(SU) Schneider Electric S.E. - Overview
Sector: IndustrialsIndustry: Specialty Industrial Machinery | Exchange PA (France) | Currency EUR | Market Cap: 158.155m | Total Return 3.6% in 12m
Stock: Energy Management, Automation, Electrical Equipment, Software, Services
Total Rating 55
Risk 80
Buy Signal -1.16
| Risk 5d forecast | |
|---|---|
| Volatility | 38.0% |
| Relative Tail Risk | 2.25% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.28 |
| Alpha | -3.52 |
| Character TTM | |
|---|---|
| Beta | 0.858 |
| Beta Downside | 0.153 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.34% |
| CAGR/Max DD | 0.53 |
Description: SU Schneider Electric S.E. March 04, 2026
Schneider Electric S.E. operates in energy management and industrial automation globally. The company provides a range of products including solar equipment, building management systems, power metering systems, and various electrical components from low to medium voltage. Its business model focuses on providing integrated solutions for energy efficiency and operational optimization.
Schneider Electric also offers services such as modernization and maintenance for transport infrastructure, energy management projects, technical consultations, and software-as-a-service solutions. The companys diverse offerings cater to industrial and infrastructure sectors. The industrial automation sector is characterized by increasing demand for digital transformation and smart manufacturing solutions.
For further in-depth analysis of Schneider Electrics financial performance and market position, consider exploring ValueRay.
Headlines to watch out for
- Global infrastructure spending boosts energy management demand
- Industrial automation adoption drives software and services growth
- Renewable energy transition increases demand for grid solutions
- Raw material cost fluctuations impact profitability
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income: 8.43b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.16 > 0.02 and ΔFCF/TA 2.65 > 1.0 |
| NWC/Revenue: 4.51% < 20% (prev 5.45%; Δ -0.94% < -1%) |
| CFO/TA 0.19 > 3% & CFO 11.71b > Net Income 8.43b |
| Net Debt (13.11b) to EBITDA (15.57b): 0.84 < 3 |
| Current Ratio: 1.19 > 1.5 & < 3 |
| Outstanding Shares: last quarter (569.6m) vs 12m ago 0.55% < -2% |
| Gross Margin: 41.83% > 18% (prev 0.41%; Δ 4.14k% > 0.5%) |
| Asset Turnover: 129.0% > 50% (prev 106.7%; Δ 22.35% > 0%) |
| Interest Coverage Ratio: 12.67 > 6 (EBITDA TTM 15.57b / Interest Expense TTM 1.03b) |
Altman Z'' 3.52
| A: 0.06 (Total Current Assets 22.04b - Total Current Liabilities 18.51b) / Total Assets 62.50b |
| B: 0.34 (Retained Earnings 21.32b / Total Assets 62.50b) |
| C: 0.21 (EBIT TTM 13.05b / Avg Total Assets 60.70b) |
| D: 0.56 (Book Value of Equity 21.36b / Total Liabilities 38.05b) |
| Altman-Z'' Score: 3.52 = A |
Beneish M -2.88
| DSRI: 1.09 (Receivables 11.63b/8.58b, Revenue 78.31b/62.82b) |
| GMI: 0.98 (GM 41.83% / 40.97%) |
| AQI: 0.95 (AQ_t 0.56 / AQ_t-1 0.59) |
| SGI: 1.25 (Revenue 78.31b / 62.82b) |
| TATA: -0.05 (NI 8.43b - CFO 11.71b) / TA 62.50b) |
| Beneish M-Score: -2.88 (Cap -4..+1) = A |
What is the price of SU shares?
As of March 30, 2026, the stock is trading at EUR 229.20 with a total of 1,435,412 shares traded.
Over the past week, the price has changed by -3.35%, over one month by -17.17%, over three months by -3.00% and over the past year by +3.56%.
Over the past week, the price has changed by -3.35%, over one month by -17.17%, over three months by -3.00% and over the past year by +3.56%.
Is SU a buy, sell or hold?
Schneider Electric S.E. has no consensus analysts rating.
