Why JCDecaux SE (EPA:DEC) Could Be Worth Watching
Jan 14
Have your own idea? Try our Stock Screener
French (CAC) Telecom Sector Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies49
- 7D2.0%
- 3M-6.9%
- 1Y-11.3%
- YTD1.0%
Over the last 7 days, the Telecom industry has risen 1.9%, driven by gains from Publicis Groupe of 3.1%. Meanwhile, Eutelsat Group actually underperformed within the industry, shrinking 14% in the last week. In the past year, the industry is down 11%. As for the next few years, earnings are expected to grow by 16% per annum.
Sector Valuation and Performance
Has the French Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | €95.1b | €123.7b | €4.7b | 11.1x | 20.3x | 0.8x |
| Mon, 30 Dec 2024 | €93.4b | €118.5b | €4.6b | 10.9x | 20.4x | 0.8x |
| Wed, 27 Nov 2024 | €99.8b | €118.6b | €4.6b | 11.1x | 21.7x | 0.8x |
| Fri, 25 Oct 2024 | €102.9b | €118.9b | €4.8b | 11.5x | 21.5x | 0.9x |
| Sun, 22 Sep 2024 | €105.4b | €118.8b | €4.9b | 12.7x | 21.7x | 0.9x |
| Tue, 20 Aug 2024 | €102.1b | €118.8b | €4.9b | 13.6x | 21x | 0.9x |
| Thu, 18 Jul 2024 | €105.1b | €108.1b | €5.3b | 14.4x | 19.7x | 1x |
| Sat, 15 Jun 2024 | €99.9b | €108.1b | €5.4b | 16.2x | 18.6x | 0.9x |
| Mon, 13 May 2024 | €109.1b | €107.7b | €4.9b | 17.5x | 22.5x | 1x |
| Wed, 10 Apr 2024 | €107.2b | €107.6b | -€38,368,816,020.00 | 18.4x | -2.8x | 1x |
| Fri, 08 Mar 2024 | €106.0b | €113.4b | -€39,863,724,941.00 | 18x | -2.7x | 0.9x |
| Sun, 04 Feb 2024 | €105.6b | €112.5b | -€40,359,469,564.00 | 18.2x | -2.6x | 0.9x |
| Tue, 02 Jan 2024 | €100.6b | €112.6b | -€40,363,150,564.00 | 17.1x | -2.5x | 0.9x |
| Thu, 30 Nov 2023 | €98.1b | €112.6b | -€40,350,048,564.00 | 18.4x | -2.4x | 0.9x |
| Sat, 28 Oct 2023 | €95.0b | €112.6b | €2.8b | 17.4x | 33.4x | 0.8x |
| Mon, 25 Sep 2023 | €96.3b | €112.4b | €2.7b | 16.7x | 35.5x | 0.9x |
| Wed, 23 Aug 2023 | €94.7b | €112.4b | €2.7b | 16.6x | 34.9x | 0.8x |
| Fri, 21 Jul 2023 | €100.0b | €111.4b | €3.2b | 15.4x | 31x | 0.9x |
| Sun, 18 Jun 2023 | €98.5b | €110.8b | €3.2b | 19.9x | 31.2x | 0.9x |
| Tue, 16 May 2023 | €103.4b | €111.5b | €3.1b | 19.6x | 33.7x | 0.9x |
| Thu, 13 Apr 2023 | €103.9b | €111.6b | €3.1b | 16.1x | 33.8x | 0.9x |
| Sat, 11 Mar 2023 | €101.2b | €113.9b | -€10,748,297,964.00 | 15.1x | -9.4x | 0.9x |
| Mon, 06 Feb 2023 | €99.4b | €112.3b | -€7,991,501,496.00 | 16.1x | -12.4x | 0.9x |
| Wed, 04 Jan 2023 | €94.3b | €110.9b | -€8,050,744,621.00 | 13.4x | -11.7x | 0.9x |
| Fri, 02 Dec 2022 | €94.8b | €110.9b | -€8,041,059,726.00 | 13.5x | -11.8x | 0.9x |
| Sun, 30 Oct 2022 | €90.2b | €110.1b | -€7,768,221,154.00 | 12.2x | -11.6x | 0.8x |
| Tue, 27 Sep 2022 | €78.6b | €109.9b | -€7,595,456,777.00 | 12.4x | -10.4x | 0.7x |
| Thu, 25 Aug 2022 | €83.9b | €109.9b | -€7,594,408,777.00 | 14.3x | -11.1x | 0.8x |
| Sat, 23 Jul 2022 | €87.5b | €103.8b | -€13,157,956,777.00 | 15.4x | -6.7x | 0.8x |
| Mon, 20 Jun 2022 | €89.2b | €103.8b | -€13,168,059,861.00 | 14.7x | -6.8x | 0.9x |
| Wed, 18 May 2022 | €97.0b | €106.8b | -€13,259,231,861.00 | 13.9x | -7.3x | 0.9x |
| Fri, 15 Apr 2022 | €95.8b | €106.4b | -€13,384,460,549.00 | 18.5x | -7.2x | 0.9x |
| Sun, 13 Mar 2022 | €92.8b | €111.6b | €1.4b | 24.3x | 66.9x | 0.8x |
| Tue, 08 Feb 2022 | €98.4b | €117.4b | €3.2b | 20.1x | 31x | 0.8x |
Price to Earnings Ratio
31x
Current Industry PE
- Investors are optimistic on the French Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 20.2x which is higher than its 3-year average PE of 10.1x.
- The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 14% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the French Telecom sector?
| FR Market | 0.38% | |
| Telecom | 1.98% | |
| Entertainment | 2.35% | |
| Telecom Services and Carriers | 2.16% | |
| Media | 1.89% | |
| Wireless Telecom | 0% | 0 |
| Interactive Media and Services | -0.032% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 36.2%, which is lower than the prior year's growth of 541.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 36% over the next 5 years.
- In contrast, the Media industry is expected to see its earnings grow by 7.6% 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 | |
|---|---|---|---|---|---|
| PUB Publicis Groupe | €102.95 | 3.1% +€785.6m | 10.9% | PE17.7x | |
| ORA Orange | €10.38 | 2.2% +€584.8m | -5.3% | PE13.5x | |
| BOL Bolloré | €5.71 | 2.0% +€312.1m | -7.6% | PE105x | |
| VIV Vivendi | €2.73 | 11.5% +€283.3m | -73.5% | PE7.1x | |
| DEC JCDecaux | €16.17 | 2.5% +€85.6m | -13.4% | PE13x |
