Publicis Groupe (EPA:PUB) Hasn't Managed To Accelerate Its Returns
Oct 21
French (CAC) Telecom Sector Analysis
UpdatedOct 31, 2023
DataAggregated Company Financials
Companies54
- 7D0.6%
- 3M-3.4%
- 1Y2.1%
- YTD0.8%
Over the last 7 days, the Telecom industry has remained flat. The past year has been better, since the industry has gained 3.6% in that time. As for the next few years, earnings are forecast to decline by 3.0% 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 |
|---|---|---|---|---|---|---|
| Tue, 31 Oct 2023 | €95.1b | €112.6b | €2.9b | 17.4x | 33.3x | 0.8x |
| Thu, 28 Sep 2023 | €94.0b | €112.4b | €2.7b | 16.4x | 34.6x | 0.8x |
| Sat, 26 Aug 2023 | €94.6b | €112.4b | €2.7b | 16.8x | 35x | 0.8x |
| Mon, 24 Jul 2023 | €99.5b | €111.4b | €3.2b | 15.5x | 30.9x | 0.9x |
| Wed, 21 Jun 2023 | €97.1b | €110.8b | €3.2b | 20.4x | 30.8x | 0.9x |
| Fri, 19 May 2023 | €102.6b | €111.2b | €2.7b | 19.5x | 38.3x | 0.9x |
| Sun, 16 Apr 2023 | €104.0b | €111.7b | €3.1b | 15.7x | 33.8x | 0.9x |
| Tue, 14 Mar 2023 | €99.8b | €113.9b | -€10,748,297,964.00 | 14.9x | -9.3x | 0.9x |
| Thu, 09 Feb 2023 | €98.6b | €112.3b | -€7,981,501,496.00 | 16x | -12.4x | 0.9x |
| Sat, 07 Jan 2023 | €96.6b | €110.9b | -€8,050,744,621.00 | 13.6x | -12x | 0.9x |
| Mon, 05 Dec 2022 | €94.7b | €110.9b | -€8,041,059,726.00 | 13.5x | -11.8x | 0.9x |
| Wed, 02 Nov 2022 | €90.7b | €110.1b | -€7,768,094,353.00 | 12.3x | -11.7x | 0.8x |
| Fri, 30 Sep 2022 | €77.2b | €109.9b | -€7,595,456,777.00 | 11.8x | -10.2x | 0.7x |
| Sun, 28 Aug 2022 | €83.8b | €109.9b | -€7,594,408,777.00 | 14.2x | -11x | 0.8x |
| Tue, 26 Jul 2022 | €86.7b | €105.0b | -€13,021,454,777.00 | 15.2x | -6.7x | 0.8x |
| Thu, 23 Jun 2022 | €89.1b | €103.8b | -€13,169,953,861.00 | 14.6x | -6.8x | 0.9x |
| Sat, 21 May 2022 | €96.4b | €106.8b | -€13,259,031,861.00 | 14.1x | -7.3x | 0.9x |
| Mon, 18 Apr 2022 | €95.8b | €106.5b | -€13,365,251,644.00 | 18.9x | -7.2x | 0.9x |
| Wed, 16 Mar 2022 | €93.3b | €106.1b | €7.0b | 21.4x | 13.4x | 0.9x |
| Fri, 11 Feb 2022 | €101.5b | €117.4b | €3.2b | 20.1x | 31.9x | 0.9x |
| Sun, 09 Jan 2022 | €94.0b | €116.7b | €3.0b | 21.7x | 31.2x | 0.8x |
| Tue, 07 Dec 2021 | €91.5b | €116.7b | €3.0b | 20.1x | 30.5x | 0.8x |
| Thu, 04 Nov 2021 | €105.2b | €123.7b | €3.6b | 20x | 28.9x | 0.9x |
| Sat, 02 Oct 2021 | €104.2b | €123.6b | €3.7b | 23.8x | 28.4x | 0.8x |
| Mon, 30 Aug 2021 | €128.1b | €123.6b | €3.6b | 25.6x | 35.1x | 1x |
| Tue, 06 Jul 2021 | €117.1b | €123.6b | €3.6b | 25.5x | 32.1x | 0.9x |
| Fri, 09 Apr 2021 | €119.5b | €121.2b | €5.1b | 23.3x | 23.3x | 1x |
| Thu, 31 Dec 2020 | €110.8b | €119.3b | €6.7b | 19.3x | 16.6x | 0.9x |
Price to Earnings Ratio
14.4x
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 33.4x which is higher than its 3-year average PE of 15.7x.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 26% per year over the last three years,
- Revenues have also declined 2.4% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the French Telecom sector?
| FR Market | 0.20% | |
| Telecom | 0.64% | |
| Telecom Services and Carriers | 2.72% | |
| Entertainment | 1.27% | |
| Wireless Telecom | 0% | |
| Interactive Media and Services | -0.27% | |
| Media | -1.02% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 97% over the next 5 years.
- This is better than its past earnings decline of 35% per year.
- In contrast, the Entertainment industry is expected to see its earnings decline by 68% 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 | |
|---|---|---|---|---|---|
| ORA Orange | €11.06 | 2.7% +€787.1m | 14.8% | PE18.3x | |
| BOL Bolloré | €5.11 | 1.5% +€220.0m | 0.8% | PE167.9x | |
| IPS Ipsos | €46.40 | 9.1% +€120.7m | -5.3% | PE10.6x | |
| BLV Believe | €9.09 | 14.3% +€110.4m | -1.8% | PS1.1x | |
| OLG Olympique Lyonnais Groupe | €2.14 | 2.4% +€8.5m | -22.5% | PS1.8x |
