Estimating The Fair Value Of L'Air Liquide S.A. (EPA:AI)
Dec 28
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French (CAC) Chemicals Industry Analysis
UpdatedJan 15, 2026
DataAggregated Company Financials
Companies14
- 7D3.4%
- 3M-6.4%
- 1Y1.7%
- YTD1.6%
The Chemicals is pretty flat in the last 7 days, but L'Air Liquide has stood out, gaining 3.6%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 10% annually.
Industry Valuation and Performance
Has the French Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 15 Jan 2026 | €100.1b | €39.1b | €3.6b | 19x | 27.8x | 2.6x |
| Sat, 13 Dec 2025 | €98.3b | €39.2b | €3.6b | 19.8x | 27.2x | 2.5x |
| Mon, 10 Nov 2025 | €104.1b | €39.2b | €3.6b | 17.6x | 28.9x | 2.7x |
| Wed, 08 Oct 2025 | €104.2b | €39.4b | €3.7b | 19.1x | 28.4x | 2.6x |
| Fri, 05 Sep 2025 | €108.4b | €39.3b | €3.6b | 18.6x | 29.7x | 2.8x |
| Sun, 03 Aug 2025 | €105.0b | €39.3b | €3.6b | 20.2x | 28.8x | 2.7x |
| Tue, 01 Jul 2025 | €108.1b | €39.1b | €3.6b | 18.1x | 29.7x | 2.8x |
| Thu, 29 May 2025 | €112.6b | €39.1b | €3.6b | 18.8x | 30.9x | 2.9x |
| Sat, 26 Apr 2025 | €110.3b | €39.0b | €3.7b | 18.3x | 30x | 2.8x |
| Mon, 24 Mar 2025 | €110.4b | €39.0b | €3.7b | 21.4x | 30x | 2.8x |
| Wed, 19 Feb 2025 | €109.3b | €38.9b | €3.4b | 22.3x | 32x | 2.8x |
| Fri, 17 Jan 2025 | €99.3b | €38.9b | €3.4b | 19.7x | 29.1x | 2.6x |
| Sun, 15 Dec 2024 | €100.5b | €39.3b | €3.4b | 19.8x | 29.7x | 2.6x |
| Tue, 12 Nov 2024 | €103.5b | €39.3b | €3.4b | 20.7x | 30.6x | 2.6x |
| Thu, 10 Oct 2024 | €107.0b | €39.4b | €3.4b | 18.8x | 31.9x | 2.7x |
| Sat, 07 Sep 2024 | €102.5b | €39.4b | €3.3b | 21x | 30.6x | 2.6x |
| Mon, 05 Aug 2024 | €103.2b | €39.4b | €3.3b | 21.8x | 30.8x | 2.6x |
| Wed, 03 Jul 2024 | €102.6b | €39.9b | €3.4b | 21.7x | 30.2x | 2.6x |
| Fri, 31 May 2024 | €104.4b | €39.9b | €3.4b | 22.8x | 31x | 2.6x |
| Sun, 28 Apr 2024 | €107.1b | €40.1b | €3.4b | 23.7x | 31.3x | 2.7x |
| Tue, 26 Mar 2024 | €109.8b | €40.1b | €3.4b | 17.6x | 31.9x | 2.7x |
| Thu, 22 Feb 2024 | €107.0b | €40.4b | €3.4b | 18.3x | 31.1x | 2.6x |
| Sat, 20 Jan 2024 | €100.7b | €42.5b | €3.5b | 18.8x | 28.5x | 2.4x |
| Mon, 18 Dec 2023 | €102.1b | €42.4b | €3.5b | 18.9x | 29x | 2.4x |
| Wed, 15 Nov 2023 | €98.0b | €42.4b | €3.5b | 17.7x | 27.9x | 2.3x |
| Fri, 13 Oct 2023 | €95.0b | €43.1b | €3.6b | 13.3x | 26.2x | 2.2x |
| Sun, 10 Sep 2023 | €96.4b | €43.1b | €3.6b | 14.5x | 26.4x | 2.2x |
| Tue, 08 Aug 2023 | €93.7b | €43.1b | €3.6b | 15x | 25.7x | 2.2x |
| Thu, 06 Jul 2023 | €93.4b | €43.9b | €3.5b | 13.2x | 26.8x | 2.1x |
| Sat, 03 Jun 2023 | €92.7b | €43.9b | €3.5b | 10.9x | 26.6x | 2.1x |
| Mon, 01 May 2023 | €95.0b | €44.3b | €3.7b | 18.2x | 25.7x | 2.1x |
| Wed, 29 Mar 2023 | €88.2b | €44.3b | €3.7b | 18.7x | 23.6x | 2x |
| Fri, 24 Feb 2023 | €88.1b | €44.2b | €3.8b | 18.8x | 23x | 2x |
| Sun, 22 Jan 2023 | €85.8b | €41.0b | €3.7b | 18.5x | 23.1x | 2.1x |
Price to Earnings Ratio
23.1x
Current Industry PE
- Investors are relatively neutral on the French Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 28.7x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- Both revenue and earnings for companies in the Chemicals industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the French Materials industry?
| FR Market | 1.53% | |
| Materials | 3.43% | |
| Chemicals | 3.41% | |
| Industrial Gases | 3.60% | |
| Commodity Chemicals | 2.68% | |
| Fertilizers and Agricultural Chemicals | 1.42% | |
| Specialty Chemicals | 0.60% | |
| Diversified Chemicals | -3.23% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 19.4x.
- Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 12.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 16% per year.
- In contrast, the Industrial Gases industry is expected to see its earnings grow by 9.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AI L'Air Liquide | €161.56 | 3.6% +€3.2b | 3.3% | PE27.3x | |
| RBT Robertet | €899.00 | 3.3% +€56.8m | 7.7% | PE18.2x | |
| ALCRB Carbios SAS | €11.96 | 9.4% +€17.4m | 90.1% | PS346.6x | |
| PVL Plastiques du Val de Loire | €2.60 | 13.5% +€6.8m | 65.6% | PS0.08x | |
| ALAFY AFYREN SAS | €2.88 | 4.3% +€3.1m | 59.1% | PS27.8x |
