SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe - Euronext Paris - EPA:SU - FR0000121972 - Common Stock
230.45 EUR
+2.8 (+1.23%)
SU gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 73 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.
- 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.
1.2 Ratios
- Looking at the Return On Assets, with a value of 6.94%, SU belongs to the top of the industry, outperforming 84.93% of the companies in the same industry.
- Looking at the Return On Equity, with a value of 15.96%, SU is in the better half of the industry, outperforming 75.34% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 11.32%, SU belongs to the top of the industry, outperforming 82.19% of the companies in the same industry.
- The Average Return On Invested Capital over the past 3 years for SU is in line with the industry average of 9.58%.
- 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
- The Profit Margin of SU (10.94%) is better than 89.04% of its industry peers.
- In the last couple of years the Profit Margin of SU has grown nicely.
- Looking at the Operating Margin, with a value of 17.21%, SU belongs to the top of the industry, outperforming 86.30% of the companies in the same industry.
- SU's Operating Margin has improved in the last couple of years.
- SU has a better Gross Margin (42.17%) than 71.23% 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.
- SU has more shares outstanding than it did 5 years ago.
- SU has a better debt/assets ratio than last year.
2.2 Solvency
- SU has an Altman-Z score of 3.84. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
- The Altman-Z score of SU (3.84) is better than 76.71% 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 72.60% of its industry peers.
- A Debt/Equity ratio of 0.50 indicates that SU is not too dependend on debt financing.
- The Debt to Equity ratio of SU (0.50) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.84 |
ROIC/WACC1.34
WACC8.46%
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 72.60% 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.
- SU has a Quick ratio (0.83) which is in line with its industry peers.
| 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.
- 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.
- 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
- The Earnings Per Share is expected to grow by 12.82% on average over the next years. This is quite good.
- Based on estimates for the next years, SU will show a small growth in Revenue. The Revenue will grow by 7.85% on average per year.
EPS Next Y5.83%
EPS Next 2Y10.55%
EPS Next 3Y11.73%
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.
- 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
- The Price/Earnings ratio is 27.83, which means the current valuation is very expensive for SU.
- Based on the Price/Earnings ratio, SU is valued a bit cheaper than the industry average as 69.86% of the companies are valued more expensively.
- When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (27.32), we can say SU is valued inline with the index average.
- SU is valuated rather expensively with a Price/Forward Earnings ratio of 22.66.
- 63.01% of the companies in the same industry are more expensive than SU, based on the Price/Forward Earnings ratio.
- SU's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.32.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.83 | ||
| Fwd PE | 22.66 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SU is valued a bit cheaper than 64.38% of the companies in the same industry.
- SU's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 35.54 | ||
| EV/EBITDA | 16.79 |
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)4.77
PEG (5Y)2.97
EPS Next 2Y10.55%
EPS Next 3Y11.73%
5. Dividend
5.1 Amount
- SU has a Yearly Dividend Yield of 1.08%. Purely for dividend investing, there may be better candidates out there.
- SU's Dividend Yield is a higher than the industry average which is at 0.82.
- With a Dividend Yield of 1.08, SU pays less dividend than the S&P500 average, which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.08% |
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
- 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 2Y10.55%
EPS Next 3Y11.73%
EPA:SU (1/22/2026, 7:00:00 PM)
230.45
+2.8 (+1.23%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)10-30 2025-10-30
Earnings (Next)02-19 2026-02-19/amc
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap133.00B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.36 (21.22%)
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)2.31%
PT rev (3m)5.83%
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 | 27.83 | ||
| Fwd PE | 22.66 | ||
| P/S | 3.38 | ||
| P/FCF | 35.54 | ||
| P/OCF | 25.35 | ||
| P/B | 4.93 | ||
| P/tB | N/A | ||
| EV/EBITDA | 16.79 |
EPS(TTM)8.28
EY3.59%
EPS(NY)10.17
Fwd EY4.41%
FCF(TTM)6.48
FCFY2.81%
OCF(TTM)9.09
OCFY3.94%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)4.77
PEG (5Y)2.97
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 | 3.84 |
F-Score7
WACC8.46%
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 5Y12.82%
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 5Y7.85%
EBIT growth 1Y10.05%
EBIT growth 3Y12.79%
EBIT growth 5Y10.2%
EBIT Next Year32.64%
EBIT Next 3Y17.47%
EBIT Next 5Y15.6%
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 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 5.83% in the next year.