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Schneider Electric

ENXTPA:SU
Snowflake Description

Flawless balance sheet and fair value.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
SU
ENXTPA
€40B
Market Cap
  1. Home
  2. FR
  3. Capital Goods
Company description

Schneider Electric SE provides energy management and automation solutions worldwide. The last earnings update was 93 days ago. More info.


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SU Share Price and Events
7 Day Returns
1.9%
ENXTPA:SU
1.9%
FR Electrical
1.9%
FR Market
1 Year Returns
-6.4%
ENXTPA:SU
-7.6%
FR Electrical
-2.3%
FR Market
SU Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Schneider Electric (SU) 1.9% -5.6% 6.6% -6.4% 29.2% 7.6%
FR Electrical 1.9% -3.2% 6.7% -7.6% 25.5% 13.3%
FR Market 1.9% -2% 5.9% -2.3% 30.8% 29.8%
1 Year Return vs Industry and Market
  • SU outperformed the Electrical industry which returned -7.6% over the past year.
  • SU underperformed the Market in France which returned -2.3% over the past year.
Price Volatility
SU
Industry
5yr Volatility vs Market

SU Value

 Is Schneider Electric undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Schneider Electric to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Schneider Electric.

ENXTPA:SU Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 18 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.6%
Perpetual Growth Rate 10-Year FR Government Bond Rate 0.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for ENXTPA:SU
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year FR Govt Bond Rate 0.7%
Equity Risk Premium S&P Global 6.7%
Electrical Unlevered Beta Simply Wall St/ S&P Global 1.13
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 1.132 (1 + (1- 33%) (18.93%))
1.185
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.18
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.73% + (1.185 * 6.65%)
8.61%

Discounted Cash Flow Calculation for ENXTPA:SU using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Schneider Electric is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

ENXTPA:SU DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (EUR, Millions) Source Present Value
Discounted (@ 8.61%)
2019 2,667.80 Analyst x9 2,456.25
2020 2,858.46 Analyst x10 2,423.09
2021 3,216.18 Analyst x7 2,510.13
2022 3,488.59 Est @ 8.47% 2,506.82
2023 3,703.09 Est @ 6.15% 2,449.95
2024 3,870.62 Est @ 4.52% 2,357.72
2025 4,001.70 Est @ 3.39% 2,244.27
2026 4,105.37 Est @ 2.59% 2,119.83
2027 4,188.84 Est @ 2.03% 1,991.41
2028 4,257.67 Est @ 1.64% 1,863.62
Present value of next 10 years cash flows €22,923.09
ENXTPA:SU DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= €4,257.67 × (1 + 0.73%) ÷ (8.61% – 0.73%)
€54,428.11
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= €54,428.11 ÷ (1 + 8.61%)10
€23,823.68
ENXTPA:SU Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= €22,923.09 + €23,823.68
€46,746.77
Equity Value per Share
(EUR)
= Total value / Shares Outstanding
= €46,746.77 / 544.86
€85.8
ENXTPA:SU Discount to Share Price
Calculation Result
Value per share (EUR) From above. €85.80
Current discount Discount to share price of €72.68
= -1 x (€72.68 - €85.80) / €85.80
15.3%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Schneider Electric is available for.
Intrinsic value
15%
Share price is €72.68 vs Future cash flow value of €85.8
Current Discount Checks
For Schneider Electric to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Schneider Electric's share price is below the future cash flow value, but not at a moderate discount (< 20%).
  • Schneider Electric's share price is below the future cash flow value, but not at a substantial discount (< 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Schneider Electric's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Schneider Electric's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
ENXTPA:SU PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in EUR €4.25
ENXTPA:SU Share Price ** ENXTPA (2019-05-17) in EUR €72.68
France Electrical Industry PE Ratio Median Figure of 8 Publicly-Listed Electrical Companies 19.49x
France Market PE Ratio Median Figure of 414 Publicly-Listed Companies 18.04x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Schneider Electric.

ENXTPA:SU PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= ENXTPA:SU Share Price ÷ EPS (both in EUR)

= 72.68 ÷ 4.25

17.08x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Schneider Electric is good value based on earnings compared to the FR Electrical industry average.
  • Schneider Electric is good value based on earnings compared to the France market.
Price based on expected Growth
Does Schneider Electric's expected growth come at a high price?
Raw Data
ENXTPA:SU PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 17.08x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 18 Analysts
8.4%per year
France Electrical Industry PEG Ratio Median Figure of 6 Publicly-Listed Electrical Companies 2.32x
France Market PEG Ratio Median Figure of 268 Publicly-Listed Companies 1.47x

*Line of best fit is calculated by linear regression .

