Narrative Update • Jul 21
Last week, the Chemicals industry hasn't moved much but EPC Groupe is up 5.1% in that time. As for the the longer term, the industry is up 12% over the past 12 months. Earnings are forecast to grow by 11% annually.
Has the French Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | €119.0b | €38.3b | €3.6b | 21.4x | 33x | 3.1x |
| Fri, 19 Jun 2026 | €113.3b | €38.3b | €3.6b | 20.7x | 31.5x | 3x |
| Sun, 17 May 2026 | €109.3b | €38.3b | €3.6b | 20.8x | 30.3x | 2.8x |
| Tue, 14 Apr 2026 | €115.5b | €38.5b | €3.6b | 18.7x | 32x | 3x |
| Thu, 12 Mar 2026 | €103.2b | €38.5b | €3.6b | 25.6x | 28.6x | 2.7x |
| Sat, 07 Feb 2026 | €104.0b | €39.1b | €3.6b | 20.4x | 28.8x | 2.7x |
| Mon, 05 Jan 2026 | €98.8b | €39.1b | €3.6b | 17.9x | 27.4x | 2.5x |
| Wed, 03 Dec 2025 | €101.4b | €39.2b | €3.6b | 19.1x | 28.2x | 2.6x |
| Fri, 31 Oct 2025 | €104.8b | €39.4b | €3.7b | 18.8x | 28.6x | 2.7x |
| Sun, 28 Sep 2025 | €107.7b | €39.4b | €3.7b | 20.7x | 29.4x | 2.7x |
| Tue, 26 Aug 2025 | €111.5b | €39.3b | €3.6b | 20.2x | 30.6x | 2.8x |
| Thu, 24 Jul 2025 | €106.6b | €39.1b | €3.6b | 17.7x | 29.3x | 2.7x |
| Sat, 21 Jun 2025 | €110.0b | €39.1b | €3.6b | 18.1x | 30.1x | 2.8x |
| Mon, 19 May 2025 | €115.2b | €39.1b | €3.6b | 18.3x | 31.6x | 2.9x |
| Wed, 16 Apr 2025 | €107.5b | €39.0b | €3.7b | 18.4x | 29.3x | 2.8x |
| Fri, 14 Mar 2025 | €111.9b | €39.0b | €3.7b | 22.6x | 30.4x | 2.9x |
| Sun, 09 Feb 2025 | €106.1b | €38.9b | €3.4b | 22.2x | 31x | 2.7x |
| Tue, 07 Jan 2025 | €99.2b | €39.0b | €3.4b | 19.6x | 29.1x | 2.5x |
| Thu, 05 Dec 2024 | €101.2b | €39.3b | €3.4b | 19.9x | 29.9x | 2.6x |
| Sat, 02 Nov 2024 | €104.8b | €39.2b | €3.4b | 20.1x | 31x | 2.7x |
| Mon, 30 Sep 2024 | €111.3b | €39.4b | €3.4b | 19.2x | 33.2x | 2.8x |
| Wed, 28 Aug 2024 | €104.4b | €39.4b | €3.3b | 21.6x | 31.2x | 2.7x |
| Fri, 26 Jul 2024 | €104.2b | €39.9b | €3.4b | 21.7x | 30.7x | 2.6x |
| Sun, 23 Jun 2024 | €103.0b | €39.9b | €3.4b | 21.5x | 30.3x | 2.6x |
| Tue, 21 May 2024 | €107.3b | €39.9b | €3.4b | 23.5x | 31.9x | 2.7x |
| Thu, 18 Apr 2024 | €107.7b | €40.1b | €3.4b | 24.1x | 31.4x | 2.7x |
| Sat, 16 Mar 2024 | €111.7b | €40.1b | €3.4b | 17.1x | 32.4x | 2.8x |
| Mon, 12 Feb 2024 | €97.7b | €42.5b | €3.5b | 18.4x | 27.6x | 2.3x |
| Wed, 10 Jan 2024 | €99.7b | €42.5b | €3.5b | 18.7x | 28.2x | 2.3x |
| Fri, 08 Dec 2023 | €100.4b | €42.4b | €3.5b | 17.5x | 28.6x | 2.4x |
| Sun, 05 Nov 2023 | €94.6b | €43.1b | €3.6b | 13.3x | 26.1x | 2.2x |
| Tue, 03 Oct 2023 | €93.3b | €43.1b | €3.6b | 13.7x | 25.7x | 2.2x |
| Thu, 31 Aug 2023 | €97.2b | €43.1b | €3.6b | 14.8x | 26.6x | 2.3x |
| Sat, 29 Jul 2023 | €96.1b | €43.9b | €3.9b | 15.5x | 24.7x | 2.2x |
24.7x
Which industries have driven the changes within the French Materials industry?
| FR Market | -0.13% | |
| Materials | -1.31% | |
| Chemicals | -1.22% | |
| Commodity Chemicals | 5.45% | |
| Fertilizers and Agricultural Chemicals | 2.99% | |
| Diversified Chemicals | 1.67% | |
| Industrial Gases | -1.12% | |
| Specialty Chemicals | -3.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXPL EPC Groupe | €286.00 | 5.1% +€29.9m | 44.4% | PE21.4x | |
| ALCRB Carbios SAS | €6.80 | 16.8% +€16.5m | -10.1% | PS24.1x | |
| ALFER SergeFerrari Group | €7.42 | 0.8% +€685.5k | 38.4% | PE15.8x | |
| ALFLO SAS Florentaise | €0.69 | 3.0% +€164.7k | 43.8% | n/a | |
| ALMET Méthanor | €2.44 | 1.7% +€96.5k | -12.9% | PE6x |