Schneider Electric SE SU

Morningstar Rating
€242.70 +7.00 (2.97%)
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Company Report

Schneider's Investment Thesis Centers on Energy Management Despite Recent Software Acquisitions

The majority of Schneider Electric's revenue comes from the sale of electrical and industrial automation products and systems. Schneider is the undisputed market leader in low-voltage electrical equipment and in several data center product categories. End markets include building, data centers and networks, industry, and infrastructure. The software and services business contributes approximately 20% of group revenue and is targeted to reach 30% by 2030. The PTC acquisition will be a major step toward that target.

Price vs Fair Value

SU is trading within a range we consider fairly valued.
Price
€242.70
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Schneider's products and systems enable several megatrends, and it is among the biggest beneficiaries of AI infrastructure investment in the European capital goods sector.

Bears

Schneider's discrete automation business is exposed to cyclical macroeconomic conditions, which have an adverse mix effect on its industrial automation segment margins.

News

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Trading Information

Previous Close Price
€235.70
Day Range
€234.90–243.45
52-Week Range
€220.40–312.30
Bid/Ask
€0.00 / €0.00
Shares Outstanding
588.30M
Market Cap
€142.78B
Volume/Avg
1M / 1M

Key Statistics

Price/Earnings (Normalized)
25.85
Price/Sales
3.30
Dividend Yield (Trailing)
1.73%
Dividend Yield (Forward)
1.73%
Dividend Payment Schedule
May
Total Yield
1.90%

Company Profile

Schneider Electric is a global leader in energy management and industrial automation. It holds leading positions in electrical distribution. Its four end markets include buildings, data centers and networks, infrastructure, and industry. Its largest countries include the United States, China, and India.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Large Growth
Total Number of Employees
160,000

Competitors

Valuation

Metric
SU
ABBN
LR
Price/Earnings (Normalized)
25.8530.8823.95
Price/Book Value
5.589.344.51
Price/Sales
3.304.423.43
Price/Cash Flow
18.3728.3618.88
Price/Earnings
SU
ABBN
LR

Financial Strength

Metric
SU
ABBN
LR
Quick Ratio
0.810.811.08
Current Ratio
1.091.431.58
Interest Coverage
12.3130.739.89
Quick Ratio
SU
ABBN
LR

Profitability

Metric
SU
ABBN
LR
Return on Assets (Normalized)
8.90%10.90%7.90%
Return on Equity (Normalized)
22.32%31.51%19.12%
Return on Invested Capital (Normalized)
13.76%19.68%10.65%
Return on Assets
SU
ABBN
LR

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