ENXTPA:SU PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 17.08x ÷ 8.4%

2.03x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Schneider Electric is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Schneider Electric's assets?
Raw Data
ENXTPA:SU PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in EUR €37.82
ENXTPA:SU Share Price * ENXTPA (2019-05-17) in EUR €72.68
France Electrical Industry PB Ratio Median Figure of 13 Publicly-Listed Electrical Companies 1.92x
France Market PB Ratio Median Figure of 618 Publicly-Listed Companies 1.44x
ENXTPA:SU PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= ENXTPA:SU Share Price ÷ Book Value per Share (both in EUR)

= 72.68 ÷ 37.82

1.92x

* Primary Listing of Schneider Electric.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Schneider Electric is good value based on assets compared to the FR Electrical industry average.
X
Value checks
We assess Schneider Electric's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Electrical industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Electrical industry average (and greater than 0)? (1 check)
  5. Schneider Electric has a total score of 3/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

SU Future Performance

 How is Schneider Electric expected to perform in the next 1 to 3 years based on estimates from 18 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
8.4%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Schneider Electric expected to grow at an attractive rate?
  • Schneider Electric's earnings growth is expected to exceed the low risk savings rate of 0.7%.
Growth vs Market Checks
  • Schneider Electric's earnings growth is positive but not above the France market average.
  • Schneider Electric's revenue growth is positive but not above the France market average.
Annual Growth Rates Comparison
Raw Data
ENXTPA:SU Future Growth Rates Data Sources
Data Point Source Value (per year)
ENXTPA:SU Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 18 Analysts 8.4%
ENXTPA:SU Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 18 Analysts 3.6%
France Electrical Industry Earnings Growth Rate Market Cap Weighted Average 8.8%
France Electrical Industry Revenue Growth Rate Market Cap Weighted Average 3.6%
France Market Earnings Growth Rate Market Cap Weighted Average 13.3%
France Market Revenue Growth Rate Market Cap Weighted Average 4.9%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
ENXTPA:SU Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 18 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
ENXTPA:SU Future Estimates Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 30,420 1
2022-12-31 29,721 1
2021-12-31 28,991 4,072 3,046 13
2020-12-31 27,926 3,771 2,814 18
2019-12-31 27,143 3,623 2,602 17
ENXTPA:SU Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2018-12-31 25,720 2,865 2,357
2018-09-30 25,304 2,800 2,311
2018-06-30 24,887 2,735 2,265
2018-03-31 24,815 2,883 2,255
2017-12-31 24,743 3,030 2,244
2017-09-30 24,817 3,031 2,111
2017-06-30 24,890 3,031 1,978
2017-03-31 24,675 2,989 1,873
2016-12-31 24,459 2,947 1,767
2016-09-30 24,997 3,014 1,639
2016-06-30 25,534 3,080 1,511
2016-03-31 26,087 2,956 1,459

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Schneider Electric's earnings are expected to grow by 8.4% yearly, however this is not considered high growth (20% yearly).
  • Schneider Electric's revenue is expected to grow by 3.6% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
ENXTPA:SU Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 18 Analyst Estimates (S&P Global) See Below

All data from Schneider Electric Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ENXTPA:SU Future Estimates Data
Date (Data in EUR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 5.51 5.98 4.49 10.00
2020-12-31 5.03 5.32 4.39 15.00
2019-12-31 4.62 4.83 4.33 15.00
ENXTPA:SU Past Financials Data
Date (Data in EUR Millions) EPS *
2018-12-31 4.25
2018-09-30 4.16
2018-06-30 4.06
2018-03-31 4.04
2017-12-31 4.02
2017-09-30 3.78
2017-06-30 3.54
2017-03-31 3.34
2016-12-31 3.15
2016-09-30 2.91
2016-06-30 2.68
2016-03-31 2.58

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Schneider Electric is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Schneider Electric's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the France market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the France market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Schneider Electric has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

