SCHNEIDER ELECTRIC SE (SU.PA) Fundamental Analysis & Valuation

EPA:SU • FR0000121972

Current stock price

247.2 EUR
+5.4 (+2.23%)
Last:

This SU.PA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. SU.PA Profitability Analysis

1.1 Basic Checks

  • In the past year SU was profitable.
  • In the past year SU had a positive cash flow from operations.
  • Each year in the past 5 years SU has 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 2025 2B 4B 6B

1.2 Ratios

  • With an excellent Return On Assets value of 6.66%, SU belongs to the best of the industry, outperforming 81.16% of the companies in the same industry.
  • The Return On Equity of SU (17.20%) is better than 73.91% of its industry peers.
  • With a decent Return On Invested Capital value of 11.50%, SU is doing good in the industry, outperforming 79.71% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SU is in line with the industry average of 9.51%.
  • The 3 year average ROIC (10.84%) for SU is below the current ROIC(11.50%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.66%
ROE 17.2%
ROIC 11.5%
ROA(3y)6.64%
ROA(5y)6.35%
ROE(3y)15.44%
ROE(5y)14.62%
ROIC(3y)10.84%
ROIC(5y)10.28%
SU.PA Yearly ROA, ROE, ROICSU.PA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • SU's Profit Margin of 10.37% is amongst the best of the industry. SU outperforms 81.16% of its industry peers.
  • SU's Profit Margin has improved in the last couple of years.
  • SU's Operating Margin of 17.46% is amongst the best of the industry. SU outperforms 85.51% of its industry peers.
  • SU's Operating Margin has improved in the last couple of years.
  • SU's Gross Margin of 42.08% is fine compared to the rest of the industry. SU outperforms 72.46% of its industry peers.
  • SU's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 17.46%
PM (TTM) 10.37%
GM 42.08%
OM growth 3Y2.37%
OM growth 5Y3.52%
PM growth 3Y0.63%
PM growth 5Y4.18%
GM growth 3Y1.2%
GM growth 5Y0.83%
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 2025 10 20 30 40

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. SU.PA Health Analysis

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.
  • Compared to 1 year ago, SU has more shares outstanding
  • SU has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, SU has a worse debt to assets ratio.
SU.PA Yearly Shares OutstandingSU.PA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 20B 40B 60B

2.2 Solvency

  • SU has an Altman-Z score of 3.74. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
  • The Altman-Z score of SU (3.74) is better than 76.81% of its industry peers.
  • The Debt to FCF ratio of SU is 3.87, which is a good value as it means it would take SU, 3.87 years of fcf income to pay off all of its debts.
  • SU has a Debt to FCF ratio of 3.87. This is in the better half of the industry: SU outperforms 71.01% of its industry peers.
  • A Debt/Equity ratio of 0.70 indicates that SU is somewhat dependend on debt financing.
  • SU's Debt to Equity ratio of 0.70 is on the low side compared to the rest of the industry. SU is outperformed by 60.87% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 3.74
ROIC/WACC1.4
WACC8.24%
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 2025 10B 20B 30B

2.3 Liquidity

  • A Current Ratio of 1.19 indicates that SU should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.19, SU is doing worse than 63.77% of the companies in the same industry.
  • SU has a Quick Ratio of 1.19. This is a bad value and indicates that SU is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of SU (0.90) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.19
Quick Ratio 0.9
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 2025 5B 10B 15B 20B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. SU.PA Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 3.25% over the past year.
  • The Earnings Per Share has been growing by 12.72% on average over the past years. This is quite good.
  • Looking at the last year, SU shows a small growth in Revenue. The Revenue has grown by 5.24% in the last year.
  • SU shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.80% yearly.
EPS 1Y (TTM)3.25%
EPS 3Y6.51%
EPS 5Y12.72%
EPS Q2Q%7.19%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%

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 14.75% on average per year.
  • Based on estimates for the next years, SU will show a quite strong growth in Revenue. The Revenue will grow by 8.18% on average per year.
EPS Next Y18.55%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
EPS Next 5Y14.75%
Revenue Next Year7.17%
Revenue Next 2Y7.57%
Revenue Next 3Y7.77%
Revenue Next 5Y8.18%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same 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.
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

More info and screens

Find the best growth stocksShow best growing peers

4

4. SU.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 28.78, SU can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Earnings ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 69.57% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.50. SU is around the same levels.
  • A Price/Forward Earnings ratio of 24.27 indicates a rather expensive valuation of SU.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SU is on the same level as its industry peers.
  • SU's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 22.67.
Industry RankSector Rank
PE 28.78
Fwd PE 24.27
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

