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Oct 11
French (CAC) Consumer Durables Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies16
- 7D4.9%
- 3M-10.0%
- 1Y25.5%
- YTD6.9%
The Consumer Durables industry is up 4.9% in the last week, with SEB up 5.7%. In the last 12 months, the industry was up 25%. Looking forward, earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the French Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | €6.4b | €12.0b | €404.3m | 8.1x | 15.8x | 0.5x |
| Wed, 27 Sep 2023 | €6.2b | €12.0b | €407.0m | 8.8x | 15.3x | 0.5x |
| Fri, 25 Aug 2023 | €6.9b | €12.0b | €406.9m | 8.9x | 17.1x | 0.6x |
| Sun, 23 Jul 2023 | €6.9b | €12.0b | €401.7m | 7.5x | 17.1x | 0.6x |
| Tue, 20 Jun 2023 | €6.6b | €12.1b | €406.9m | 8x | 16.2x | 0.5x |
| Thu, 18 May 2023 | €7.2b | €12.0b | €401.2m | 13.7x | 17.9x | 0.6x |
| Sat, 15 Apr 2023 | €7.4b | €12.0b | €402.0m | 13.1x | 18.3x | 0.6x |
| Mon, 13 Mar 2023 | €7.3b | €11.7b | €432.5m | 12.8x | 16.9x | 0.6x |
| Wed, 08 Feb 2023 | €6.8b | €11.8b | €489.5m | 13.1x | 13.9x | 0.6x |
| Fri, 06 Jan 2023 | €6.4b | €11.8b | €486.8m | 13.1x | 13.1x | 0.5x |
| Sun, 04 Dec 2022 | €6.0b | €11.8b | €488.8m | 12.2x | 12.2x | 0.5x |
| Tue, 01 Nov 2022 | €5.1b | €11.8b | €484.7m | 11.5x | 10.6x | 0.4x |
| Thu, 29 Sep 2022 | €5.2b | €11.7b | €486.3m | 9.8x | 10.7x | 0.4x |
| Sat, 27 Aug 2022 | €6.0b | €11.7b | €487.2m | 11.4x | 12.4x | 0.5x |
| Mon, 25 Jul 2022 | €6.6b | €11.6b | €490.3m | 12.3x | 13.5x | 0.6x |
| Wed, 22 Jun 2022 | €7.1b | €11.6b | €571.8m | 11.7x | 12.4x | 0.6x |
| Fri, 20 May 2022 | €7.7b | €11.6b | €582.5m | 13.2x | 13.1x | 0.7x |
| Sun, 17 Apr 2022 | €9.0b | €11.6b | €582.3m | 15.1x | 15.4x | 0.8x |
| Tue, 15 Mar 2022 | €8.9b | €11.6b | €591.0m | 14.9x | 15x | 0.8x |
| Thu, 10 Feb 2022 | €9.7b | €11.2b | €585.5m | 16.1x | 16.6x | 0.9x |
| Sat, 08 Jan 2022 | €10.1b | €11.3b | €603.4m | 15x | 16.7x | 0.9x |
| Mon, 06 Dec 2021 | €9.5b | €11.3b | €602.1m | 14.7x | 15.7x | 0.8x |
| Wed, 03 Nov 2021 | €9.7b | €11.3b | €608.4m | 14.9x | 16x | 0.9x |
| Fri, 01 Oct 2021 | €9.1b | €11.3b | €607.4m | 14.6x | 15x | 0.8x |
| Sun, 29 Aug 2021 | €9.9b | €11.2b | €588.7m | 17.5x | 16.7x | 0.9x |
| Mon, 05 Jul 2021 | €10.9b | €11.2b | €588.7m | 18.7x | 18.4x | 1x |
| Thu, 08 Apr 2021 | €10.9b | €10.6b | €487.7m | 22.2x | 22.3x | 1x |
| Sun, 10 Jan 2021 | €9.9b | €10.1b | €409.9m | 19.6x | 24.2x | 1x |
Price to Earnings Ratio
23.5x
Current Industry PE
- Investors are relatively neutral on the French Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.9x.
- The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 6.3% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | 0.10% | |
| Consumer Discretionary | 0.90% | |
| Consumer Durables | 4.91% | |
| Household Appliances | 6.26% | |
| Home Furnishings | 2.70% | |
| Consumer Electronics | 1.99% | |
| Housewares and Specialties | 0% | |
| Homebuilding | -3.29% | |
Industry PE
- Investors are most pessimistic about the Consumer Electronics industry, which is trading below its 3-year average of 23.1x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 24% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Homebuilding 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SK SEB | €92.95 | 5.7% +€275.3m | 41.0% | PE16x | |
| RBO Roche Bobois | €41.50 | 3.0% +€12.0m | 26.1% | PE13.5x | |
| NACON Nacon | €1.23 | 3.5% +€3.7m | -51.7% | PE8.4x | |
| ALHEX Hexaom | €14.80 | 1.7% +€1.7m | -23.3% | PS0.09x | |
| ALLEX Lexibook - Linguistic Electronic System Société anonyme | €2.18 | 1.9% +€310.5k | 11.8% | PE5.6x |
