(SU) Schneider Electric S.E. - Overview

Sector: Industrials | Industry: Specialty Industrial Machinery | Exchange: PA (France) | Market Cap: 148.877m EUR | Total Return: 23.6% in 12m

Switchgear, Industrial Automation, Energy Management, Software
Total Rating 59
Safety 75
Buy Signal -0.27
Specialty Industrial Machinery
Industry Rotation: -8.7
Market Cap: 173B
Avg Turnover: 230M
Risk 3d forecast
Volatility32.2%
VaR 5th Pctl5.72%
VaR vs Median7.73%
Reward TTM
Sharpe Ratio0.62
Rel. Str. IBD65.8
Rel. Str. Peer Group59.2
Character TTM
Beta0.860
Beta Downside0.647
Hurst Exponent0.508
Drawdowns 3y
Max DD31.34%
CAGR/Max DD0.60
CAGR/Mean DD2.47

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: SU Schneider Electric S.E.

Schneider Electric S.E. (SU) is a global provider of energy management and industrial automation solutions. The company’s portfolio includes electrical hardware such as medium and low voltage switchgears, inverters, and wiring devices, alongside software-driven systems for building automation, power metering, and grid optimization. Its operations span residential, commercial, and industrial sectors, focusing on electrification and digital transformation.

The company operates within the industrial machinery and components sector, which is increasingly driven by the global transition toward decarbonization and energy efficiency. Schneider Electric utilizes a business model that integrates hardware sales with recurring revenue streams from software-as-a-service (SaaS), modernization services, and predictive maintenance systems. This hybrid approach allows the firm to capture value throughout the entire lifecycle of electrical and industrial infrastructure.

For more detailed financial metrics and valuation trends, consider reviewing the data available on ValueRay.

Founded in 1836 and headquartered in France, the company also provides specialized infrastructure services for rail, port, and urban transport. Its technical consulting arm offers energy audits and performance contracts, positioning the firm as a strategic partner for organizations seeking to meet environmental and regulatory standards.

Headlines to Watch Out For
  • Data center infrastructure demand accelerates revenue growth from cloud and AI expansion
  • Global grid modernization initiatives drive high-margin medium voltage equipment sales
  • Industrial automation margins fluctuate with global manufacturing capital expenditure cycles
  • European and US energy efficiency regulations incentivize building management software adoption
  • Copper and silver price volatility impacts manufacturing costs and operating margins
Piotroski VR-10 (Strict) 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 11.7b > Net Income 8.43b
Net Debt (13.1b) to EBITDA (16.1b): 0.81 < 3
Current Ratio: 1.19 > 1.5 & < 3
Outstanding Shares: last quarter (569.6m) vs 12m ago 0.55% < -2%
Gross Margin: 42.07% > 18% (prev 0.41%; Δ 4.17k% > 0.5%)
Asset Turnover: 129.0% > 50% (prev 106.7%; Δ 22.35% > 0%)
Interest Coverage Ratio: 12.56 > 6 (EBITDA TTM 16.1b / Interest Expense TTM 1.03b)
Altman Z'' 3.50
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: 0.21 (EBIT TTM 12.9b / Avg Total Assets 60.7b)
D: 0.56 (Book Value of Equity 21.4b / Total Liabilities 38.0b)
Altman-Z'' = 3.50 = A
Beneish M -2.89
DSRI: 1.09 (Receivables 11.6b/8.58b, Revenue 78.3b/62.8b)
GMI: 0.97 (GM 42.07% / 40.97%)
AQI: 0.95 (AQ_t 0.56 / AQ_t-1 0.59)
SGI: 1.25 (Revenue 78.3b / 62.8b)
TATA: -0.05 (NI 8.43b - CFO 11.7b) / TA 62.5b)
Beneish M = -2.89 (Cap -4..+1) = A
What is the price of SU shares?

As of May 25, 2026, the stock is trading at EUR 264.60 with a total of 691,479 shares traded.
Over the past week, the price has changed by +2.01%, over one month by -0.99%, over three months by +4.08% and over the past year by +23.59%.