4.2 Price Multiples

  • SU's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 60.87% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 31.1
EV/EBITDA 17.4
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 PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of SU may justify a higher PE ratio.
  • A more expensive valuation may be justified as SU's earnings are expected to grow with 15.28% in the coming years.
PEG (NY)1.55
PEG (5Y)2.26
EPS Next 2Y16.26%
EPS Next 3Y15.28%

More info and screens

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

6

5. SU.PA Dividend Analysis

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.73%. Purely for dividend investing, there may be better candidates out there.
  • SU's Dividend Yield is rather good when compared to the industry average which is at 0.96. SU pays more dividend than 82.61% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, SU has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.73%

5.2 History

  • On average, the dividend of SU grows each year by 8.82%, which is quite nice.
Dividend Growth(5Y)8.82%
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 2026 1 2 3 4

5.3 Sustainability

  • 52.63% of the earnings are spent on dividend by SU. 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.
DP52.63%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
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 2025 1B 2B 3B 4B
SU.PA Dividend Payout.SU.PA Dividend Payout, showing the Payout Ratio.SU.PA Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

SU.PA Fundamentals: All Metrics, Ratios and Statistics

SCHNEIDER ELECTRIC SE

EPA:SU (3/25/2026, 1:35:20 PM)

247.2

+5.4 (+2.23%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners52.65%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap142.66B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.08
Price Target281.5 (13.88%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.73%
Yearly Dividend3.9
Dividend Growth(5Y)8.82%
DP52.63%
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)0.61%
PT rev (3m)3.09%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0.77%
EPS NY rev (3m)0.4%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.14%
Revenue NY rev (3m)0.42%
Valuation
Industry RankSector Rank
PE 28.78
Fwd PE 24.27
P/S 3.55
P/FCF 31.1
P/OCF 23.27
P/B 5.9
P/tB N/A
EV/EBITDA 17.4
EPS(TTM)8.59
EY3.47%
EPS(NY)10.18
Fwd EY4.12%
FCF(TTM)7.95
FCFY3.22%
OCF(TTM)10.62
OCFY4.3%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)1.55
PEG (5Y)2.26
Graham Number90.02
Profitability
Industry RankSector Rank
ROA 6.66%
ROE 17.2%
ROCE 15.93%
ROIC 11.5%
ROICexc 12.79%
ROICexgc 51.58%
OM 17.46%
PM (TTM) 10.37%
GM 42.08%
FCFM 11.43%
ROA(3y)6.64%
ROA(5y)6.35%
ROE(3y)15.44%
ROE(5y)14.62%
ROIC(3y)10.84%
ROIC(5y)10.28%
ROICexc(3y)12.36%
ROICexc(5y)11.55%
ROICexgc(3y)59.45%
ROICexgc(5y)65.98%
ROCE(3y)14.75%
ROCE(5y)14.07%
ROICexgc growth 3Y-21.03%
ROICexgc growth 5Y3.3%
ROICexc growth 3Y2.82%
ROICexc growth 5Y7.57%
OM growth 3Y2.37%
OM growth 5Y3.52%
PM growth 3Y0.63%
PM growth 5Y4.18%
GM growth 3Y1.2%
GM growth 5Y0.83%
F-Score5
Asset Turnover0.64
Health
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Debt/EBITDA 1.96
Cap/Depr 93.4%
Cap/Sales 3.84%
Interest Coverage 250
Cash Conversion 70.78%
Profit Quality 110.21%
Current Ratio 1.19
Quick Ratio 0.9
Altman-Z 3.74
F-Score5
WACC8.24%
ROIC/WACC1.4
Cap/Depr(3y)93.05%
Cap/Depr(5y)82.97%
Cap/Sales(3y)3.79%
Cap/Sales(5y)3.52%
Profit Quality(3y)107.02%
Profit Quality(5y)99.95%
High Growth Momentum
Growth
EPS 1Y (TTM)3.25%
EPS 3Y6.51%
EPS 5Y12.72%
EPS Q2Q%7.19%
EPS Next Y18.55%
EPS Next 2Y16.26%
EPS Next 3Y15.28%
EPS Next 5Y14.75%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%
Revenue Next Year7.17%
Revenue Next 2Y7.57%
Revenue Next 3Y7.77%
Revenue Next 5Y8.18%
EBIT growth 1Y6.7%
EBIT growth 3Y8.02%
EBIT growth 5Y13.66%
EBIT Next Year31.44%
EBIT Next 3Y17.94%
EBIT Next 5Y14.75%
FCF growth 1Y10.26%
FCF growth 3Y12.28%
FCF growth 5Y4.87%
OCF growth 1Y9.87%
OCF growth 3Y12.26%
OCF growth 5Y6.69%

SCHNEIDER ELECTRIC SE / SU.PA Fundamental Analysis 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 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 4 / 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 18.55% in the next year.