SU Stock Analysis: Schneider Electric S.E. | PA
Specialty Industrial Machinery | PA, France | Market Cap: 155.147m EUR | 12M Return: 19.6% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 265M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Schneider Electric S.E. is a French-based industrial company founded in 1836 and headquartered in Rueil-Malmaison, France, that operates in two core areas: energy management and industrial automation. The company offers a broad portfolio spanning solar and renewable energy equipment, building management systems, low and medium voltage electrical products, variable speed drives, and power metering solutions. Its services extend to modernization and maintenance for transport and port infrastructure, energy audits, performance contracts, leakage control for water systems, and software-based lifecycle management tools, including software-as-a-service offerings.
The business model combines hardware manufacturing with software, data analytics, and recurring service revenue across the energy and automation value chain, serving customers in buildings, infrastructure, and industrial markets worldwide. As a Large Cap constituent in the GICS Industrials sector (Industrial Machinery & Supplies & Components), Schneider Electric sits within a segment that supplies the equipment, components, and automation systems underpinning global manufacturing, utilities, and infrastructure projects.
- Data center capex surge drives power distribution orders
- AVEVA software margins under scrutiny amid integration headwinds
- European industrial slowdown pressures automation segment revenue
| Net Income: 4.16b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 1.07 > 1.0 |
| NWC/Revenue: 8.80% < 20% (prev 11.59%; Δ -2.80% < -1%) |
| CFO/TA 0.10 > 3% & CFO 6.13b > Net Income 4.16b |
| Net Debt (14.7b) to EBITDA (7.94b): 1.85 < 3 |
| Current Ratio: 1.19 > 1.5 & < 3 |
| Outstanding Shares: last quarter (569.6m) vs 12m ago 0.55% < -2% |
| Gross Margin: 41.06% > 18% (prev 43.13%; Δ -2.07% > 0.5%) |
| Asset Turnover: 62.52% > 50% (prev 57.86%; Δ 4.66% > 0%) |
| Interest Coverage Ratio: 11.76 > 6 (EBIT TTM 6.29b / Interest Expense TTM 535.0m) |
| A: 0.06 (Total Current Assets 22.0b - Total Current Liabilities 18.5b) / Total Assets 62.5b |
| B: 0.34 (Retained Earnings 21.3b / Total Assets 62.5b) |
| C: 0.10 (EBIT TTM 6.29b / Avg Total Assets 64.2b) |
| D: 0.64 (Book Value of Equity 24.2b / Total Liabilities 38.0b) |
| Altman-Z'' = 2.81 = A |
| DSRI: 1.18 (Receivables 11.6b/9.36b, Revenue 40.2b/38.2b) |
| GMI: 1.05 (GM 43.13% / 41.06%) |
| AQI: 1.00 (AQ_t 0.56 / AQ_t-1 0.56) |
| SGI: 1.05 (Revenue 40.2b / 38.2b) |
| TATA: -0.03 (NI 4.16b - CFO 6.13b) / TA 62.5b) |
| Beneish M = -2.80 (Cap -4..+1) = A |
As of July 09, 2026, the stock is trading at EUR 263.80 with a total of 1,244,070 shares traded. Over the past week, the price has changed by -4.64%, over one month by -2.48%, over three months by +4.68% and over the past year by +19.58%.
Current recommended Stop Loss: 251.90 (which is 4.5% or 1.4 ATR below the current price).
Schneider Electric S.E. has no consensus analysts rating.
P/E Trailing = 34.6173
P/E Forward = 28.2486
P/S = 3.864
P/B = 6.4287
P/EG = 1.99
Revenue TTM = 40.2b EUR
EBIT TTM = 6.29b EUR
EBITDA TTM = 7.94b EUR
Long Term Debt = 15.0b EUR (from longTermDebt, last quarter)
Short Term Debt = 3.01b EUR (from shortTermDebt, last quarter)
Debt = 19.3b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 14.7b EUR (calculated: Debt 19.3b - CCE 4.63b)
Enterprise Value = 170b EUR (155b + Debt 19.3b - CCE 4.63b)
Interest Coverage Ratio = 11.76 (Ebit TTM 6.29b / Interest Expense TTM 535.0m)
EV/FCF = 33.57x (Enterprise Value 170b / FCF TTM 5.06b)
FCF Yield = 2.98% (FCF TTM 5.06b / Enterprise Value 170b)
FCF Margin = 12.60% (FCF TTM 5.06b / Revenue TTM 40.2b)
Net Margin = 10.37% (Net Income TTM 4.16b / Revenue TTM 40.2b)
Gross Margin = 41.06% ((Revenue TTM 40.2b - Cost of Revenue TTM 23.7b) / Revenue TTM)
Gross Margin QoQ = 39.42% (prev 42.83%)
Tobins Q-Ratio = 2.72 (Enterprise Value 170b / Total Assets 62.5b)
Interest Expense / Debt = 2.77% (Interest Expense 535.0m / Debt 19.3b)
Taxrate = 24.38% (1.40b / 5.75b)
NOPAT = 4.76b (EBIT 6.29b * (1 - 24.38%))
Current Ratio = 1.19 (Total Current Assets 22.0b / Total Current Liabilities 18.5b)
Debt / Equity = 0.80 (Debt 19.3b / totalStockholderEquity, last quarter 24.2b)
Debt / EBITDA = 1.85 (Net Debt 14.7b / EBITDA 7.94b)
Debt / FCF = 2.90 (Net Debt 14.7b / FCF TTM 5.06b)
Total Stockholder Equity = 27.3b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.48% (Net Income 4.16b / Total Assets 62.5b)
RoE = 15.24% (Net Income TTM 4.16b / Total Stockholder Equity 27.3b)
RoCE = 14.85% (EBIT 6.29b / Capital Employed (Equity 27.3b + L.T.Debt 15.0b))
RoIC = 10.57% (NOPAT 4.76b / Invested Capital 45.0b)
WACC = 8.61% (E(155b)/V(174b) * Re(9.42%) + D(19.3b)/V(174b) * Rd(2.77%) * (1-Tc(0.24)))
Discount Rate = 9.42% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 58.43 | Cagr: 0.39%
[DCF] Terminal Value 75.70% ; FCFF base≈4.89b ; Y1≈5.28b ; Y5≈6.49b
[DCF] Fair Price = 143.1 (EV 95.1b - Net Debt 14.7b = Equity 80.5b / Shares 562.3m; r=8.61% [WACC]; 5y FCF grow 9.27% → 2.50% )
EPS Correlation: -9.42 | EPS CAGR: -0.42% | SUE: N/A | # QB: 0
Revenue Correlation: 83.72 | Revenue CAGR: 14.74% | SUE: 0.01 | # QB: 0
EPS current Quarter (2026-03-31): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS next Quarter (2026-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=9.94 | Chg30d=+0.58% | Revisions=+24% | GrowthEPS=+15.7% | GrowthRev=+8.4%
EPS next Year (2027-12-31): EPS=11.57 | Chg30d=+0.86% | Revisions=+24% | GrowthEPS=+16.4% | GrowthRev=+9.0%
[Analyst] Revisions Ratio: +26% (up=18, down=10)