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French (CAC) Materials Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies34
  • 7D4.7%
  • 3M9.7%
  • 1Y1.6%
  • YTD9.7%

In the last week, the Materials industry is up 4.7%, with L'Air Liquide up 5.4%. During this same period, the Imerys underperformed, falling 6.9%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026€121.4b€54.9b€2.5b17.5x49.4x2.2x
Sun, 01 Mar 2026€122.0b€54.9b€2.5b21x49.5x2.2x
Tue, 27 Jan 2026€110.7b€55.8b€3.5b18x31.4x2x
Thu, 25 Dec 2025€111.1b€55.9b€3.6b17.6x30.7x2x
Sat, 22 Nov 2025€113.6b€55.9b€3.6b18.4x31.5x2x
Mon, 20 Oct 2025€117.4b€56.2b€3.4b16.5x34.9x2.1x
Wed, 17 Sep 2025€118.7b€56.1b€3.4b17.9x35x2.1x
Fri, 15 Aug 2025€121.8b€56.2b€5.4b17.8x22.4x2.2x
Sun, 13 Jul 2025€120.5b€56.3b€5.6b15.5x21.4x2.1x
Tue, 10 Jun 2025€124.7b€56.4b€5.6b14.6x22.1x2.2x
Thu, 08 May 2025€124.5b€56.3b€5.5b15.3x22.5x2.2x
Sat, 05 Apr 2025€118.0b€56.5b€6.0b14.8x19.6x2.1x
Mon, 03 Mar 2025€122.0b€56.4b€6.1b18.8x20.1x2.2x
Wed, 29 Jan 2025€115.2b€56.8b€5.7b16.9x20.3x2x
Fri, 27 Dec 2024€107.8b€56.9b€5.7b13.6x19x1.9x
Sun, 24 Nov 2024€112.1b€57.3b€5.7b15.5x19.8x2x
Tue, 22 Oct 2024€119.3b€57.3b€6.0b16.9x19.9x2.1x
Thu, 19 Sep 2024€117.5b€57.7b€4.0b17.5x29.4x2x
Sat, 17 Aug 2024€116.4b€57.7b€4.0b14.7x29.2x2x
Mon, 15 Jul 2024€118.3b€58.3b€4.4b17.2x26.8x2x
Wed, 12 Jun 2024€120.1b€58.3b€4.4b16.7x27.2x2.1x
Fri, 10 May 2024€122.7b€58.3b€4.4b19.6x27.9x2.1x
Sun, 07 Apr 2024€121.7b€59.1b€4.2b18.1x28.7x2.1x
Tue, 05 Mar 2024€122.1b€59.1b€4.3b12.6x28.6x2.1x
Thu, 01 Feb 2024€114.5b€62.1b€4.7b12.5x24.4x1.8x
Sat, 30 Dec 2023€116.2b€62.1b€4.7b12.6x24.9x1.9x
Mon, 27 Nov 2023€113.2b€62.1b€4.7b11.8x24.3x1.8x
Wed, 25 Oct 2023€100.8b€63.0b€4.7b11.5x21.5x1.6x
Fri, 22 Sep 2023€107.2b€63.0b€4.6b11.1x23.1x1.7x
Sun, 20 Aug 2023€108.0b€63.0b€4.7b11x22.9x1.7x
Tue, 18 Jul 2023€106.9b€64.4b€5.1b11.6x21.2x1.7x
Thu, 15 Jun 2023€106.8b€64.5b€5.3b10x20.2x1.7x
Sat, 13 May 2023€109.0b€64.3b€5.3b10x20.6x1.7x
Mon, 10 Apr 2023€106.8b€64.5b€5.5b10.7x19.4x1.7x
Price to Earnings Ratio

19.4x


Total Market Cap: €106.8bTotal Earnings: €5.5bTotal Revenue: €64.5bTotal Market Cap vs Earnings and Revenue0%0%0%
French Materials Sector Price to Earnings3Y Average 25.5x202420252026
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 49.4x which is higher than its 3-year average PE of 25.5x.
  • 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 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 Market2.66%
Materials4.71%
Chemicals5.19%
Paper and Forestry Products3.68%
Metals and Mining2.75%
Packaging2.06%
Basic Materials-3.42%
Industry PE
  • Investors are most optimistic about the Chemicals industry, which is trading close to its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 10.6%, 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 106% 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
AI L'Air Liquide€180.525.4%
+€5.3b
3.6%PE29.6x
AKE Arkema€58.104.3%
+€181.5m
-12.3%PE112.7x
VRLA Verallia Société Anonyme€17.772.7%
+€55.4m
-37.1%PE23.1x
ERA ERAMET€50.902.9%
+€40.8m
11.9%PS0.5x
TFF TFF Group€15.855.7%
+€18.4m
-32.8%PE14.7x

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