Schneider Electric（SU）株式概要
シュナイダーエレクトリックS.E.は、世界中でエネルギー管理および産業オートメーション事業に従事している。 詳細
SU Community Fair Values
Create NarrativeSee what 153 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€379.32
FV
29.1% 割安 内在価値ディスカウント9.00%
Revenue growth p.a.
294
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
Schneider Electric S.E. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €269.05 |
| 52週高値 | €287.90 |
| 52週安値 | €208.80 |
| ベータ | 1.15 |
| 1ヶ月の変化 | -1.77% |
| 3ヶ月変化 | 2.73% |
| 1年変化 | 23.90% |
| 3年間の変化 | 64.05% |
| 5年間の変化 | 105.98% |
| IPOからの変化 | 1,222.36% |
最新ニュース
ナラティブの更新 • May 10
SU: AI Alliances And Execution Strength Will Shape Balanced Future Returns
Analysts now estimate Schneider Electric's fair value at €300.55, up from €296.50. This reflects updated assumptions around slightly higher revenue growth, margins and future P/E following a series of recent target changes across major banks.ナラティブの更新 • Apr 24
SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns
Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.ナラティブの更新 • Apr 09
SU: Conviction List Support And AI Data Centers Will Drive Future Upside
Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.Recent updates
ナラティブの更新 • May 10
SU: AI Alliances And Execution Strength Will Shape Balanced Future Returns
Analysts now estimate Schneider Electric's fair value at €300.55, up from €296.50. This reflects updated assumptions around slightly higher revenue growth, margins and future P/E following a series of recent target changes across major banks.ナラティブの更新 • Apr 24
SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns
Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.ナラティブの更新 • Apr 09
SU: Conviction List Support And AI Data Centers Will Drive Future Upside
Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.ナラティブの更新 • Mar 26
SU: Conviction List Backing And AI Data Center Push Will Support Upside
The analyst price target for Schneider Electric edges up from €294.14 to €295.50, with analysts pointing to adjusted assumptions on revenue growth, profitability and future P/E multiples, in line with the recent series of higher Street targets across major banks. Analyst Commentary Recent research points to a cluster of higher price targets on Schneider Electric, with several banks adjusting their models to reflect updated assumptions on revenue, profitability and P/E multiples.ナラティブの更新 • Mar 12
SU: Conviction List Support And Software Advances Will Drive Higher Bullish Case
Analysts have lifted their implied fair value for Schneider Electric to about €294 from roughly €276, citing a series of higher Street price targets in the €290 to €340 range that reflect updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Analyst Commentary Recent research points to a cluster of higher price targets for Schneider Electric in the €290 to €340 range, with several large banks at the upper end.
新しいナラティブ • Mar 07
The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out
1. The "AI Factory" Gold Rush Schneider is no longer just selling circuit breakers; it is building the physical backbone of the AI era.ナラティブの更新 • Feb 26
SU: Conviction List Support And Software Advances Will Shape Measured Upside
Analysts have lifted their average price target for Schneider Electric to €290 from €275, citing recent target hikes from multiple banks and its addition to a European conviction list as support for the revised view. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €290 target as a signal of increased confidence in Schneider Electric's ability to execute on its current plan, with recent research framing the company as better aligned with their return expectations.ナラティブの更新 • Feb 11
SU: Conviction List Inclusion And Energy Partnerships Will Shape Measured Upside Potential
Analysts have raised their fair value estimate for Schneider Electric from €274.05 to €276.36, citing recent price target increases and renewed conviction from several major research houses. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent price target moves toward €290 as support for a slightly higher fair value range, pointing to confidence that Schneider Electric can justify a premium within its sector.ナラティブの更新 • Jan 27
SU: Energy Partnerships And New Facilities Will Drive Outperformance Over The Next Years
The analyst price target for Schneider Electric has been nudged slightly higher to €274.05 from €272.83, with analysts pointing to a modestly higher fair value estimate, a small uplift in projected profit margin, and a broadly steady future P/E assumption as key supports for the revised view. What's in the News Schneider Electric and McLaren Racing agreed a long term energy technology partnership, covering multiple racing teams and using Schneider Electric solutions to support power management at race circuits and at McLaren's Technology Centre in Woking, UK (Client Announcements).ナラティブの更新 • Jan 09
SU: Data Center Supply Agreements Will Drive Outperformance Over The Next Two Years
Analysts have adjusted their price target on Schneider Electric slightly higher to reflect updated fair value estimates and revised assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modest uplift in their implied valuation in currency terms. What's in the News Digital Realty signed a $373 million Supply Capacity Agreement with Schneider Electric for UPS, low voltage switchgear and prefabricated skids, aiming to secure capacity and supply chain resilience for growing data center demand (Key Developments).ナラティブの更新 • Dec 16
SU: Data Center And AI Demand Will Drive Outperformance Over The Next Two Years
Analysts have raised their price target on Schneider Electric to approximately EUR 271 from about EUR 264, reflecting modestly lower discount rates, slightly stronger margin expectations, and recent supportive upgrades citing structural growth and accelerating profitability. Analyst Commentary Recent Street research has skewed decisively positive, with multiple upgrades and price target hikes pointing to improving confidence in Schneider Electric's medium term earnings power and strategic positioning.ナラティブの更新 • Dec 01
SU: Exposure To Data Center Demand Will Drive Outperformance Over The Next Two Years
The analyst price target for Schneider Electric has increased slightly from EUR 265 to EUR 264. This reflects continued optimism from analysts due to positive sector tailwinds and expectations for above-peer growth and margin improvement.ナラティブの更新 • Nov 17
SU: Exposure To Data Centers And Construction Market Will Drive Outperformance
The fair value estimate for Schneider Electric has been raised slightly to €265.10, up from €264.39. Analysts point to increased revenue growth expectations and improved industry demand forecasts supporting a higher price target.ナラティブの更新 • Nov 01
SU: Data Center Expansion And European Construction Recovery Will Drive Long-Term Momentum
The analyst price target for Schneider Electric has been increased from €260.64 to €264.39. Analysts cite improving revenue growth prospects and stronger profit margins, which are supporting a more optimistic outlook.ナラティブの更新 • Oct 17
AI Computing And Renewable Trends Will Spark Global Transformation
The analyst price target for Schneider Electric has increased from approximately €258 to €261. Analysts cite accelerating profit growth, strong structural tailwinds, and a positive outlook for the stock.ナラティブの更新 • Oct 03
AI Computing And Renewable Trends Will Spark Global Transformation
Schneider Electric's fair value estimate has been revised upward from €253.10 to €257.55. This change reflects analysts' increased price targets and growing confidence in the company's structural growth prospects and earnings momentum.分析記事 • Aug 17
Here's Why Schneider Electric (EPA:SU) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Aug 02
Why Investors Shouldn't Be Surprised By Schneider Electric S.E.'s (EPA:SU) P/E
Schneider Electric S.E.'s ( EPA:SU ) price-to-earnings (or "P/E") ratio of 28x might make it look like a strong sell...分析記事 • Jul 20
Is It Too Late To Consider Buying Schneider Electric S.E. (EPA:SU)?
