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French (CAC) IT Consulting Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies19
  • 7D-4.5%
  • 3M13.8%
  • 1Y-7.8%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 4.4%, driven by a pullback from Capgemini of 6.1%. Meanwhile, Wavestone actually outperformed within the industry, gaining 5.0% in the last week. The industry has fallen 7.7% in the last year. As for the next few years, earnings are expected to grow by 9.2% per annum.

Industry Valuation and Performance

Has the French IT Consulting Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 Jan 2026€34.1b€37.0b€2.2b17.3x15.4x0.9x
Wed, 17 Dec 2025€35.2b€37.0b€2.2b16.4x15.9x0.9x
Fri, 14 Nov 2025€32.2b€37.0b€2.2b16.4x14.6x0.9x
Sun, 12 Oct 2025€29.3b€37.0b€2.2b15.9x13.3x0.8x
Tue, 09 Sep 2025€30.9b€37.0b€2.3b14.8x13.7x0.8x
Thu, 07 Aug 2025€31.0b€37.0b€2.3b15.5x13.7x0.8x
Sat, 05 Jul 2025€36.5b€46.7b€2.6b15.3x13.8x0.8x
Mon, 02 Jun 2025€36.2b€46.7b€2.6b15x13.8x0.8x
Wed, 30 Apr 2025€34.3b€46.6b€2.6b14.5x13.3x0.7x
Fri, 28 Mar 2025€37.0b€46.6b€2.6b16.8x14.3x0.8x
Sun, 23 Feb 2025€40.8b€38.8b€2.3b17.3x17.9x1.1x
Tue, 21 Jan 2025€39.4b€38.9b€2.4b16.3x16.7x1x
Thu, 19 Dec 2024€38.1b€39.0b€2.4b16.4x16.2x1x
Sat, 16 Nov 2024€39.2b€38.9b€2.3b17.3x16.7x1x
Mon, 14 Oct 2024€44.8b€38.8b€2.3b18.1x19.2x1.2x
Wed, 11 Sep 2024€45.9b€38.7b€2.3b17.7x19.7x1.2x
Fri, 09 Aug 2024€43.4b€39.0b€2.3b17x18.5x1.1x
Sun, 07 Jul 2024€47.2b€39.1b€2.3b19.7x20.7x1.2x
Tue, 04 Jun 2024€47.3b€38.9b€2.3b21.2x20.8x1.2x
Thu, 02 May 2024€48.4b€38.9b€2.3b21.9x21.3x1.2x
Sat, 30 Mar 2024€52.5b€38.6b€2.3b21.9x23x1.4x
Mon, 26 Feb 2024€56.0b€52.6b€1.5b20.2x36.9x1.1x
Wed, 24 Jan 2024€52.0b€53.4b€1.6b20.4x33.4x1x
Fri, 22 Dec 2023€50.1b€53.4b€1.6b18.6x32.1x0.9x
Sun, 19 Nov 2023€46.7b€53.3b€1.6b18.1x30.1x0.9x
Tue, 17 Oct 2023€43.7b€53.5b€1.6b16.9x28x0.8x
Thu, 14 Sep 2023€45.7b€53.1b€1.6b18.2x28.8x0.9x
Sat, 12 Aug 2023€45.2b€53.0b€1.7b17.4x27x0.9x
Mon, 10 Jul 2023€46.9b€51.7b€1.6b19x28.9x0.9x
Wed, 07 Jun 2023€46.7b€51.6b€1.6b18.4x29.1x0.9x
Fri, 05 May 2023€45.9b€51.5b€1.5b18x29.9x0.9x
Sun, 02 Apr 2023€47.2b€51.5b€1.6b17.6x30.3x0.9x
Tue, 28 Feb 2023€48.6b€50.4b-€751,039,060.0019x-64.8x1x
Thu, 26 Jan 2023€46.2b€47.9b-€1,149,711,486.0018.8x-40.2x1x
Price to Earnings Ratio

-40.2x


Total Market Cap: €46.2bTotal Earnings: -€1,149,711,486.00Total Revenue: €47.9bTotal Market Cap vs Earnings and Revenue0%0%0%
French IT Consulting Industry Price to Earnings3Y Average 19.4x202420252026
Current Industry PE
  • Investors are pessimistic on the French IT Consulting and Other Services 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 15.4x which is lower than its 3-year average PE of 19.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • Total earnings for the IT Consulting and Other Services industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 8.2% 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 Comparison

How does French IT Consulting compare with similar industries?

