SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe • Euronext Paris • EPA:SU • FR0000121972
242.3 EUR
+0.9 (+0.37%)
Last: Jan 30, 2026, 07:00 PM
SU gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 75 industry peers in the Electrical Equipment industry. SU has an excellent profitability rating, but 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.
- SU had positive earnings in each of the past 5 years.
- In the past 5 years SU always reported a positive cash flow from operatings.
1.2 Ratios
- SU has a Return On Assets of 6.94%. This is amongst the best in the industry. SU outperforms 82.67% of its industry peers.
- The Return On Equity of SU (15.96%) is better than 76.00% of its industry peers.
- SU has a Return On Invested Capital of 11.32%. This is amongst the best in the industry. SU outperforms 81.33% of its industry peers.
- SU had an Average Return On Invested Capital over the past 3 years of 10.64%. This is in line with the industry average of 9.57%.
- The 3 year average ROIC (10.64%) for SU is below the current ROIC(11.32%), indicating increased profibility in the last year.
| 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
- SU's Profit Margin of 10.94% is amongst the best of the industry. SU outperforms 86.67% of its industry peers.
- In the last couple of years the Profit Margin of SU has grown nicely.
- SU's Operating Margin of 17.21% is amongst the best of the industry. SU outperforms 84.00% of its industry peers.
- 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 70.67% 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
- 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.
- Compared to 5 years ago, SU has more shares outstanding
- Compared to 1 year ago, SU has an improved debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 3.98 indicates that SU is not in any danger for bankruptcy at the moment.
- SU has a better Altman-Z score (3.98) than 72.00% of its industry peers.
- The Debt to FCF ratio of SU is 4.12, which is a neutral value as it means it would take SU, 4.12 years of fcf income to pay off all of its debts.
- SU's Debt to FCF ratio of 4.12 is fine compared to the rest of the industry. SU outperforms 70.67% 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 has a Debt to Equity ratio (0.50) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 3.98 |
ROIC/WACC1.26
WACC8.99%
2.3 Liquidity
- A Current Ratio of 1.14 indicates that SU should not have too much problems paying its short term obligations.
- The Current ratio of SU (1.14) is worse than 72.00% of its industry peers.
- A Quick Ratio of 0.83 indicates that SU may have some problems paying 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
- 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.
- 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
- Based on estimates for the next years, SU will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.82% on average per year.
- The Revenue is expected to grow by 7.85% on average over the next years.
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.
4. Valuation
4.1 Price/Earnings Ratio
- SU is valuated quite expensively with a Price/Earnings ratio of 29.26.
- Compared to the rest of the industry, the Price/Earnings ratio of SU indicates a somewhat cheap valuation: SU is cheaper than 72.00% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 28.30, SU is valued at the same level.
- A Price/Forward Earnings ratio of 23.98 indicates a rather expensive valuation of SU.
- 61.33% of the companies in the same industry are more expensive than SU, based on the Price/Forward Earnings ratio.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.57, SU is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.26 | ||
| Fwd PE | 23.98 |
4.2 Price Multiples
- SU's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SU is cheaper than 68.00% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of SU is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 37.37 | ||
| EV/EBITDA | 17.74 |
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.
- SU has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)5.7
PEG (5Y)3.13
EPS Next 2Y10.21%
EPS Next 3Y11.67%
5. Dividend
5.1 Amount
- SU has a Yearly Dividend Yield of 1.05%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 0.74, SU pays a bit more dividend than its industry peers.
- With a Dividend Yield of 1.05, SU pays less dividend than the S&P500 average, which is at 1.83.
| Industry Rank | Sector 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
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 2Y10.21%
EPS Next 3Y11.67%
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 5.13% in the next year.