ENXTPA:SU

Stock Analysis Report

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Executive Summary

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


Snowflake Analysis

Flawless balance sheet established 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

Stable Share Price: SU's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

10.2%

SU

9.3%

FR Electrical

8.7%

FR Market


1 Year Return

34.5%

SU

25.2%

FR Electrical

-2.4%

FR Market

Return vs Industry: SU exceeded the French Electrical industry which returned 18.7% over the past year.

Return vs Market: SU exceeded the French Market which returned -6.6% over the past year.


Shareholder returns

SUIndustryMarket
7 Day10.2%9.3%8.7%
30 Day23.7%21.1%15.9%
90 Day9.0%6.4%1.3%
1 Year38.9%34.5%28.6%25.2%-0.7%-2.4%
3 Year56.6%42.7%38.3%27.9%11.2%2.2%
5 Year80.6%54.3%65.7%44.9%31.1%14.3%

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?

22.44x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: SU (€95.42) is trading above our estimate of fair value (€61.76)

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 (21.8x) compared to the Electrical industry average (19x).

PE vs Market: SU is poor value based on its PE Ratio (21.8x) compared to the French market (14.9x).


Price to Earnings Growth Ratio

PEG Ratio: SU is poor value based on its PEG Ratio (2.6x)


Price to Book Ratio

PB vs Industry: SU is overvalued based on its PB Ratio (2.4x) compared to the FR Electrical industry average (2.3x).


Next Steps

Future Growth

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

8.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SU's forecast earnings growth (8.3% per year) is above the savings rate (0.6%).

Earnings vs Market: SU's earnings (8.3% per year) are forecast to grow slower than the French market (13.3% per year).

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

Revenue vs Market: SU's revenue (1.3% per year) is forecast to grow slower than the French market (3.9% per year).

High Growth Revenue: SU's revenue (1.3% 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 (12.8%).


Next Steps

Past Performance

How has Schneider Electric performed over the past 5 years?

9.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SU has high quality earnings.

Growing Profit Margin: SU's current net profit margins (8.9%) are lower than last year (9.2%).


Past Earnings Growth Analysis

Earnings Trend: SU's earnings have grown by 9.9% per year over the past 5 years.

Accelerating Growth: SU's earnings growth over the past year (2.5%) is below its 5-year average (9.9% per year).

Earnings vs Industry: SU earnings growth over the past year (2.5%) underperformed the Electrical industry 2.5%.


Return on Equity

High ROE: SU's Return on Equity (10.9%) is considered low.


Next Steps

Financial Health

How is Schneider Electric's financial position?


Financial Position Analysis

Short Term Liabilities: SU's short term assets (€14.8B) exceed its short term liabilities (€10.8B).

Long Term Liabilities: SU's short term assets (€14.8B) exceed its long term liabilities (€11.1B).


Debt to Equity History and Analysis

Debt Level: SU's debt to equity ratio (31.9%) is considered satisfactory.

Reducing Debt: SU's debt to equity ratio has reduced from 38.1% to 31.9% over the past 5 years.

Debt Coverage: SU's debt is well covered by operating cash flow (57.2%).

Interest Coverage: SU's interest payments on its debt are well covered by EBIT (43.4x coverage).


Balance Sheet


Next Steps

Dividend

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

2.59%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SU's dividend (2.67%) is higher than the bottom 25% of dividend payers in the French market (1.71%).

High Dividend: SU's dividend (2.67%) is low compared to the top 25% of dividend payers in the French market (5.03%).


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 reasonable payout ratio (58.2%), 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 covered by earnings (50.9% payout ratio).


