SCHNEIDER ELECTRIC SE (SND.DE) Stock Fundamental Analysis
Europe - FRA:SND - FR0000121972 - Common Stock
233.85 EUR
+2.05 (+0.88%)
Overall SND gets a fundamental rating of 6 out of 10. We evaluated SND against 60 industry peers in the Electrical Equipment industry. SND has an excellent profitability rating, but there are some minor concerns on its financial health. While showing a medium growth rate, SND is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
SND had positive earnings in the past year.
SND had a positive operating cash flow in the past year.
Each year in the past 5 years SND has been profitable.
SND had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With an excellent Return On Assets value of 6.94%, SND belongs to the best of the industry, outperforming 86.67% of the companies in the same industry.
With a decent Return On Equity value of 15.96%, SND is doing good in the industry, outperforming 76.67% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 11.32%, SND belongs to the top of the industry, outperforming 86.67% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for SND is in line with the industry average of 9.28%.
The last Return On Invested Capital (11.32%) for SND is above the 3 year average (10.64%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.94% | ||
| ROE | 15.96% | ||
| ROIC | 11.32% |
ROA(3y)6.41%
ROA(5y)5.88%
ROE(3y)14.27%
ROE(5y)13.24%
ROIC(3y)10.64%
ROIC(5y)9.53%
1.3 Margins
SND has a better Profit Margin (10.94%) than 90.00% of its industry peers.
In the last couple of years the Profit Margin of SND has grown nicely.
The Operating Margin of SND (17.21%) is better than 93.33% of its industry peers.
SND's Operating Margin has improved in the last couple of years.
SND's Gross Margin of 42.17% is fine compared to the rest of the industry. SND outperforms 68.33% of its industry peers.
SND's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.21% | ||
| PM (TTM) | 10.94% | ||
| GM | 42.17% |
OM growth 3Y2.82%
OM growth 5Y2.96%
PM growth 3Y0.31%
PM growth 5Y4.72%
GM growth 3Y1.34%
GM growth 5Y1.53%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SND is still creating some value.
SND has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, SND has more shares outstanding
The debt/assets ratio for SND has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 3.90 indicates that SND is not in any danger for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 3.90, SND belongs to the top of the industry, outperforming 85.00% of the companies in the same industry.
SND has a debt to FCF ratio of 4.12. This is a neutral value as SND would need 4.12 years to pay back of all of its debts.
The Debt to FCF ratio of SND (4.12) is better than 75.00% of its industry peers.
SND has a Debt/Equity ratio of 0.50. This is a healthy value indicating a solid balance between debt and equity.
SND has a Debt to Equity ratio (0.50) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.9 |
ROIC/WACC1.51
WACC7.49%
2.3 Liquidity
SND has a Current Ratio of 1.14. This is a normal value and indicates that SND is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.14, SND is doing worse than 70.00% of the companies in the same industry.
A Quick Ratio of 0.83 indicates that SND may have some problems paying its short term obligations.
SND has a Quick ratio (0.83) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.14 | ||
| Quick Ratio | 0.83 |
3. Growth
3.1 Past
SND shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 8.52%, which is quite good.
SND shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.36% yearly.
SND shows a small growth in Revenue. In the last year, the Revenue has grown by 7.89%.
The Revenue has been growing slightly by 7.04% on average over the past years.
EPS 1Y (TTM)8.52%
EPS 3Y10.72%
EPS 5Y9.36%
EPS Q2Q%-1%
Revenue 1Y (TTM)7.89%
Revenue growth 3Y9.69%
Revenue growth 5Y7.04%
Sales Q2Q%6.4%
3.2 Future
Based on estimates for the next years, SND will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.30% on average per year.
SND is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.08% yearly.
EPS Next Y9.1%
EPS Next 2Y11.24%
EPS Next 3Y11.96%
EPS Next 5Y11.3%
Revenue Next Year7.46%
Revenue Next 2Y7.16%
Revenue Next 3Y7.2%
Revenue Next 5Y7.08%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 28.24, which means the current valuation is very expensive for SND.
Based on the Price/Earnings ratio, SND is valued a bit cheaper than 70.00% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.27. SND is around the same levels.
With a Price/Forward Earnings ratio of 22.71, SND is valued on the expensive side.
The rest of the industry has a similar Price/Forward Earnings ratio as SND.
The average S&P500 Price/Forward Earnings ratio is at 22.77. SND is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.24 | ||
| Fwd PE | 22.71 |
4.2 Price Multiples
SND's Enterprise Value to EBITDA ratio is in line with the industry average.
