Narrative Update • May 06

The Materials is pretty flat in the last 7 days, but Vicat has stood out, gaining 5.0%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 14% per annum.
Has the French Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | €119.5b | €54.7b | €2.4b | 18.1x | 49.5x | 2.2x |
| Mon, 06 Apr 2026 | €121.4b | €54.9b | €2.5b | 17.5x | 49.4x | 2.2x |
| Wed, 04 Mar 2026 | €118.1b | €54.9b | €2.5b | 20.5x | 48x | 2.2x |
| Fri, 30 Jan 2026 | €110.9b | €55.8b | €3.5b | 17.4x | 31.4x | 2x |
| Sun, 28 Dec 2025 | €111.1b | €55.9b | €3.6b | 17.6x | 30.7x | 2x |
| Tue, 25 Nov 2025 | €112.9b | €55.9b | €3.6b | 18x | 31.3x | 2x |
| Thu, 23 Oct 2025 | €117.4b | €56.2b | €3.4b | 16.8x | 35x | 2.1x |
| Sat, 20 Sep 2025 | €119.3b | €56.1b | €3.4b | 18.1x | 35.1x | 2.1x |
| Mon, 18 Aug 2025 | €122.7b | €56.2b | €5.4b | 17.8x | 22.6x | 2.2x |
| Wed, 16 Jul 2025 | €119.5b | €56.3b | €5.7b | 15.6x | 21.1x | 2.1x |
| Fri, 13 Jun 2025 | €125.4b | €56.4b | €5.6b | 15x | 22.2x | 2.2x |
| Sun, 11 May 2025 | €125.6b | €56.3b | €5.6b | 15.5x | 22.6x | 2.2x |
| Tue, 08 Apr 2025 | €110.2b | €56.5b | €6.0b | 14.3x | 18.3x | 2x |
| Thu, 06 Mar 2025 | €124.7b | €56.4b | €6.0b | 18.8x | 20.8x | 2.2x |
| Sat, 01 Feb 2025 | €117.1b | €56.8b | €5.7b | 16.8x | 20.6x | 2.1x |
| Mon, 30 Dec 2024 | €108.8b | €56.9b | €5.7b | 13.9x | 19.2x | 1.9x |
| Wed, 27 Nov 2024 | €109.8b | €57.3b | €5.7b | 15.6x | 19.4x | 1.9x |
| Fri, 25 Oct 2024 | €117.3b | €57.3b | €6.0b | 16.6x | 19.5x | 2x |
| Sun, 22 Sep 2024 | €117.3b | €57.7b | €4.0b | 16.2x | 29.5x | 2x |
| Tue, 20 Aug 2024 | €116.2b | €57.7b | €4.0b | 14.7x | 29.1x | 2x |
| Thu, 18 Jul 2024 | €117.4b | €58.3b | €4.4b | 17.3x | 26.6x | 2x |
| Sat, 15 Jun 2024 | €115.3b | €58.3b | €4.4b | 17.4x | 26.2x | 2x |
| Mon, 13 May 2024 | €122.6b | €58.3b | €4.4b | 19.3x | 27.9x | 2.1x |
| Wed, 10 Apr 2024 | €121.5b | €59.1b | €4.2b | 17.8x | 28.6x | 2.1x |
| Fri, 08 Mar 2024 | €124.1b | €59.1b | €4.3b | 13.1x | 29x | 2.1x |
| Sun, 04 Feb 2024 | €112.9b | €62.1b | €4.7b | 12.2x | 24x | 1.8x |
| Tue, 02 Jan 2024 | €116.2b | €62.1b | €4.7b | 12.6x | 24.9x | 1.9x |
| Thu, 30 Nov 2023 | €113.3b | €62.1b | €4.7b | 11.6x | 24.3x | 1.8x |
| Sat, 28 Oct 2023 | €104.6b | €63.0b | €4.7b | 11.5x | 22.3x | 1.7x |
| Mon, 25 Sep 2023 | €107.2b | €63.0b | €4.7b | 11.1x | 22.9x | 1.7x |
| Wed, 23 Aug 2023 | €108.3b | €63.0b | €4.7b | 11x | 22.9x | 1.7x |
| Fri, 21 Jul 2023 | €107.9b | €64.4b | €5.1b | 11.2x | 21.4x | 1.7x |
| Sun, 18 Jun 2023 | €111.1b | €64.4b | €5.3b | 10.4x | 21x | 1.7x |
| Tue, 16 May 2023 | €107.0b | €63.8b | €5.3b | 10.1x | 20.2x | 1.7x |
20.2x
Which industries have driven the changes within the French Materials sector?
| FR Market | 0.50% | |
| Materials | -3.56% | |
| Basic Materials | 3.67% | |
| Metals and Mining | -0.67% | |
| Paper and Forestry Products | -1.42% | |
| Packaging | -1.60% | |
| Chemicals | -3.98% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VCT Vicat | €63.00 | 5.0% +€133.6m | 21.2% | PE10.2x | |
| AKE Arkema | €63.05 | 1.7% +€81.3m | -4.8% | PE280.6x | |
| NK Imerys | €22.62 | 1.7% +€32.1m | -25.4% | PS0.6x | |
| EXPL EPC Groupe | €280.00 | 4.9% +€27.6m | 26.4% | PE20.8x | |
| TFF TFF Group | €16.48 | 3.4% +€11.7m | -29.6% | PE15.3x |