SCHNEIDER ELECTRIC SE (SU.PA) Stock Fundamental Analysis
Europe • Euronext Paris • EPA:SU • FR0000121972
247.4 EUR
-2.25 (-0.9%)
Last: Feb 4, 2026, 05:36 PM
Overall SU gets a fundamental rating of 6 out of 10. We evaluated SU against 67 industry peers in the Electrical Equipment industry. While SU has a great profitability rating, 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
- In the past year SU was profitable.
- SU had a positive operating cash flow in the past year.
- In the past 5 years SU has always been profitable.
- 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 82.09% of its industry peers.
- SU has a Return On Equity of 15.96%. This is in the better half of the industry: SU outperforms 73.13% of its industry peers.
- With an excellent Return On Invested Capital value of 11.32%, SU belongs to the best of the industry, outperforming 80.60% 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 9.49%.
- 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
- SU has a Profit Margin of 10.94%. This is amongst the best in the industry. SU outperforms 85.07% 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 17.21%, SU belongs to the top of the industry, outperforming 82.09% of the companies in the same industry.
- SU's Operating Margin has improved in the last couple of years.
- SU's Gross Margin of 42.17% is fine compared to the rest of the industry. SU outperforms 65.67% 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
- SU has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is 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 an improved debt to assets ratio.
2.2 Solvency
- SU has an Altman-Z score of 4.06. This indicates that SU is financially healthy and has little risk of bankruptcy at the moment.
- SU has a Altman-Z score of 4.06. This is in the better half of the industry: SU outperforms 77.61% 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.
- SU's Debt to FCF ratio of 4.12 is fine compared to the rest of the industry. SU outperforms 70.15% of its industry peers.
- A Debt/Equity ratio of 0.50 indicates that SU is not too dependend on debt financing.
- SU has a Debt to Equity ratio of 0.50. This is comparable to the rest of the industry: SU outperforms 50.75% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.5 | ||
| Debt/FCF | 4.12 | ||
| Altman-Z | 4.06 |
ROIC/WACC1.28
WACC8.86%
2.3 Liquidity
- A Current Ratio of 1.14 indicates that SU should not have too much problems paying 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.
- Looking at the Quick ratio, with a value of 0.83, SU is in line with its industry, outperforming 44.78% of the companies in the same industry.
| 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.
- The Earnings Per Share has been growing by 9.36% 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 7.89% in the last 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
- The Earnings Per Share is expected to grow by 12.82% on average over the next years. This is quite good.
- 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
- 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
- With a Price/Earnings ratio of 29.88, 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 67.16% of the companies listed in the same industry.
- When comparing the Price/Earnings ratio of SU to the average of the S&P500 Index (28.18), we can say SU is valued inline with the index average.
- A Price/Forward Earnings ratio of 24.48 indicates a rather expensive valuation of SU.
- SU's Price/Forward Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.51, SU is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.88 | ||
| Fwd PE | 24.48 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SU is valued a bit cheaper than the industry average as 61.19% of the companies are valued more expensively.
- 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 | 38.16 | ||
| EV/EBITDA | 18.31 |
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)5.82
PEG (5Y)3.19
EPS Next 2Y10.21%
EPS Next 3Y11.67%
5. Dividend
5.1 Amount
- SU has a Yearly Dividend Yield of 1.05%.
- Compared to an average industry Dividend Yield of 0.79, SU pays a bit more dividend than its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.83, SU's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.05% |
5.2 History
- On average, the dividend of SU grows each year by 8.29%, which is quite nice.
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.
- 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%
EPA:SU (2/4/2026, 5:36:15 PM)
247.4
-2.25 (-0.9%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)10-30 2025-10-30
Earnings (Next)02-26 2026-02-26/amc
Inst Owners52.28%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap142.78B
Revenue(TTM)39.32B
Net Income(TTM)4.30B
Analysts81.67
Price Target279.36 (12.92%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector 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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.88 | ||
| Fwd PE | 24.48 | ||
| P/S | 3.63 | ||
| P/FCF | 38.16 | ||
| P/OCF | 27.22 | ||
| P/B | 5.3 | ||
| P/tB | N/A | ||
| EV/EBITDA | 18.31 |
EPS(TTM)8.28
EY3.35%
EPS(NY)10.11
Fwd EY4.08%
FCF(TTM)6.48
FCFY2.62%
OCF(TTM)9.09
OCFY3.67%
SpS68.12
BVpS46.7
TBVpS-7.45
PEG (NY)5.82
PEG (5Y)3.19
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 | 4.06 |
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.