SND's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 36.07 | ||
| EV/EBITDA | 17.22 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SND does not grow enough to justify the current Price/Earnings ratio.
The excellent profitability rating of SND may justify a higher PE ratio.
PEG (NY)3.1
PEG (5Y)3.02
EPS Next 2Y11.24%
EPS Next 3Y11.96%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.10%, SND has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 2.59, SND pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.38, SND's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
5.2 History
The dividend of SND is nicely growing with an annual growth rate of 8.29%!
Dividend Growth(5Y)8.29%
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
SND pays out 50.95% of its income as dividend. This is a bit on the high side, but may be sustainable.
SND's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP50.95%
EPS Next 2Y11.24%
EPS Next 3Y11.96%
FRA:SND (9/15/2025, 7:00:00 PM)
233.85
+2.05 (+0.88%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)
Earnings (Next)
Inst Owners50.77%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap134.96B
Analysts77.71
Price Target261.03 (11.62%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.1% |
Yearly Dividend3.51
Dividend Growth(5Y)8.29%
DP50.95%
Div Incr Years6
Div Non Decr Years6
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0.54%
PT rev (3m)0.05%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-7.43%
EPS NY rev (3m)-7.43%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.08%
Revenue NY rev (3m)-0.35%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.24 | ||
| Fwd PE | 22.71 | ||
| P/S | 3.43 | ||
| P/FCF | 36.07 | ||
| P/OCF | 25.73 | ||
| P/B | 5.01 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.22 |
EPS(TTM)8.28
EY3.54%
EPS(NY)10.3
Fwd EY4.4%
FCF(TTM)6.48
FCFY2.77%
OCF(TTM)9.09
OCFY3.89%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)3.1
PEG (5Y)3.02
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.94% | ||
| ROE | 15.96% | ||
| ROCE | 15.72% | ||
| ROIC | 11.32% | ||
| ROICexc | 12.42% | ||
| ROICexgc | 50.44% | ||
| OM | 17.21% | ||
| PM (TTM) | 10.94% | ||
| GM | 42.17% | ||
| FCFM | 9.52% |
ROA(3y)6.41%
ROA(5y)5.88%
ROE(3y)14.27%
ROE(5y)13.24%
ROIC(3y)10.64%
ROIC(5y)9.53%
ROICexc(3y)12.12%
ROICexc(5y)10.86%
ROICexgc(3y)78.35%
ROICexgc(5y)64.96%
ROCE(3y)14.35%
ROCE(5y)12.9%
ROICexcg growth 3Y17.29%
ROICexcg growth 5Y12.68%
ROICexc growth 3Y12.33%
ROICexc growth 5Y5.08%
OM growth 3Y2.82%
OM growth 5Y2.96%
PM growth 3Y0.31%
PM growth 5Y4.72%
GM growth 3Y1.34%
GM growth 5Y1.53%
F-Score7
Asset Turnover0.63
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Debt/EBITDA | 1.6 | ||
| Cap/Depr | 94.29% | ||
| Cap/Sales | 3.83% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 62.74% | ||
| Profit Quality | 87.02% | ||
| Current Ratio | 1.14 | ||
| Quick Ratio | 0.83 | ||
| Altman-Z | 3.9 |
F-Score7
WACC7.49%
ROIC/WACC1.51
Cap/Depr(3y)86.5%
Cap/Depr(5y)77.8%
Cap/Sales(3y)3.57%
Cap/Sales(5y)3.4%
Profit Quality(3y)101.35%
Profit Quality(5y)111.95%
High Growth Momentum
Growth
EPS 1Y (TTM)8.52%
EPS 3Y10.72%
EPS 5Y9.36%
EPS Q2Q%-1%
EPS Next Y9.1%
EPS Next 2Y11.24%
EPS Next 3Y11.96%
EPS Next 5Y11.3%
Revenue 1Y (TTM)7.89%
Revenue growth 3Y9.69%
Revenue growth 5Y7.04%
Sales Q2Q%6.4%
Revenue Next Year7.46%
Revenue Next 2Y7.16%
Revenue Next 3Y7.2%
Revenue Next 5Y7.08%
EBIT growth 1Y10.05%
EBIT growth 3Y12.79%
EBIT growth 5Y10.2%
EBIT Next Year35.8%
EBIT Next 3Y17.56%
EBIT Next 5Y15.19%
FCF growth 1Y-0.21%
FCF growth 3Y14.94%
FCF growth 5Y4.25%
OCF growth 1Y4.94%
OCF growth 3Y15.56%
OCF growth 5Y5.73%