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French (CAC) Software Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies27
  • 7D-18.7%
  • 3M-24.7%
  • 1Y-53.3%
  • YTD-24.2%

Over the last 7 days, the Software industry has dropped 19%, driven by a pullback from Dassault Systèmes of 20%. Overall the industry is down 52% in 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Feb 2026€27.4b€8.4b€1.2b19.6x22x3.3x
Mon, 12 Jan 2026€37.9b€8.4b€1.2b27.6x30.8x4.5x
Wed, 10 Dec 2025€35.8b€8.4b€1.2b26.2x29.2x4.2x
Fri, 07 Nov 2025€35.4b€8.4b€1.2b24.8x28.9x4.2x
Sun, 05 Oct 2025€43.5b€8.3b€1.2b26x35.7x5.2x
Tue, 02 Sep 2025€40.1b€8.3b€1.2b26.8x32.9x4.8x
Thu, 31 Jul 2025€44.0b€8.3b€1.2b25.9x36.4x5.3x
Sat, 28 Jun 2025€46.5b€8.1b€1.3b26x35.9x5.7x
Mon, 26 May 2025€49.7b€8.1b€1.3b25.1x38.3x6.1x
Wed, 23 Apr 2025€48.2b€8.0b€1.3b23.5x37.2x6x
Fri, 21 Mar 2025€56.6b€8.0b€1.3b27.2x43.2x7.1x
Sun, 16 Feb 2025€58.5b€7.9b€1.3b24.3x44.8x7.4x
Tue, 14 Jan 2025€51.0b€8.0b€1.2b22.5x41.6x6.4x
Thu, 12 Dec 2024€53.0b€8.0b€1.2b23.1x43.1x6.6x
Sat, 09 Nov 2024€49.2b€8.0b€1.2b23x40.1x6.2x
Mon, 07 Oct 2024€53.0b€7.9b€1.2b28.3x43.5x6.7x
Wed, 04 Sep 2024€51.9b€7.9b€1.2b33.2x42.2x6.6x
Fri, 02 Aug 2024€51.4b€7.9b€1.2b35.9x41.8x6.5x
Sun, 30 Jun 2024€52.0b€7.8b€1.2b42.9x44x6.6x
Tue, 28 May 2024€56.9b€7.8b€1.2b41.6x47.4x7.3x
Thu, 25 Apr 2024€56.7b€7.8b€1.2b40x48.8x7.3x
Sat, 23 Mar 2024€58.8b€7.6b€1.1b57.1x52.5x7.7x
Mon, 19 Feb 2024€61.2b€7.6b€1.0b60.4x59x8x
Wed, 17 Jan 2024€66.3b€8.0b€1.1b60.5x61.3x8.3x
Fri, 15 Dec 2023€63.7b€8.0b€1.1b58.2x58.8x8x
Sun, 12 Nov 2023€59.0b€8.0b€1.1b54.1x54.8x7.4x
Tue, 10 Oct 2023€51.7b€7.8b€1.0b43.3x50.1x6.6x
Thu, 07 Sep 2023€53.0b€7.8b€1.0b42.4x50.6x6.8x
Sat, 05 Aug 2023€54.7b€7.8b€1.1b48.9x52x7x
Mon, 03 Jul 2023€58.0b€7.7b€948.6m31.2x61.1x7.5x
Wed, 31 May 2023€57.9b€7.7b€949.0m30.4x61.1x7.5x
Fri, 28 Apr 2023€51.4b€7.7b€964.8m34.4x53.2x6.7x
Sun, 26 Mar 2023€53.4b€7.6b€974.8m35.4x54.8x7.1x
Tue, 21 Feb 2023€54.0b€7.5b€999.8m42.5x54x7.2x
Price to Earnings Ratio

54x


Total Market Cap: €54.0bTotal Earnings: €999.8mTotal Revenue: €7.5bTotal Market Cap vs Earnings and Revenue0%0%0%
French Software Industry Price to Earnings3Y Average 45.1x202420252026
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 22.8x which is lower than its 3-year average PE of 45.1x.
  • The 3-year average PS ratio of 6.5x is higher than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Software industry have grown 6.8% per year over the last three years.
  • Revenues for these companies have grown 3.8% 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 Market0.11%
Tech-5.94%
Software-18.66%
Systems Software-11.02%
Application Software-18.72%
Industry PE
  • Investors are most optimistic about the Application Software industry even though it's trading below its 3-year average PE ratio of 43.8x.
    • Analysts expect its future annual earnings growth (9.5%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 94% over the next 5 years.
  • In contrast, the Application Software industry is expected to see its earnings grow by 9.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ALTAI LightOn€6.132.9%
+€1.1m
-72.4%PS10.5x
MLDAM Damaris€8.0028.0%
+€700.0k
21.2%n/a
ALNRG SA Energisme€0.00611.7%
+€212.4k
35.6%PS2.4x
MLPAC Pacte Novation€8.303.1%
+€128.0k
-15.3%n/a
VMX Verimatrix€0.190.5%
+€87.3k
-41.9%PS0.4x

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