SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

EPA:SU • FR0000121972

261.2 EUR
+6.85 (+2.69%)
Last: Feb 18, 2026, 05:36 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

6

Overall SU gets a fundamental rating of 6 out of 10. We evaluated SU against 68 industry peers in the Electrical Equipment industry. SU scores excellent on profitability, but 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

8

1. Profitability

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 2B 4B 6B

1.2 Ratios

  • The Return On Assets of SU (6.94%) is better than 76.47% of its industry peers.
  • The Return On Equity of SU (15.96%) is better than 69.12% of its industry peers.
  • The Return On Invested Capital of SU (11.32%) is better than 76.47% of its industry peers.
  • SU had an Average Return On Invested Capital over the past 3 years of 10.64%. This is in line with the industry average of 10.18%.
  • 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

  • Looking at the Profit Margin, with a value of 10.94%, SU is in the better half of the industry, outperforming 79.41% of the companies in the same industry.
  • SU's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 17.21%, SU belongs to the top of the industry, outperforming 80.88% of the companies in the same industry.
  • 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 66.18% 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

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

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.
  • Compared to 1 year ago, SU has more shares outstanding
  • SU has more shares outstanding than it did 5 years ago.
  • SU has a better 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 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

  • SU has an Altman-Z score of 4.11. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.11, SU is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 4.12, SU is in the better half of the industry, outperforming 63.24% 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.
  • The Debt to Equity ratio of SU (0.50) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.5
Debt/FCF 4.12
Altman-Z 4.11
ROIC/WACC1.32
WACC8.61%
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.
  • SU has a worse Current ratio (1.14) than 75.00% of its industry peers.
  • A Quick Ratio of 0.83 indicates that SU may have some problems paying its short term obligations.
  • SU has a Quick ratio (0.83) which is in line with its industry peers.
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.
  • 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.
  • SU shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.04% yearly.
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

  • SU is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.55% yearly.
  • The Revenue is expected to grow by 7.67% on average over the next years.
EPS Next Y5.13%
EPS Next 2Y10.21%
EPS Next 3Y11.67%
EPS Next 5Y12.55%
Revenue Next Year6.33%
Revenue Next 2Y6.5%
Revenue Next 3Y6.97%
Revenue Next 5Y7.67%

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 accelerating.
  • 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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3

4. Valuation

4.1 Price/Earnings Ratio

  • SU is valuated quite expensively with a Price/Earnings ratio of 31.55.
  • SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 70.59% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.16, SU is valued at the same level.
  • The Price/Forward Earnings ratio is 25.85, which means the current valuation is very expensive for SU.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SU.
  • SU's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.10.
Industry RankSector Rank
PE 31.55
Fwd PE 25.85
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 60.29% 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 40.28
EV/EBITDA 18.63
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 an expensive valuation of the company.
  • The excellent profitability rating of SU may justify a higher PE ratio.
PEG (NY)6.15
PEG (5Y)3.37
EPS Next 2Y10.21%
EPS Next 3Y11.67%

More info and screens

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

4

5. Dividend

5.1 Amount

  • SU has a yearly dividend return of 0.95%, which is pretty low.
  • SU's Dividend Yield is a higher than the industry average which is at 0.79.
  • Compared to an average S&P500 Dividend Yield of 1.82, SU's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.95%

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 (2/18/2026, 5:36:15 PM)

261.2

+6.85 (+2.69%)

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 Cap150.74B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.62
Price Target279.78 (7.11%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 0.95%
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 31.55
Fwd PE 25.85
P/S 3.83
P/FCF 40.28
P/OCF 28.73
P/B 5.59
P/tB N/A
EV/EBITDA 18.63
EPS(TTM)8.28
EY3.17%
EPS(NY)10.11
Fwd EY3.87%
FCF(TTM)6.48
FCFY2.48%
OCF(TTM)9.09
OCFY3.48%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)6.15
PEG (5Y)3.37
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 4.11
F-Score7
WACC8.61%
ROIC/WACC1.32
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 5Y12.55%
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 5Y7.67%
EBIT growth 1Y10.05%
EBIT growth 3Y12.79%
EBIT growth 5Y10.2%
EBIT Next Year32.64%
EBIT Next 3Y17.47%
EBIT Next 5Y15.26%
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 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 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.