SCHNEIDER ELECTRIC SE (SU.PA) Fundamental Analysis & Valuation

EPA:SU • FR0000121972

Current stock price

237.15 EUR
-6.25 (-2.57%)
Last:

This SU.PA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. SU.PA Profitability Analysis

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.
  • 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 2025 2B 4B 6B

1.2 Ratios

  • With an excellent Return On Assets value of 6.66%, SU belongs to the best of the industry, outperforming 82.61% of the companies in the same industry.
  • SU's Return On Equity of 17.20% is fine compared to the rest of the industry. SU outperforms 73.91% of its industry peers.
  • With a decent Return On Invested Capital value of 11.50%, SU is doing good in the industry, outperforming 79.71% of the companies in the same industry.
  • SU had an Average Return On Invested Capital over the past 3 years of 10.84%. This is in line with the industry average of 9.48%.
  • The last Return On Invested Capital (11.50%) for SU is above the 3 year average (10.84%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 6.66%
ROE 17.2%
ROIC 11.5%
ROA(3y)6.64%
ROA(5y)6.35%
ROE(3y)15.44%
ROE(5y)14.62%
ROIC(3y)10.84%
ROIC(5y)10.28%
SU.PA Yearly ROA, ROE, ROICSU.PA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SU has a Profit Margin of 10.37%. This is amongst the best in the industry. SU outperforms 82.61% of its industry peers.
  • In the last couple of years the Profit Margin of SU has grown nicely.
  • The Operating Margin of SU (17.46%) is better than 85.51% of its industry peers.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • SU has a better Gross Margin (42.08%) than 72.46% of its industry peers.
  • In the last couple of years the Gross Margin of SU has remained more or less at the same level.
Industry RankSector Rank
OM 17.46%
PM (TTM) 10.37%
GM 42.08%
OM growth 3Y2.37%
OM growth 5Y3.52%
PM growth 3Y0.63%
PM growth 5Y4.18%
GM growth 3Y1.2%
GM growth 5Y0.83%
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 2025 10 20 30 40

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4

2. SU.PA Health Analysis

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.
  • SU has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for SU is higher 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 2025 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 2025 20B 40B 60B

2.2 Solvency

  • An Altman-Z score of 3.70 indicates that SU is not in any danger for bankruptcy at the moment.
  • SU has a Altman-Z score of 3.70. This is in the better half of the industry: SU outperforms 73.91% of its industry peers.
  • SU has a debt to FCF ratio of 3.87. This is a good value and a sign of high solvency as SU would need 3.87 years to pay back of all of its debts.
  • SU has a Debt to FCF ratio of 3.87. This is in the better half of the industry: SU outperforms 72.46% of its industry peers.
  • A Debt/Equity ratio of 0.70 indicates that SU is somewhat dependend on debt financing.
  • The Debt to Equity ratio of SU (0.70) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 3.7
ROIC/WACC1.34
WACC8.6%
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 2025 10B 20B 30B

2.3 Liquidity

  • A Current Ratio of 1.19 indicates that SU should not have too much problems paying its short term obligations.
  • SU's Current ratio of 1.19 is on the low side compared to the rest of the industry. SU is outperformed by 65.22% of its industry peers.
  • SU has a Quick Ratio of 1.19. This is a bad value and indicates that SU is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of SU (0.90) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.19
Quick Ratio 0.9
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 2025 5B 10B 15B 20B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. SU.PA Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 3.25% over the past year.
  • The Earnings Per Share has been growing by 12.72% on average over the past years. This is quite good.
  • The Revenue has been growing slightly by 5.24% in the past year.
  • SU shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.80% yearly.
EPS 1Y (TTM)3.25%
EPS 3Y6.51%
EPS 5Y12.72%
EPS Q2Q%7.19%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%

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 14.75% on average per year.
  • SU is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.18% yearly.
EPS Next Y18.55%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
EPS Next 5Y14.75%
Revenue Next Year7.17%
Revenue Next 2Y7.57%
Revenue Next 3Y7.77%
Revenue Next 5Y8.18%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same 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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4

4. SU.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 27.61, the valuation of SU can be described as expensive.
  • 68.12% of the companies in the same industry are more expensive than SU, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 25.23, SU is valued at the same level.
  • The Price/Forward Earnings ratio is 23.29, which indicates a rather expensive current valuation of SU.
  • SU's Price/Forward Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 23.28. SU is around the same levels.
Industry RankSector Rank
PE 27.61
Fwd PE 23.29
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SU is on the same level as its industry peers.
  • SU's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 29.83
EV/EBITDA 17.09
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 PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SU has an outstanding profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as SU's earnings are expected to grow with 15.28% in the coming years.
PEG (NY)1.49
PEG (5Y)2.17
EPS Next 2Y16.26%
EPS Next 3Y15.28%