SU Past Performance

  How has Schneider Electric performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Schneider Electric's growth in the last year to its industry (Electrical).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Schneider Electric's year on year earnings growth rate has been positive over the past 5 years.
  • Schneider Electric's 1-year earnings growth is less than its 5-year average (5% vs 6.8%)
  • Schneider Electric's earnings growth has not exceeded the FR Electrical industry average in the past year (5% vs 5%).
Earnings and Revenue History
Schneider Electric's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Schneider Electric Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ENXTPA:SU Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 25,720.00 2,357.00 5,633.00 597.00
2018-09-30 25,303.50 2,311.00 5,538.00 556.50
2018-06-30 24,887.00 2,265.00 5,443.00 516.00
2018-03-31 24,815.00 2,254.50 5,429.00 508.50
2017-12-31 24,743.00 2,244.00 5,415.00 501.00
2017-09-30 24,816.50 2,111.00 5,442.50 517.00
2017-06-30 24,890.00 1,978.00 5,470.00 533.00
2017-03-31 24,674.50 1,872.50 5,438.50 530.00
2016-12-31 24,459.00 1,767.00 5,407.00 527.00
2016-09-30 24,996.50 1,639.00 5,460.00 536.50
2016-06-30 25,534.00 1,511.00 5,513.00 546.00
2016-03-31 26,087.00 1,459.00 5,615.50 555.50
2015-12-31 26,640.00 1,407.00 5,718.00 565.00
2015-09-30 26,363.50 1,573.50 5,687.50 563.50
2015-06-30 26,087.00 1,740.00 5,657.00 562.00
2015-03-31 25,513.00 1,756.00 5,553.50 564.50
2014-12-31 24,939.00 1,772.00 5,450.00 567.00
2014-09-30 24,348.00 1,774.50 5,318.00 538.50
2014-06-30 23,757.00 1,777.00 5,186.00 510.00
2014-03-31 23,574.50 1,802.00 5,073.00 513.00
2013-12-31 23,392.00 1,827.00 4,960.00 516.00
2013-09-30 23,632.50 1,782.50 4,978.50 521.00
2013-06-30 23,873.00 1,738.00 4,997.00 526.00
2013-03-31 23,909.50 1,775.50 5,016.00 516.50
2012-12-31 23,946.00 1,813.00 5,035.00 507.00
2012-09-30 23,681.50 1,840.00 4,989.50 531.00
2012-06-30 23,417.00 1,867.00 4,944.00 555.00

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Schneider Electric has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Schneider Electric used its assets less efficiently than the FR Electrical industry average last year based on Return on Assets.
  • Schneider Electric has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Schneider Electric's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Electrical industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Schneider Electric has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

SU Health

 How is Schneider Electric's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Schneider Electric's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Schneider Electric is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Schneider Electric's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Schneider Electric's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is covered by short term assets, assets are 1.8x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Schneider Electric Company Filings, last reported 4 months ago.

ENXTPA:SU Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 22,264.00 7,497.00 2,391.00
2018-09-30 22,264.00 7,497.00 2,391.00
2018-06-30 21,180.00 9,308.00 3,295.00
2018-03-31 21,180.00 9,308.00 3,295.00
2017-12-31 19,942.00 7,341.00 3,077.00
2017-09-30 19,942.00 7,341.00 3,077.00
2017-06-30 19,567.00 8,005.00 3,087.00
2017-03-31 19,567.00 8,005.00 3,087.00
2016-12-31 20,653.00 7,619.00 2,825.00
2016-09-30 20,653.00 7,619.00 2,825.00
2016-06-30 19,860.00 7,858.00 2,183.00
2016-03-31 19,860.00 7,858.00 2,183.00
2015-12-31 21,289.00 7,630.00 3,040.00
2015-09-30 21,289.00 7,630.00 3,040.00
2015-06-30 20,822.00 8,525.00 2,128.00
2015-03-31 20,822.00 8,525.00 2,128.00
2014-12-31 20,151.00 7,672.00 2,690.00
2014-09-30 20,151.00 7,672.00 2,690.00
2014-06-30 18,576.00 9,202.00 2,688.00
2014-03-31 18,576.00 9,202.00 2,688.00
2013-12-31 17,593.00 8,889.00 5,591.00
2013-09-30 17,593.00 8,889.00 5,591.00
2013-06-30 16,454.00 8,011.00 2,849.00
2013-03-31 16,454.00 8,011.00 2,849.00
2012-12-31 16,827.00 8,132.00 3,864.00
2012-09-30 16,827.00 8,132.00 3,864.00
2012-06-30 16,281.00 8,515.00 2,495.00
  • Schneider Electric's level of debt (33.7%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (50.5% vs 33.7% today).
  • Debt is well covered by operating cash flow (38.2%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 20.1x coverage).
X
Financial health checks
We assess Schneider Electric's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Schneider Electric has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

