SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

Europe • Euronext Paris • EPA:SU • FR0000121972

265.8 EUR
+8.45 (+3.28%)
Last: Feb 11, 2026, 02:12 PM
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 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.


Dividend Valuation Growth Profitability Health

9

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.
  • Each year in the past 5 years SU had a positive operating cash flow.
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

  • SU has a better Return On Assets (6.94%) than 81.69% of its industry peers.
  • The Return On Equity of SU (15.96%) is better than 74.65% of its industry peers.
  • The Return On Invested Capital of SU (11.32%) is better than 81.69% 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 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 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

  • The Profit Margin of SU (10.94%) is better than 85.92% of its industry peers.
  • SU's Profit Margin has improved in the last couple of years.
  • The Operating Margin of SU (17.21%) is better than 84.51% of its industry peers.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • SU has a Gross Margin of 42.17%. This is in the better half of the industry: SU outperforms 67.61% 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

5

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SU is creating some value.
  • The number of shares outstanding for SU has been increased compared to 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.
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 4.14 indicates that SU is not in any danger for bankruptcy at the moment.
  • SU's Altman-Z score of 4.14 is fine compared to the rest of the industry. SU outperforms 74.65% 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.
  • SU has a better Debt to FCF ratio (4.12) than 67.61% 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.
  • With a Debt to Equity ratio value of 0.50, SU perfoms like the industry average, outperforming 53.52% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.5
Debt/FCF 4.12
Altman-Z 4.14
ROIC/WACC1.23
WACC9.22%
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.
  • With a Current ratio value of 1.14, SU is not doing good in the industry: 71.83% of the companies in the same industry are doing better.
  • 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 47.89% 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

5

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

  • 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.
  • 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

3

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 32.10, the valuation of SU can be described as expensive.
  • Based on the Price/Earnings ratio, SU is valued a bit cheaper than the industry average as 73.24% of the companies are valued more expensively.
  • SU's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.03.
  • SU is valuated quite expensively with a Price/Forward Earnings ratio of 26.30.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SU.
  • When comparing the Price/Forward Earnings ratio of SU to the average of the S&P500 Index (27.97), we can say SU is valued inline with the index average.
Industry RankSector Rank
PE 32.1
Fwd PE 26.3
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

  • Based on the Enterprise Value to EBITDA ratio, SU is valued a bit cheaper than the industry average as 63.38% of the companies are valued more expensively.
  • SU's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 40.99
EV/EBITDA 18.84
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)6.26
PEG (5Y)3.43
EPS Next 2Y10.21%
EPS Next 3Y11.67%

5

5. Dividend

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.02%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 0.74, SU pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.80, SU's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.02%

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
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

SCHNEIDER ELECTRIC SE

EPA:SU (2/11/2026, 2:12:05 PM)

265.8

+8.45 (+3.28%)

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 Cap153.40B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.78 (5.26%)
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 32.1
Fwd PE 26.3
P/S 3.9
P/FCF 40.99
P/OCF 29.24
P/B 5.69
P/tB N/A
EV/EBITDA 18.84
EPS(TTM)8.28
EY3.12%
EPS(NY)10.11
Fwd EY3.8%
FCF(TTM)6.48
FCFY2.44%
OCF(TTM)9.09
OCFY3.42%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)6.26
PEG (5Y)3.43
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 4.14
F-Score7
WACC9.22%
ROIC/WACC1.23
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.