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French (CAC) Materials Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies34
  • 7D0.7%
  • 3M-6.4%
  • 1Y-3.9%
  • YTD-0.08%

In the last week, the Materials industry is flat overall, with Verallia Société Anonyme standing out by going down 5.1%. Unfortunately though, the industry is down 3.9% over the past 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Jan 2026€110.7b€55.8b€3.5b18x31.4x2x
Fri, 26 Dec 2025€111.1b€55.9b€3.6b17.6x30.7x2x
Sun, 23 Nov 2025€113.4b€55.9b€3.6b18.4x31.4x2x
Tue, 21 Oct 2025€117.8b€56.2b€3.4b16.7x35x2.1x
Thu, 18 Sep 2025€118.5b€56.1b€3.4b18x34.9x2.1x
Sat, 16 Aug 2025€122.7b€56.2b€5.4b17.8x22.6x2.2x
Mon, 14 Jul 2025€120.5b€56.3b€5.6b15.5x21.4x2.1x
Wed, 11 Jun 2025€125.5b€56.4b€5.6b14.8x22.3x2.2x
Fri, 09 May 2025€124.8b€56.3b€5.6b15.4x22.4x2.2x
Sun, 06 Apr 2025€118.0b€56.5b€6.0b14.8x19.6x2.1x
Tue, 04 Mar 2025€123.8b€56.4b€6.0b18.7x20.5x2.2x
Thu, 30 Jan 2025€115.6b€56.8b€5.7b16.9x20.3x2x
Sat, 28 Dec 2024€108.8b€56.9b€5.7b13.9x19.2x1.9x
Mon, 25 Nov 2024€112.1b€57.3b€5.7b15.5x19.8x2x
Wed, 23 Oct 2024€118.8b€57.3b€6.0b16.9x19.8x2.1x
Fri, 20 Sep 2024€119.8b€57.7b€4.0b17.5x30x2.1x
Sun, 18 Aug 2024€116.4b€57.7b€4.0b14.7x29.2x2x
Tue, 16 Jul 2024€116.4b€58.3b€4.4b16.8x26.4x2x
Thu, 13 Jun 2024€120.6b€58.3b€4.4b18.1x27.4x2.1x
Sat, 11 May 2024€122.6b€58.3b€4.4b19.3x27.9x2.1x
Mon, 08 Apr 2024€121.7b€59.1b€4.2b18.1x28.7x2.1x
Wed, 06 Mar 2024€122.0b€59.1b€4.3b13x28.5x2.1x
Fri, 02 Feb 2024€114.0b€62.1b€4.7b12.2x24.3x1.8x
Sun, 31 Dec 2023€116.2b€62.1b€4.7b12.6x24.9x1.9x
Tue, 28 Nov 2023€113.2b€62.1b€4.7b11.6x24.3x1.8x
Thu, 26 Oct 2023€102.7b€63.0b€4.7b11.7x21.9x1.6x
Sat, 23 Sep 2023€107.2b€63.0b€4.6b11.1x23.1x1.7x
Mon, 21 Aug 2023€108.0b€63.0b€4.7b11x22.9x1.7x
Wed, 19 Jul 2023€107.2b€64.4b€5.1b11.7x21.2x1.7x
Fri, 16 Jun 2023€107.1b€64.4b€5.3b10.1x20.2x1.7x
Sun, 14 May 2023€109.0b€64.3b€5.3b10x20.6x1.7x
Tue, 11 Apr 2023€106.8b€64.5b€5.5b10.7x19.4x1.7x
Thu, 09 Mar 2023€103.9b€64.4b€5.5b12.4x18.7x1.6x
Sat, 04 Feb 2023€101.2b€60.9b€5.9b14.5x17.1x1.7x
Price to Earnings Ratio

17.1x


Total Market Cap: €101.2bTotal Earnings: €5.9bTotal Revenue: €60.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24.1x202420252026
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 31.4x which is higher than its 3-year average PE of 24.1x.
  • 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 16% per year over the last three years,
  • Revenues have also declined 2.9% 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 Market0.26%
Materials0.73%
Metals and Mining4.78%
Basic Materials4.33%
Paper and Forestry Products0.80%
Chemicals0.61%
Packaging-3.89%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 28.8x.
    • Analysts are expecting annual earnings growth of 10.6%, 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 77% over the next 5 years.
  • In contrast, the Basic Materials industry is expected to see its earnings grow by 5.7% 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€156.940.8%
+€728.2m		-5.9%PE26.5x
VCT Vicat€80.105.7%
+€191.5m		101.3%PE13.2x
NK Imerys€26.428.5%
+€173.9m		0.08%PE14.1x
AKE Arkema€50.704.6%
+€168.8m		-34.5%PE30.1x
ERA ERAMET€78.551.0%
+€21.3m		45.2%PS0.8x

Latest News

VRLA
€21.62
Verallia Société Anonyme
7D
-4.8%
1Y
-17.2%

VRLA: Fair Outlook Balances CFO Transition With More Cautious Market Expectations

Analysts have trimmed their fair value estimate for Verallia Société Anonyme to €22.00 from €26.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples that are aligned with recent Street research, including a lower €33 price target from Citi. Analyst Commentary Recent fair value revisions and the lower €33 price target signal that bearish analysts see a less generous setup for Verallia Société Anonyme than before.
VCT
€80.10
Vicat
7D
5.7%
1Y
101.3%

VCT: Higher Fair Value And 2025 Guidance Confirmation Will Support Upside Confidence

Analysts have lifted their fair value estimate for Vicat from €81.80 to €91.00, supported by recent price target increases and a more constructive stance in Street research. Analyst Commentary Recent Street research has tilted more constructive on Vicat, with successive price target revisions providing a clearer range of how analysts are framing valuation and execution risk.
AKE
€50.70
Arkema
7D
4.6%
1Y
-34.5%

AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk

Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.
RBT
€888.00
Robertet
7D
-0.8%
1Y
2.5%
ERA
€78.55
ERAMET
7D
1.0%
1Y
45.2%
ALAFY
€2.97
AFYREN SAS
7D
-2.8%
1Y
93.2%
TFF
€17.05
TFF Group
7D
-1.4%
1Y
-38.2%
EXPL
€235.00
EPC Groupe
7D
4.0%
1Y
22.4%
ALHGR
€4.79
Hoffmann Green Cement Technologies Societe anonyme
7D
9.5%
1Y
-12.3%
NK
€26.42
Imerys
7D
8.5%
1Y
0.08%

Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns

Jan 10
Imerys (EPA:NK) Will Be Looking To Turn Around Its Returns
AI
€156.94
L'Air Liquide
7D
0.8%
1Y
-5.9%

Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)

Dec 28
Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)
SEFER
€8.30
SergeFerrari Group
7D
4.8%
1Y
57.8%

SergeFerrari Group SA (EPA:SEFER) Doing What It Can To Lift Shares

Dec 24
SergeFerrari Group SA (EPA:SEFER) Doing What It Can To Lift Shares
ALBI
€2.18
Gascogne
7D
-7.6%
1Y
-10.7%
ALGIL
€24.95
Groupe Guillin
7D
-0.4%
1Y
-10.9%

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

Dec 05
Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return
SBT
€9.14
Oeneo
7D
-1.3%
1Y
-1.7%
ALMIB
€0.91
Amoéba
7D
-4.7%
1Y
-4.3%