SU Dividends

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

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
3.23%
Current annual income from Schneider Electric dividends. Estimated to be 3.61% next year.
If you bought €2,000 of Schneider Electric shares you are expected to receive €65 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Schneider Electric's pays a higher dividend yield than the bottom 25% of dividend payers in France (1.57%).
  • Schneider Electric's dividend is below the markets top 25% of dividend payers in France (4.5%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
ENXTPA:SU Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 18 Analyst Estimates (S&P Global) See Below
France Electrical Industry Average Dividend Yield Market Cap Weighted Average of 6 Stocks 2.8%
France Market Average Dividend Yield Market Cap Weighted Average of 324 Stocks 3.1%
France Minimum Threshold Dividend Yield 10th Percentile 1%
France Bottom 25% Dividend Yield 25th Percentile 1.6%
France Top 25% Dividend Yield 75th Percentile 4.5%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

ENXTPA:SU Future Dividends Estimate Data
Date (Data in €) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 2.80 12.00
2020-12-31 2.65 17.00
2019-12-31 2.48 16.00
ENXTPA:SU Past Annualized Dividends Data
Date (Data in €) Dividend per share (annual) Avg. Yield (%)
2019-02-14 2.350 3.299
2018-04-24 2.200 3.297
2017-02-16 2.040 2.907
2016-02-17 2.000 3.373
2015-02-19 1.920 3.251
2014-05-07 1.870 2.919
2013-02-21 1.870 3.082
2012-08-01 1.700 3.290
2012-05-04 1.700 3.926
2011-04-21 1.600 3.429
2010-02-18 1.025 2.131

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Whilst dividend payments have been stable, Schneider Electric has been paying a dividend for less than 10 years.
  • Dividend payments have increased, but Schneider Electric only paid a dividend in the past 9 years.
Current Payout to shareholders
What portion of Schneider Electric's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.8x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (2.1x coverage).
X
Income/ dividend checks
We assess Schneider Electric's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Schneider Electric afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Schneider Electric has a total score of 3/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

SU Management

 What is the CEO of Schneider Electric's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
JP Tricoire
COMPENSATION €6,259,898
AGE 54
TENURE AS CEO 6.1 years
CEO Bio

Mr. Jean-Pascal Tricoire, also known as JP, serves as the President at Schneider Electric Infrastructure Limited. Mr. Tricoire has been Chairman and Chief Executive Officer of Schneider Electric S.E. since April 25, 2013 and served as its President. He is the President of Global Compact France. He has been a Director of United Nations Global Compact since June 2018. He served as Chief Executive Officer at Schneider Electric Infrastructure Limited. He served as Chairman of Management Board of Schneider Electric SA from May 2006 to April 25, 2013. He has been the Chairman of Schneider Electric Industries SAS since May 2006 and serves as its Chief Executive Officer. He has been Chairman of Global Compact France since 2013; Co-Chair of the Business & Climate Summit since 2015; CEO Leadership Award for Advancing Women’s Equality since 2015; and #HeForShe IMPACT 10x10x10 Champion since 2016. He served as Chief Operating Officer of Schneider Electric SA since October 2003 and also served as its Executive Vice President of International Division from January 2002 to October 2003. In October 2003, he was appointed Deputy CEO. After carrying out missions at Alcatel, Schlumberger and St Gobain in 1985 and 1986, he joined Merlin Gerin in 1986 to develop a partnership with a German company. He served in corporate functions as Head of Schneider Electric's Global Strategic Accounts and of the Schneider 2000+ program from 1999 to 2001. He served operating positions at Schneider Electric in Italy (five years), China (five years) and South Africa (one year) from 1988 to 1999. He serves as Chairman of the board of directors of Schneider Electric Asia Pacific Ltd, and Chairman of the board of directors of Schneider Electric Holdings Inc. He served as Chairman of the management board of Schneider Electric SA, Director of NINGBO Schneider Power Distribution Apparatus Manufacturing Co. Ltd. He serves as Director of DELIXI Electric Ltd, and Director of Schneider Electric USA, Inc. Mr. Tricoire has been Director of Schneider Electric Industries S.A.S. since 2006. Mr. Tricoire has been a Director of Schneider Electric S.E. since April 25, 2013. He serves as Director of Square D (USA) and Raise Investissement, SAS. Previous directorships and functions held in the past five years: Director of Clipsal Asia Holding Limited, Digital Electronics Corporation, Schneider Electric (Australia) Pty Limited, Schneider Electric New Zealand Holding Limited, PT Schneider Indonesia, Schneider Electric Japan Ltd., Schneider Electric Japan Holding Ltd., Schneider Electric Venezuela SA, Schneider Toshiba Inverter S.A.S. and PDL Holding Ltd. Mr. Tricoire holds an Electronic Engineering Degree from ESEO, Angers (France) and an MBA from CESMA Business School and also in International Affairs from EM Lyon (France).

