SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe - Euronext Paris - EPA:SU - FR0000121972 - Common Stock
235.3 EUR
-9.15 (-3.74%)
Overall SU gets a fundamental rating of 6 out of 10. We evaluated SU against 70 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 is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
SU had positive earnings in the past year.
In the past year SU had a positive cash flow from operations.
Each year in the past 5 years SU has been profitable.
In the past 5 years SU always reported a positive cash flow from operatings.
1.2 Ratios
With an excellent Return On Assets value of 6.94%, SU belongs to the best of the industry, outperforming 82.86% of the companies in the same industry.
The Return On Equity of SU (15.96%) is better than 74.29% of its industry peers.
The Return On Invested Capital of SU (11.32%) is better than 80.00% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for SU is in line with the industry average of 9.63%.
The 3 year average ROIC (10.64%) for SU is below the current ROIC(11.32%), indicating increased profibility in the last year.
| 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
SU's Profit Margin of 10.94% is amongst the best of the industry. SU outperforms 87.14% of its industry peers.
SU's Profit Margin has improved in the last couple of years.
SU's Operating Margin of 17.21% is amongst the best of the industry. SU outperforms 84.29% of its industry peers.
In the last couple of years the Operating Margin of SU has grown nicely.
With a decent Gross Margin value of 42.17%, SU is doing good in the industry, outperforming 68.57% of the companies in the same industry.
SU's Gross Margin has improved in the last couple of years.
| 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
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.
SU has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 4.01 indicates that SU is not in any danger for bankruptcy at the moment.
SU has a better Altman-Z score (4.01) than 78.57% of its industry peers.
SU has a debt to FCF ratio of 4.12. This is a neutral value as SU would need 4.12 years to pay back of all of its debts.
SU has a better Debt to FCF ratio (4.12) than 70.00% 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 54.29% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 4.01 |
ROIC/WACC1.34
WACC8.42%
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: 72.86% 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 47.14% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.14 | ||
| Quick Ratio | 0.83 |
3. Growth
3.1 Past
SU shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 8.52%, which is quite good.
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
SU is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.74% yearly.
Based on estimates for the next years, SU will show a small growth in Revenue. The Revenue will grow by 7.78% on average per year.
EPS Next Y5.83%
EPS Next 2Y10.55%
EPS Next 3Y11.73%
EPS Next 5Y12.74%
Revenue Next Year6.33%
Revenue Next 2Y6.5%
Revenue Next 3Y6.97%
Revenue Next 5Y7.78%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better 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.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 28.42, the valuation of SU can be described as expensive.
Based on the Price/Earnings ratio, SU is valued a bit cheaper than 65.71% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 26.92, SU is valued at the same level.
With a Price/Forward Earnings ratio of 23.14, SU is valued on the expensive side.
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 (23.57), we can say SU is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.42 | ||
| Fwd PE | 23.14 |
4.2 Price Multiples
SU's Enterprise Value to EBITDA is on the same level as the industry average.
SU's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 36.29 | ||
| EV/EBITDA | 17.95 |
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.
SU has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)4.87
PEG (5Y)3.04
EPS Next 2Y10.55%
EPS Next 3Y11.73%
5. Dividend
5.1 Amount
SU has a Yearly Dividend Yield of 1.08%.
SU's Dividend Yield is a higher than the industry average which is at 0.88.
Compared to an average S&P500 Dividend Yield of 1.94, SU's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.08% |
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
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 2Y10.55%
EPS Next 3Y11.73%
EPA:SU (1/8/2026, 5:02:19 PM)
235.3
-9.15 (-3.74%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)
Earnings (Next)
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap135.80B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts80.56
Price Target276.13 (17.35%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.08% |
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)1.13%
PT rev (3m)4.61%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.66%
EPS NY rev (3m)-1.89%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.05%
Revenue NY rev (3m)-0.36%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.42 | ||
| Fwd PE | 23.14 | ||
| P/S | 3.45 | ||
| P/FCF | 36.29 | ||
| P/OCF | 25.89 | ||
| P/B | 5.04 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.95 |
EPS(TTM)8.28
EY3.52%
EPS(NY)10.17
Fwd EY4.32%
FCF(TTM)6.48
FCFY2.76%
OCF(TTM)9.09
OCFY3.86%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)4.87
PEG (5Y)3.04
Graham Number93.27
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 4.01 |
F-Score7
WACC8.42%
ROIC/WACC1.34
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 Y5.83%
EPS Next 2Y10.55%
EPS Next 3Y11.73%
EPS Next 5Y12.74%
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 5Y7.78%
EBIT growth 1Y10.05%
EBIT growth 3Y12.79%
EBIT growth 5Y10.2%
EBIT Next Year32.64%
EBIT Next 3Y17.47%
EBIT Next 5Y15.52%
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 5.83% in the next year.