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French (CAC) Materials Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies34
  • 7D-3.2%
  • 3M3.8%
  • 1Y-7.4%
  • YTD3.2%

Over the last 7 days, the Materials industry has dropped 3.2%, driven by a pullback from L'Air Liquide of 3.7%. Meanwhile, EPC Groupe actually outperformed within the industry, gaining 19% in the last week. However, the industry is down 7.4% over the past year. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026€114.1b€54.9b€2.5b21.1x46.2x2.1x
Fri, 06 Feb 2026€116.7b€55.8b€3.5b17.1x33.5x2.1x
Sun, 04 Jan 2026€111.0b€55.8b€3.6b17.8x30.9x2x
Tue, 02 Dec 2025€114.2b€55.9b€3.6b17.9x31.6x2x
Thu, 30 Oct 2025€115.8b€56.2b€3.3b16.8x34.7x2.1x
Sat, 27 Sep 2025€119.0b€56.1b€3.4b17.2x35.1x2.1x
Mon, 25 Aug 2025€124.5b€56.2b€5.4b17.6x22.9x2.2x
Wed, 23 Jul 2025€118.2b€56.3b€5.6b15.5x21x2.1x
Fri, 20 Jun 2025€121.6b€56.4b€5.7b14.4x21.2x2.2x
Sun, 18 May 2025€127.3b€56.4b€5.6b15.2x22.9x2.3x
Tue, 15 Apr 2025€116.8b€56.5b€5.9b13.9x19.7x2.1x
Thu, 13 Mar 2025€124.6b€56.4b€6.0b19x20.8x2.2x
Sat, 08 Feb 2025€117.7b€56.8b€5.7b17.5x20.6x2.1x
Mon, 06 Jan 2025€107.9b€56.8b€5.7b14.5x18.9x1.9x
Wed, 04 Dec 2024€111.1b€57.3b€5.7b15.2x19.5x1.9x
Fri, 01 Nov 2024€115.6b€57.2b€5.6b17.5x20.5x2x
Sun, 29 Sep 2024€123.4b€57.5b€5.9b13.7x20.8x2.1x
Tue, 27 Aug 2024€116.8b€57.7b€4.0b15x29.3x2x
Thu, 25 Jul 2024€117.8b€58.3b€4.4b16.9x26.7x2x
Sat, 22 Jun 2024€117.3b€58.2b€4.4b17.3x26.6x2x
Mon, 20 May 2024€122.2b€58.3b€4.4b19.6x27.8x2.1x
Wed, 17 Apr 2024€121.9b€58.6b€4.5b18.1x27.4x2.1x
Fri, 15 Mar 2024€124.7b€59.1b€4.3b13.7x29.1x2.1x
Sun, 11 Feb 2024€111.0b€62.2b€4.7b11.3x23.6x1.8x
Tue, 09 Jan 2024€113.0b€62.1b€4.7b12.3x24.1x1.8x
Thu, 07 Dec 2023€113.1b€62.1b€4.7b11.8x24.3x1.8x
Sat, 04 Nov 2023€107.2b€62.8b€4.8b11.7x22.6x1.7x
Mon, 02 Oct 2023€106.7b€63.0b€4.7b11.4x22.9x1.7x
Wed, 30 Aug 2023€111.4b€63.0b€4.7b11x23.6x1.8x
Fri, 28 Jul 2023€107.2b€64.1b€4.6b10.4x23.3x1.7x
Sun, 25 Jun 2023€105.5b€64.5b€5.3b10.5x19.9x1.6x
Tue, 23 May 2023€108.3b€64.3b€5.3b10x20.5x1.7x
Thu, 20 Apr 2023€109.2b€64.6b€5.5b10.7x19.8x1.7x
Sat, 18 Mar 2023€101.2b€64.4b€5.5b11.5x18.3x1.6x
Price to Earnings Ratio

18.3x


Total Market Cap: €101.2bTotal Earnings: €5.5bTotal Revenue: €64.4bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 24.9x202420252026
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 46.2x which is higher than its 3-year average PE of 24.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 24% 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-0.33%
Materials-3.23%
Metals and Mining3.18%
Paper and Forestry Products0.75%
Basic Materials-0.71%
Chemicals-3.44%
Packaging-4.21%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.0x.
    • Analysts are expecting annual earnings growth of 10.9%, which is lower than the prior year's growth of 12.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 107% 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?

CompanyLast Price7D1YValuation
EXPL EPC Groupe€285.0018.8%
+€95.5m		33.2%PE24.6x
ERA ERAMET€55.952.6%
+€39.7m		-5.3%PS0.6x
MLZAM ZCCM Investments Holdings€2.605.7%
+€22.5m		113.1%PS10.7x
NK Imerys€22.560.8%
+€15.2m		-29.6%PS0.6x
ALCRB Carbios SAS€8.487.7%
+€10.2m		37.8%PS245.6x

Latest News

EXPL
€285.00
EPC Groupe
7D
18.8%
1Y
33.2%
AI
€167.36
L'Air Liquide
7D
-3.7%
1Y
-5.8%
SEFER
€7.48
SergeFerrari Group
7D
-5.6%
1Y
28.5%
VRLA
€17.76
Verallia Société Anonyme
7D
-5.2%
1Y
-39.2%

VRLA: Dividend Flexibility And New CFO Appointment Will Support Future Repricing

Analysts have trimmed their price target on Verallia Société Anonyme to €24, reflecting a lower fair value estimate of €37.90 from €39.27 as they factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E following a recent downgrade to Neutral. Analyst Commentary Even with the cut to a Neutral stance and a €24 price target, some readers will be looking for what could still go right for Verallia Société Anonyme.
VCT
€65.20
Vicat
7D
-1.8%
1Y
36.5%

VCT: Decarbonization Project Progress And CO2 Capture Plans Will Support Upside

Analysts have raised their price target on Vicat to €80 from €69. The change reflects updated views on the group’s earnings outlook, which are incorporated through a slightly higher discount rate and a modest adjustment to the assumed future P/E multiple.
AKE
€54.25
Arkema
7D
-2.3%
1Y
-32.2%
MLZAM
€2.60
ZCCM Investments Holdings
7D
5.7%
1Y
113.1%
NK
€22.56
Imerys
7D
0.8%
1Y
-29.6%
ALAFY
€2.92
AFYREN SAS
7D
1.9%
1Y
72.5%
ERA
€55.95
ERAMET
7D
2.6%
1Y
-5.3%
RBT
€819.00
Robertet
7D
-1.3%
1Y
1.0%
ALHGR
€4.67
Hoffmann Green Cement Technologies Societe anonyme
7D
4.8%
1Y
3.2%

After Leaping 30% Hoffmann Green Cement Technologies Societe anonyme (EPA:ALHGR) Shares Are Not Flying Under The Radar

Jan 30
After Leaping 30% Hoffmann Green Cement Technologies Societe anonyme (EPA:ALHGR) Shares Are Not Flying Under The Radar
TFF
€17.10
TFF Group
7D
-4.2%
1Y
-35.7%
ALGIL
€22.65
Groupe Guillin
7D
-5.8%
1Y
-14.0%

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

Dec 05
Groupe Guillin (EPA:ALGIL) Is Reinvesting At Lower Rates Of Return
ALCRB
€8.48
Carbios SAS
7D
7.7%
1Y
37.8%
ALMIB
€1.00
Amoéba
7D
5.7%
1Y
16.3%