CEO Compensation
  • JP's compensation has been consistent with company performance over the past year.
  • JP's remuneration is higher than average for companies of similar size in France.
Management Team Tenure

Average tenure and age of the Schneider Electric management team in years:

6.1
Average Tenure
50
Average Age
  • The average tenure for the Schneider Electric management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

JP Tricoire

TITLE
Chairman & CEO
COMPENSATION
€6M
AGE
54
TENURE
6.1 yrs

Emmanuel Babeau

TITLE
Deputy CEO & CFO
COMPENSATION
€3M
AGE
51

Greg Millar

TITLE
CTO and Senior VP of Solutions & Technology Office

Hervé Coureil

TITLE
Executive VP of Digital & Chief Digital Officer/Chief Information Officer
AGE
48

Amit Bhalla

TITLE
Vice-President of Financial Communication & Investor Relations

Chris Leong

TITLE
Executive Vice President of Global Marketing
AGE
50

Olivier Pascal Blum

TITLE
Chief Human Resources Officer & Executive VP of Global Human Resources

Philippe Delorme

TITLE
Executive Vice President of Energy Management
AGE
47
TENURE
0.3 yrs

Carina Ho

TITLE
Senior Vice President of Strategy & Business Development - China Operations

Joszef Spilko

TITLE
President of Hungary Unit
TENURE
8 yrs
Board of Directors Tenure

Average tenure and age of the Schneider Electric board of directors in years:

5
Average Tenure
58
Average Age
  • The tenure for the Schneider Electric board of directors is about average.
Board of Directors

JP Tricoire

TITLE
Chairman & CEO
COMPENSATION
€6M
AGE
54
TENURE
6.1 yrs

Leo Apotheker

TITLE
Vice Chairman & Independent Lead Director
COMPENSATION
€398K
AGE
65
TENURE
5 yrs

Didier Marie Pineau-Valencienne

TITLE
Honorary Chairman
AGE
87

Linda Knoll

TITLE
Independent Director
COMPENSATION
€164K
AGE
57
TENURE
5.3 yrs

Cécile Cabanis

TITLE
Independent Director
COMPENSATION
€133K
AGE
47
TENURE
3.1 yrs

Fred Kindle

TITLE
Independent Director
COMPENSATION
€166K
AGE
59
TENURE
3.1 yrs

Willy Kissling

TITLE
Director
COMPENSATION
€164K
AGE
73
TENURE
17.4 yrs

Antoine Gosset-Grainville

TITLE
Independent Director
COMPENSATION
€113K
AGE
52
TENURE
7.3 yrs

Xiaoyun Ma

TITLE
Director
AGE
54
TENURE
2.1 yrs

Patrick Montier

TITLE
Director
COMPENSATION
€105K
AGE
62
TENURE
1.7 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
X
Management checks
We assess Schneider Electric's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Schneider Electric has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

SU News

Simply Wall St News

Why Schneider Electric S.E. (EPA:SU) Is An Attractive Investment To Consider

Building up an investment case requires looking at a stock holistically. … Today I've chosen to put the spotlight on Schneider Electric S.E. … (EPA:SU) due to its excellent fundamentals in more than one area.

Simply Wall St -

Schneider Electric Shareholders Booked A 23% Gain In The Last Three Years

(EPA:SU) share price is up 23% in the last three years, that falls short of the market return. … During three years of share price growth, Schneider Electric achieved compound earnings per share growth of 20% per year. … This EPS growth is higher than the 7.2% average annual increase in the share price.

Simply Wall St -

Is Schneider Electric S.E.'s (EPA:SU) CEO Pay Fair?

This analysis aims first to contrast CEO compensation with other large companies. … See our latest analysis for Schneider Electric … How Does JP Tricoire's Compensation Compare With Similar Sized Companies?

Simply Wall St -

How Does Schneider Electric S.E. (EPA:SU) Fare As A Dividend Stock?

Dividends can be underrated but they form a large part of investment returns, playing an important role in compounding returns in the long run. … Historically, Schneider Electric S.E. … Let's dig deeper into whether Schneider Electric should have a place in your portfolio.

