Returns On Capital Are Showing Encouraging Signs At L'Air Liquide (EPA:AI)
May 29
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French (CAC) Materials Sector Analysis
UpdatedJun 08, 2025
DataAggregated Company Financials
Companies38
- 7D0.3%
- 3M-1.2%
- 1Y1.4%
- YTD15.1%
The Materials industry has been flat over the last week, but Arkema has lost 4.1%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 12% 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, 08 Jun 2025 | €125.0b | €56.4b | €5.6b | 14.4x | 22.1x | 2.2x |
| Tue, 06 May 2025 | €125.5b | €56.4b | €5.9b | 14.8x | 21.2x | 2.2x |
| Thu, 03 Apr 2025 | €122.2b | €56.4b | €6.0b | 16.8x | 20.2x | 2.2x |
| Sat, 01 Mar 2025 | €120.8b | €56.4b | €6.1b | 18.4x | 19.9x | 2.1x |
| Mon, 27 Jan 2025 | €113.9b | €56.8b | €5.7b | 16.9x | 20x | 2x |
| Wed, 25 Dec 2024 | €107.8b | €56.9b | €5.7b | 13.6x | 19x | 1.9x |
| Fri, 22 Nov 2024 | €111.4b | €57.3b | €5.6b | 15.6x | 19.7x | 1.9x |
| Sun, 20 Oct 2024 | €120.6b | €57.3b | €6.0b | 17.7x | 20.1x | 2.1x |
| Tue, 17 Sep 2024 | €118.3b | €57.7b | €4.0b | 17.3x | 29.6x | 2.1x |
| Thu, 15 Aug 2024 | €114.7b | €57.7b | €4.0b | 14.7x | 28.7x | 2x |
| Sat, 13 Jul 2024 | €118.3b | €58.3b | €4.4b | 17.2x | 26.8x | 2x |
| Mon, 10 Jun 2024 | €122.9b | €58.3b | €4.4b | 17.1x | 27.8x | 2.1x |
| Wed, 08 May 2024 | €121.1b | €58.5b | €4.5b | 17.8x | 27.2x | 2.1x |
| Fri, 05 Apr 2024 | €123.3b | €59.1b | €4.3b | 16.8x | 29x | 2.1x |
| Sun, 03 Mar 2024 | €120.7b | €59.1b | €4.3b | 12.7x | 28.2x | 2x |
| Tue, 30 Jan 2024 | €113.8b | €62.1b | €4.7b | 12.6x | 24.3x | 1.8x |
| Thu, 28 Dec 2023 | €116.5b | €62.1b | €4.7b | 12.4x | 25x | 1.9x |
| Sat, 25 Nov 2023 | €113.2b | €62.1b | €4.7b | 11.8x | 24.3x | 1.8x |
| Mon, 23 Oct 2023 | €100.8b | €63.0b | €4.7b | 11.4x | 21.5x | 1.6x |
| Wed, 20 Sep 2023 | €109.8b | €63.0b | €4.7b | 11.3x | 23.6x | 1.7x |
| Fri, 18 Aug 2023 | €108.2b | €63.0b | €4.7b | 10.9x | 22.9x | 1.7x |
| Sun, 16 Jul 2023 | €108.0b | €64.4b | €5.1b | 11.7x | 21.4x | 1.7x |
| Tue, 13 Jun 2023 | €105.9b | €64.4b | €5.3b | 10x | 20x | 1.6x |
| Thu, 11 May 2023 | €108.2b | €64.3b | €5.3b | 10.1x | 20.4x | 1.7x |
| Sat, 08 Apr 2023 | €106.8b | €64.5b | €5.5b | 10.7x | 19.4x | 1.7x |
| Mon, 06 Mar 2023 | €105.0b | €64.4b | €5.5b | 14.1x | 19x | 1.6x |
| Wed, 01 Feb 2023 | €100.5b | €60.9b | €5.9b | 14.4x | 17x | 1.7x |
| Fri, 30 Dec 2022 | €93.3b | €60.9b | €5.9b | 14.2x | 15.8x | 1.5x |
| Sun, 27 Nov 2022 | €96.3b | €60.9b | €5.9b | 14.9x | 16.3x | 1.6x |
| Tue, 25 Oct 2022 | €84.6b | €59.9b | €6.1b | 10.9x | 13.8x | 1.4x |
| Thu, 22 Sep 2022 | €84.3b | €59.6b | €6.2b | 12.5x | 13.6x | 1.4x |
| Sat, 20 Aug 2022 | €94.2b | €59.5b | €6.2b | 13.8x | 15.2x | 1.6x |
| Mon, 18 Jul 2022 | €87.9b | €53.4b | €5.9b | 12.7x | 14.9x | 1.6x |
| Wed, 15 Jun 2022 | €94.2b | €52.9b | €5.9b | 12.5x | 16x | 1.8x |
Price to Earnings Ratio
16x
Current Industry PE
- Investors are relatively neutral on the French Materials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 21.3x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Materials industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 2.2% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Materials sector?
| FR Market | 0.13% | |
| Materials | 0.27% | |
| Packaging | 0.95% | |
| Chemicals | 0.37% | |
| Basic Materials | -0.79% | |
| Paper and Forestry Products | -1.93% | |
| Metals and Mining | -4.60% | |
Industry PE
- Investors are most optimistic about the Basic Materials industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings growth of 5.5% per year.
- Investors are most pessimistic about the Metals and Mining industry, which is trading below its 3-year average of 14.6x.
Forecasted Growth
- Analysts are most optimistic on the Paper and Forestry Products industry, expecting annual earnings growth of 113% over the next 5 years.
- This is better than its past earnings decline of 25% per year.
- In contrast, the Packaging industry is expected to see its earnings grow by 8.5% 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 | €183.46 | 0.6% +€616.3m | 7.8% | PE32x | |
| TFF TFF Group | €24.10 | 5.7% +€28.2m | -43.3% | PE13.1x | |
| RBT Robertet | €881.00 | 1.5% +€25.5m | 3.3% | PE19.2x | |
| VRLA Verallia Société Anonyme | €28.12 | 0.6% +€18.9m | -25.8% | PE14.1x | |
| EXPL EPC Groupe | €200.00 | 1.3% +€5.3m | 43.9% | PE18.2x |
