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French (CAC) Materials Sector Analysis

UpdatedDec 07, 2021
DataAggregated Company Financials
Companies38
  • 7D1.3%
  • 3M-1.4%
  • 1Y11.0%
  • YTD10.0%

Over the last 7 days, the Materials industry has dropped 1.2%, driven by a pullback from L'Air Liquide of 1.7%. This takes the industry's 12 month performance to a gain of 10.0%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 07 Dec 2021€96.5b€48.5b€4.7b18.2x
Thu, 04 Nov 2021€96.1b€47.8b€4.5b18.7x
Sat, 02 Oct 2021€91.6b€47.8b€4.4b16.2x
Mon, 30 Aug 2021€97.8b€47.7b€4.4b15.4x
Tue, 06 Jul 2021€95.0b€47.7b€4.4b14.5x
Fri, 09 Apr 2021€91.2b€46.4b€3.1b18.3x
Thu, 31 Dec 2020€86.3b€45.7b€2.6b18.6x
Sun, 04 Oct 2020€84.1b€46.1b€2.4b17.2x
Wed, 08 Jul 2020€80.5b€47.0b€2.3b21.7x
Tue, 31 Mar 2020€71.1b€48.2b€2.7b11.6x
Fri, 03 Jan 2020€82.5b€48.8b€3.1b14.8x
Mon, 07 Oct 2019€73.3b€46.4b€2.9b17.7x
Sun, 30 Jun 2019€70.8b€46.2b€2.7b14.1x
Wed, 03 Apr 2019€66.6b€45.8b€2.9b14.5x
Sat, 05 Jan 2019€63.4b€45.2b€3.0b12.1x
PE Ratio

12.1x

Total Market Cap: €63.4bTotal Earnings: €3.0bTotal Revenue: €45.2b0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 16.4x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Materials industry have grown 16% per year over the last three years, and revenues for these companies have grown 2.4% 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?

Packaging2.34%
Metals and Mining2.17%
Basic Materials2.15%
Chemicals1.16%
Paper and Forestry Products-0.41%

Industry PE: Investors are most optimistic about the Metals and Mining industry which is trading above its 3-year average PE ratio of 80.5x. This is likely because analysts are expecting annual earnings growth of 12%, which is higher than its past year's earnings decline of 50% per year. Meanwhile, investors are most pessimistic about the Basic Materials industry, which is trading below its 3-year average of 22.2x.

Forecasted Growth: Analysts are most optimistic on the Paper and Forestry Products industry, expecting annual earnings growth of 30% over the next 5 years. This is better than it's past earnings growth rate of 12% per year. Meanwhile, the Chemicals industry is expected to see its earnings grow by 6.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
AI L'Air Liquide0.9%+€666.8m9.2%PE27.1x
AKE Arkema4.3%+€369.8m29.9%PE7.4x
VRLA Verallia Société Anonyme2.6%+€88.5m9.6%PE13.7x
ALHGR Hoffmann Green Cement Technologies Société anonyme15.6%+€73.6m4.0%PS400.5x
ERA ERAMET3.7%+€71.7m76.4%PE2023.8x
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Latest News

AI

€148.76

L'Air Liquide

7D

0.9%

1Y

9.2%

ORAP

€6.31

Orapi

7D

-15.9%

1Y

-14.0%

SBT

€13.60

Oeneo

7D

3.8%

1Y

26.6%