Simply Wall St -

Is Now An Opportune Moment To Examine Schneider Electric S.E. (EPA:SU)?

received a lot of attention from a substantial price movement on the ENXTPA over the last few months, increasing to €65.44 at one point, and dropping to the lows of €57.58. … A question to answer is whether Schneider Electric's current trading price of €62.86 reflective of the actual value of the? … Let’s take a look at Schneider Electric’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change

Simply Wall St -

Calculating The Fair Value Of Schneider Electric S.E. (EPA:SU)

by taking the foreast future cash flows of the company and discounting them back to today's value. … discounted cash flows (DCF). … If you want to learn more about discounted cash flow, the basis for my calcs can be read in detail in the Simply Wall St analysis model

Simply Wall St -

Here’s why Schneider Electric S.E.’s (EPA:SU) Returns On Capital Matters So Much

To be precise, we'll consider its Return On Capital Employed (ROCE), as that will inform our view of the quality of the business. … What is Return On Capital Employed (ROCE)? … ROCE measures the 'return' (pre-tax profit) a company generates from capital employed in its business.

Simply Wall St -

Does Schneider Electric S.E. (EPA:SU) Create Value For Shareholders?

Our data shows Schneider Electric has a return on equity of 11% for the last year. … One way to conceptualize this, is that for each €1 of shareholders' equity it has, the company made €0.11 in profit. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

Are Schneider Electric SE's (EPA:SU) Interest Costs Too High?

Investors seeking to preserve capital in a volatile environment might consider large-cap stocks such as Schneider Electric SE (EPA:SU) a safer option. … I will provide an overview of Schneider Electric’s financial liquidity and leverage to give you an idea of Schneider Electric’s position to take advantage of potential acquisitions or comfortably endure future downturns. … See our latest analysis for Schneider Electric

Simply Wall St -

Why Schneider Electric SE's (EPA:SU) CEO Pay Matters To You

In 2013 JP Tricoire was appointed CEO of Schneider Electric SE (EPA:SU). … This analysis aims first to contrast CEO compensation with other large companies. … Our data indicates that Schneider Electric SE is worth €35b, and total annual CEO compensation is €6.6m

Simply Wall St -

SU Company Info

Description

Schneider Electric SE provides energy management and automation solutions worldwide. It operates through four businesses: Low Voltage, Medium Voltage, Secure Power, and Industrial Automation. The Low Voltage business provides low voltage power and building automation products and solutions that address the needs of various end markets from buildings to industries and infrastructure to data centers. The Medium Voltage business offers medium voltage distribution and grid automation solutions. The Secure Power business offers secure power services. The Industrial Automation business provides automation and control solutions. The company has a strategic partnership with Alderon Iron Ore Corp. to develop kami iron ore project. Schneider Electric SE was founded in 1836 and is headquartered in Rueil-Malmaison, France.

Details
Name: Schneider Electric S.E.
SU
Exchange: ENXTPA
Founded: 1836
€39,600,503,803
544,861,087
Website: http://www.schneider-electric.com
Address: Schneider Electric S.E.
35 rue Joseph Monier,
Cedex,
Rueil-Malmaison,
Haute-Normandie, 92506,
France
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
ENXTPA SU Common Shares Euronext Paris FR EUR 02. Jan 1992
OTCPK SBGS.F Common Shares Pink Sheets LLC US USD 02. Jan 1992
DB SND Common Shares Deutsche Boerse AG DE EUR 02. Jan 1992
XTRA SND Common Shares XETRA Trading Platform DE EUR 02. Jan 1992
LSE 0NWV Common Shares London Stock Exchange GB EUR 02. Jan 1992
SWX SNE Common Shares SIX Swiss Exchange CH CHF 02. Jan 1992
BIT SU Common Shares Borsa Italiana IT EUR 02. Jan 1992
WBAG SU Common Shares Wiener Boerse AG AT EUR 02. Jan 1992
BMV SU N Common Shares Bolsa Mexicana de Valores MX MXN 02. Jan 1992
BATS-CHIXE SUP Common Shares BATS 'Chi-X Europe' GB EUR 02. Jan 1992
OTCPK SBGS.Y UNSPONSORD ADR Pink Sheets LLC US USD 30. Apr 2008
Number of employees
Current staff
Staff numbers
141,446
Schneider Electric employees.
Industry
Electrical Components and Equipment
Capital Goods
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/05/18 20:38
End of day share price update: 2019/05/17 00:00
Last estimates confirmation: 2019/05/01
Last earnings filing: 2019/02/14
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.