ENXTPA:SU

Stock Analysis Report

Executive Summary

Schneider Electric S.E. provides energy management and automation solutions worldwide.

Snowflake

Fundamentals

Flawless balance sheet average dividend payer.


Similar Companies

Share Price & News

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


Latest Share Price and Events


Market Performance


7 Day Return

3.9%

SU

2.8%

FR Electrical

2.1%

FR Market


1 Year Return

28.8%

SU

24.7%

FR Electrical

10.2%

FR Market

Return vs Industry: SU exceeded the French Electrical industry which returned 24.7% over the past year.

Return vs Market: SU exceeded the French Market which returned 10.2% over the past year.


Shareholder returns

SUIndustryMarket
7 Day3.9%2.8%2.1%
30 Day-2.1%-1.2%-0.7%
90 Day3.0%3.6%-0.7%
1 Year32.9%28.8%28.1%24.7%14.1%10.2%
3 Year41.8%29.8%35.8%25.8%44.6%30.6%
5 Year67.0%43.1%73.3%49.2%76.5%50.1%

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?

19.38x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: SU (€80.32) is trading above our estimate of fair value (€78.2)

Significantly Undervalued: 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 (19.4x) compared to the Electrical industry average (14x).

PE vs Market: SU is poor value based on its PE Ratio (19.4x) compared to the French market (17.2x).


Price to Earnings Growth Ratio

Low PEG Ratio: SU is poor value based on its PEG Ratio (2x)


Price to Book Ratio

PB vs Industry: SU is good value based on its PB Ratio (2.2x) compared to the FR Electrical industry average (2.2x).


Next Steps

Future Growth

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

9.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SU's forecast earnings growth (9.6% per year) is above the savings rate (0.7%).

Earnings vs Market: SU's earnings (9.6% per year) are forecast to grow slower than the French market (11.5% per year).

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

Revenue vs Market: SU's revenue (4.1% per year) is forecast to grow slower than the French market (4.4% per year).

High Growth Revenue: SU's revenue (4.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High Future ROE: SU's Return on Equity is forecast to be low in 3 years time (13.3%).


Next Steps

Past Performance

How has Schneider Electric performed over the past 5 years?

8.6%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: SU's earnings have grown by 8.6% per year over the past 5 years.

Accelerating Growth: SU's earnings growth over the past year (1.1%) is below its 5-year average (8.6% per year).

Earnings vs Industry: SU earnings growth over the past year (1.1%) underperformed the Electrical industry 1.3%.


Return on Equity

High ROE: SU's Return on Equity (11%) is considered low.


Return on Assets

ROA vs Industry: SU's Return on Assets is below or equal to the Electrical industry average last year.


Return on Capital Employed

ROCE Improving: SU has improved its Return on Capital Employed over the past 3 years.


Next Steps

Financial Health

How is Schneider Electric's financial position?


Financial Position Analysis

Short Term Liabilities: SU's short term assets (€14.1B) exceeds its short term liabilities (€10.7B)

Long Term Liabilities: SU's short term assets (14.1B) exceeds its long term liabilities (11.7B)


Debt to Equity History and Analysis

Debt Level: SU's debt to equity ratio (39.5%) is considered satisfactory

Reducing Debt: SU's debt to equity ratio has reduced from 49.4% to 39.5% over the past 5 years.

Debt Coverage: SU's debt is well covered by operating cash flow (39.7%).

Interest Coverage: SU's interest payments on its debt are well covered by EBIT (23.6x coverage).


Balance Sheet

Inventory Level: SU has a low level of unsold assets or inventory.

Debt Coverage by Assets: SU's debt is covered by short term assets (assets are 1.644090x debt).


Next Steps

Dividend

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

2.93%

Current Dividend Yield


Dividend Yield vs Market

company2.9%marketbottom25%1.6%markettop25%4.7%industryaverage2.6%forecastin3Years3.3%

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: SU's dividend (2.93%) is higher than the bottom 25% of dividend payers in the French market (1.57%).

High Dividend: SU's dividend (2.93%) is low compared to the top 25% of dividend payers in the French market (4.67%).

Stable Dividend: SU's dividend payments have been volatile 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 reasonable payout ratio (56.7%), SU's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SU's dividends in 3 years are forecast to be well covered by earnings (47.2% payout ratio).


Next Steps

Management

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

6.5yrs

Average management tenure


CEO

JP Tricoire (55yo)

6.5yrs

Tenure

€6,259,898

Compensation

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 ...


