SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe - Euronext Paris - EPA:SU - FR0000121972 - Common Stock
238.45 EUR
+1.65 (+0.7%)
Overall SU gets a fundamental rating of 6 out of 10. We evaluated SU against 68 industry peers in the Electrical Equipment industry. SU scores excellent on profitability, but 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
Looking at the Return On Assets, with a value of 6.94%, SU belongs to the top of the industry, outperforming 82.35% of the companies in the same industry.
SU has a Return On Equity of 15.96%. This is in the better half of the industry: SU outperforms 75.00% of its industry peers.
SU has a better Return On Invested Capital (11.32%) than 80.88% 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 9.51%.
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
Looking at the Profit Margin, with a value of 10.94%, SU belongs to the top of the industry, outperforming 86.76% of the companies in the same industry.
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 83.82% of its industry peers.
In the last couple of years the Operating Margin of SU has grown nicely.
SU has a Gross Margin of 42.17%. This is in the better half of the industry: SU outperforms 69.12% 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.
Compared to 1 year ago, SU has more shares outstanding
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.
2.2 Solvency
An Altman-Z score of 3.93 indicates that SU is not in any danger for bankruptcy at the moment.
SU has a Altman-Z score of 3.93. This is in the better half of the industry: SU outperforms 79.41% 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.
With a decent Debt to FCF ratio value of 4.12, SU is doing good in the industry, outperforming 72.06% of the companies in the same industry.
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 (0.50) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.93 |
ROIC/WACC1.33
WACC8.51%
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: 73.53% 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.
The Quick ratio of SU (0.83) is comparable to the rest of the 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.
SU shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.36% yearly.
The Revenue has been growing slightly by 7.89% in the past year.
SU shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.04% yearly.
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 Y5.83%
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
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 28.80 indicates a quite expensive valuation of SU.
Based on the Price/Earnings ratio, SU is valued a bit cheaper than 67.65% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.30, SU is valued at the same level.
With a Price/Forward Earnings ratio of 23.45, SU is valued on the expensive side.
The rest of the industry has a similar Price/Forward Earnings ratio as SU.
The average S&P500 Price/Forward Earnings ratio is at 24.04. SU is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.8 | ||
| Fwd PE | 23.45 |
4.2 Price Multiples
SU's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SU is cheaper than 61.76% of the companies in the same industry.
SU's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 36.78 | ||
| EV/EBITDA | 17.42 |
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)4.94
PEG (5Y)3.08
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 0.80.
Compared to an average S&P500 Dividend Yield of 1.92, 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.
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 (1/13/2026, 7:00:00 PM)
238.45
+1.65 (+0.7%)
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 Cap137.61B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target276.13 (15.8%)
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 | 28.8 | ||
| Fwd PE | 23.45 | ||
| P/S | 3.5 | ||
| P/FCF | 36.78 | ||
| P/OCF | 26.23 | ||
| P/B | 5.11 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.42 |
EPS(TTM)8.28
EY3.47%
EPS(NY)10.17
Fwd EY4.26%
FCF(TTM)6.48
FCFY2.72%
OCF(TTM)9.09
OCFY3.81%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)4.94
PEG (5Y)3.08
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 | 3.93 |
F-Score7
WACC8.51%
ROIC/WACC1.33
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 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.