(SU) Schneider Electric S.E. - Ratings and Ratios
Inverters, Panels, Automation, Switchgears, Software
Description: SU Schneider Electric S.E.
Schneider Electric (ticker SU) is a global leader in energy management and industrial automation, offering a broad portfolio that spans hardware such as inverters, UPS systems, low- and medium-voltage switchgear, and variable-speed drives, as well as software-driven solutions for building management, smart metering, and real-time network optimization.
Beyond products, the company provides end-to-end services-including modernization of rail and urban transport infrastructure, zero-emission road-transport solutions, and energy performance contracts-supported by data-intensive platforms for predictive maintenance, lifecycle management, and remote monitoring.
Key economic drivers for Schneider Electric include accelerating decarbonization mandates in the EU, rising demand for grid-edge flexibility (e.g., demand-response and load-shifting equipment), and the rapid adoption of digital twins in industrial facilities. In FY 2023, the firm reported €31 billion in revenue, with digital services growing at roughly 20 % YoY, underscoring the shift toward software-enabled energy solutions.
From a valuation perspective, Schneider’s diversified exposure to both capital-intensive infrastructure projects and high-margin software subscriptions reduces earnings volatility, while its ESG credentials-evidenced by a 2022 % reduction in Scope 1-2 emissions relative to 2015-align with growing investor emphasis on sustainability.
For a deeper, data-driven assessment of Schneider Electric’s risk-adjusted upside, you may find the analytics on ValueRay worth exploring.
SU Stock Overview
| Market Cap in USD | 163,537m |
| Sub-Industry | Industrial Machinery & Supplies & Components |
| IPO / Inception |
SU Stock Ratings
| Growth Rating | 47.2% |
| Fundamental | 81.7% |
| Dividend Rating | 56.0% |
| Return 12m vs S&P 500 | -6.29% |
| Analyst Rating | - |
SU Dividends
| Dividend Yield 12m | 1.55% |
| Yield on Cost 5y | 3.96% |
| Annual Growth 5y | 8.24% |
| Payout Consistency | 83.4% |
| Payout Ratio | 48.5% |
SU Growth Ratios
| Growth Correlation 3m | 51.1% |
| Growth Correlation 12m | -34.9% |
| Growth Correlation 5y | 88.7% |
| CAGR 5y | 23.93% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.76 |
| CAGR/Mean DD 3y (Pain Ratio) | 3.71 |
| Sharpe Ratio 12m | 0.57 |
| Alpha | -8.22 |
| Beta | 0.938 |
| Volatility | 23.48% |
| Current Volume | 764.1k |
| Average Volume 20d | 865.3k |
| Stop Loss | 244.7 (-3%) |
| Signal | 1.03 |
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income (8.16b TTM) > 0 and > 6% of Revenue (6% = 4.55b TTM) |
| FCFTA 0.15 (>2.0%) and ΔFCFTA 5.42pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 3.46% (prev 3.65%; Δ -0.19pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.18 (>3.0%) and CFO 11.23b > Net Income 8.16b (YES >=105%, WARN >=100%) |
| Net Debt (13.05b) to EBITDA (14.93b) ratio: 0.87 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.14 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (566.0m) change vs 12m ago -0.12% (target <= -2.0% for YES) |
| Gross Margin 42.45% (prev 40.67%; Δ 1.78pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 125.6% (prev 91.31%; Δ 34.26pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 12.36 (EBITDA TTM 14.93b / Interest Expense TTM 1.02b) >= 6 (WARN >= 3) |
Altman Z'' 3.70
| (A) 0.04 = (Total Current Assets 21.56b - Total Current Liabilities 18.94b) / Total Assets 61.97b |
| (B) 0.39 = Retained Earnings (Balance) 24.12b / Total Assets 61.97b |
| (C) 0.21 = EBIT TTM 12.65b / Avg Total Assets 60.33b |
| (D) 0.71 = Book Value of Equity 24.37b / Total Liabilities 34.19b |
| Total Rating: 3.70 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 81.72
| 1. Piotroski 8.0pt = 3.0 |
| 2. FCF Yield 5.89% = 2.95 |
| 3. FCF Margin 11.92% = 2.98 |
| 4. Debt/Equity 0.63 = 2.30 |
| 5. Debt/Ebitda 0.87 = 1.93 |
| 6. ROIC - WACC (= 13.31)% = 12.50 |
| 7. RoE 29.27% = 2.44 |
| 8. Rev. Trend 63.83% = 4.79 |
| 9. EPS Trend -23.52% = -1.18 |
What is the price of SU shares?