Today we're going to take a look at the well-established Schneider Electric S.E. ( EPA:SU ). The company's stock led...分析記事 • Jun 21
Is Schneider Electric S.E. (EPA:SU) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Using the 2 Stage Free Cash Flow to Equity, Schneider Electric fair value estimate is €171 Schneider...分析記事 • May 26
Schneider Electric (EPA:SU) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
新しいナラティブ • Feb 23
Investing In Global Expansion And Sustainability Will Boost Future Prospects
Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements.株主還元
| SU | FR Electrical | FR 市場 | |
|---|---|---|---|
| 7D | 2.0% | 1.6% | 2.0% |
| 1Y | 23.9% | 28.6% | 1.3% |
業界別リターン: SU過去 1 年間で28.6 % の収益を上げたFrench Electrical業界を下回りました。
リターン対市場: SU過去 1 年間で1.3 % の収益を上げたFrench市場を上回りました。
価格変動
| SU volatility | |
|---|---|
| SU Average Weekly Movement | 5.8% |
| Electrical Industry Average Movement | 5.4% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 2.9% |
安定した株価: SU 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SUの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1836 | 158,122 | Olivier Blum | www.se.com |
シュナイダーエレクトリックS E.は、世界中でエネルギー管理および産業オートメーション事業に従事している。同社は、インバーター、架台、ソーラーパネル、その他のソーラー機器、風力発電所マイクログリッド、その他、ビル管理システム、ビル用電力計測システム、サーモスタットや照明システムの制御など、ビル内の電気や熱のスマートな監視と調整、冷却システム、断熱製品、UPS、送配電回路配線用機器、低電圧電気製品、機器、システム、中電圧開閉器、UPSを提供している；電気回路を配線するための送電・配電配線装置、低電圧電気製品・機器・システム、中電圧開閉装置・制御ギア、需要応答・負荷シフト機器・システム・サービス、エネルギーに関する通信・ソフトウェア・制御機器・製品・システム・サービス、可変速駆動装置。また、鉄道輸送インフラ、ゼロ・エミッション道路輸送、都市交通の運営に必要なインフラ、低炭素港湾インフラ、低炭素空港インフラ、電化および港湾運営のための近代化およびメンテナンスサービス、エネルギー管理機器およびプロジェクト、ビル管理およびビルの電力計測システムに関するサービスプラン、ビルの設計、計画、建設のためのソフトウェアおよびデータ駆動型ソリューションも提供している；エネルギー監査、シミュレーション、トレーニングなどの技術コンサルティング、エネルギー管理サービス、エネルギーパフォーマンス契約、給水システムの漏水制御技術、リアルタイムネットワークモデリングと最適化、漏水計算、制御、報告、電気・電子機器、遠隔監視・予知保全システム、ライフサイクルパフォーマンス管理ソフトウェア、製品修理、改修、再製造サービス、スペアパーツ販売、サービスとしてのソフトウェア。同社は1836年に設立され、フランスのリュエイユ・マルメゾンに本社を置いている。
Schneider Electric S.E. 基礎のまとめ
| SU 基礎統計学 | |
|---|---|
| 時価総額 | €151.18b |
| 収益（TTM） | €4.16b |
| 売上高(TTM) | €40.15b |
36.3x
PER（株価収益率3.8x
P/SレシオSU は割高か？
公正価値と評価分析を参照収益と収入
| SU 損益計算書（TTM） | |
|---|---|
| 収益 | €40.15b |
| 売上原価 | €23.26b |
| 売上総利益 | €16.90b |
| その他の費用 | €12.73b |
| 収益 | €4.16b |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 7.41 |
| グロス・マージン | 42.08% |
| 純利益率 | 10.37% |
| 有利子負債／自己資本比率 | 75.1% |
SU の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.6%
現在の配当利回り57%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 23:13 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Schneider Electric S.E. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38
| アナリスト | 機関 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Lourdes Dominguez | Banco Santander |
| Nick Webster | Barclays |