Narrative Update • Jul 08
The Chemicals industry has been flat over the last week, but Arkema has lost 3.4%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
Has the French Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | €119.8b | €38.3b | €3.6b | 21.4x | 33.2x | 3.1x |
| Thu, 18 Jun 2026 | €113.3b | €38.3b | €3.6b | 20.8x | 31.5x | 3x |
| Sat, 16 May 2026 | €109.3b | €38.3b | €3.6b | 20.8x | 30.3x | 2.9x |
| Mon, 13 Apr 2026 | €116.2b | €38.5b | €3.6b | 18.5x | 32.2x | 3x |
| Wed, 11 Mar 2026 | €103.3b | €38.5b | €3.6b | 24.6x | 28.6x | 2.7x |
| Fri, 06 Feb 2026 | €104.0b | €39.1b | €3.6b | 20.4x | 28.9x | 2.7x |
| Sun, 04 Jan 2026 | €98.8b | €39.1b | €3.6b | 17.9x | 27.4x | 2.5x |
| Tue, 02 Dec 2025 | €102.4b | €39.2b | €3.6b | 18.5x | 28.4x | 2.6x |
| Thu, 30 Oct 2025 | €104.3b | €39.4b | €3.7b | 18.9x | 28.5x | 2.6x |
| Sat, 27 Sep 2025 | €107.7b | €39.4b | €3.7b | 20.7x | 29.4x | 2.7x |
| Mon, 25 Aug 2025 | €113.0b | €39.3b | €3.6b | 20.3x | 31x | 2.9x |
| Wed, 23 Jul 2025 | €106.1b | €39.1b | €3.6b | 18x | 29.1x | 2.7x |
| Fri, 20 Jun 2025 | €109.8b | €39.1b | €3.6b | 18.2x | 30.1x | 2.8x |
| Sun, 18 May 2025 | €115.2b | €39.1b | €3.6b | 18.3x | 31.6x | 2.9x |
| Tue, 15 Apr 2025 | €105.4b | €39.0b | €3.7b | 18.4x | 28.7x | 2.7x |
| Thu, 13 Mar 2025 | €112.3b | €39.0b | €3.7b | 22.7x | 30.5x | 2.9x |
| Sat, 08 Feb 2025 | €106.1b | €38.9b | €3.4b | 22.2x | 31x | 2.7x |
| Mon, 06 Jan 2025 | €97.0b | €39.0b | €3.4b | 19.5x | 28.4x | 2.5x |
| Wed, 04 Dec 2024 | €100.5b | €39.3b | €3.4b | 19.7x | 29.7x | 2.6x |
| Fri, 01 Nov 2024 | €104.5b | €39.2b | €3.4b | 20.2x | 30.8x | 2.7x |
| Sun, 29 Sep 2024 | €111.3b | €39.4b | €3.4b | 19.2x | 33.2x | 2.8x |
| Tue, 27 Aug 2024 | €104.8b | €39.4b | €3.3b | 21.2x | 31.3x | 2.7x |
| Thu, 25 Jul 2024 | €104.6b | €39.9b | €3.4b | 21.6x | 30.8x | 2.6x |
| Sat, 22 Jun 2024 | €103.0b | €39.9b | €3.4b | 21.5x | 30.3x | 2.6x |
| Mon, 20 May 2024 | €107.3b | €39.9b | €3.4b | 23.5x | 31.9x | 2.7x |
| Wed, 17 Apr 2024 | €108.8b | €40.1b | €3.4b | 24.1x | 31.7x | 2.7x |
| Fri, 15 Mar 2024 | €111.6b | €40.1b | €3.4b | 17x | 32.4x | 2.8x |
| Sun, 11 Feb 2024 | €97.7b | €42.5b | €3.5b | 18.4x | 27.6x | 2.3x |
| Tue, 09 Jan 2024 | €99.9b | €42.5b | €3.5b | 19.1x | 28.3x | 2.4x |
| Thu, 07 Dec 2023 | €100.1b | €42.4b | €3.5b | 17.3x | 28.5x | 2.4x |
| Sat, 04 Nov 2023 | €94.6b | €43.1b | €3.6b | 13.3x | 26.1x | 2.2x |
| Mon, 02 Oct 2023 | €93.3b | €43.1b | €3.6b | 13.7x | 25.7x | 2.2x |
| Wed, 30 Aug 2023 | €96.8b | €43.1b | €3.6b | 14.8x | 26.5x | 2.2x |
| Fri, 28 Jul 2023 | €92.8b | €44.1b | €3.5b | 15.1x | 26.7x | 2.1x |
26.7x
Which industries have driven the changes within the French Materials industry?
| FR Market | -0.37% | |
| Materials | 0.29% | |
| Chemicals | 0.39% | |
| Fertilizers and Agricultural Chemicals | 2.99% | |
| Commodity Chemicals | 2.80% | |
| Industrial Gases | 0.54% | |
| Diversified Chemicals | -2.40% | |
| Specialty Chemicals | -2.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AI L'Air Liquide | €177.70 | 0.5% +€609.4m | 13.6% | PE32.1x | |
| EXPL EPC Groupe | €286.00 | 4.0% +€23.5m | 42.3% | PE21.4x | |
| MLPRX Parx Materials | €0.42 | 7.7% +€312.7k | 75.0% | PS2432x | |
| ALPVL Plastiques du Val de Loire | €2.65 | 0.4% +€220.7k | 126.5% | PS0.08x | |
| ALFLO SAS Florentaise | €0.69 | 3.0% +€164.7k | 25.5% | n/a |