SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

Europe • Euronext Paris • EPA:SU • FR0000121972

252.9 EUR
+4.55 (+1.83%)
Last: Feb 6, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

6

SU gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 71 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. While showing a medium growth rate, SU is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

9

1. Profitability

1.1 Basic Checks

  • SU had positive earnings in the past year.
  • SU had a positive operating cash flow in the past year.
  • Each year in the past 5 years SU has been profitable.
  • In the past 5 years SU always reported a positive cash flow from operatings.
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

  • Looking at the Return On Assets, with a value of 6.94%, SU belongs to the top of the industry, outperforming 82.09% of the companies in the same industry.
  • SU has a better Return On Equity (15.96%) than 74.63% of its industry peers.
  • SU has a Return On Invested Capital of 11.32%. This is amongst the best in the industry. SU outperforms 82.09% 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 9.50%.
  • 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.
  • SU has a better Operating Margin (17.21%) than 83.58% of its industry peers.
  • SU's Operating Margin has improved in the last couple of years.
  • The Gross Margin of SU (42.17%) is better than 67.16% of its industry peers.
  • In the last couple of years the Gross Margin of SU has grown nicely.
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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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SU is still creating some value.
  • SU has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for SU has been increased compared to 5 years ago.
  • The debt/assets ratio for SU has been reduced compared to a year ago.
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

  • An Altman-Z score of 4.09 indicates that SU is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 4.09, SU is doing good in the industry, outperforming 74.63% 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.
  • With a decent Debt to FCF ratio value of 4.12, SU is doing good in the industry, outperforming 68.66% 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.
  • SU has a Debt to Equity ratio (0.50) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.5
Debt/FCF 4.12
Altman-Z 4.09
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.
  • The Current ratio of SU (1.14) is worse 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.
  • Looking at the Quick ratio, with a value of 0.83, SU is in line with its industry, outperforming 49.25% 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

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.
  • 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

  • The Earnings Per Share is expected to grow by 12.82% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 7.85% on average over the next years.
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.
  • 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.
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 30.54, which means the current valuation is very expensive for SU.
  • Based on the Price/Earnings ratio, SU is valued a bit cheaper than the industry average as 70.15% of the companies are valued more expensively.
  • SU is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.93, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 25.02 indicates a quite expensive valuation of SU.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SU.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.77, SU is valued at the same level.
Industry RankSector Rank
PE 30.54
Fwd PE 25.02
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.
  • SU's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 39
EV/EBITDA 18.53
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.
  • SU has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)5.95
PEG (5Y)3.26
EPS Next 2Y10.21%
EPS Next 3Y11.67%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.02%.
  • SU's Dividend Yield is a higher than the industry average which is at 0.74.
  • With a Dividend Yield of 1.02, SU pays less dividend than the S&P500 average, which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.02%

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 (2/6/2026, 7:00:00 PM)

252.9

+4.55 (+1.83%)

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 Cap145.95B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.78 (10.63%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.02%
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)1.32%
PT rev (3m)4.19%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.66%
EPS NY rev (3m)-1.76%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.13%
Valuation
Industry RankSector Rank
PE 30.54
Fwd PE 25.02
P/S 3.71
P/FCF 39
P/OCF 27.82
P/B 5.42
P/tB N/A
EV/EBITDA 18.53
EPS(TTM)8.28
EY3.27%
EPS(NY)10.11
Fwd EY4%
FCF(TTM)6.48
FCFY2.56%
OCF(TTM)9.09
OCFY3.59%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)5.95
PEG (5Y)3.26
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 4.09
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.