Is Now An Opportune Moment To Examine Verallia Société Anonyme (EPA:VRLA)?
Jan 05
French (CAC) Packaging Industry Analysis
UpdatedJan 30, 2023
DataAggregated Company Financials
Companies7
- 7D-0.2%
- 3M13.4%
- 1Y17.3%
- YTD3.4%
Last week, the Packaging industry hasn't moved much but Groupe Guillin is up 3.8% in that time. As for the the longer term, the industry is up 16% over the past 12 months. Earnings are forecast to grow by 7.9% annually.
Industry Valuation and Performance
Has the French Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Jan 2023 | €6.3b | €5.1b | €457.9m | 14.3x | 13.8x | 1.2x |
| Wed, 28 Dec 2022 | €6.0b | €5.0b | €435.6m | 17.6x | 13.9x | 1.2x |
| Fri, 25 Nov 2022 | €5.5b | €5.0b | €431.7m | 16.8x | 12.8x | 1.1x |
| Sun, 23 Oct 2022 | €5.4b | €4.9b | €439.4m | 15.9x | 12.2x | 1.1x |
| Tue, 20 Sep 2022 | €5.0b | €4.9b | €427.1m | 15.5x | 11.8x | 1x |
| Thu, 18 Aug 2022 | €5.3b | €4.9b | €427.1m | 15.8x | 12.4x | 1.1x |
| Sat, 16 Jul 2022 | €4.7b | €4.6b | €384.9m | 15.4x | 12.1x | 1x |
| Mon, 13 Jun 2022 | €5.2b | €4.5b | €369.0m | 19.3x | 14x | 1.2x |
| Wed, 11 May 2022 | €5.1b | €4.4b | €378.1m | 19.4x | 13.5x | 1.2x |
| Fri, 08 Apr 2022 | €4.7b | €4.4b | €378.6m | 10.4x | 12.4x | 1.1x |
| Sun, 06 Mar 2022 | €4.5b | €4.4b | €379.0m | 9.3x | 11.8x | 1x |
| Tue, 01 Feb 2022 | €5.4b | €4.3b | €393.4m | 12.5x | 13.7x | 1.3x |
| Thu, 30 Dec 2021 | €5.8b | €4.3b | €391.0m | 13.8x | 14.9x | 1.4x |
| Sat, 27 Nov 2021 | €5.6b | €4.3b | €387.9m | 13.4x | 14.5x | 1.3x |
| Mon, 25 Oct 2021 | €6.1b | €4.3b | €387.9m | 13.8x | 15.7x | 1.4x |
| Wed, 22 Sep 2021 | €5.8b | €4.2b | €366.2m | 14.5x | 15.8x | 1.4x |
| Fri, 20 Aug 2021 | €5.8b | €4.2b | €366.2m | 14.3x | 15.8x | 1.4x |
| Fri, 04 Jun 2021 | €6.0b | €4.2b | €338.7m | 17.3x | 17.8x | 1.4x |
| Mon, 08 Mar 2021 | €5.7b | €4.2b | €309.7m | 18.6x | 18.5x | 1.4x |
| Thu, 10 Dec 2020 | €5.3b | €4.2b | €273.7m | 22.7x | 19.5x | 1.3x |
| Wed, 02 Sep 2020 | €5.3b | €4.2b | €238.0m | 26.2x | 22.2x | 1.2x |
| Sat, 06 Jun 2020 | €4.9b | €4.3b | €243.2m | 22.7x | 20x | 1.1x |
| Tue, 10 Mar 2020 | €5.7b | €4.4b | €232.6m | 24x | 24.3x | 1.3x |
Price to Earnings Ratio
25.9x
Current Industry PE
- Investors are pessimistic on the French Packaging industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 13.8x which is lower than its 3-year average PE of 16.5x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 5.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the French Materials industry?
| FR Market | 1.41% | |
| Materials | 1.92% | |
| Packaging | -0.18% | |
| Metal and Glass Containers | 0.47% | |
| Paper Packaging | -3.61% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry even though it's trading below its 3-year average PE ratio of 16.1x.
- Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 11.1% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 20.8x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 8.6% over the next 5 years.
- However this is lower than its past earnings growth rate of 11% per year.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 3.9% 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 | |
|---|---|---|---|---|---|
| VRLA Verallia Société Anonyme | €33.32 | 1.0% +€39.7m | 19.9% | PE13.6x | |
| ALGIL Groupe Guillin | €23.15 | 3.8% +€15.7m | -2.1% | PE8.5x | |
| ALBI Gascogne | €4.41 | 0.2% +€242.8k | 28.9% | PE4.2x | |
| AUGR Augros Cosmetic Packaging | €7.50 | 1.4% +€141.6k | 63.0% | PE284.5x |
