Narrative Update • May 06
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French (CAC) Materials Sector Analysis
UpdatedMay 12, 2026
DataAggregated Company Financials
Companies34
- 7D-0.3%
- 3M1.9%
- 1Y-3.5%
- YTD8.6%
Last week, the Materials industry hasn't moved much but Arkema is up 5.2% in that time. Unfortunately though, the industry is down 3.5% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | €120.4b | €54.7b | €2.4b | 18.4x | 49.9x | 2.2x |
| Thu, 09 Apr 2026 | €123.6b | €54.9b | €2.5b | 17.7x | 50.1x | 2.2x |
| Sat, 07 Mar 2026 | €113.9b | €54.9b | €2.5b | 21.1x | 46.1x | 2.1x |
| Mon, 02 Feb 2026 | €110.6b | €55.8b | €3.5b | 17.1x | 31.4x | 2x |
| Wed, 31 Dec 2025 | €111.8b | €55.8b | €3.6b | 17.8x | 31x | 2x |
| Fri, 28 Nov 2025 | €113.3b | €55.9b | €3.6b | 17.7x | 31.4x | 2x |
| Sun, 26 Oct 2025 | €117.7b | €56.2b | €3.3b | 16.9x | 35.3x | 2.1x |
| Tue, 23 Sep 2025 | €118.6b | €56.1b | €3.4b | 17.5x | 34.9x | 2.1x |
| Thu, 21 Aug 2025 | €125.4b | €56.2b | €5.4b | 17.4x | 23.1x | 2.2x |
| Sat, 19 Jul 2025 | €118.4b | €56.3b | €5.7b | 15.3x | 20.9x | 2.1x |
| Mon, 16 Jun 2025 | €124.3b | €56.4b | €5.7b | 14.7x | 21.9x | 2.2x |
| Wed, 14 May 2025 | €125.0b | €56.4b | €5.6b | 15.6x | 22.4x | 2.2x |
| Fri, 11 Apr 2025 | €114.4b | €56.5b | €6.0b | 13.7x | 19.2x | 2x |
| Sun, 09 Mar 2025 | €125.1b | €56.4b | €6.0b | 19.2x | 20.8x | 2.2x |
| Tue, 04 Feb 2025 | €117.1b | €56.8b | €5.7b | 16.4x | 20.6x | 2.1x |
| Thu, 02 Jan 2025 | €109.6b | €56.8b | €5.7b | 15x | 19.2x | 1.9x |
| Sat, 30 Nov 2024 | €109.9b | €57.3b | €5.7b | 15.5x | 19.3x | 1.9x |
| Mon, 28 Oct 2024 | €116.9b | €57.3b | €6.0b | 17.7x | 19.5x | 2x |
| Wed, 25 Sep 2024 | €120.6b | €57.7b | €4.0b | 16.6x | 30.4x | 2.1x |
| Fri, 23 Aug 2024 | €115.9b | €57.7b | €4.0b | 14.8x | 29x | 2x |
| Sun, 21 Jul 2024 | €116.2b | €58.3b | €4.4b | 17.1x | 26.3x | 2x |
| Tue, 18 Jun 2024 | €115.6b | €58.2b | €4.4b | 16.7x | 26.3x | 2x |
| Thu, 16 May 2024 | €122.8b | €58.3b | €4.4b | 19.4x | 27.9x | 2.1x |
| Sat, 13 Apr 2024 | €121.7b | €59.1b | €4.2b | 18.1x | 28.6x | 2.1x |
| Mon, 11 Mar 2024 | €124.3b | €59.1b | €4.3b | 13.1x | 29.1x | 2.1x |
| Wed, 07 Feb 2024 | €113.3b | €62.1b | €4.7b | 12.6x | 24.1x | 1.8x |
| Fri, 05 Jan 2024 | €113.5b | €62.1b | €4.7b | 12.3x | 24.2x | 1.8x |
| Sun, 03 Dec 2023 | €113.1b | €62.1b | €4.7b | 11.8x | 24.3x | 1.8x |
| Tue, 31 Oct 2023 | €104.5b | €63.0b | €4.7b | 11.7x | 22.3x | 1.7x |
| Thu, 28 Sep 2023 | €105.8b | €63.0b | €4.7b | 11.1x | 22.7x | 1.7x |
| Sat, 26 Aug 2023 | €109.4b | €63.0b | €4.7b | 11.2x | 23.2x | 1.7x |
| Mon, 24 Jul 2023 | €108.1b | €64.4b | €5.1b | 11.2x | 21.4x | 1.7x |
| Wed, 21 Jun 2023 | €107.0b | €64.5b | €5.3b | 10.3x | 20.2x | 1.7x |
| Fri, 19 May 2023 | €107.6b | €64.3b | €5.3b | 10.1x | 20.3x | 1.7x |
Price to Earnings Ratio
20.3x
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 49.9x which is higher than its 3-year average PE of 26.6x.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Materials industry have declined 23% 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 | 0.91% | |
| Materials | -0.34% | |
| Basic Materials | 4.83% | |
| Packaging | 2.08% | |
| Paper and Forestry Products | -0.58% | |
| Chemicals | -0.63% | |
| Metals and Mining | -0.78% | |
Industry PE
- Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.3x.
- Analysts are expecting annual earnings growth of 11.4%, 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 102% 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 | |
|---|---|---|---|---|---|
| VCT Vicat | €62.80 | 4.1% +€111.3m | 14.6% | PE10.2x | |
| AKE Arkema | €63.10 | 0.8% +€39.7m | -9.9% | PE280.9x | |
| EXPL EPC Groupe | €281.00 | 4.5% +€25.5m | 27.3% | PE20.9x | |
| VRLA Verallia Société Anonyme | €19.96 | 1.0% +€23.6m | -28.7% | PE26x | |
| TFF TFF Group | €16.92 | 4.2% +€14.7m | -29.2% | PE15.7x |