Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161
Feb 18
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French (CAC) IT Industry Analysis
UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies20
- 7D-10.2%
- 3M-15.6%
- 1Y-34.2%
- YTD-23.7%
Over the last 7 days, the IT industry has dropped 11%, driven by a pullback from Capgemini of 11%. Meanwhile, Nextedia actually outperformed within the industry, gaining 8.6% in the last week. Overall the industry is down 40% in 12 months. As for the next few years, earnings are expected to grow by 9.1% per annum.
Industry Valuation and Performance
Has the French IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 18 Feb 2026 | €25.5b | €36.8b | €2.2b | 13.8x | 11.5x | 0.7x |
| Fri, 16 Jan 2026 | €34.5b | €37.1b | €2.2b | 16.5x | 15.6x | 0.9x |
| Sun, 14 Dec 2025 | €35.1b | €37.1b | €2.2b | 16.3x | 15.8x | 0.9x |
| Tue, 11 Nov 2025 | €31.0b | €37.1b | €2.2b | 15.9x | 14.1x | 0.8x |
| Thu, 09 Oct 2025 | €30.0b | €37.1b | €2.2b | 15.7x | 13.6x | 0.8x |
| Sat, 06 Sep 2025 | €30.4b | €37.1b | €2.3b | 14.4x | 13.5x | 0.8x |
| Mon, 04 Aug 2025 | €31.5b | €37.1b | €2.3b | 15.3x | 13.9x | 0.8x |
| Wed, 02 Jul 2025 | €36.5b | €46.8b | €2.6b | 15.3x | 13.8x | 0.8x |
| Fri, 30 May 2025 | €36.5b | €46.7b | €2.6b | 14.9x | 13.9x | 0.8x |
| Sun, 27 Apr 2025 | €32.7b | €46.7b | €2.6b | 13.9x | 12.7x | 0.7x |
| Tue, 25 Mar 2025 | €38.1b | €47.7b | €2.6b | 16.8x | 14.8x | 0.8x |
| Thu, 20 Feb 2025 | €42.1b | €40.0b | €2.3b | 16.7x | 17.9x | 1.1x |
| Sat, 18 Jan 2025 | €40.7b | €40.0b | €2.3b | 16.4x | 17.3x | 1x |
| Mon, 16 Dec 2024 | €40.1b | €40.0b | €2.3b | 16.7x | 17.1x | 1x |
| Wed, 13 Nov 2024 | €42.7b | €39.9b | €2.3b | 16.9x | 18.4x | 1.1x |
| Fri, 11 Oct 2024 | €46.2b | €39.8b | €2.3b | 18x | 20x | 1.2x |
| Sun, 08 Sep 2024 | €45.1b | €39.8b | €2.3b | 18.3x | 19.6x | 1.1x |
| Tue, 06 Aug 2024 | €44.0b | €40.0b | €2.3b | 17.3x | 19x | 1.1x |
| Thu, 04 Jul 2024 | €48.2b | €40.1b | €2.2b | 20.2x | 21.4x | 1.2x |
| Sat, 01 Jun 2024 | €48.1b | €40.0b | €2.2b | 23.3x | 21.4x | 1.2x |
| Mon, 29 Apr 2024 | €50.9b | €39.9b | €2.2b | 22x | 22.7x | 1.3x |
| Wed, 27 Mar 2024 | €54.6b | €50.9b | €1.1b | 21.9x | 47.9x | 1.1x |
| Fri, 23 Feb 2024 | €57.1b | €53.6b | €1.5b | 20.2x | 38.6x | 1.1x |
| Sun, 21 Jan 2024 | €52.6b | €54.3b | €1.5b | 19x | 34.7x | 1x |
| Tue, 19 Dec 2023 | €53.1b | €54.4b | €1.5b | 18.4x | 35x | 1x |
| Thu, 16 Nov 2023 | €47.6b | €54.3b | €1.5b | 16.7x | 31.4x | 0.9x |
| Sat, 14 Oct 2023 | €45.0b | €54.3b | €1.5b | 16.5x | 29.4x | 0.8x |
| Mon, 11 Sep 2023 | €48.3b | €54.0b | €1.6b | 17.7x | 31x | 0.9x |
| Wed, 09 Aug 2023 | €46.8b | €53.9b | €1.6b | 17.3x | 28.4x | 0.9x |
| Fri, 07 Jul 2023 | €48.0b | €52.6b | €1.6b | 19x | 30.1x | 0.9x |
| Sun, 04 Jun 2023 | €49.0b | €52.5b | €1.6b | 18.2x | 31x | 0.9x |
| Tue, 02 May 2023 | €48.5b | €52.4b | €1.5b | 18.3x | 32.2x | 0.9x |
| Thu, 30 Mar 2023 | €48.4b | €52.3b | €1.5b | 16.5x | 31.5x | 0.9x |
| Sat, 25 Feb 2023 | €61.8b | €55.3b | -€771,718,094.00 | 19.3x | -80x | 1.1x |
Price to Earnings Ratio
-80x
Current Industry PE
- Investors are pessimistic on the French IT 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 11.3x which is lower than its 3-year average PE of 21.5x.
- The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
- Total earnings for the IT industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 13% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | -0.059% | |
| Tech | -11.52% | |
| IT | -10.15% | |
| Internet Services and Infrastructure | 12.12% | |
| Data Processing Services | -6.52% | |
| IT Consulting | -10.17% | |
Industry PE
- Investors are most optimistic about the IT Consulting industry even though it's trading below its 3-year average PE ratio of 20.9x.
- Analysts are expecting annual earnings growth of 9.1%, which is higher than its past year's earnings decline of 4.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 40% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| ALNXT Nextedia | €0.45 | 16.9% +€2.5m | -4.3% | PE11.3x | |
| ALHIT HITECHPROS Société anonyme | €14.20 | 0.7% +€164.3k | -15.0% | PE13.2x |
