Take Care Before Diving Into The Deep End On Arkema S.A. (EPA:AKE)
Dec 23
Have your own idea? Try our Stock Screener
French (CAC) Chemicals Industry Analysis
UpdatedJan 11, 2025
DataAggregated Company Financials
Companies17
- 7D0.8%
- 3M-9.2%
- 1Y-4.2%
- YTD-0.04%
The Chemicals industry is up 1.4% in the last week, with L'Air Liquide up 1.6%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 11 Jan 2025 | €97.8b | €39.0b | €3.4b | 19.6x | 28.7x | 2.5x |
| Mon, 09 Dec 2024 | €101.9b | €39.3b | €3.4b | 20x | 30.1x | 2.6x |
| Wed, 06 Nov 2024 | €104.8b | €39.2b | €3.4b | 20.2x | 31x | 2.7x |
| Fri, 04 Oct 2024 | €105.8b | €39.4b | €3.4b | 18.8x | 31.6x | 2.7x |
| Sun, 01 Sep 2024 | €106.5b | €39.4b | €3.3b | 22.3x | 31.8x | 2.7x |
| Tue, 30 Jul 2024 | €104.5b | €39.3b | €3.4b | 22x | 31.2x | 2.7x |
| Thu, 27 Jun 2024 | €104.0b | €39.9b | €3.4b | 20.7x | 30.6x | 2.6x |
| Sat, 25 May 2024 | €105.4b | €39.9b | €3.4b | 23.2x | 31.3x | 2.6x |
| Mon, 22 Apr 2024 | €108.3b | €40.1b | €3.4b | 23.8x | 31.6x | 2.7x |
| Wed, 20 Mar 2024 | €111.8b | €40.1b | €3.4b | 17.2x | 32.4x | 2.8x |
| Fri, 16 Feb 2024 | €98.6b | €42.5b | €3.5b | 18.5x | 27.9x | 2.3x |
| Sun, 14 Jan 2024 | €102.0b | €42.5b | €3.5b | 18.4x | 28.8x | 2.4x |
| Tue, 12 Dec 2023 | €101.8b | €42.4b | €3.5b | 17.3x | 28.9x | 2.4x |
| Thu, 09 Nov 2023 | €94.5b | €43.1b | €3.6b | 13x | 26.1x | 2.2x |
| Sat, 07 Oct 2023 | €92.0b | €43.1b | €3.6b | 13.3x | 25.4x | 2.1x |
| Mon, 04 Sep 2023 | €97.7b | €43.1b | €3.6b | 14.6x | 26.8x | 2.3x |
| Wed, 02 Aug 2023 | €94.9b | €43.1b | €3.6b | 15.1x | 26x | 2.2x |
| Fri, 30 Jun 2023 | €94.7b | €43.9b | €3.5b | 12.4x | 27.2x | 2.2x |
| Sun, 28 May 2023 | €92.6b | €43.9b | €3.5b | 10.5x | 26.6x | 2.1x |
| Tue, 25 Apr 2023 | €95.0b | €44.3b | €3.7b | 18.1x | 25.8x | 2.1x |
| Thu, 23 Mar 2023 | €88.9b | €44.3b | €3.7b | 18.7x | 23.7x | 2x |
| Sat, 18 Feb 2023 | €88.4b | €44.2b | €3.8b | 18.6x | 23.1x | 2x |
| Mon, 16 Jan 2023 | €84.4b | €41.0b | €3.7b | 18.7x | 22.8x | 2.1x |
| Wed, 14 Dec 2022 | €81.8b | €40.9b | €3.7b | 19.1x | 22x | 2x |
| Fri, 11 Nov 2022 | €81.4b | €40.3b | €3.7b | 18.6x | 21.7x | 2x |
| Sun, 09 Oct 2022 | €69.8b | €40.3b | €3.7b | 15.7x | 18.7x | 1.7x |
| Tue, 06 Sep 2022 | €72.5b | €40.1b | €3.9b | 21.7x | 18.8x | 1.8x |
| Thu, 04 Aug 2022 | €79.4b | €40.1b | €3.9b | 22.2x | 20.6x | 2x |
| Sat, 02 Jul 2022 | €76.0b | €36.0b | €4.2b | 18.2x | 17.9x | 2.1x |
| Mon, 30 May 2022 | €90.2b | €36.0b | €4.2b | 19.9x | 21.3x | 2.5x |
| Wed, 27 Apr 2022 | €88.0b | €35.3b | €4.0b | 25.5x | 21.9x | 2.5x |
| Fri, 25 Mar 2022 | €86.6b | €35.1b | €4.0b | 17.6x | 21.6x | 2.5x |
| Sun, 20 Feb 2022 | €84.6b | €34.6b | €3.9b | 20.4x | 21.6x | 2.4x |
| Tue, 18 Jan 2022 | €87.5b | €32.3b | €3.9b | 20.3x | 22.3x | 2.7x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are optimistic on the French Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 29.1x which is higher than its 3-year average PE of 25.7x.
- The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 4.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Materials industry?
| FR Market | 2.05% | |
| Materials | 0.64% | |
| Chemicals | 0.83% | |
| Diversified Chemicals | 6.44% | |
| Industrial Gases | 0.93% | |
| Commodity Chemicals | -0.043% | |
| Specialty Chemicals | -0.25% | |
| Fertilizers and Agricultural Chemicals | -8.91% | |
Industry PE
- Investors are most optimistic about the Industrial Gases industry, which is trading close to its 3-year average PE ratio of 28.8x.
- Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings decline of 4.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 77% per year.
- In contrast, the Industrial Gases industry is expected to see its earnings grow by 10% 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 | €156.08 | 0.9% +€829.5m | -2.3% | PE29.6x | |
| ALGBE Global Bioenergies | €1.41 | 59.5% +€9.5m | -26.1% | PS52.6x | |
| EXPL EPC Groupe | €190.00 | 1.9% +€7.4m | 82.7% | PE18.8x | |
| ALGAE Fermentalg | €0.44 | 19.9% +€6.2m | 56.3% | PS4.7x | |
| SEFER SergeFerrari Group | €5.31 | 5.1% +€3.1m | -33.1% | PS0.2x |