Is SU a buy, sell or hold?

Schneider Electric S.E. has no consensus analysts rating.

Schneider Electric S.E. (SU) - Fundamental Data Overview as of 22 May 2026
Market Cap USD = 173b (149b EUR * 1.1641 EUR.USD)
P/E Trailing = 33.2412
P/E Forward = 27.1739
P/S = 3.7078
P/B = 6.1522
P/EG = 1.9141
Revenue TTM = 78.3b EUR
EBIT TTM = 12.9b EUR
EBITDA TTM = 16.1b EUR
Long Term Debt = 15.0b EUR (from longTermDebt, last quarter)
Short Term Debt = 2.72b EUR (from shortTermDebt, last quarter)
Debt = 17.7b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 13.1b EUR (calculated: Debt 17.7b - CCE 4.63b)
Enterprise Value = 162b EUR (149b + Debt 17.7b - CCE 4.63b)
Interest Coverage Ratio = 12.56 (Ebit TTM 12.9b / Interest Expense TTM 1.03b)
EV/FCF = 16.72x (Enterprise Value 162b / FCF TTM 9.69b)
FCF Yield = 5.98% (FCF TTM 9.69b / Enterprise Value 162b)
FCF Margin = 12.37% (FCF TTM 9.69b / Revenue TTM 78.3b)
Net Margin = 10.77% (Net Income TTM 8.43b / Revenue TTM 78.3b)
Gross Margin = 42.07% ((Revenue TTM 78.3b - Cost of Revenue TTM 45.4b) / Revenue TTM)
Gross Margin QoQ = 39.42% (prev 42.83%)
Tobins Q-Ratio = 2.59 (Enterprise Value 162b / Total Assets 62.5b)
Interest Expense / Debt = 5.81% (Interest Expense 1.03b / Debt 17.7b)
Taxrate = 23.20% (707.0m / 3.05b)
NOPAT = 9.94b (EBIT 12.9b * (1 - 23.20%))
Current Ratio = 1.19 (Total Current Assets 22.0b / Total Current Liabilities 18.5b)
Debt / Equity = 0.73 (Debt 17.7b / totalStockholderEquity, last quarter 24.2b)
Debt / EBITDA = 0.81 (Net Debt 13.1b / EBITDA 16.1b)
Debt / FCF = 1.35 (Net Debt 13.1b / FCF TTM 9.69b)
Total Stockholder Equity = 27.3b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.89% (Net Income 8.43b / Total Assets 62.5b)
RoE = 30.87% (Net Income TTM 8.43b / Total Stockholder Equity 27.3b)
RoCE = 30.56% (EBIT 12.9b / Capital Employed (Equity 27.3b + L.T.Debt 15.0b))
RoIC = 22.52% (NOPAT 9.94b / Invested Capital 44.1b)
WACC = 8.53% (E(149b)/V(167b) * Re(9.01%) + D(17.7b)/V(167b) * Rd(5.81%) * (1-Tc(0.23)))
Discount Rate = 9.01% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 58.43 | Cagr: 0.39%
[DCF] Terminal Value 77.40% ; FCFF base≈8.84b ; Y1≈10.1b ; Y5≈14.9b
[DCF] Fair Price = 363.7 (EV 218b - Net Debt 13.1b = Equity 205b / Shares 562.6m; r=8.53% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -9.42 | EPS CAGR: -0.42% | SUE: N/A | # QB: 0
Revenue Correlation: 99.87 | Revenue CAGR: 5.75% | SUE: 0.01 | # QB: 0
EPS current Year (2026-12-31): EPS=9.90 | Chg30d=-0.27% | Revisions=+22% | GrowthEPS=+15.2% | GrowthRev=+8.3%
EPS next Year (2027-12-31): EPS=11.50 | Chg30d=-0.10% | Revisions=+22% | GrowthEPS=+16.2% | GrowthRev=+8.6%
[Analyst] Revisions Ratio: +22%