SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis

EPA:SU • FR0000121972

253.55 EUR
-14.2 (-5.3%)
Last: Mar 3, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to SU. SU was compared to 69 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.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year SU was profitable.
  • In the past year SU had a positive cash flow from operations.
  • SU had positive earnings in each of the past 5 years.
  • 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

  • SU's Return On Assets of 6.66% is amongst the best of the industry. SU outperforms 81.16% of its industry peers.
  • The Return On Equity of SU (17.20%) is better than 76.81% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 11.50%, SU belongs to the top of the industry, outperforming 84.06% 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 9.30%.
  • The last Return On Invested Capital (11.50%) for SU is above the 3 year average (10.84%), which is a sign of increasing profitability.
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 84.06% of its industry peers.
  • SU's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 17.46%, SU belongs to the top of the industry, outperforming 85.51% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • Looking at the Gross Margin, with a value of 42.08%, SU is in the better half of the industry, outperforming 69.57% of the companies in the same industry.
  • 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

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ROAROEROICOperating and Profit MarginShow most profitable peers

4

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.
  • SU has more shares outstanding than it did 5 years ago.
  • SU has a worse 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 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 3.98. 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 3.98, SU is in the better half of the industry, outperforming 75.36% of the companies in the same industry.
  • SU has a debt to FCF ratio of 3.87. This is a good value and a sign of high solvency as SU would need 3.87 years to pay back of all of its debts.
  • The Debt to FCF ratio of SU (3.87) is better than 73.91% of its industry peers.
  • A Debt/Equity ratio of 0.70 indicates that SU is somewhat dependend on debt financing.
  • The Debt to Equity ratio of SU (0.70) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 3.98
ROIC/WACC1.31
WACC8.76%
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

  • SU has a Current Ratio of 1.19. This is a normal value and indicates that SU is financially healthy and should not expect problems in meeting its short term obligations.
  • SU's Current ratio of 1.19 is on the low side compared to the rest of the industry. SU is outperformed by 63.77% of its industry peers.
  • 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.
  • Looking at the Quick ratio, with a value of 0.90, SU is in line with its industry, outperforming 59.42% of the companies in the same 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

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

4

3. Growth

3.1 Past

  • The earnings per share for SU have decreased by -2.74% in the last year.
  • SU shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 13.88% yearly.
  • SU shows a small growth in Revenue. In the last year, the Revenue has grown by 5.24%.
  • Measured over the past years, SU shows a quite strong growth in Revenue. The Revenue has been growing by 9.80% on average per year.
EPS 1Y (TTM)-2.74%
EPS 3Y5.87%
EPS 5Y13.88%
EPS Q2Q%-6.35%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%4.18%

3.2 Future

  • The Earnings Per Share is expected to grow by 14.25% on average over the next years. This is quite good.
  • SU is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.80% yearly.
EPS Next Y15.54%
EPS Next 2Y15.08%
EPS Next 3Y16.39%
EPS Next 5Y14.25%
Revenue Next Year7.01%
Revenue Next 2Y7.49%
Revenue Next 3Y8.62%
Revenue Next 5Y7.8%

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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less 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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4

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 34.78, SU can be considered very expensive at the moment.
  • SU's Price/Earnings ratio is a bit cheaper when compared to the industry. SU is cheaper than 62.32% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.83, SU is valued a bit more expensive.
  • SU is valuated quite expensively with a Price/Forward Earnings ratio of 25.09.
  • SU's Price/Forward Earnings is on the same level as the industry average.
  • SU is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 24.95, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 34.78
Fwd PE 25.09
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 is on the same level as the industry average.
  • Based on the Price/Free Cash Flow ratio, SU is valued a bit cheaper than the industry average as 63.77% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 31.89
EV/EBITDA 19.13
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.
  • SU's earnings are expected to grow with 16.39% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.24
PEG (5Y)2.51
EPS Next 2Y15.08%
EPS Next 3Y16.39%

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

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.54%, SU has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 0.81, SU pays a better dividend. On top of this SU pays more dividend than 82.61% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, SU has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.54%

5.2 History

  • The dividend of SU is nicely growing with an annual growth rate of 8.82%!
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 2Y15.08%
EPS Next 3Y16.39%
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

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SCHNEIDER ELECTRIC SE

EPA:SU (3/3/2026, 7:00:00 PM)

253.55

-14.2 (-5.3%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap146.33B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.62
Price Target281.5 (11.02%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.54%
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)0.77%
PT rev (3m)3.09%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)-0.6%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.27%
Revenue NY rev (3m)0.21%
Valuation
Industry RankSector Rank
PE 34.78
Fwd PE 25.09
P/S 3.64
P/FCF 31.89
P/OCF 23.87
P/B 6.05
P/tB N/A
EV/EBITDA 19.13
EPS(TTM)7.29
EY2.88%
EPS(NY)10.11
Fwd EY3.99%
FCF(TTM)7.95
FCFY3.14%
OCF(TTM)10.62
OCFY4.19%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)2.24
PEG (5Y)2.51
Graham Number82.93
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 3.98
F-Score5
WACC8.76%
ROIC/WACC1.31
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)-2.74%
EPS 3Y5.87%
EPS 5Y13.88%
EPS Q2Q%-6.35%
EPS Next Y15.54%
EPS Next 2Y15.08%
EPS Next 3Y16.39%
EPS Next 5Y14.25%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%4.18%
Revenue Next Year7.01%
Revenue Next 2Y7.49%
Revenue Next 3Y8.62%
Revenue Next 5Y7.8%
EBIT growth 1Y6.7%
EBIT growth 3Y8.02%
EBIT growth 5Y13.66%
EBIT Next Year31.86%
EBIT Next 3Y19.44%
EBIT Next 5Y14.41%
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 FAQ

What is the ChartMill fundamental rating of SCHNEIDER ELECTRIC SE (SU.PA) stock?

ChartMill assigns a fundamental rating of 5 / 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 15.54% in the next year.