Next Steps

Management

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

1.4yrs

Average management tenure


CEO

JP Tricoire (55yo)

7.17yrs

Tenure

€6,504,493

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 ($USD7.31M) is above average for companies of similar size in the French market ($USD3.96M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Jean-Pascal Tricoire
Chairman & CEO7.17yrs€6.50m0.11% 61.9m
Hilary Maxson
Chief Financial Officerno datano datano data
Ibrahim Gokcen
Chief Technology Officer1.33yrsno datano data
Amit Bhalla
Vice-President of Financial Communication & Investor Relationsno datano datano data
Chris Leong
Executive Vice President of Global Marketingno datano datano data
Charise Le
Chief Human Resources Officer0.42yrno datano data
Philippe Delorme
Executive Vice President of Energy Management1.42yrsno datano data
Carina Ho
Senior Vice President of Strategy & Business Development - China Operationsno datano datano data
Joszef Spilko
President of Hungary Unit9.08yrsno datano data
Annette Clayton
Executive Vice President of North America Operations1.42yrsno datano data

1.4yrs

Average Tenure

53yo

Average Age

Experienced Management: SU's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Jean-Pascal Tricoire
Chairman & CEO7.17yrs€6.50m0.11% 61.9m
Gregory M. Spierkel
Independent Director5.42yrs€156.00k0.00018% 97.5k
Didier Marie Pineau-Valencienne
Honorary Chairmanno datano datano data
Willy Kissling
Director18.5yrs€156.00k0.00029% 157.0k
Leo Apotheker
Vice Chairman & Independent Lead Director6.08yrs€379.00k0.00056% 303.2k
Manfred Kindle
Independent Director4.17yrs€163.00k0.0073% 3.9m
Linda Knoll
Independent Director6.42yrs€152.00k0.00018% 97.5k
Cécile Cabanis
Independent Director4.17yrs€107.00k0.00018% 97.5k
Xiaoyun Ma
Director3.17yrsno data0.0021% 1.1m
Patrick Montier
Employee Representing Director2.75yrs€92.00k0.00075% 406.1k

5.4yrs

Average Tenure

61yo

Average Age

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 not been meaningfully diluted in the past year.


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: €54.146b
  • Shares outstanding: 550.37m
  • Website: https://www.se.com/ww/en

Number of Employees


Location

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

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SBGS.FOTCPK (Pink Sheets LLC)YesCommon SharesUSUSDJan 1992
SUENXTPA (Euronext Paris)YesCommon SharesFREURJan 1992
SNDDB (Deutsche Boerse AG)YesCommon SharesDEEURJan 1992
0NWVLSE (London Stock Exchange)YesCommon SharesGBEURJan 1992
SNDXTRA (XETRA Trading Platform)YesCommon SharesDEEURJan 1992
SNESWX (SIX Swiss Exchange)YesCommon SharesCHCHFJan 1992
SUPBATS-CHIXE (BATS 'Chi-X Europe')YesCommon SharesGBEURJan 1992
SUWBAG (Wiener Boerse AG)YesCommon SharesATEURJan 1992
SUBIT (Borsa Italiana)YesCommon SharesITEURJan 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 and automation digital solutions worldwide. The company operates in two segments, Energy Management and Industrial Automation. It offers busway and cable management products, circuit breakers and switches, contactors and protection relays, electrical protection and control products, fuse and safety switches, motor starters and protection components, power monitoring and control products, power quality and power factor correction products, pushbuttons, switches, pilot lights and joysticks, software products, surge protection and power conditioning products, and switchboards and enclosures. The company also provides access control, building management, fire and security, network infrastructure and connectivity, power monitoring and control, power quality and power factor correction, sensor, valve and valve actuator, variable speed drive and soft starter, and video management system products. In addition, it offers feeder automation and grid automation and SCADA software products, medium voltage switchgears and transformers, outdoor equipment, power monitoring and control products, protection relays, substation automation products, and switchgear components. Further, the company provides data center software, IT power distribution products, prefabricated data center modules, racks and accessories, security and environmental monitoring products, surge protection and power conditioning products, and uninterruptible power supply (UPS) products. Additionally, it offers electrical protection and control products, home automation and security products, installation materials and systems, light switches and electrical sockets, network infrastructure and connectivity products, and UPS. It also provides industrial automation and control products; energy access products, such as collective solutions and home systems; and solar and energy storage products. The company was founded in 1836 and is headquartered in Rueil-Malmaison, France. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/06/05 21:00
End of Day Share Price2020/06/05 00:00
Earnings2019/12/31
Annual Earnings2019/12/31


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.