SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

Europe • Euronext Paris • EPA:SU • FR0000121972

250.5 EUR
+0.85 (+0.34%)
Last: Feb 4, 2026, 09:59 AM
Fundamental Rating

6

Taking everything into account, SU scores 6 out of 10 in our fundamental rating. SU was compared to 67 industry peers in the Electrical Equipment industry. While SU belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. SU is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

9

1. Profitability

1.1 Basic Checks

  • In the past year SU was profitable.
  • SU had a positive operating cash flow in the past year.
  • In the past 5 years SU has always been profitable.
  • SU had a positive operating cash flow in each of the past 5 years.
SU.PA Yearly Net Income VS EBIT VS OCF VS FCFSU.PA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B

1.2 Ratios

  • With an excellent Return On Assets value of 6.94%, SU belongs to the best of the industry, outperforming 82.09% of the companies in the same industry.
  • The Return On Equity of SU (15.96%) is better than 73.13% of its industry peers.
  • With an excellent Return On Invested Capital value of 11.32%, SU belongs to the best of the industry, outperforming 80.60% of the companies in the same industry.
  • 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 RankSector 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%
SU.PA Yearly ROA, ROE, ROICSU.PA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15

1.3 Margins

  • SU's Profit Margin of 10.94% is amongst the best of the industry. SU outperforms 85.07% of its industry peers.
  • In the last couple of years the Profit Margin of SU has grown nicely.
  • With an excellent Operating Margin value of 17.21%, SU belongs to the best of the industry, outperforming 82.09% of the companies in the same industry.
  • SU's Operating Margin has improved in the last couple of years.
  • SU has a better Gross Margin (42.17%) than 65.67% of its industry peers.
  • SU's Gross Margin has improved in the last couple of years.
Industry RankSector 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%
SU.PA Yearly Profit, Operating, Gross MarginsSU.PA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40

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5

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.
  • Compared to 1 year ago, SU has more shares outstanding
  • The number of shares outstanding for SU has been increased compared to 5 years ago.
  • Compared to 1 year ago, SU has an improved debt to assets ratio.
SU.PA Yearly Shares OutstandingSU.PA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M
SU.PA Yearly Total Debt VS Total AssetsSU.PA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B

2.2 Solvency

  • SU has an Altman-Z score of 4.06. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
  • SU has a better Altman-Z score (4.06) than 77.61% of its industry peers.
  • The Debt to FCF ratio of SU is 4.12, which is a neutral value as it means it would take SU, 4.12 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 4.12, SU is in the better half of the industry, outperforming 70.15% of the companies in the same industry.
  • SU has a Debt/Equity ratio of 0.50. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.50, SU is in line with its industry, outperforming 50.75% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.5
Debt/FCF 4.12
Altman-Z 4.06
ROIC/WACC1.28
WACC8.86%
SU.PA Yearly LT Debt VS Equity VS FCFSU.PA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B

2.3 Liquidity

  • A Current Ratio of 1.14 indicates that SU should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.14, SU is doing worse than 74.63% of the companies in the same industry.
  • A Quick Ratio of 0.83 indicates that SU may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.83, SU perfoms like the industry average, outperforming 44.78% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.14
Quick Ratio 0.83
SU.PA Yearly Current Assets VS Current LiabilitesSU.PA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B 20B

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5

3. Growth

3.1 Past

  • SU shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 8.52%, which is quite good.
  • The Earnings Per Share has been growing by 9.36% on average over the past years. This is quite good.
  • Looking at the last year, SU shows a small growth in Revenue. The Revenue has grown by 7.89% in the last year.
  • SU shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.04% yearly.
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

  • The Earnings Per Share is expected to grow by 12.82% on average over the next years. This is quite good.
  • Based on estimates for the next years, SU will show a small growth in Revenue. The Revenue will grow by 7.85% on average per year.
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

  • 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.
SU.PA Yearly Revenue VS EstimatesSU.PA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 20B 40B 60B
SU.PA Yearly EPS VS EstimatesSU.PA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5 10 15

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3

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 30.25, which means the current valuation is very expensive for SU.
  • SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 67.16% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (28.18), we can say SU is valued inline with the index average.
  • Based on the Price/Forward Earnings ratio of 24.79, the valuation of SU can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SU is on the same level as its industry peers.
  • When comparing the Price/Forward Earnings ratio of SU to the average of the S&P500 Index (25.51), we can say SU is valued inline with the index average.
Industry RankSector Rank
PE 30.25
Fwd PE 24.79
SU.PA Price Earnings VS Forward Price EarningsSU.PA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • SU's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SU is cheaper than 61.19% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as SU.
Industry RankSector Rank
P/FCF 38.63
EV/EBITDA 18.31
SU.PA Per share dataSU.PA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

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)5.9
PEG (5Y)3.23
EPS Next 2Y10.21%
EPS Next 3Y11.67%

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5

5. Dividend

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.05%.
  • Compared to an average industry Dividend Yield of 0.79, SU pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.83, SU's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.05%

5.2 History

  • The dividend of SU is nicely growing with an annual growth rate of 8.29%!
Dividend Growth(5Y)8.29%
Div Incr Years6
Div Non Decr Years6
SU.PA Yearly Dividends per shareSU.PA Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 1 2 3

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%
SU.PA Yearly Income VS Free CF VS DividendSU.PA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B
SU.PA Dividend Payout.SU.PA Dividend Payout, showing the Payout Ratio.SU.PA Dividend Payout.PayoutRetained Earnings

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SCHNEIDER ELECTRIC SE

EPA:SU (2/4/2026, 9:59:15 AM)

250.5

+0.85 (+0.34%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)10-30
Earnings (Next)02-26
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap144.57B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.36 (11.52%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.05%
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)1.17%
PT rev (3m)4.04%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.66%
EPS NY rev (3m)-2.54%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.36%
Valuation
Industry RankSector Rank
PE 30.25
Fwd PE 24.79
P/S 3.68
P/FCF 38.63
P/OCF 27.56
P/B 5.36
P/tB N/A
EV/EBITDA 18.31
EPS(TTM)8.28
EY3.31%
EPS(NY)10.11
Fwd EY4.03%
FCF(TTM)6.48
FCFY2.59%
OCF(TTM)9.09
OCFY3.63%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)5.9
PEG (5Y)3.23
Graham Number93.27
Profitability
Industry RankSector 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%
ROICexgc growth 3Y17.29%
ROICexgc 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 RankSector 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 4.06
F-Score7
WACC8.86%
ROIC/WACC1.28
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 Y5.13%
EPS Next 2Y10.21%
EPS Next 3Y11.67%
EPS Next 5Y12.82%
Revenue 1Y (TTM)7.89%
Revenue growth 3Y9.69%
Revenue growth 5Y7.04%
Sales Q2Q%6.4%
Revenue Next Year6.33%
Revenue Next 2Y6.5%
Revenue Next 3Y6.97%
Revenue Next 5Y7.85%
EBIT growth 1Y10.05%
EBIT growth 3Y12.79%
EBIT growth 5Y10.2%
EBIT Next Year32.64%
EBIT Next 3Y17.47%
EBIT Next 5Y15.6%
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%

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 3 / 10 to SCHNEIDER ELECTRIC SE (SU.PA). This can be considered as Overvalued.


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.