(SU) Schneider Electric S.E. - Ratings and Ratios
Inverters, Panels, Switchgears, Drives, UPS
Dividends
| Dividend Yield | 1.67% |
| Yield on Cost 5y | 3.69% |
| Yield CAGR 5y | 8.24% |
| Payout Consistency | 82.0% |
| Payout Ratio | 48.5% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 25.5% |
| Value at Risk 5%th | 42.0% |
| Relative Tail Risk | 0.27% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.03 |
| Alpha | -11.81 |
| CAGR/Max DD | 0.67 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.551 |
| Beta | 0.461 |
| Beta Downside | 0.571 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.34% |
| Mean DD | 6.83% |
| Median DD | 4.27% |
Description: SU Schneider Electric S.E. December 02, 2025
Schneider Electric (Ticker: SU) is a global leader in energy management and industrial automation, offering a broad portfolio that spans solar and wind micro-grid hardware, building-level power metering and control systems, low- and medium-voltage electrical equipment, UPS solutions, and a suite of digital services-including predictive maintenance, real-time network optimization, and SaaS-based lifecycle management. The company also provides infrastructure modernization for rail, zero-emission road transport, ports, and airports, together with consulting services such as energy audits, simulations, and performance contracts.
Key recent metrics illustrate the firm’s growth trajectory: FY 2023 revenue reached approximately €31 billion, with an adjusted EBIT margin of ~12%, while digital-services revenue grew ~15% year-over-year, driven by rising demand for IoT-enabled energy-efficiency solutions. Macro-level drivers include the EU’s Green Deal targets, accelerating decarbonization mandates, and a global shift toward electrification of transport and industry, which together underpin a long-run CAGR of roughly 6-8% for the industrial automation sector.
If you want a data-rich, peer-adjusted perspective on Schneider Electric’s valuation and growth outlook, a quick look at ValueRay’s analyst toolkit can provide useful benchmarks and scenario analysis.
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 (14.89b) ratio: 0.88 <= 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 12.31 (EBITDA TTM 14.89b / 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 12.61b / 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) 82.52
| 1. Piotroski 8.0pt |
| 2. FCF Yield 6.50% |
| 3. FCF Margin 11.92% |
| 4. Debt/Equity 0.63 |
| 5. Debt/Ebitda 0.88 |
| 6. ROIC - WACC (= 14.88)% |
| 7. RoE 29.27% |
| 8. Rev. Trend 59.77% |
| 9. EPS Trend -7.30% |
What is the price of SU shares?
Over the past week, the price has changed by +1.74%, over one month by +0.02%, over three months by +1.99% and over the past year by -2.08%.
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 | 264.3 | 13.2% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 272.9 | 16.9% |
SU Fundamental Data Overview November 27, 2025
Market Cap EUR = 125.93b (125.93b EUR * 1.0 EUR.EUR)
P/E Trailing = 27.8296
P/E Forward = 21.9298
P/S = 3.2031
P/B = 4.6505
P/EG = 2.151
Beta = 0.992
Revenue TTM = 75.76b EUR
EBIT TTM = 12.61b EUR
EBITDA TTM = 14.89b 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 = 138.99b EUR (125.93b + Debt 17.07b - CCE 4.01b)
Interest Coverage Ratio = 12.31 (Ebit TTM 12.61b / Interest Expense TTM 1.02b)
FCF Yield = 6.50% (FCF TTM 9.03b / Enterprise Value 138.99b)
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 = 2.24 (Enterprise Value 138.99b / Total Assets 61.97b)
Interest Expense / Debt = 1.59% (Interest Expense 271.0m / Debt 17.07b)
Taxrate = 26.21% (714.0m / 2.72b)
NOPAT = 9.30b (EBIT 12.61b * (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 = 0.88 (Net Debt 13.05b / EBITDA 14.89b)
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 = 32.49% (EBIT 12.61b / Capital Employed (Equity 27.88b + L.T.Debt 10.92b))
RoIC = 21.80% (NOPAT 9.30b / Invested Capital 42.66b)
WACC = 6.93% (E(125.93b)/V(143.00b) * Re(7.71%) + D(17.07b)/V(143.00b) * Rd(1.59%) * (1-Tc(0.26)))
Discount Rate = 7.71% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -33.33 | Cagr: -0.05%
[DCF Debug] Terminal Value 81.43% ; FCFE base≈7.57b ; Y1≈9.34b ; Y5≈15.93b
Fair Price DCF = 481.8 (DCF Value 271.00b / Shares Outstanding 562.5m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -7.30 | EPS CAGR: -50.82% | SUE: 0.0 | # QB: 0
Revenue Correlation: 59.77 | Revenue CAGR: 11.48% | SUE: 1.20 | # QB: 1
EPS next Year (2026-12-31): EPS=10.04 | Chg30d=-0.062 | Revisions Net=-5 | Growth EPS=+16.0% | Growth Revenue=+7.2%