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French (CAC) Tech Sector Analysis
UpdatedJul 14, 2025
DataAggregated Company Financials
Companies93
- 7D1.6%
- 3M9.9%
- 1Y-15.3%
- YTD1.0%
Over the last 7 days, the Tech industry has risen 1.6%, driven by gains in Capgemini and Dassault Systèmes of 2.4% and 1.2%, respectively. Meanwhile, Atos actually underperformed within the industry, shrinking 8.0% in the last week. In contrast, the industry has lost 15% in the last 12 months. Earnings are forecast to grow by 16% annually.
Sector Valuation and Performance
Has the French Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Jul 2025 | €120.3b | €73.1b | €5.1b | 16.9x | 23.7x | 1.6x |
| Wed, 11 Jun 2025 | €121.4b | €73.4b | €5.1b | 16.7x | 23.8x | 1.7x |
| Fri, 09 May 2025 | €113.5b | €73.6b | €5.1b | 16.2x | 22.3x | 1.5x |
| Sun, 06 Apr 2025 | €108.3b | €75.6b | €5.5b | 15.2x | 19.6x | 1.4x |
| Tue, 04 Mar 2025 | €128.0b | €68.2b | €5.4b | 16.2x | 23.8x | 1.9x |
| Thu, 30 Jan 2025 | €132.0b | €69.5b | €5.8b | 17.1x | 22.7x | 1.9x |
| Sat, 28 Dec 2024 | €124.0b | €69.5b | €5.8b | 16.6x | 21.3x | 1.8x |
| Mon, 25 Nov 2024 | €120.8b | €69.6b | €5.8b | 15.7x | 20.7x | 1.7x |
| Wed, 23 Oct 2024 | €130.2b | €69.9b | €6.4b | 16.2x | 20.2x | 1.9x |
| Fri, 20 Sep 2024 | €138.0b | €69.5b | €6.4b | 18x | 21.6x | 2x |
| Sun, 18 Aug 2024 | €131.9b | €69.9b | €6.5b | 17.3x | 20.1x | 1.9x |
| Tue, 16 Jul 2024 | €145.8b | €71.1b | €7.1b | 19.9x | 20.6x | 2.1x |
| Thu, 13 Jun 2024 | €150.2b | €71.2b | €7.1b | 19.7x | 21.1x | 2.1x |
| Sat, 11 May 2024 | €152.5b | €73.2b | €6.9b | 22.7x | 22.2x | 2.1x |
| Mon, 08 Apr 2024 | €156.8b | €73.2b | €7.4b | 22.6x | 21.3x | 2.1x |
| Wed, 06 Mar 2024 | €166.1b | €86.0b | €6.0b | 21.2x | 27.5x | 1.9x |
| Fri, 02 Feb 2024 | €168.0b | €89.0b | €6.3b | 21.8x | 26.6x | 1.9x |
| Sun, 31 Dec 2023 | €170.6b | €88.8b | €6.7b | 22x | 25.3x | 1.9x |
| Tue, 28 Nov 2023 | €161.2b | €89.0b | €6.8b | 20x | 23.8x | 1.8x |
| Thu, 26 Oct 2023 | €144.5b | €89.4b | €6.9b | 17.7x | 20.9x | 1.6x |
| Sat, 23 Sep 2023 | €147.0b | €88.7b | €6.9b | 19.8x | 21.3x | 1.7x |
| Mon, 21 Aug 2023 | €150.6b | €88.1b | €6.8b | 21.3x | 22.1x | 1.7x |
| Wed, 19 Jul 2023 | €165.4b | €85.9b | €6.5b | 20.5x | 25.3x | 1.9x |
| Fri, 16 Jun 2023 | €163.5b | €86.4b | €6.7b | 22.3x | 24.6x | 1.9x |
| Sun, 14 May 2023 | €148.5b | €86.1b | €6.6b | 20.3x | 22.5x | 1.7x |
| Tue, 11 Apr 2023 | €156.9b | €85.1b | €6.3b | 18.9x | 24.7x | 1.8x |
| Thu, 09 Mar 2023 | €172.2b | €89.9b | €6.8b | 22.2x | 25.3x | 1.9x |
| Sat, 04 Feb 2023 | €176.6b | €85.5b | €3.9b | 23.5x | 45.1x | 2.1x |
| Mon, 02 Jan 2023 | €146.9b | €84.7b | €3.5b | 22.1x | 42.3x | 1.7x |
| Wed, 30 Nov 2022 | €155.6b | €85.2b | €3.6b | 21.4x | 43.4x | 1.8x |
| Fri, 28 Oct 2022 | €150.4b | €85.3b | €3.7b | 21.3x | 41.2x | 1.8x |
| Sun, 25 Sep 2022 | €147.1b | €84.7b | €3.1b | 20.8x | 47.3x | 1.7x |
| Tue, 23 Aug 2022 | €164.7b | €83.2b | €2.9b | 23.9x | 57.7x | 2x |
| Thu, 21 Jul 2022 | €157.3b | €78.9b | €2.6b | 24.1x | 61.4x | 2x |
Price to Earnings Ratio
61.4x
Current Industry PE
- Investors are pessimistic on the French Information Technology 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 23.7x which is lower than its 3-year average PE of 28.2x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 26% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.5% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the French Tech sector?
| FR Market | 1.29% | |
| Tech | 1.61% | |
| Communications | 9.44% | |
| Semiconductors | 1.71% | |
| IT | 1.60% | |
| Tech Hardware | 1.59% | |
| Electronic Equipment and Components | 1.55% | |
| Software | 1.43% | |
Industry PE
- Investors are most optimistic about the Software industry even though it's trading below its 3-year average PE ratio of 50.4x.
- Analysts expect its future annual earnings growth (12.0%) to be largely in line with prior year's earnings growth.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Components industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings decline of 0.5% per year.
- In contrast, the IT industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| DSY Dassault Systèmes | €31.54 | 0.8% +€330.6m | -8.8% | PE35.2x | |
| 74SW 74Software | €44.20 | 13.9% +€157.2m | 50.9% | PE32.8x | |
| ALSEM SEMCO Technologies Société anonyme | €22.10 | 47.3% +€72.9m | n/a | n/a | |
| VU VusionGroup | €255.00 | 1.6% +€66.9m | 81.1% | PS4.5x | |
| PARRO Parrot | €10.60 | 19.1% +€52.2m | 414.6% | PS4.2x |
