SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe • Euronext Paris • EPA:SU • FR0000121972
247.1 EUR
+4.8 (+1.98%)
Last: Feb 2, 2026, 05:05 PM
SU gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 67 industry peers in the Electrical Equipment industry. While SU has a great profitability rating, there are some minor concerns on its financial health. While showing a medium growth rate, SU is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
- In the past year SU was profitable.
- In the past year SU had a positive cash flow from operations.
- In the past 5 years SU has always been profitable.
- In the past 5 years SU always reported a positive cash flow from operatings.
1.2 Ratios
- SU has a Return On Assets of 6.94%. This is amongst the best in the industry. SU outperforms 83.58% of its industry peers.
- With a decent Return On Equity value of 15.96%, SU is doing good in the industry, outperforming 74.63% of the companies in the same industry.
- SU's Return On Invested Capital of 11.32% is amongst the best of the industry. SU outperforms 82.09% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for SU is in line with the industry average of 9.49%.
- The 3 year average ROIC (10.64%) for SU is below the current ROIC(11.32%), indicating increased profibility in the last year.
| 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
- Looking at the Profit Margin, with a value of 10.94%, SU belongs to the top of the industry, outperforming 86.57% of the companies in the same industry.
- SU's Profit Margin has improved in the last couple of years.
- SU has a Operating Margin of 17.21%. This is amongst the best in the industry. SU outperforms 83.58% of its industry peers.
- SU's Operating Margin has improved in the last couple of years.
- Looking at the Gross Margin, with a value of 42.17%, SU is in the better half of the industry, outperforming 67.16% of the companies in the same industry.
- SU'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
- SU has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
- SU has more shares outstanding than it did 1 year ago.
- Compared to 5 years ago, SU has more shares outstanding
- Compared to 1 year ago, SU has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 3.99 indicates that SU is not in any danger for bankruptcy at the moment.
- SU has a Altman-Z score of 3.99. This is in the better half of the industry: SU outperforms 74.63% of its industry peers.
- SU has a debt to FCF ratio of 4.12. This is a neutral value as SU would need 4.12 years to pay back of all of its debts.
- SU has a better Debt to FCF ratio (4.12) than 71.64% of its industry peers.
- SU has a Debt/Equity ratio of 0.50. This is a healthy value indicating a solid balance between debt and equity.
- The Debt to Equity ratio of SU (0.50) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.99 |
ROIC/WACC1.28
WACC8.86%
2.3 Liquidity
- SU has a Current Ratio of 1.14. This is a normal value and indicates that SU is financially healthy and should not expect problems in meeting its short term obligations.
- SU has a worse Current ratio (1.14) than 73.13% of its industry peers.
- A Quick Ratio of 0.83 indicates that SU may have some problems paying its short term obligations.
- SU has a Quick ratio (0.83) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.14 | ||
| Quick Ratio | 0.83 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 8.52% over the past year.
- The Earnings Per Share has been growing by 9.36% on average over the past years. This is quite good.
- SU shows a small growth in Revenue. In the last year, the Revenue has grown by 7.89%.
- Measured over the past years, SU shows a small growth in Revenue. The Revenue has been growing by 7.04% on average per year.
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, SU will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.82% on average per year.
- SU is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.85% yearly.
EPS Next Y5.13%
EPS Next 2Y10.21%
EPS Next 3Y11.67%
EPS Next 5Y12.82%
Revenue Next Year6.33%
Revenue Next 2Y6.5%
Revenue Next 3Y6.97%
Revenue Next 5Y7.85%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- SU is valuated quite expensively with a Price/Earnings ratio of 29.84.
- Compared to the rest of the industry, the Price/Earnings ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 68.66% of the companies listed in the same industry.
- When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (28.32), we can say SU is valued inline with the index average.
- Based on the Price/Forward Earnings ratio of 24.45, the valuation of SU can be described as rather expensive.
- SU's Price/Forward Earnings ratio is in line with the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.57, SU is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.84 | ||
| Fwd PE | 24.45 |
4.2 Price Multiples
- SU's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SU is cheaper than 62.69% of the companies in the same industry.
- SU's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 38.11 | ||
| EV/EBITDA | 17.8 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SU does not grow enough to justify the current Price/Earnings ratio.
- The excellent profitability rating of SU may justify a higher PE ratio.
PEG (NY)5.82
PEG (5Y)3.19
EPS Next 2Y10.21%
EPS Next 3Y11.67%
5. Dividend
5.1 Amount
- SU has a Yearly Dividend Yield of 1.05%.
- SU's Dividend Yield is a higher than the industry average which is at 0.79.
- With a Dividend Yield of 1.05, SU pays less dividend than the S&P500 average, which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.05% |
5.2 History
- On average, the dividend of SU grows each year by 8.29%, which is quite nice.
Dividend Growth(5Y)8.29%
Div Incr Years6
Div Non Decr Years6
5.3 Sustainability
- SU pays out 50.95% of its income as dividend. This is a bit on the high side, but may be sustainable.
- The dividend of SU is growing, but earnings are growing more, so the dividend growth is sustainable.
DP50.95%
EPS Next 2Y10.21%
EPS Next 3Y11.67%
SCHNEIDER ELECTRIC SE / SU.PA FAQ
What is the ChartMill fundamental rating of SCHNEIDER ELECTRIC SE (SU.PA) stock?
ChartMill assigns a fundamental rating of 6 / 10 to SU.PA.
Can you provide the valuation status for SCHNEIDER ELECTRIC SE?
ChartMill assigns a valuation rating of 4 / 10 to SCHNEIDER ELECTRIC SE (SU.PA). This can be considered as Fairly Valued.
How profitable is SCHNEIDER ELECTRIC SE (SU.PA) stock?
SCHNEIDER ELECTRIC SE (SU.PA) has a profitability rating of 9 / 10.
What is the financial health of SCHNEIDER ELECTRIC SE (SU.PA) stock?
The financial health rating of SCHNEIDER ELECTRIC SE (SU.PA) is 5 / 10.
Can you provide the expected EPS growth for SU stock?
The Earnings per Share (EPS) of SCHNEIDER ELECTRIC SE (SU.PA) is expected to grow by 5.13% in the next year.