Danone S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Aug 03
French (CAC) Market Analysis & Valuation
UpdatedAug 04, 2024
DataAggregated Company Financials
Companies698
- 7D-3.5%
- 3M-10.1%
- 1Y-4.6%
- YTD-5.6%
Over the last 7 days, the market has dropped 3.5%, driven by a decline of 4.9% in the Consumer Discretionary sector. The market has dropped 4.6% in the last year. Earnings are forecast to grow by 12% annually.
Market Valuation and Performance
Has the French Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 04 Aug 2024 | €2.8t | €2.1t | €148.1b | 14.6x | 18.9x | 1.3x |
| Tue, 02 Jul 2024 | €2.9t | €2.1t | €149.4b | 15.6x | 19.5x | 1.4x |
| Thu, 30 May 2024 | €3.1t | €2.1t | €149.4b | 16.9x | 20.5x | 1.5x |
| Sat, 27 Apr 2024 | €3.1t | €2.1t | €103.7b | 15.8x | 30.1x | 1.5x |
| Mon, 25 Mar 2024 | €3.2t | €2.1t | €102.9b | 14.9x | 30.7x | 1.5x |
| Wed, 21 Feb 2024 | €3.1t | €2.2t | €94.5b | 14.2x | 32.3x | 1.4x |
| Fri, 19 Jan 2024 | €2.9t | €2.2t | €103.9b | 15.1x | 27.6x | 1.3x |
| Sun, 17 Dec 2023 | €3.0t | €2.2t | €105.7b | 14.6x | 28.2x | 1.3x |
| Tue, 14 Nov 2023 | €2.8t | €2.2t | €105.3b | 13.6x | 26.4x | 1.2x |
| Thu, 12 Oct 2023 | €2.8t | €2.2t | €150.1b | 13.8x | 18.6x | 1.2x |
| Sat, 09 Sep 2023 | €2.9t | €2.2t | €149.9b | 14.6x | 19.2x | 1.3x |
| Mon, 07 Aug 2023 | €2.9t | €2.3t | €157.5b | 14.4x | 18.7x | 1.3x |
| Wed, 05 Jul 2023 | €3.0t | €2.3t | €145.6b | 14.8x | 20.5x | 1.3x |
| Fri, 02 Jun 2023 | €2.9t | €2.3t | €145.9b | 14.1x | 19.9x | 1.3x |
| Sun, 30 Apr 2023 | €3.1t | €2.4t | €125.5b | 14.7x | 24.6x | 1.3x |
| Tue, 28 Mar 2023 | €2.9t | €2.4t | €127.4b | 14.6x | 22.9x | 1.2x |
| Thu, 23 Feb 2023 | €3.0t | €2.3t | €118.6b | 15.3x | 25.3x | 1.3x |
| Sat, 21 Jan 2023 | €2.9t | €2.3t | €118.0b | 14.5x | 24.5x | 1.3x |
| Mon, 19 Dec 2022 | €2.7t | €2.3t | €118.5b | 13.9x | 22.5x | 1.2x |
| Wed, 16 Nov 2022 | €2.7t | €2.3t | €117.8b | 14.1x | 23.2x | 1.2x |
| Fri, 14 Oct 2022 | €2.4t | €2.3t | €117.3b | 13.1x | 20.6x | 1.1x |
| Sun, 11 Sep 2022 | €2.6t | €2.2t | €114.1b | 14.6x | 22.7x | 1.2x |
| Tue, 09 Aug 2022 | €2.7t | €2.3t | €115.4b | 15.1x | 23.5x | 1.2x |
| Thu, 07 Jul 2022 | €2.4t | €2.1t | €114.9b | 14.9x | 21.3x | 1.2x |
| Sat, 04 Jun 2022 | €2.7t | €2.1t | €132.4b | 16.4x | 20x | 1.3x |
| Mon, 02 May 2022 | €2.7t | €2.1t | €132.0b | 17x | 20.4x | 1.3x |
| Wed, 30 Mar 2022 | €2.8t | €2.1t | €126.3b | 17.6x | 22.3x | 1.4x |
| Fri, 25 Feb 2022 | €2.7t | €2.1t | €141.2b | 17.9x | 19.2x | 1.3x |
| Sun, 23 Jan 2022 | €2.9t | €2.0t | €122.4b | 18.5x | 24x | 1.5x |
| Tue, 21 Dec 2021 | €2.9t | €2.0t | €122.4b | 18x | 23.8x | 1.4x |
| Thu, 18 Nov 2021 | €3.1t | €2.0t | €121.3b | 19.3x | 25.2x | 1.5x |
| Sat, 16 Oct 2021 | €2.9t | €2.0t | €112.4b | 19x | 25.4x | 1.4x |
| Mon, 13 Sep 2021 | €2.9t | €2.0t | €111.2b | 21.4x | 25.9x | 1.5x |
| Wed, 11 Aug 2021 | €2.9t | €2.0t | €109.8b | 21.5x | 26.8x | 1.5x |
Price to Earnings Ratio
26.8x
Current Market PE
- Investors are pessimistic on the French market, indicating that they anticipate earnings will not grow as fast as they have historically.
- The market is trading at a PE ratio of 18.9x which is lower than its 3-year average PE of 23.4x.
Past Earnings Growth
- The earnings for French listed companies have grown 10% 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.
Sector Trends
Which sectors have driven the changes within the French Market?
| FR Market | -3.46% | |
| Real Estate | 2.11% | |
| Utilities | 1.09% | |
| Information Technology | 0% | |
| Financials | 0% | |
| Health Care | 0% | |
| Industrials | 0% | |
| Healthcare | -0.22% | |
| Energy | -2.17% | |
| Materials | -2.69% | |
| Consumer Staples | -3.05% | |
| Telecom | -3.07% | |
| Industrials | -3.76% | |
| Tech | -4.84% | |
| Consumer Discretionary | -4.95% | |
| Financials | -5.00% | |
Sector PE
- Investors favour the Healthcare sector the most for future growth, which is trading above its 3-year average PE ratio of 24.7x.
- The market's confidence is likely because analysts are expecting annual earnings growth of 16.4% which is higher than its past year's earnings decline of 19.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate sector, expecting annual earnings growth of 61% over the next 5 years.
- This is better than its past earnings decline of 2.9% per year.
- In contrast, the Energy sector is expected to see its earnings decline by 2.5% 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 | Sector | |
|---|---|---|---|---|---|---|
| BN Danone | €61.54 | 4.2% +€1.6b | 13.5% | PE39.5x | Consumer Staples | |
| ENGI Engie | €14.92 | 3.4% +€1.2b | 3.3% | PE7.4x | Utilities | |
| AIR Airbus | €131.90 | 0.8% +€867.4m | 0.8% | PE33.8x | Industrials | |
| EL EssilorLuxottica Société anonyme | €208.40 | 0.6% +€592.2m | 19.2% | PE41.4x | Healthcare | |
| LI Klépierre | €26.72 | 6.8% +€485.4m | 11.3% | PB0.9x | Real Estate |