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

6

5. SU.PA Dividend Analysis

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.73%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 0.99, SU pays a bit more dividend than its industry peers.
  • SU's Dividend Yield is comparable with the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 1.73%

5.2 History

  • On average, the dividend of SU grows each year by 8.82%, which is quite nice.
Dividend Growth(5Y)8.82%
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 2026 1 2 3 4

5.3 Sustainability

  • SU pays out 52.63% 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.
DP52.63%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
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 2025 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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SU.PA Fundamentals: All Metrics, Ratios and Statistics

SCHNEIDER ELECTRIC SE

EPA:SU (3/20/2026, 7:00:00 PM)

237.15

-6.25 (-2.57%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners52.65%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap136.86B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.08
Price Target281.5 (18.7%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.73%
Yearly Dividend3.9
Dividend Growth(5Y)8.82%
DP52.63%
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)0.61%
PT rev (3m)3.09%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0.77%
EPS NY rev (3m)0.4%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.14%
Revenue NY rev (3m)0.42%
Valuation
Industry RankSector Rank
PE 27.61
Fwd PE 23.29
P/S 3.41
P/FCF 29.83
P/OCF 22.32
P/B 5.66
P/tB N/A
EV/EBITDA 17.09
EPS(TTM)8.59
EY3.62%
EPS(NY)10.18
Fwd EY4.29%
FCF(TTM)7.95
FCFY3.35%
OCF(TTM)10.62
OCFY4.48%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)1.49
PEG (5Y)2.17
Graham Number90.02
Profitability
Industry RankSector Rank
ROA 6.66%
ROE 17.2%
ROCE 15.93%
ROIC 11.5%
ROICexc 12.79%
ROICexgc 51.58%
OM 17.46%
PM (TTM) 10.37%
GM 42.08%
FCFM 11.43%
ROA(3y)6.64%
ROA(5y)6.35%
ROE(3y)15.44%
ROE(5y)14.62%
ROIC(3y)10.84%
ROIC(5y)10.28%
ROICexc(3y)12.36%
ROICexc(5y)11.55%
ROICexgc(3y)59.45%
ROICexgc(5y)65.98%
ROCE(3y)14.75%
ROCE(5y)14.07%
ROICexgc growth 3Y-21.03%
ROICexgc growth 5Y3.3%
ROICexc growth 3Y2.82%
ROICexc growth 5Y7.57%
OM growth 3Y2.37%
OM growth 5Y3.52%
PM growth 3Y0.63%
PM growth 5Y4.18%
GM growth 3Y1.2%
GM growth 5Y0.83%
F-Score5
Asset Turnover0.64
Health
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Debt/EBITDA 1.96
Cap/Depr 93.4%
Cap/Sales 3.84%
Interest Coverage 250
Cash Conversion 70.78%
Profit Quality 110.21%
Current Ratio 1.19
Quick Ratio 0.9
Altman-Z 3.7
F-Score5
WACC8.6%
ROIC/WACC1.34
Cap/Depr(3y)93.05%
Cap/Depr(5y)82.97%
Cap/Sales(3y)3.79%
Cap/Sales(5y)3.52%
Profit Quality(3y)107.02%
Profit Quality(5y)99.95%
High Growth Momentum
Growth
EPS 1Y (TTM)3.25%
EPS 3Y6.51%
EPS 5Y12.72%
EPS Q2Q%7.19%
EPS Next Y18.55%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
EPS Next 5Y14.75%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%
Revenue Next Year7.17%
Revenue Next 2Y7.57%
Revenue Next 3Y7.77%
Revenue Next 5Y8.18%
EBIT growth 1Y6.7%
EBIT growth 3Y8.02%
EBIT growth 5Y13.66%
EBIT Next Year31.44%
EBIT Next 3Y17.94%
EBIT Next 5Y14.75%
FCF growth 1Y10.26%
FCF growth 3Y12.28%
FCF growth 5Y4.87%
OCF growth 1Y9.87%
OCF growth 3Y12.26%
OCF growth 5Y6.69%

SCHNEIDER ELECTRIC SE / SU.PA Fundamental Analysis 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 8 / 10.


What is the financial health of SCHNEIDER ELECTRIC SE (SU.PA) stock?

The financial health rating of SCHNEIDER ELECTRIC SE (SU.PA) is 4 / 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 18.55% in the next year.