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French (CAC) Telecom Sector Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies56
  • 7D-3.1%
  • 3M-21.1%
  • 1Y-9.7%
  • YTD-9.7%

Over the last 7 days, the Telecom industry has dropped 3.1%, driven by a pullback from Orange of 4.3%. However, the industry is down 9.7% over the past year.

Sector Valuation and Performance

Has the French Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Thu, 02 Dec 2021€92.6b€116.7b€3.0b20.4x
Sat, 30 Oct 2021€104.5b€123.6b€3.7b20.1x
Mon, 27 Sep 2021€105.3b€123.6b€3.7b25.7x
Wed, 25 Aug 2021€125.8b€123.6b€3.6b24.8x
Thu, 01 Jul 2021€117.1b€123.6b€3.6b25.5x
Sun, 04 Apr 2021€119.5b€121.2b€5.1b23.3x
Wed, 06 Jan 2021€110.8b€119.3b€6.7b19.3x
Sat, 10 Oct 2020€98.9b€121.0b€7.0b15.5x
Fri, 03 Jul 2020€101.3b€119.5b€7.5b14x
Mon, 06 Apr 2020€93.8b€120.3b€7.9b11.8x
Thu, 09 Jan 2020€119.9b€121.2b€8.3b16.9x
Wed, 02 Oct 2019€121.9b€118.8b€6.6b19.3x
Sat, 06 Jul 2019€122.6b€116.8b€5.0b24.8x
Tue, 09 Apr 2019€127.4b€115.5b€4.8b21.3x
Mon, 31 Dec 2018€120.2b€118.3b€5.2b20.8x
PE Ratio

16.3x

Total Market Cap: €127.9bTotal Earnings: €5.5bTotal Revenue: €117.2b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 19.7x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Communication Services industry have declined 19% per year over the last three years, while revenues have remained mostly flat. This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the French Telecom sector?

Wireless Telecom0%
Entertainment-2.24%
Media-2.69%
Interactive Media and Services-2.74%
Telecom Services and Carriers-4.40%

Industry PE: Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 29.7x. However analysts are expecting annual earnings growth of 76%, which is lower than the prior year's growth of 185% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Media industry, which is trading close to its 3-year average of 14.6x.

Forecasted Growth: Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 76% over the next 5 years. However this is lower than its past earnings growth rate of 185% per year. Meanwhile, the Entertainment industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
VIV Vivendi0.5%+€62.9m-54.5%PE10.3x
ALFOC Focus Home Interactive Société anonyme6.1%+€14.0m-10.5%PE18.4x
TFI Télévision Française 1 Société anonyme0.8%+€13.7m29.0%PE14.4x
GAM Gaumont3.5%+€10.9m2.0%PS2.1x
ALBLD Bilendi7.9%+€6.6m108.3%PE24.1x
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Latest News

ALBLD

€20.50

Bilendi

7D

7.9%

1Y

108.3%

BOL

€4.77

Bolloré

7D

-1.9%

1Y

47.1%

ATA

€0.43

Atari

7D

0.9%

1Y

13.1%

ORA

€9.61

Orange

7D

-3.2%

1Y

-10.4%