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

EPA:SU • FR0000121972

Current stock price

276 EUR
+1.15 (+0.42%)
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

  • SU had positive earnings in the past year.
  • In the past year SU had a positive cash flow from operations.
  • In the past 5 years SU has always been profitable.
  • In the past 5 years SU always reported a positive cash flow from operatings.
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

  • Looking at the Return On Assets, with a value of 6.66%, SU belongs to the top of the industry, outperforming 81.33% of the companies in the same industry.
  • The Return On Equity of SU (17.20%) is better than 76.00% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 11.50%, SU is in the better half of the industry, outperforming 80.00% 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 9.25%.
  • 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

  • The Profit Margin of SU (10.37%) is better than 81.33% 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 86.67% of the companies in the same industry.
  • SU's Operating Margin has improved in the last couple of years.
  • SU's Gross Margin of 42.08% 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 remained more or less at the same level.
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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4

2. SU.PA Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SU is creating some value.
  • The number of shares outstanding for SU has been increased compared to 1 year ago.
  • The number of shares outstanding for SU has been increased compared to 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

  • An Altman-Z score of 4.04 indicates that SU is not in any danger for bankruptcy at the moment.
  • SU has a better Altman-Z score (4.04) than 72.00% 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 69.33% of its industry peers.
  • A Debt/Equity ratio of 0.70 indicates that SU is somewhat dependend on debt financing.
  • SU has a worse Debt to Equity ratio (0.70) than 60.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 4.04
ROIC/WACC1.34
WACC8.56%
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.
  • With a Current ratio value of 1.19, SU is not doing good in the industry: 65.33% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.90 indicates that SU may have some problems paying its short term obligations.
  • SU has a Quick ratio (0.90) which 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

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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.
  • Measured over the past years, SU shows a quite strong growth in Earnings Per Share. The EPS has been growing by 12.72% on average per year.
  • Looking at the last year, SU shows a small growth in Revenue. The Revenue has grown by 5.24% in the last year.
  • 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)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

  • The Earnings Per Share is expected to grow by 14.75% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 8.18% on average over the next years. This is quite good.
EPS Next Y16.87%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
EPS Next 5Y14.75%
Revenue Next Year7.67%
Revenue Next 2Y8.12%
Revenue Next 3Y8.36%
Revenue Next 5Y8.18%

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 stable.
  • The Revenue growth rate is stable: in the next years the growth will be about the same 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. SU.PA Valuation Analysis

4.1 Price/Earnings Ratio

  • SU is valuated quite expensively with a Price/Earnings ratio of 32.13.
  • Based on the Price/Earnings ratio, SU is valued a bit cheaper than 72.00% of the companies in the same industry.
  • SU is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.42, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 27.49, SU can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SU.
  • SU is valuated rather expensively when we compare the Price/Forward Earnings ratio to 22.24, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 32.13
Fwd PE 27.49
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 50

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SU is on the same level as its industry peers.
  • 62.67% of the companies in the same industry are more expensive than SU, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 34.72
EV/EBITDA 19.6
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 an expensive valuation of the company.
  • SU has an outstanding profitability rating, which may justify a higher PE ratio.
  • SU's earnings are expected to grow with 15.73% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.9
PEG (5Y)2.53
EPS Next 2Y16.31%
EPS Next 3Y15.73%

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6

5. SU.PA Dividend Analysis

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.53%.
  • SU's Dividend Yield is a higher than the industry average which is at 0.81.
  • SU's Dividend Yield is comparable with the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.53%

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 Years7
Div Non Decr Years7
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

  • SU pays out 52.63% 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.
DP52.63%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
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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SU.PA Fundamentals: All Metrics, Ratios and Statistics

SCHNEIDER ELECTRIC SE

EPA:SU (4/24/2026, 7:00:00 PM)

276

+1.15 (+0.42%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)02-26
Earnings (Next)04-30
Inst Owners53.08%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap159.29B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.08
Price Target297.77 (7.89%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.53%
Yearly Dividend3.9
Dividend Growth(5Y)8.82%
DP52.63%
Div Incr Years7
Div Non Decr Years7
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)5.78%
PT rev (3m)6.59%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-1.42%
EPS NY rev (3m)-1.28%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.47%
Revenue NY rev (3m)0.89%
Valuation
Industry RankSector Rank
PE 32.13
Fwd PE 27.49
P/S 3.97
P/FCF 34.72
P/OCF 25.98
P/B 6.58
P/tB N/A
EV/EBITDA 19.6
EPS(TTM)8.59
EY3.11%
EPS(NY)10.04
Fwd EY3.64%
FCF(TTM)7.95
FCFY2.88%
OCF(TTM)10.62
OCFY3.85%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)1.9
PEG (5Y)2.53
Graham Number90.023 (-67.38%)
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 4.04
F-Score5
WACC8.56%
ROIC/WACC1.34
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 Y16.87%
EPS Next 2Y16.31%
EPS Next 3Y15.73%
EPS Next 5Y14.75%
Revenue 1Y (TTM)5.24%
Revenue growth 3Y5.52%
Revenue growth 5Y9.8%
Sales Q2Q%-44.47%
Revenue Next Year7.67%
Revenue Next 2Y8.12%
Revenue Next 3Y8.36%
Revenue Next 5Y8.18%
EBIT growth 1Y6.7%
EBIT growth 3Y8.02%
EBIT growth 5Y13.66%
EBIT Next Year31.38%
EBIT Next 3Y18.22%
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.


What is the valuation status of SCHNEIDER ELECTRIC SE (SU.PA) stock?

ChartMill assigns a valuation rating of 4 / 10 to SCHNEIDER ELECTRIC SE (SU.PA). This can be considered as Fairly Valued.


What is the profitability of SU stock?

SCHNEIDER ELECTRIC SE (SU.PA) has a profitability rating of 8 / 10.


What is the valuation of SCHNEIDER ELECTRIC SE based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SCHNEIDER ELECTRIC SE (SU.PA) is 32.13 and the Price/Book (PB) ratio is 6.58.


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 16.87% in the next year.