What are the forecasts/targets for the SU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 295.1 | 28.7% |
| Analysts Target Price | - | - |
SU Fundamental Data Overview March 30, 2026
Market Cap USD = 158.16b (136.79b EUR * 1.1562 EUR.USD)
P/E Trailing = 30.527
P/E Forward = 23.6967
P/S = 3.4068
P/B = 5.5091
P/EG = 1.6819
Revenue TTM = 78.31b EUR
EBIT TTM = 13.05b EUR
EBITDA TTM = 15.57b EUR
Long Term Debt = 15.02b EUR (from longTermDebt, last quarter)
Short Term Debt = 2.72b EUR (from shortTermDebt, last quarter)
Debt = 17.74b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 13.11b EUR (from netDebt column, last quarter)
Enterprise Value = 149.90b EUR (136.79b + Debt 17.74b - CCE 4.63b)
Interest Coverage Ratio = 12.67 (Ebit TTM 13.05b / Interest Expense TTM 1.03b)
EV/FCF = 15.47x (Enterprise Value 149.90b / FCF TTM 9.69b)
FCF Yield = 6.46% (FCF TTM 9.69b / Enterprise Value 149.90b)
FCF Margin = 12.37% (FCF TTM 9.69b / Revenue TTM 78.31b)
Net Margin = 10.77% (Net Income TTM 8.43b / Revenue TTM 78.31b)
Gross Margin = 41.83% ((Revenue TTM 78.31b - Cost of Revenue TTM 45.55b) / Revenue TTM)
Gross Margin QoQ = 39.42% (prev 42.42%)
Tobins Q-Ratio = 2.40 (Enterprise Value 149.90b / Total Assets 62.50b)
Interest Expense / Debt = 1.49% (Interest Expense 264.0m / Debt 17.74b)
Taxrate = 23.20% (707.0m / 3.05b)
NOPAT = 10.02b (EBIT 13.05b * (1 - 23.20%))
Current Ratio = 1.19 (Total Current Assets 22.04b / Total Current Liabilities 18.51b)
Debt / Equity = 0.73 (Debt 17.74b / totalStockholderEquity, last quarter 24.20b)
Debt / EBITDA = 0.84 (Net Debt 13.11b / EBITDA 15.57b)
Debt / FCF = 1.35 (Net Debt 13.11b / FCF TTM 9.69b)
Total Stockholder Equity = 27.32b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.89% (Net Income 8.43b / Total Assets 62.50b)
RoE = 30.87% (Net Income TTM 8.43b / Total Stockholder Equity 27.32b)
RoCE = 30.82% (EBIT 13.05b / Capital Employed (Equity 27.32b + L.T.Debt 15.02b))
RoIC = 23.26% (NOPAT 10.02b / Invested Capital 43.08b)
WACC = 8.10% (E(136.79b)/V(154.53b) * Re(9.0%) + D(17.74b)/V(154.53b) * Rd(1.49%) * (1-Tc(0.23)))
Discount Rate = 9.0% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.27%
[DCF] Terminal Value 81.27% ; FCFF base≈8.84b ; Y1≈10.91b ; Y5≈18.61b
[DCF] Fair Price = 534.2 (EV 313.43b - Net Debt 13.11b = Equity 300.32b / Shares 562.2m; r=8.10% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -7.30 | EPS CAGR: -50.82% | SUE: 0.0 | # QB: 0
Revenue Correlation: 70.16 | Revenue CAGR: 38.48% | SUE: 0.01 | # QB: 0
EPS current Year (2026-12-31): EPS=9.92 | Chg7d=-0.024 | Chg30d=-0.108 | Revisions Net=-2 | Growth EPS=+15.5% | Growth Revenue=+7.4%
EPS next Year (2027-12-31): EPS=11.39 | Chg7d=-0.015 | Chg30d=-0.059 | Revisions Net=-2 | Growth EPS=+14.8% | Growth Revenue=+8.5%
[Analyst] Revisions Ratio: -0.17 (5 Up / 7 Down within 30d for Current Year)
