Narrative Update • Jul 31

In the last week, the Utilities industry is flat overall, with Rubis standing out by going down 3.1%. As for the the longer term, the industry is up 27% over the past 12 months. Earnings are forecast to grow by 9.9% annually.
Has the French Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 19 Sep 2026 | €87.2b | €124.5b | €5.7b | 14.4x | 15.4x | 0.7x |
| Mon, 17 Aug 2026 | €93.3b | €123.6b | €5.7b | 14.7x | 16.5x | 0.8x |
| Wed, 15 Jul 2026 | €99.9b | €124.9b | €5.3b | 14.7x | 18.9x | 0.8x |
| Fri, 12 Jun 2026 | €98.8b | €124.9b | €5.3b | 13.9x | 18.7x | 0.8x |
| Sun, 10 May 2026 | €98.3b | €124.9b | €5.3b | 13.7x | 18.6x | 0.8x |
| Tue, 07 Apr 2026 | €101.1b | €124.9b | €5.3b | 16.8x | 19.1x | 0.8x |
| Thu, 05 Mar 2026 | €96.9b | €125.0b | €5.4b | 17.3x | 17.9x | 0.8x |
| Sat, 31 Jan 2026 | €90.4b | €127.6b | €6.6b | 14.6x | 13.6x | 0.7x |
| Mon, 29 Dec 2025 | €81.0b | €127.6b | €6.6b | 13.8x | 12.2x | 0.6x |
| Wed, 26 Nov 2025 | €79.6b | €127.6b | €6.6b | 14.1x | 12x | 0.6x |
| Fri, 24 Oct 2025 | €75.6b | €127.6b | €6.6b | 13.8x | 11.4x | 0.6x |
| Sun, 21 Sep 2025 | €70.0b | €127.7b | €6.6b | 8.7x | 10.6x | 0.5x |
| Tue, 19 Aug 2025 | €72.2b | €127.7b | €6.6b | 9.1x | 10.9x | 0.6x |
| Thu, 17 Jul 2025 | €74.4b | €127.2b | €5.7b | 11.7x | 13.1x | 0.6x |
| Sat, 14 Jun 2025 | €75.8b | €127.3b | €5.7b | 12x | 13.3x | 0.6x |
| Mon, 12 May 2025 | €72.4b | €127.3b | €5.6b | 10.8x | 12.8x | 0.6x |
| Wed, 09 Apr 2025 | €68.5b | €127.3b | €5.6b | 10.7x | 12.2x | 0.5x |
| Fri, 07 Mar 2025 | €74.2b | €127.9b | €5.7b | 17.1x | 12.9x | 0.6x |
| Sun, 02 Feb 2025 | €69.1b | €127.2b | €6.5b | 15.9x | 10.6x | 0.5x |
| Tue, 31 Dec 2024 | €66.7b | €127.2b | €6.5b | 15.9x | 10.2x | 0.5x |
| Thu, 28 Nov 2024 | €65.8b | €127.2b | €6.5b | 15.9x | 10.1x | 0.5x |
| Sat, 26 Oct 2024 | €70.0b | €127.2b | €6.5b | 15.3x | 10.7x | 0.6x |
| Mon, 23 Sep 2024 | €70.9b | €127.3b | €6.5b | 15.4x | 10.9x | 0.6x |
| Wed, 21 Aug 2024 | €69.2b | €127.2b | €6.5b | 15.4x | 10.6x | 0.5x |
| Fri, 19 Jul 2024 | €66.4b | €137.4b | €3.7b | 16.1x | 18.1x | 0.5x |
| Sun, 16 Jun 2024 | €63.1b | €137.0b | €3.6b | 18.1x | 17.4x | 0.5x |
| Tue, 14 May 2024 | €69.1b | €137.1b | €3.6b | 19.7x | 19x | 0.5x |
| Thu, 11 Apr 2024 | €68.6b | €137.0b | €3.6b | 19x | 18.8x | 0.5x |
| Sat, 09 Mar 2024 | €66.3b | €137.6b | €3.6b | 17.4x | 18.6x | 0.5x |
| Mon, 05 Feb 2024 | €114.9b | €296.9b | -€24,652,995,270.00 | 19.8x | -4.7x | 0.4x |
| Wed, 03 Jan 2024 | €117.3b | €297.0b | -€24,672,850,660.00 | 18.4x | -4.8x | 0.4x |
| Fri, 01 Dec 2023 | €117.3b | €297.0b | -€24,672,850,660.00 | 18.1x | -4.8x | 0.4x |
| Sun, 29 Oct 2023 | €111.5b | €297.0b | -€24,681,314,302.00 | 16.6x | -4.5x | 0.4x |
| Tue, 26 Sep 2023 | €114.7b | €297.0b | -€24,665,312,564.00 | 17.3x | -4.7x | 0.4x |
-4.7x
Which industries have driven the changes within the French Utilities sector?
| FR Market | -1.44% | |
| Utilities | 0.25% | |
| Electric Utilities | 3.36% | |
| Water Utilities | 2.96% | |
| Other Utilities | 0.42% | |
| Gas Utilities | -3.11% | |
| Renewable Energy | -6.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VIE Veolia Environnement | €31.74 | 1.0% +€219.7m | 10.2% | PE18.5x | |
| ENGI Engie | €24.03 | 0.2% +€121.6m | 34.4% | PE14.4x | |
| ELEC Électricite de Strasbourg Société Anonyme | €161.40 | 3.3% +€37.3m | 6.2% | PE8.9x | |
| ALMIN MINT Société anonyme | €4.77 | 4.8% +€1.3m | -11.3% | PE15.1x | |
| MLFXO Finaxo Environnement Societe Anonyme | €4.80 | 9.1% +€724.4k | -12.7% | n/a |