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Market Cap

€85.1b

Last Updated

2021/09/18 17:33 UTC

Data Sources

Company Financials +

Executive Summary

Schneider Electric S.E. provides energy and automation digital solutions worldwide. More Details


Snowflake Analysis

Established dividend payer with proven track record.


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Share Price & News

How has Schneider Electric's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: SU is less volatile than 75% of French stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: SU's weekly volatility (3%) has been stable over the past year.


Market Performance


7 Day Return

-0.01%

SU

-0.08%

FR Electrical

-1.8%

FR Market


1 Year Return

44.9%

SU

44.4%

FR Electrical

32.8%

FR Market

Return vs Industry: SU matched the French Electrical industry which returned 44.4% over the past year.

Return vs Market: SU exceeded the French Market which returned 32.8% over the past year.


Shareholder returns

SUIndustryMarket
7 Day-0.01%-0.08%-1.8%
30 Day-0.5%-0.04%0.2%
90 Day16.2%15.0%0.1%
1 Year47.8%44.9%47.1%44.4%36.1%32.8%
3 Year135.9%117.2%112.2%97.4%31.9%19.6%
5 Year179.5%143.0%146.3%118.5%82.1%53.6%

Long-Term Price Volatility Vs. Market

How volatile is Schneider Electric's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Schneider Electric undervalued compared to its fair value and its price relative to the market?

29.27x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: SU (€152.98) is trading above our estimate of fair value (€111.62)

Significantly Below Fair Value: SU is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: SU is poor value based on its PE Ratio (29.3x) compared to the French Electrical industry average (26.5x).

PE vs Market: SU is poor value based on its PE Ratio (29.3x) compared to the French market (21.2x).


Price to Earnings Growth Ratio

PEG Ratio: SU is poor value based on its PEG Ratio (3.4x)


Price to Book Ratio

PB vs Industry: SU is good value based on its PB Ratio (3.9x) compared to the FR Electrical industry average (4.1x).


Future Growth

How is Schneider Electric forecast to perform in the next 1 to 3 years based on estimates from 20 analysts?

8.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SU's forecast earnings growth (8.6% per year) is above the savings rate (0.4%).

Earnings vs Market: SU's earnings (8.6% per year) are forecast to grow slower than the French market (12.2% per year).

High Growth Earnings: SU's earnings are forecast to grow, but not significantly.

Revenue vs Market: SU's revenue (4.8% per year) is forecast to grow slower than the French market (6.2% per year).

High Growth Revenue: SU's revenue (4.8% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SU's Return on Equity is forecast to be low in 3 years time (15.8%).


Past Performance

How has Schneider Electric performed over the past 5 years?

7.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SU has high quality earnings.

Growing Profit Margin: SU's current net profit margins (10.6%) are higher than last year (8.6%).


Past Earnings Growth Analysis

Earnings Trend: SU's earnings have grown by 7.2% per year over the past 5 years.

Accelerating Growth: SU's earnings growth over the past year (32%) exceeds its 5-year average (7.2% per year).

Earnings vs Industry: SU earnings growth over the past year (32%) underperformed the Electrical industry 44.8%.


Return on Equity

High ROE: SU's Return on Equity (11.9%) is considered low.


Financial Health

How is Schneider Electric's financial position?


Financial Position Analysis

Short Term Liabilities: SU's short term assets (€15.4B) exceed its short term liabilities (€14.5B).

Long Term Liabilities: SU's short term assets (€15.4B) exceed its long term liabilities (€13.0B).


Debt to Equity History and Analysis

Debt Level: SU's debt to equity ratio (45.2%) is considered high.

Reducing Debt: SU's debt to equity ratio has increased from 39.5% to 45.2% over the past 5 years.

Debt Coverage: SU's debt is well covered by operating cash flow (40.1%).

Interest Coverage: SU's interest payments on its debt are well covered by EBIT (47x coverage).


Balance Sheet


Dividend

What is Schneider Electric current dividend yield, its reliability and sustainability?

1.70%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SU's dividend (1.7%) is higher than the bottom 25% of dividend payers in the French market (1.27%).

High Dividend: SU's dividend (1.7%) is low compared to the top 25% of dividend payers in the French market (3.88%).


Stability and Growth of Payments

Stable Dividend: SU's dividends per share have been stable in the past 10 years.

Growing Dividend: SU's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (49.6%), SU's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SU's dividends in 3 years are forecast to be well covered by earnings (45.3% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.7yrs

Average management tenure


CEO

JP Tricoire (57 yo)

8.42yrs

Tenure

€5,278,851

Compensation

Mr. Jean-Pascal Tricoire, also known as JP, has been an Independent Director of QUALCOMM Incorporated since July 24, 2020. Mr. Tricoire serves as the President at Schneider Electric Infrastructure Limited....


CEO Compensation Analysis

Compensation vs Market: JP's total compensation ($USD6.20M) is above average for companies of similar size in the French market ($USD3.29M).

Compensation vs Earnings: JP's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: SU's management team is considered experienced (2.7 years average tenure).


Board Members

Experienced Board: SU's board of directors are considered experienced (5.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.9%.


Top Shareholders

Company Information

Schneider Electric S.E.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Schneider Electric S.E.
  • Ticker: SU
  • Exchange: ENXTPA
  • Founded: 1836
  • Industry: Electrical Components and Equipment
  • Sector: Capital Goods
  • Market Cap: €85.102b
  • Shares outstanding: 556.29m
  • Website: https://www.se.com/ww/en

Number of Employees


Location

  • Schneider Electric S.E.
  • 35 rue Joseph Monier
  • Rueil-Malmaison
  • Ile-de-France
  • 92506
  • France

Listings


Biography

Schneider Electric S.E. provides energy and automation digital solutions worldwide. It operates through two segments, Energy Management and Industrial Automation. The company offers busway and cable suppor...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/18 17:33
End of Day Share Price2021/09/17 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.