FR Market-1.51%
Tech-2.88%
IT-4.48%
IT Consulting-4.48%
Internet Services and Infrastructure-1.77%
Data Processing Services-7.93%
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?

CompanyLast Price7D1YValuation
WAVE Wavestone€60.805.0%
+€71.2m		42.6%PE19x
SWP Sword Group€37.751.1%
+€3.8m		11.0%PE17.4x
AUB Aubay Société Anonyme€58.900.2%
+€1.3m		29.6%PE21.7x
ATO Atos€56.860.1%
+€1.2m		184.3%PE0.7x
MLACT Activium Group SAS€1.6027.0%
+€842.2k		42.9%n/a

Latest News

WAVE
€60.80
Wavestone
7D
5.0%
1Y
42.6%
ATE
€74.70
Alten
7D
-1.4%
1Y
-5.9%

ATE: Prolonged 2025 Slowdown And Uncertain Recovery Will Restrain Longer-Term Outlook

Analysts have kept their target on Alten broadly steady at around €68.0 per share. The small shift in inputs, such as a slightly lower discount rate, a higher revenue growth assumption of 3.36%, a profit margin assumption of 6.04%, and a marginally lower future P/E of 10.83%, reflects a more balanced view of the company’s risk and earnings profile.
CAP
€141.60
Capgemini
7D
-6.1%
1Y
-11.7%

CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside

Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.
SOP
€153.30
Sopra Steria Group
7D
-1.7%
1Y
-9.7%

SOP: Buy Rating Will Rely On Modestly Higher Multiple And Leadership Transition

Analysts have trimmed their price target on Sopra Steria Group to €209 from €214, reflecting updated assumptions around discount rate, profit margin and P/E. These changes leave the modelled fair value unchanged at €197.60.
ATO
€56.86
Atos
7D
0.1%
1Y
184.3%

ATO: AI And Data Initiatives Will Mask Weakening Revenue Outlook

Analysts have increased their fair value estimate for Atos from €43.00 to €46.50, citing updated assumptions around revenue trends, profit margins, and forward P/E multiples. What's in the News Atos is participating in the Forensics of Intelligent Systems research project with several German academic and research institutions, focusing on tools to detect and investigate manipulation of AI systems and aligning with its focus on trustworthy AI and European data sovereignty (Key Developments).
S30
€0.97
Solutions 30
7D
0.2%
1Y
4.6%
SWP
€37.75
Sword Group
7D
1.1%
1Y
11.0%
AUB
€58.90
Aubay Société Anonyme
7D
0.2%
1Y
29.6%

Aubay Société Anonyme's (EPA:AUB) Popularity With Investors Is Under Threat From Overpricing

Dec 17
Aubay Société Anonyme's (EPA:AUB) Popularity With Investors Is Under Threat From Overpricing
ALHIT
€14.60
HITECHPROS Société anonyme
7D
-1.4%
1Y
-5.8%
NRO
€41.60
Neurones
7D
-2.2%
1Y
-5.1%

These 4 Measures Indicate That Neurones (EPA:NRO) Is Using Debt Safely

Dec 03
These 4 Measures Indicate That Neurones (EPA:NRO) Is Using Debt Safely
FPG
€0.12
Union Technologies Informatique Group
7D
-1.3%
1Y
-48.5%

Union Technologies Informatique Group (EPA:FPG) Is Making Moderate Use Of Debt

Nov 28
Union Technologies Informatique Group (EPA:FPG) Is Making Moderate Use Of Debt
INF
€40.20
Infotel
7D
-2.0%
1Y
6.3%
MLACT
€1.60
Activium Group SAS
7D
27.0%
1Y
42.9%