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

EPA:SU • FR0000121972

Current stock price

274.7 EUR
-0.15 (-0.05%)
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.
  • SU had a positive operating cash flow in the past year.
  • 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.
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.
  • SU has a Return On Equity of 17.20%. This is in the better half of the industry: SU outperforms 76.00% of its industry peers.
  • SU's Return On Invested Capital of 11.50% is fine compared to the rest of the industry. SU outperforms 80.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years 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

  • Looking at the Profit Margin, with a value of 10.37%, SU belongs to the top of the industry, outperforming 81.33% of the companies in the same industry.
  • SU's Profit Margin has improved in the last couple of years.
  • The Operating Margin of SU (17.46%) is better than 86.67% of its industry peers.
  • In the last couple of years the Operating Margin of SU has grown nicely.
  • SU has a Gross Margin of 42.08%. This is in the better half of the industry: SU outperforms 70.67% of its industry peers.
  • 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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4

2. SU.PA Health Analysis

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.
  • The number of shares outstanding for SU has been increased compared to 1 year ago.
  • SU has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for SU is higher compared to a year ago.
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.
  • The Altman-Z score of SU (4.04) is better than 72.00% of its industry peers.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 3.87, SU is in the better half of the industry, outperforming 69.33% of the companies in the same industry.
  • SU has a Debt/Equity ratio of 0.70. This is a neutral value indicating SU is somewhat dependend on debt financing.
  • SU's Debt to Equity ratio of 0.70 is on the low side compared to the rest of the industry. SU is outperformed by 60.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.7
Debt/FCF 3.87
Altman-Z 4.04
ROIC/WACC1.35
WACC8.55%
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.
  • Looking at the Current ratio, with a value of 1.19, SU is doing worse than 65.33% of the companies in the same industry.
  • A Quick Ratio of 0.90 indicates that SU may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.90, SU perfoms like the industry average, outperforming 50.67% 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

6

3. SU.PA Growth Analysis

3.1 Past

  • SU shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.25%.
  • SU shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 12.72% yearly.
  • 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

  • Based on estimates for the next years, SU will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.75% on average per year.
  • 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

  • The Price/Earnings ratio is 31.98, which means the current valuation is very expensive for SU.
  • 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.
  • SU's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.47.
  • With a Price/Forward Earnings ratio of 27.36, SU can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SU is on the same level as its industry peers.
  • SU is valuated rather expensively when we compare the Price/Forward Earnings ratio to 22.62, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 31.98
Fwd PE 27.36
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

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as SU.
  • Based on the Price/Free Cash Flow ratio, SU is valued a bit cheaper than 62.67% of the companies in the same industry.
Industry RankSector Rank
P/FCF 34.55
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 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.
  • A more expensive valuation may be justified as SU's earnings are expected to grow with 15.73% in the coming years.
PEG (NY)1.9
PEG (5Y)2.51
EPS Next 2Y16.31%
EPS Next 3Y15.73%

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

6

5. SU.PA Dividend Analysis

5.1 Amount

  • SU has a Yearly Dividend Yield of 1.57%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 0.81, SU pays a bit more dividend than its industry peers.
  • SU's Dividend Yield is comparable with the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.57%

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

  • 52.63% of the earnings are spent on dividend by SU. 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, 1:22:16 PM)

274.7

-0.15 (-0.05%)

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 Cap158.53B
Revenue(TTM)40.15B
Net Income(TTM)4.16B
Analysts81.08
Price Target297.77 (8.4%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.57%
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 31.98
Fwd PE 27.36
P/S 3.95
P/FCF 34.55
P/OCF 25.86
P/B 6.55
P/tB N/A
EV/EBITDA 19.6
EPS(TTM)8.59
EY3.13%
EPS(NY)10.04
Fwd EY3.65%
FCF(TTM)7.95
FCFY2.89%
OCF(TTM)10.62
OCFY3.87%
SpS69.57
BVpS41.93
TBVpS-11.92
PEG (NY)1.9
PEG (5Y)2.51
Graham Number90.023 (-67.23%)
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
WACC8.55%
ROIC/WACC1.35
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 31.98 and the Price/Book (PB) ratio is 6.55.


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.