Over the past week, the price has changed by +1.35%, over one month by +10.24%, over three months by +13.39% and over the past year by +7.62%.
Is Schneider Electric S.E. a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SU is around 267.84 EUR . This means that SU is currently overvalued and has a potential downside of 6.14%.
Is SU a buy, sell or hold?
What are the forecasts/targets for the SU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 258.1 | 2.3% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 298.8 | 18.4% |
SU Fundamental Data Overview
Market Cap EUR = 140.19b (140.19b EUR * 1.0 EUR.EUR)
P/E Trailing = 30.9702
P/E Forward = 24.3309
P/S = 3.5658
P/B = 5.2174
P/EG = 1.9767
Beta = 0.938
Revenue TTM = 75.76b EUR
EBIT TTM = 12.65b EUR
EBITDA TTM = 14.93b EUR
Long Term Debt = 10.92b EUR (from longTermDebt, last quarter)
Short Term Debt = 4.83b EUR (from shortTermDebt, last quarter)
Debt = 17.07b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 13.05b EUR (from netDebt column, last quarter)
Enterprise Value = 153.25b EUR (140.19b + Debt 17.07b - CCE 4.01b)
Interest Coverage Ratio = 12.36 (Ebit TTM 12.65b / Interest Expense TTM 1.02b)
FCF Yield = 5.89% (FCF TTM 9.03b / Enterprise Value 153.25b)
FCF Margin = 11.92% (FCF TTM 9.03b / Revenue TTM 75.76b)
Net Margin = 10.77% (Net Income TTM 8.16b / Revenue TTM 75.76b)
Gross Margin = 42.45% ((Revenue TTM 75.76b - Cost of Revenue TTM 43.60b) / Revenue TTM)
Gross Margin QoQ = 42.42% (prev 41.94%)
Tobins Q-Ratio = 2.47 (Enterprise Value 153.25b / Total Assets 61.97b)
Interest Expense / Debt = 1.59% (Interest Expense 271.0m / Debt 17.07b)
Taxrate = 26.21% (714.0m / 2.72b)
NOPAT = 9.34b (EBIT 12.65b * (1 - 26.21%))
Current Ratio = 1.14 (Total Current Assets 21.56b / Total Current Liabilities 18.94b)
Debt / Equity = 0.63 (Debt 17.07b / totalStockholderEquity, last quarter 26.95b)
Debt / EBITDA = 0.87 (Net Debt 13.05b / EBITDA 14.93b)
Debt / FCF = 1.45 (Net Debt 13.05b / FCF TTM 9.03b)
Total Stockholder Equity = 27.88b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.17% (Net Income 8.16b / Total Assets 61.97b)
RoE = 29.27% (Net Income TTM 8.16b / Total Stockholder Equity 27.88b)
RoCE = 32.61% (EBIT 12.65b / Capital Employed (Equity 27.88b + L.T.Debt 10.92b))
RoIC = 21.88% (NOPAT 9.34b / Invested Capital 42.66b)
WACC = 8.57% (E(140.19b)/V(157.26b) * Re(9.47%) + D(17.07b)/V(157.26b) * Rd(1.59%) * (1-Tc(0.26)))
Discount Rate = 9.47% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.05%
[DCF Debug] Terminal Value 76.95% ; FCFE base≈7.57b ; Y1≈9.34b ; Y5≈15.93b
Fair Price DCF = 372.4 (DCF Value 209.69b / Shares Outstanding 563.0m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -23.52 | EPS CAGR: -63.83% | SUE: 0.0 | # QB: 0
Revenue Correlation: 63.83 | Revenue CAGR: 48.25% | SUE: 1.20 | # QB: 1