SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe • Euronext Paris • EPA:SU • FR0000121972
242.3 EUR
+0.9 (+0.37%)
Last: Jan 30, 2026, 07:00 PM
Taking everything into account, SU scores 6 out of 10 in our fundamental rating. SU was compared to 75 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. SU has a correct valuation and a medium growth rate.
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.
- SU had positive earnings in each of the past 5 years.
- SU had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SU (6.94%) is better than 82.67% of its industry peers.
- The Return On Equity of SU (15.96%) is better than 76.00% of its industry peers.
- SU has a Return On Invested Capital of 11.32%. This is amongst the best in the industry. SU outperforms 81.33% 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 9.59%.
- 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
- With an excellent Profit Margin value of 10.94%, SU belongs to the best of the industry, outperforming 86.67% of the companies in the same industry.
- In the last couple of years the Profit Margin of SU has grown nicely.
- SU's Operating Margin of 17.21% is amongst the best of the industry. SU outperforms 84.00% of its industry peers.
- SU's Operating Margin has improved in the last couple of years.
- SU's Gross Margin of 42.17% is fine compared to the rest of the industry. SU outperforms 70.67% 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
- 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.
- Compared to 1 year ago, SU has an improved debt to assets ratio.
2.2 Solvency
- SU has an Altman-Z score of 3.99. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
- SU's Altman-Z score of 3.99 is fine compared to the rest of the industry. SU outperforms 72.00% 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.
- The Debt to FCF ratio of SU (4.12) is better than 70.67% 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.
- SU has a Debt to Equity ratio of 0.50. This is comparable to the rest of the industry: SU outperforms 54.67% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.99 |
ROIC/WACC1.26
WACC8.99%
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 72.00% of its industry peers.
- SU has a Quick Ratio of 1.14. This is a bad value and indicates that SU is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Quick ratio value of 0.83, SU perfoms like the industry average, outperforming 48.00% of the companies in the same 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.
- The Earnings Per Share has been growing by 9.36% on average over the past years. This is quite good.
- SU shows a small growth in Revenue. In the last year, the Revenue has grown by 7.89%.
- The Revenue has been growing slightly by 7.04% on average over the past years.
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
- Based on estimates for the next years, SU will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.82% on average per year.
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 29.26, SU can be considered very expensive at the moment.
- SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 72.00% of the companies in the same industry.
- SU is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 28.32, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 23.98, which indicates a rather expensive current valuation of SU.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 61.33% of the companies listed in the same industry.
- SU is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 25.57, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.26 | ||
| Fwd PE | 23.98 |
4.2 Price Multiples
- 66.67% 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 ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 37.37 | ||
| EV/EBITDA | 17.8 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- The excellent profitability rating of SU may justify a higher PE ratio.
PEG (NY)5.7
PEG (5Y)3.13
EPS Next 2Y10.21%
EPS Next 3Y11.67%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 1.05%, SU has a reasonable but not impressive dividend return.
- 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 1.83, SU's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.05% |
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
5.3 Sustainability
- 50.95% 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.
DP50.95%
EPS Next 2Y10.21%
EPS Next 3Y11.67%
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 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 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.