[Growth] Implied Growth Rate = 5.7% (Discount Rate 9.0% - Earnings Yield 3.3%)
[Growth] Growth Spread = +2.8% (Analyst 8.5% - Implied 5.7%)
P/E Trailing = 30.527
P/E Forward = 23.6967
P/S = 3.4068
P/B = 5.5091
P/EG = 1.6819
Revenue TTM = 78.31b EUR
EBIT TTM = 13.05b EUR
EBITDA TTM = 15.57b EUR
Long Term Debt = 15.02b EUR (from longTermDebt, last quarter)
Short Term Debt = 2.72b EUR (from shortTermDebt, last quarter)
Debt = 17.74b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 13.11b EUR (from netDebt column, last quarter)
Enterprise Value = 149.90b EUR (136.79b + Debt 17.74b - CCE 4.63b)
Interest Coverage Ratio = 12.67 (Ebit TTM 13.05b / Interest Expense TTM 1.03b)
EV/FCF = 15.47x (Enterprise Value 149.90b / FCF TTM 9.69b)
FCF Yield = 6.46% (FCF TTM 9.69b / Enterprise Value 149.90b)
FCF Margin = 12.37% (FCF TTM 9.69b / Revenue TTM 78.31b)
Net Margin = 10.77% (Net Income TTM 8.43b / Revenue TTM 78.31b)
Gross Margin = 41.83% ((Revenue TTM 78.31b - Cost of Revenue TTM 45.55b) / Revenue TTM)
Gross Margin QoQ = 39.42% (prev 42.42%)
Tobins Q-Ratio = 2.40 (Enterprise Value 149.90b / Total Assets 62.50b)
Interest Expense / Debt = 1.49% (Interest Expense 264.0m / Debt 17.74b)
Taxrate = 23.20% (707.0m / 3.05b)
NOPAT = 10.02b (EBIT 13.05b * (1 - 23.20%))
Current Ratio = 1.19 (Total Current Assets 22.04b / Total Current Liabilities 18.51b)
Debt / Equity = 0.73 (Debt 17.74b / totalStockholderEquity, last quarter 24.20b)
Debt / EBITDA = 0.84 (Net Debt 13.11b / EBITDA 15.57b)
Debt / FCF = 1.35 (Net Debt 13.11b / FCF TTM 9.69b)
Total Stockholder Equity = 27.32b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.89% (Net Income 8.43b / Total Assets 62.50b)
RoE = 30.87% (Net Income TTM 8.43b / Total Stockholder Equity 27.32b)
RoCE = 30.82% (EBIT 13.05b / Capital Employed (Equity 27.32b + L.T.Debt 15.02b))
RoIC = 23.26% (NOPAT 10.02b / Invested Capital 43.08b)
WACC = 8.10% (E(136.79b)/V(154.53b) * Re(9.0%) + D(17.74b)/V(154.53b) * Rd(1.49%) * (1-Tc(0.23)))
Discount Rate = 9.0% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.27%
[DCF] Terminal Value 81.27% ; FCFF base≈8.84b ; Y1≈10.91b ; Y5≈18.61b
[DCF] Fair Price = 534.2 (EV 313.43b - Net Debt 13.11b = Equity 300.32b / Shares 562.2m; r=8.10% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -7.30 | EPS CAGR: -50.82% | SUE: 0.0 | # QB: 0
Revenue Correlation: 70.16 | Revenue CAGR: 38.48% | SUE: 0.01 | # QB: 0
EPS current Year (2026-12-31): EPS=9.92 | Chg7d=-0.024 | Chg30d=-0.108 | Revisions Net=-2 | Growth EPS=+15.5% | Growth Revenue=+7.4%
EPS next Year (2027-12-31): EPS=11.39 | Chg7d=-0.015 | Chg30d=-0.059 | Revisions Net=-2 | Growth EPS=+14.8% | Growth Revenue=+8.5%
[Analyst] Revisions Ratio: -0.17 (5 Up / 7 Down within 30d for Current Year)
[Growth] Implied Growth Rate = 5.7% (Discount Rate 9.0% - Earnings Yield 3.3%)
[Growth] Growth Spread = +2.8% (Analyst 8.5% - Implied 5.7%)