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Schneider Electric S.E. Stock Price

ENXTPA:SU Community·€158.4b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 166 Fair Values set on narratives written by author

SU Share Price Performance

€281.85
55.75 (24.66%)
€300.38
Fair Value
€281.85
55.75 (24.66%)
6.2% undervalued intrinsic discount
€300.38
Fair Value
Price €281.85
AnalystConsensusTarget €300.38
CrayonDave €379.32

SU Community Narratives

·
Fair Value €300.38 6.2% undervalued intrinsic discount

SU: Data Center Expansion And European Construction Recovery Will Drive Long-Term Momentum

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Fair Value
·
Fair Value €379.32 25.7% undervalued intrinsic discount

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

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7users have followed this narrative
€379.32
25.7% undervalued intrinsic discount
Fair Value
Revenue
9% p.a.
Profit Margin
14%
Future PE
37x
Price in 2029
€477.84
€300.38
6.2% undervalued intrinsic discount
Revenue
8.42% p.a.
Profit Margin
14.04%
Future PE
31.19x
Price in 2029
€397.68

Trending Discussion

Updated Narratives

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The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

Fair Value: €379.32 25.7% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SU: AI Data Center Demand And Automation Recovery Will Shape Balanced Returns

Fair Value: €300.38 6.2% undervalued intrinsic discount
95 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with adequate balance sheet and pays a dividend.

1 Risk
1 Reward

Schneider Electric S.E. Key Details

€40.2b

Revenue

€23.3b

Cost of Revenue

€16.9b

Gross Profit

€12.7b

Other Expenses

€4.2b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 30, 2026
7.41
42.08%
10.37%
75.1%
View Full Analysis

About SU

Founded
1836
Employees
158122
CEO
Olivier Blum
WebsiteView website
www.se.com

Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide. The company offers inverters, mounting frames, solar panels, other solar equipment, wind farm microgrid, and others; building management systems; power metering systems for buildings; smart monitoring and regulation of electricity or heat in buildings, such as thermostats and controls for lighting systems; cooling systems; insulating products; UPS; transmission and distribution wiring devices for wiring electrical circuits; low voltage electrical products, equipment, and systems; medium voltage switchgears and control gears; demand response and load shifting equipment, systems, and services; communication, software and control equipment, products, systems, and services for energy; and variable speed drives. It also provides modernization and maintenance services for rail transport infrastructure, zero-emissions road transport, infrastructure required for operating urban transport, low-carbon port and airport infrastructure, and electrification and ports’ operations; energy management equipment and projects; service plans related to building management and power metering systems in buildings; software and data-driven solutions for building design, planning, and construction; technical consultations, such as energy audits, simulations, and trainings; energy management services; energy performance contracts; leakage control technologies for water supply systems; real-time network modeling and optimization; leakage calculation, control, and reporting; electrical and electronic equipment; remote monitoring and predictive maintenance systems; lifecycle performance management software; product repairing, refurbishing, or remanufacturing services; spare parts; and software as a service. Schneider Electric S.E. was founded in 1836 and is headquartered in Rueil-Malmaison, France.

Recent SU News & Updates

Narrative Update Jun 01

SU: AI Data Center Demand And Automation Recovery Will Shape Balanced Returns

Schneider Electric's analyst price target has been nudged slightly lower to about €300 as analysts balance a modestly higher discount rate with steady fair value, margin and P/E assumptions, while citing a gradually improving discrete automation market as a supportive factor. Analyst Commentary Recent research points to a mix of optimism and caution around Schneider Electric, with price targets clustered around the high €200s to low €300s and views shaped by expectations for the discrete automation cycle and the stock's current valuation multiples.

Recent updates

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