Vantiva S.A. (EPA:VANTI) Shares Could Be 49% Below Their Intrinsic Value Estimate
Jan 17
French (CAC) Communications Industry Analysis
UpdatedJan 27, 2023
DataAggregated Company Financials
Companies12
- 7D0.9%
- 3M-11.6%
- 1Y-54.6%
- YTD4.5%
The Communications is pretty flat in the last 7 days, but Parrot has stood out, gaining 5.6%. As for the longer term, the industry has declined 55% in the last year. As for the next few years, earnings are expected to grow by 31% per annum.
Industry Valuation and Performance
Has the French Communications Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Jan 2023 | €791.6m | €3.6b | -€108,976,699.00 | 20.5x | -7.3x | 0.2x |
| Sun, 25 Dec 2022 | €752.4m | €3.6b | -€108,857,574.00 | 18.2x | -6.9x | 0.2x |
| Tue, 22 Nov 2022 | €729.1m | €3.6b | -€108,843,955.00 | 18.7x | -6.7x | 0.2x |
| Thu, 20 Oct 2022 | €820.8m | €3.6b | -€111,295,874.00 | 21.4x | -7.4x | 0.2x |
| Sat, 17 Sep 2022 | €1.3b | €3.6b | -€119,565,398.00 | 21.1x | -11x | 0.4x |
| Mon, 15 Aug 2022 | €1.5b | €3.6b | -€119,565,398.00 | 22.4x | -12.5x | 0.4x |
| Wed, 13 Jul 2022 | €1.3b | €3.3b | -€95,601,398.00 | 26.4x | -14.1x | 0.4x |
| Fri, 10 Jun 2022 | €1.4b | €3.3b | -€95,626,581.00 | 30.8x | -15.1x | 0.4x |
| Sun, 08 May 2022 | €649.2m | €387.6m | €510.8k | 26.3x | 1270.9x | 1.7x |
| Tue, 05 Apr 2022 | €627.6m | €371.9m | -€5,381,865.00 | 44.3x | -116.6x | 1.7x |
| Thu, 03 Mar 2022 | €595.5m | €362.2m | -€27,974,865.00 | 41.9x | -21.3x | 1.6x |
| Sat, 29 Jan 2022 | €608.5m | €362.2m | -€27,974,865.00 | 41.1x | -21.8x | 1.7x |
| Mon, 27 Dec 2021 | €608.3m | €362.0m | -€28,314,865.00 | 42.6x | -21.5x | 1.7x |
| Wed, 24 Nov 2021 | €648.0m | €358.7m | -€38,336,294.00 | 46.3x | -16.9x | 1.8x |
| Fri, 22 Oct 2021 | €673.1m | €358.7m | -€38,304,119.00 | 45.3x | -17.6x | 1.9x |
| Sun, 19 Sep 2021 | €675.7m | €341.0m | -€40,513,665.00 | 44.1x | -16.7x | 2x |
| Tue, 17 Aug 2021 | €692.4m | €341.0m | -€40,513,665.00 | 41.5x | -17.1x | 2x |
| Tue, 01 Jun 2021 | €717.4m | €339.6m | -€50,518,665.00 | 44x | -14.2x | 2.1x |
| Fri, 05 Mar 2021 | €706.0m | €338.2m | -€59,664,665.00 | 41.4x | -11.8x | 2.1x |
| Mon, 07 Dec 2020 | €639.9m | €342.8m | -€55,998,246.00 | 36.7x | -11.4x | 1.9x |
| Thu, 10 Sep 2020 | €565.1m | €349.0m | -€53,180,827.00 | 28.9x | -10.6x | 1.6x |
| Wed, 03 Jun 2020 | €497.5m | €360.6m | -€44,280,419.00 | 21.3x | -11.2x | 1.4x |
| Sat, 07 Mar 2020 | €469.8m | €352.5m | -€37,142,388.00 | 34x | -12.6x | 1.3x |
Price to Earnings Ratio
-13.4x
Current Industry PE
- Investors are pessimistic on the French Communications industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.22x.
Past Earnings Growth
- The earnings for companies in the Communications industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 116% 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 caused losses to expand.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 2.15% | |
| Tech | 2.63% | |
| Communications | 0.91% | |
| Communications Equipment | 0.91% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PARRO Parrot | €4.88 | 5.6% +€7.9m | 38.8% | PS2.4x | |
| ATEME ATEME | €10.20 | 2.0% +€2.3m | -19.4% | PE18.6x | |
| ALOSM Osmozis | €10.55 | 5.7% +€1.2m | 42.6% | PE22.5x | |
| ALLEC Cogelec | €6.96 | 2.1% +€1.2m | -2.0% | PS1.1x | |
| ALTXC TXCOM Société Anonyme | €8.80 | 3.5% +€367.7k | 3.5% | PE5.4x |
