y0.2%
  • YTD1.7%

Over the last 7 days, the Materials industry has dropped 1.4%, driven by L'Air Liquide declining 1.8%. Meanwhile, Arkema actually outperformed within the industry, gaining 5.4% in the last week. As for the longer term, the industry's performance has been flat for the past year. 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
Wed, 17 Dec 2025€110.9b€55.9b€3.6b18.1x30.6x2x
Fri, 14 Nov 2025€118.3b€55.9b€3.6b17.8x32.8x2.1x
Sun, 12 Oct 2025€115.4b€56.2b€3.4b16.2x34.3x2.1x
Tue, 09 Sep 2025€120.0b€56.1b€3.4b17.3x35.3x2.1x
Thu, 07 Aug 2025€117.4b€56.2b€5.4b17.9x21.6x2.1x
Sat, 05 Jul 2025€120.0b€56.3b€5.6b15.1x21.6x2.1x
Mon, 02 Jun 2025€124.6b€56.4b€5.5b14.7x22.5x2.2x
Wed, 30 Apr 2025€122.3b€56.4b€5.9b15x20.8x2.2x
Fri, 28 Mar 2025€121.9b€56.4b€6.0b17.5x20.3x2.2x
Sun, 23 Feb 2025€123.3b€56.3b€6.1b18.8x20.2x2.2x
Tue, 21 Jan 2025€112.7b€56.8b€5.7b16.6x19.8x2x
Thu, 19 Dec 2024€110.1b€57.3b€5.6b14.7x19.5x1.9x
Sat, 16 Nov 2024€112.9b€57.3b€5.6b16.1x20x2x
Mon, 14 Oct 2024€119.5b€57.3b€6.0b15.5x19.9x2.1x
Wed, 11 Sep 2024€117.8b€57.7b€4.0b16.1x29.5x2x
Fri, 09 Aug 2024€114.2b€57.7b€4.0b14.5x28.6x2x
Sun, 07 Jul 2024€117.6b€58.2b€4.4b17.4x26.7x2x
Tue, 04 Jun 2024€120.6b€58.3b€4.4b17.4x27.4x2.1x
Thu, 02 May 2024€120.2b€58.6b€4.5b17.5x27x2.1x
Sat, 30 Mar 2024€124.5b€59.1b€4.3b17x29.1x2.1x
Mon, 26 Feb 2024€122.7b€59.4b€4.3b12.2x28.7x2.1x
Wed, 24 Jan 2024€111.8b€62.1b€4.7b12.2x23.8x1.8x
Fri, 22 Dec 2023€116.3b€62.1b€4.7b12.3x24.9x1.9x
Sun, 19 Nov 2023€111.4b€62.1b€4.7b11.7x23.9x1.8x
Tue, 17 Oct 2023€106.1b€63.0b€4.7b12.4x22.8x1.7x
Thu, 14 Sep 2023€109.8b€63.0b€4.7b11.3x23.6x1.7x
Sat, 12 Aug 2023€109.1b€63.0b€4.7b13.4x23.1x1.7x
Mon, 10 Jul 2023€104.2b€64.3b€5.1b11.4x20.6x1.6x
Wed, 07 Jun 2023€105.6b€64.3b€5.3b9.8x20x1.6x
Fri, 05 May 2023€108.2b€64.6b€5.5b10x19.6x1.7x
Sun, 02 Apr 2023€105.5b€64.4b€5.5b11.4x19x1.6x
Tue, 28 Feb 2023€105.0b€64.3b€5.5b13.8x19x1.6x
Thu, 26 Jan 2023€100.5b€61.0b€5.9b14.4x17x1.6x
Sat, 24 Dec 2022€92.6b€60.9b€5.9b14.1x15.6x1.5x
Price to Earnings Ratio

15.6x


Total Market Cap: €92.6bTotal Earnings: €5.9bTotal Revenue: €60.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 23.5x202320242025
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 30.4x which is higher than its 3-year average PE of 23.5x.
  • 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 15% per year over the last three years,
  • Revenues have also declined 2.8% 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 Market0.82%
Materials0.53%
Packaging1.50%
Chemicals0.62%
Basic Materials0.0042%
Paper and Forestry Products-0.40%
Metals and Mining-4.67%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 28.6x.
    • Analysts are expecting annual earnings growth of 11.3%, 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 82% over the next 5 years.
  • In contrast, the Basic Materials industry is expected to see its earnings grow by 9.2% 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€159.400.6%
+€866.8m		0.3%PE27x
AKE Arkema€52.303.6%
+€135.7m		-27.7%PE31x
VRLA Verallia Société Anonyme€23.842.4%
+€66.0m		1.7%PE15.7x
VCT Vicat€75.101.2%
+€40.1m		108.6%PE12.4x
TFF TFF Group€19.707.1%
+€28.2m		-33.2%PE13.9x

Latest News

VRLA
€23.84
Verallia Société Anonyme
7D
2.4%
1Y
1.7%

VRLA: Net Zero 2040 Climate Progress Will Support Future Share Upside

Analysts have modestly reduced their price target on Verallia Société Anonyme, trimming it by EUR 1.50 overall, as they factor in slightly more cautious assumptions while still maintaining a positive outlook on the shares. Analyst Commentary Recent research updates reflect a fine tuning of assumptions rather than a shift in the overall investment case, with price targets edging lower but Buy ratings being reaffirmed.
ALBI
€2.20
Gascogne
7D
-10.6%
1Y
-9.8%
AKE
€52.30
Arkema
7D
3.6%
1Y
-27.7%

AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade

Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.
ALGIL
€26.10
Groupe Guillin
7D
-3.3%
1Y
-5.4%

Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return

Dec 05
Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return
VCT
€75.10
Vicat
7D
1.2%
1Y
108.6%

VCT: Earnings Resilience And Margin Discipline Will Drive Cautiously Balanced Outlook

Analysts have modestly increased their price target on Vicat, lifting fair value from EUR 72.50 to EUR 74.00. They cite slightly stronger revenue growth expectations and a higher future earnings multiple, in line with recent upward revisions in Street targets.
ALCRB
€11.55
Carbios SAS
7D
-9.2%
1Y
20.3%
NK
€23.54
Imerys
7D
-1.9%
1Y
-14.5%

A Piece Of The Puzzle Missing From Imerys S.A.'s (EPA:NK) Share Price

Nov 30
A Piece Of The Puzzle Missing From Imerys S.A.'s (EPA:NK) Share Price
ALMOU
€21.10
Moulinvest
7D
1.9%
1Y
58.1%
PVL
€1.78
Plastiques du Val de Loire
7D
2.6%
1Y
45.5%
AI
€159.40
L'Air Liquide
7D
0.6%
1Y
0.3%
ERA
€47.50
ERAMET
7D
-5.9%
1Y
-9.7%
SBT
€9.00
Oeneo
7D
-0.4%
1Y
-7.4%
SEFER
€8.50
SergeFerrari Group
7D
3.7%
1Y
67.0%
RBT
€896.00
Robertet
7D
-0.9%
1Y
2.3%

Robertet SA's (EPA:RBT) Share Price Not Quite Adding Up

Oct 22
Robertet SA's (EPA:RBT) Share Price Not Quite Adding Up
TFF
€19.70
TFF Group
7D
7.1%
1Y
-33.2%

TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50

Oct 18
TFF Group's (EPA:TFF) Dividend Is Being Reduced To €0.50
EXPL
€227.00
EPC Groupe
7D
-0.9%
1Y
18.2%