SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe - Euronext Paris - EPA:SU - FR0000121972 - Common Stock
232.2 EUR
-6.25 (-2.62%)
SU gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 68 industry peers in the Electrical Equipment industry. While SU has a great profitability rating, there are some minor concerns on its financial health. SU is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
- In the past year SU was profitable.
- SU had a positive operating cash flow in the past year.
- SU had positive earnings in each of the past 5 years.
- In the past 5 years SU always reported a positive cash flow from operatings.
1.2 Ratios
- SU has a better Return On Assets (6.94%) than 82.35% of its industry peers.
- SU's Return On Equity of 15.96% is fine compared to the rest of the industry. SU outperforms 75.00% of its industry peers.
- SU has a better Return On Invested Capital (11.32%) than 80.88% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SU is in line with the industry average of 9.51%.
- The last Return On Invested Capital (11.32%) for SU 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
- SU has a Profit Margin of 10.94%. This is amongst the best in the industry. SU outperforms 86.76% of its industry peers.
- In the last couple of years the Profit Margin of SU has grown nicely.
- Looking at the Operating Margin, with a value of 17.21%, SU belongs to the top of the industry, outperforming 83.82% of the companies in the same industry.
- In the last couple of years the Operating Margin of SU has grown nicely.
- The Gross Margin of SU (42.17%) is better than 69.12% of its industry peers.
- In the last couple of years the Gross Margin of SU has grown nicely.
| 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.
- The number of shares outstanding for SU has been increased compared to 1 year ago.
- SU has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for SU has been reduced compared to a year ago.
2.2 Solvency
- An Altman-Z score of 3.95 indicates that SU is not in any danger for bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 3.95, SU is in the better half of the industry, outperforming 76.47% of the companies in the same industry.
- 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 72.06% of its industry peers.
- A Debt/Equity ratio of 0.50 indicates that SU is not too dependend on debt financing.
- SU has a Debt to Equity ratio of 0.50. This is comparable to the rest of the industry: SU outperforms 52.94% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.95 |
ROIC/WACC1.33
WACC8.51%
2.3 Liquidity
- A Current Ratio of 1.14 indicates that SU should not have too much problems paying its short term obligations.
- SU has a worse Current ratio (1.14) than 73.53% 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.
- Measured over the past years, SU shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.36% on average per year.
- Looking at the last year, SU shows a small growth in Revenue. The Revenue has grown by 7.89% in the last year.
- 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
- SU is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.82% yearly.
- SU is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.85% yearly.
EPS Next Y5.83%
EPS Next 2Y10.55%
EPS Next 3Y11.73%
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.
- 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
- Based on the Price/Earnings ratio of 28.04, the valuation of SU can be described as expensive.
- SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 66.18% of the companies in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.30, SU is valued at the same level.
- Based on the Price/Forward Earnings ratio of 22.83, 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 (24.04), we can say SU is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.04 | ||
| Fwd PE | 22.83 |
4.2 Price Multiples
- 61.76% of the companies in the same industry are more expensive than SU, based on the Enterprise Value to EBITDA ratio.
- SU's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 35.81 | ||
| EV/EBITDA | 17.53 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- SU has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)4.81
PEG (5Y)3
EPS Next 2Y10.55%
EPS Next 3Y11.73%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 1.08%, SU has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 0.80, SU pays a bit more dividend than its industry peers.
- With a Dividend Yield of 1.08, SU pays less dividend than the S&P500 average, which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.08% |
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
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 2Y10.55%
EPS Next 3Y11.73%
EPA:SU (1/14/2026, 4:18:12 PM)
232.2
-6.25 (-2.62%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)10-30 2025-10-30
Earnings (Next)02-19 2026-02-19/amc
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap134.01B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target276.13 (18.92%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.08% |
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)1.13%
PT rev (3m)4.61%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.66%
EPS NY rev (3m)-1.89%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.05%
Revenue NY rev (3m)-0.36%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.04 | ||
| Fwd PE | 22.83 | ||
| P/S | 3.41 | ||
| P/FCF | 35.81 | ||
| P/OCF | 25.54 | ||
| P/B | 4.97 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.53 |
EPS(TTM)8.28
EY3.57%
EPS(NY)10.17
Fwd EY4.38%
FCF(TTM)6.48
FCFY2.79%
OCF(TTM)9.09
OCFY3.91%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)4.81
PEG (5Y)3
Graham Number93.27
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%
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 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 | 3.95 |
F-Score7
WACC8.51%
ROIC/WACC1.33
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 Y5.83%
EPS Next 2Y10.55%
EPS Next 3Y11.73%
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 5.83% in the next year.