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

EPA:SU • FR0000121972

Current stock price

260.2 EUR
+4.1 (+1.6%)
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.
  • In the past year SU had a positive cash flow from operations.
  • 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

  • Looking at the Return On Assets, with a value of 6.66%, SU belongs to the top of the industry, outperforming 80.28% of the companies in the same industry.
  • The Return On Equity of SU (17.20%) is better than 71.83% of its industry peers.
  • The Return On Invested Capital of SU (11.50%) is better than 77.46% of its industry peers.
  • 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 9.40%.
  • 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

  • The Profit Margin of SU (10.37%) is better than 77.46% 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 17.46%, SU belongs to the best of the industry, outperforming 83.10% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • SU has a better Gross Margin (42.08%) than 67.61% 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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ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. SU.PA Health Analysis

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.
  • The number of shares outstanding for SU has been increased compared to 5 years ago.
  • SU has a worse debt/assets ratio than last year.
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

  • SU has an Altman-Z score of 3.91. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
  • SU's Altman-Z score of 3.91 is fine compared to the rest of the industry. SU outperforms 77.46% of its industry peers.
  • The Debt to FCF ratio of SU is 3.87, which is a good value as it means it would take SU, 3.87 years of fcf income to pay off all of its debts.
  • SU's Debt to FCF ratio of 3.87 is fine compared to the rest of the industry. SU outperforms 69.01% of its industry peers.
  • SU has a Debt/Equity ratio of 0.70. This is a neutral value indicating SU is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.70, SU is not doing good in the industry: 61.97% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 3.91
ROIC/WACC1.37
WACC8.42%
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

  • SU has a Current Ratio of 1.19. This is a normal value and indicates that SU is financially healthy and should not expect problems in meeting its short term obligations.
  • The Current ratio of SU (1.19) is worse than 63.38% 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.
  • SU's Quick ratio of 0.90 is in line compared to the rest of the industry. SU outperforms 56.34% of its industry peers.
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.
  • SU shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 12.72% yearly.
  • The Revenue has been growing slightly by 5.24% in the past year.
  • The Revenue has been growing by 9.80% on average over the past years. This is quite good.
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

  • The Earnings Per Share is expected to grow by 14.75% on average over the next years. This is quite good.
  • Based on estimates for the next years, SU will show a quite strong growth in Revenue. The Revenue will grow by 8.18% on average per year.
EPS Next Y16.87%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
EPS Next 5Y14.75%
Revenue Next Year7.61%
Revenue Next 2Y7.97%
Revenue Next 3Y8.18%
Revenue Next 5Y8.18%

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 stable.
  • 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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4

4. SU.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 30.29, 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 69.01% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (26.78), we can say SU is valued inline with the index average.
  • With a Price/Forward Earnings ratio of 25.92, SU can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SU.
  • The average S&P500 Price/Forward Earnings ratio is at 23.54. SU is around the same levels.
Industry RankSector Rank
PE 30.29
Fwd PE 25.92
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 is on the same level as the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SU is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 32.73
EV/EBITDA 18.62
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 15.73% in the coming years.
PEG (NY)1.8
PEG (5Y)2.38
EPS Next 2Y16.31%
EPS Next 3Y15.73%

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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 1.64%. Purely for dividend investing, there may be better candidates out there.
  • SU's Dividend Yield is rather good when compared to the industry average which is at 0.90. SU pays more dividend than 83.10% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.83, SU has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.64%

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 Years7
Div Non Decr Years7
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

  • 52.63% of the earnings are spent on dividend by SU. This is a bit on the high side, but may be sustainable.
  • SU's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP52.63%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
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 (4/10/2026, 7:00:00 PM)

260.2

+4.1 (+1.6%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners53.08%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap150.17B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.08
Price Target297.95 (14.51%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.64%
Yearly Dividend3.9
Dividend Growth(5Y)8.82%
DP52.63%
Div Incr Years7
Div Non Decr Years7
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)5.84%
PT rev (3m)7.9%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-1.42%
EPS NY rev (3m)-1.28%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.41%
Revenue NY rev (3m)0.83%
Valuation
Industry RankSector Rank
PE 30.29
Fwd PE 25.92
P/S 3.74
P/FCF 32.73
P/OCF 24.49
P/B 6.21
P/tB N/A
EV/EBITDA 18.62
EPS(TTM)8.59
EY3.3%
EPS(NY)10.04
Fwd EY3.86%
FCF(TTM)7.95
FCFY3.06%
OCF(TTM)10.62
OCFY4.08%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)1.8
PEG (5Y)2.38
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 3.91
F-Score5
WACC8.42%
ROIC/WACC1.37
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 Y16.87%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
EPS Next 5Y14.75%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%
Revenue Next Year7.61%
Revenue Next 2Y7.97%
Revenue Next 3Y8.18%
Revenue Next 5Y8.18%
EBIT growth 1Y6.7%
EBIT growth 3Y8.02%
EBIT growth 5Y13.66%
EBIT Next Year31.38%
EBIT Next 3Y18.22%
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.


What is the valuation status of SCHNEIDER ELECTRIC SE (SU.PA) stock?

ChartMill assigns a valuation rating of 4 / 10 to SCHNEIDER ELECTRIC SE (SU.PA). This can be considered as Fairly Valued.


What is the profitability of SU stock?

SCHNEIDER ELECTRIC SE (SU.PA) has a profitability rating of 8 / 10.


What is the valuation of SCHNEIDER ELECTRIC SE based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SCHNEIDER ELECTRIC SE (SU.PA) is 30.29 and the Price/Book (PB) ratio is 6.21.


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 16.87% in the next year.