SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

Europe • Euronext Paris • EPA:SU • FR0000121972

248.35 EUR
+0.95 (+0.38%)
Last: Feb 5, 2026, 05:36 PM
Fundamental Rating

6

Taking everything into account, SU scores 6 out of 10 in our fundamental rating. SU was compared to 67 industry peers in the Electrical Equipment industry. While SU has a great profitability rating, there are some minor concerns on its financial health. While showing a medium growth rate, SU is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

9

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.
  • In the past 5 years SU has always been profitable.
  • Each year in the past 5 years SU had a positive operating cash flow.
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

  • SU has a better Return On Assets (6.94%) than 82.09% of its industry peers.
  • Looking at the Return On Equity, with a value of 15.96%, SU is in the better half of the industry, outperforming 73.13% of the companies in the same industry.
  • SU's Return On Invested Capital of 11.32% is amongst the best of the industry. SU outperforms 80.60% 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 9.49%.
  • 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 belongs to the top of the industry, outperforming 85.07% of the companies in the same industry.
  • SU's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 17.21%, SU belongs to the best of the industry, outperforming 82.09% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • SU's Gross Margin of 42.17% is fine compared to the rest of the industry. SU outperforms 65.67% 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

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SU is 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.
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

  • An Altman-Z score of 4.04 indicates that SU is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.04, SU is in the better half of the industry, outperforming 74.63% of the companies in the same industry.
  • 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.
  • The Debt to FCF ratio of SU (4.12) is better than 70.15% 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's Debt to Equity ratio of 0.50 is in line compared to the rest of the industry. SU outperforms 50.75% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.5
Debt/FCF 4.12
Altman-Z 4.04
ROIC/WACC1.28
WACC8.86%
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

  • SU has a Current Ratio of 1.14. This is a normal value and indicates that SU is financially healthy and should not expect problems in meeting its short term obligations.
  • SU has a Current ratio of 1.14. This is in the lower half of the industry: SU underperforms 74.63% of its industry peers.
  • A Quick Ratio of 0.83 indicates that SU may have some problems paying its short term obligations.
  • The Quick ratio of SU (0.83) is comparable to the rest of the industry.
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.
  • SU shows a small growth in Revenue. In the last year, the Revenue has grown by 7.89%.
  • Measured over the past years, SU shows a small growth in Revenue. The Revenue has been growing by 7.04% on average per year.
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 12.82% yearly.
  • 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 Y5.13%
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.
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

  • Based on the Price/Earnings ratio of 29.99, the valuation of SU can be described as expensive.
  • 67.16% of the companies in the same industry are more expensive than SU, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 28.25. SU is around the same levels.
  • SU is valuated rather expensively with a Price/Forward Earnings ratio of 24.57.
  • SU's Price/Forward Earnings ratio is in line with the industry average.
  • SU is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 27.50, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 29.99
Fwd PE 24.57
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

  • 62.69% 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 RankSector Rank
P/FCF 38.3
EV/EBITDA 18.15
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 SU does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of SU may justify a higher PE ratio.
PEG (NY)5.84
PEG (5Y)3.21
EPS Next 2Y10.21%
EPS Next 3Y11.67%

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

5

5. Dividend

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.05%.
  • SU's Dividend Yield is a higher than the industry average which is at 0.79.
  • With a Dividend Yield of 1.05, SU pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.05%

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.
  • 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%
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 (2/5/2026, 5:36:15 PM)

248.35

+0.95 (+0.38%)

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 Cap143.33B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.36 (12.49%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.05%
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)1.17%
PT rev (3m)4.04%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-0.66%
EPS NY rev (3m)-2.54%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.36%
Valuation
Industry RankSector Rank
PE 29.99
Fwd PE 24.57
P/S 3.65
P/FCF 38.3
P/OCF 27.32
P/B 5.32
P/tB N/A
EV/EBITDA 18.15
EPS(TTM)8.28
EY3.33%
EPS(NY)10.11
Fwd EY4.07%
FCF(TTM)6.48
FCFY2.61%
OCF(TTM)9.09
OCFY3.66%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)5.84
PEG (5Y)3.21
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 4.04
F-Score7
WACC8.86%
ROIC/WACC1.28
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 5Y12.82%
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 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 5.13% in the next year.