CEO Compensation Analysis

Compensation vs. Market: JP's total compensation ($USD6.90M) is about average for companies of similar size in the French market ($USD3.56M).

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


Management Age and Tenure

6.5yrs

Average Tenure

51yo

Average Age

Experienced Management: SU's management team is seasoned and experienced (6.5 years average tenure).


Board Age and Tenure

5.4yrs

Average Tenure

59yo

Average Age

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


Insider Trading

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


Ownership Breakdown


Management Team

  • Greg Millar

    CTO and Senior VP of Solutions & Technology Office

    • Tenure: 0yrs
  • JP Tricoire (55yo)

    Chairman & CEO

    • Tenure: 6.5yrs
    • Compensation: €6.26m
  • Emmanuel Babeau (52yo)

    Deputy CEO & CFO

    • Tenure: 0yrs
    • Compensation: €3.22m
  • Olivier Pascal Blum

    Chief Human Resources Officer & Executive VP of Global Human Resources

    • Tenure: 0yrs
  • Hervé Coureil (49yo)

    Executive VP of Digital & Chief Digital Officer/Chief Information Officer

    • Tenure: 0yrs
  • Philippe Delorme (48yo)

    Executive Vice President of Energy Management

    • Tenure: 0.8yrs
  • Joszef Spilko

    President of Hungary Unit

    • Tenure: 8.4yrs
  • Carina Ho

    Senior Vice President of Strategy & Business Development - China Operations

    • Tenure: 0yrs
  • Chris Leong (51yo)

    Executive Vice President of Global Marketing

    • Tenure: 0yrs
  • Amit Bhalla

    Vice-President of Financial Communication & Investor Relations

    • Tenure: 0yrs

Board Members

  • Didier Marie Pineau-Valencienne (88yo)

    Honorary Chairman

    • Tenure: 0yrs
  • Willy Kissling (74yo)

    Director

    • Tenure: 17.8yrs
    • Compensation: €164.00k
  • Leo Apotheker (66yo)

    Vice Chairman & Independent Lead Director

    • Tenure: 5.4yrs
    • Compensation: €398.00k
  • JP Tricoire (55yo)

    Chairman & CEO

    • Tenure: 6.5yrs
    • Compensation: €6.26m
  • Fred Kindle (60yo)

    Independent Director

    • Tenure: 3.5yrs
    • Compensation: €166.36k
  • Linda Knoll (58yo)

    Independent Director

    • Tenure: 5.8yrs
    • Compensation: €164.00k
  • Antoine Gosset-Grainville (53yo)

    Independent Director

    • Tenure: 7.8yrs
    • Compensation: €113.00k
  • Cécile Cabanis (48yo)

    Independent Director

    • Tenure: 3.5yrs
    • Compensation: €133.00k
  • Xiaoyun Ma (55yo)

    Director

    • Tenure: 2.5yrs
  • Patrick Montier (63yo)

    Director

    • Tenure: 2.1yrs
    • Compensation: €105.00k

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: €43.897b
  • Shares outstanding: 546.53m
  • Website: https://www.schneider-electric.com

Number of Employees


Location

  • Schneider Electric S.E.
  • 35 rue Joseph Monier
  • Cedex
  • Rueil-Malmaison
  • Ile-de-France
  • 92500
  • France

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SNESWX (SIX Swiss Exchange)YesCommon SharesCHCHFJan 1992
SBGS.FOTCPK (Pink Sheets LLC)YesCommon SharesUSUSDJan 1992
SNDDB (Deutsche Boerse AG)YesCommon SharesDEEURJan 1992
0NWVLSE (London Stock Exchange)YesCommon SharesGBEURJan 1992
SNDXTRA (XETRA Trading Platform)YesCommon SharesDEEURJan 1992
SUENXTPA (Euronext Paris)YesCommon SharesFREURJan 1992
SUBIT (Borsa Italiana)YesCommon SharesITEURJan 1992
SUPBATS-CHIXE (BATS 'Chi-X Europe')YesCommon SharesGBEURJan 1992
SUWBAG (Wiener Boerse AG)YesCommon SharesATEURJan 1992
SU NBMV (Bolsa Mexicana de Valores)YesCommon SharesMXMXNJan 1992
SBGS.YOTCPK (Pink Sheets LLC)UNSPONSORD ADRUSUSDApr 2008

Biography

Schneider Electric S.E. provides energy management and automation solutions worldwide. It operates through four businesses: Low Voltage, Medium Voltage, Secure Power, and Industrial Automation. The Low Vol ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/14 20:35
End of Day Share Price2019/10/14 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.