French (CAC) Software Industry Analysis

Industry Valuation and Performance

Has the French Software Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 06 Jun 2026	€30.4b	€8.3b	€1.2b	21.1x	25.2x	3.7x
Mon, 04 May 2026	€29.4b	€8.3b	€1.3b	20.5x	23.2x	3.5x
Wed, 01 Apr 2026	€26.4b	€8.4b	€1.2b	18.9x	21.3x	3.1x
Fri, 27 Feb 2026	€28.1b	€8.3b	€1.2b	19.5x	22.6x	3.4x
Sun, 25 Jan 2026	€36.2b	€8.4b	€1.2b	25.2x	29.5x	4.3x
Tue, 23 Dec 2025	€36.4b	€8.4b	€1.2b	26.7x	29.6x	4.3x
Thu, 20 Nov 2025	€35.5b	€8.4b	€1.2b	24.4x	29x	4.2x
Sat, 18 Oct 2025	€43.5b	€8.3b	€1.2b	25.5x	35.7x	5.2x
Mon, 15 Sep 2025	€41.1b	€8.3b	€1.2b	26x	33.7x	4.9x
Wed, 13 Aug 2025	€40.0b	€8.3b	€1.2b	26x	32.8x	4.8x
Fri, 11 Jul 2025	€48.0b	€8.1b	€1.3b	24.6x	36.9x	5.9x
Sun, 08 Jun 2025	€48.3b	€8.1b	€1.3b	24.4x	37.2x	5.9x
Tue, 06 May 2025	€48.9b	€8.1b	€1.3b	23.1x	38.4x	6x
Thu, 03 Apr 2025	€51.7b	€8.0b	€1.3b	25.6x	39.3x	6.4x
Sat, 01 Mar 2025	€55.4b	€7.9b	€1.3b	24.7x	42.4x	7x
Mon, 27 Jan 2025	€55.0b	€8.0b	€1.2b	29.7x	44.8x	6.9x
Wed, 25 Dec 2024	€50.4b	€8.0b	€1.2b	20.9x	41x	6.3x
Fri, 22 Nov 2024	€48.5b	€8.0b	€1.2b	24.3x	39.5x	6.1x
Sun, 20 Oct 2024	€50.2b	€7.9b	€1.2b	21.9x	41.2x	6.3x
Tue, 17 Sep 2024	€52.9b	€7.9b	€1.2b	34.2x	43.1x	6.7x
Thu, 15 Aug 2024	€50.5b	€7.9b	€1.2b	24.6x	41x	6.4x
Sat, 13 Jul 2024	€51.2b	€7.8b	€1.2b	37.3x	43x	6.5x
Mon, 10 Jun 2024	€54.8b	€7.8b	€1.2b	44.9x	46.2x	7x
Wed, 08 May 2024	€55.7b	€7.8b	€1.2b	40x	46.7x	7.1x
Fri, 05 Apr 2024	€56.5b	€7.6b	€1.1b	57.1x	50.5x	7.4x
Sun, 03 Mar 2024	€60.2b	€7.6b	€1.1b	58.2x	53.9x	7.9x
Tue, 30 Jan 2024	€69.4b	€8.0b	€1.1b	60.4x	64.1x	8.7x
Thu, 28 Dec 2023	€65.1b	€8.0b	€1.1b	62x	60.1x	8.2x
Sat, 25 Nov 2023	€62.0b	€8.0b	€1.1b	55.7x	57.5x	7.8x
Mon, 23 Oct 2023	€50.0b	€7.9b	€1.1b	37.4x	47x	6.3x
Wed, 20 Sep 2023	€50.4b	€7.8b	€1.0b	43.7x	48.6x	6.5x
Fri, 18 Aug 2023	€51.9b	€7.8b	€1.1b	47.3x	49.4x	6.7x
Sun, 16 Jul 2023	€58.4b	€7.7b	€949.1m	40.8x	61.5x	7.6x
Tue, 13 Jun 2023	€58.1b	€7.7b	€950.1m	29.4x	61.1x	7.5x

Current Industry PE

Investors are pessimistic on the French Software 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 25.2x which is lower than its 3-year average PE of 41.7x.

The 3-year average PS ratio of 6.1x is higher than the industry's current PS ratio of 3.7x.

Past Earnings Growth

The earnings for companies in the Software industry have grown 8.3% per year over the last three years.
Revenues for these companies have grown 2.3% 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 Tech industry?


FR Market	-0.077%
Tech	2.51%
Software	3.87%
Application Software	3.92%
Systems Software	-2.16%

Industry PE

Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 40.5x.

Analysts are expecting annual earnings growth of 7.8%, which is higher than its past year's earnings growth of 4.5% per year.

Forecasted Growth

Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 69% over the next 5 years.

In contrast, the Application Software industry is expected to see its earnings grow by 7.8% 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	€19.72	4.8% +€1.2b	-39.0%	PE21.1x
ALBFR Sidetrade	€172.00	2.5% +€5.9m	-38.4%	PE26.9x
COH Coheris	€12.20	5.6% +€3.7m	49.1%	PE18.7x
ALPRG Prologue	€0.36	5.0% +€1.6m	51.3%	PE3.4x
VMX Verimatrix	€0.26	7.1% +€1.5m	3.7%	PS0.6x

Lectra Announces Board and Committee Appointment

Lectra announced that at its Combined Shareholders’ Meeting on April 29, 2026, Christophe Gégout and Fiorangelo Salvatorelli were appointed to the Board of Directors for a four-year term. Both join Lectra’s Strategic Committee and AI Committee, recently created, bringing complementary expertise in investment, finance, strategy and new technologies to the Group. Christophe Gégout will also become a member of the Audit Committee. Christophe Gégout is a Founding Partner and Chief Executive Officer of Yotta Capital Partners, an investor in industrial innovation, since December 2020. Prior to co-founding Yotta Capital Partners, he was Chief Investment Officer at Meridiam, where he oversaw investments in SMEs and electric vehicle charging infrastructure. From 2009 to 2015, Christophe Gégout served as Chief Financial Officer of the French Atomic Energy and Alternative Energies Commission (CEA), before becoming Deputy Chief Executive Officer, a role he held until 2018. In this position, he developed innovation partnerships with major international groups and European SMEs, as well as asset management activities focused on disruptive innovations. Previously, from 2001 to 2009, Christophe Gégout held various positions within the Ministry of Economy and Finance, including that of advisor to Christine Lagarde, then Minister of Finance. In addition, he currently serves on the boards of two companies, including SOITEC (SBF 120). He is a graduate of École Polytechnique, Sciences Po Paris and ENSAE Paris (École nationale de la statistique et de l’administration économique). Fiorangelo Salvatorelli is Managing Director and Technology Lead at Alantra EQMC Asset Management, an engaged, long-term investment strategy firm focused on listed European small and mid-cap companies. For more than twenty years, Fiorangelo Salvatorelli has been active as a technology-focused investor, with a diverse background spanning consulting at McKinsey, long-term investing at Newton, Fidelity and CCLA, hedge fund management at Lansdowne and Kite Lake, and private equity at Fusion and Hermes. Fiorangelo Salvatorelli holds a Master of Arts degree and a Doctorate in Engineering Science from the University of Oxford. He has taught at the University of Oxford, in the Department of Engineering Science, and at INSEAD. He also holds several board and advisory positions, notably with AfrAsia Bank Ltd, the Science and Technology Facilities Council (STFC) and institutions dedicated to technological innovation.

French (CAC) Software Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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