Schneider Electric S.E.

ENXTPA:SU Stock Report

Market Cap: €145.3b

Schneider Electric Valuation

Is SU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€220.09
Fair Value
17.7% overvalued intrinsic discount
23
Number of Analysts

Below Fair Value: SU (€258.95) is trading above our estimate of fair value (€220.09)

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


Key Valuation Metric

Which metric is best to use when looking at relative valuation for SU?

Key metric: As SU is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SU. This is calculated by dividing SU's market cap by their current earnings.
What is SU's PE Ratio?
PE Ratio37.6x
Earnings€3.86b
Market Cap€145.30b

Price to Earnings Ratio vs Peers

How does SU's PE Ratio compare to its peers?

The above table shows the PE ratio for SU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average34.3x
LR Legrand
24.4x9.2%€25.5b
NEX Nexans
16x12.3%€4.2b
AIR Airbus
38.9x23.3%€126.9b
SAF Safran
57.9x19.3%€94.8b
SU Schneider Electric
37.6x14.2%€145.3b

Price-To-Earnings vs Peers: SU is expensive based on its Price-To-Earnings Ratio (37.6x) compared to the peer average (34.3x).


Price to Earnings Ratio vs Industry

How does SU's PE Ratio compare vs other companies in the European Electrical Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
SU 37.6xIndustry Avg. 16.4xNo. of Companies11PE01224364860+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SU is expensive based on its Price-To-Earnings Ratio (37.6x) compared to the European Electrical industry average (16.4x).


Price to Earnings Ratio vs Fair Ratio

What is SU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SU PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio37.6x
Fair PE Ratio27.4x

Price-To-Earnings vs Fair Ratio: SU is expensive based on its Price-To-Earnings Ratio (37.6x) compared to the estimated Fair Price-To-Earnings Ratio (27.4x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€258.95
€257.27
-0.6%
8.9%€293.00€210.00n/a23
Jan ’26€240.90
€250.53
+4.0%
10.3%€294.00€190.00n/a23
Dec ’25€243.50
€250.09
+2.7%
10.7%€294.00€190.00n/a22
Nov ’25€239.90
€244.00
+1.7%
12.8%€280.00€175.00n/a22
Oct ’25€235.85
€236.45
+0.3%
12.6%€275.00€170.00n/a20
Sep ’25€229.70
€229.58
-0.05%
12.5%€270.00€170.00n/a19
Aug ’25€213.70
€229.68
+7.5%
12.8%€270.00€170.00n/a19
Jul ’25€225.35
€222.37
-1.3%
13.0%€260.00€165.00n/a19
Jun ’25€227.45
€215.63
-5.2%
13.4%€252.00€165.00n/a19
May ’25€215.10
€211.28
-1.8%
14.1%€252.00€165.00n/a18
Apr ’25€209.65
€202.95
-3.2%
14.8%€250.00€160.00n/a19
Mar ’25€209.90
€194.65
-7.3%
12.1%€240.00€155.00n/a20
Feb ’25€185.70
€186.10
+0.2%
9.7%€220.00€155.00n/a21
Jan ’25€181.78
€177.43
-2.4%
10.7%€207.00€135.00€240.9021
Dec ’24€169.80
€175.29
+3.2%
9.8%€205.00€135.00€243.5021
Nov ’24€145.22
€172.10
+18.5%
9.8%€200.00€135.00€239.9021
Oct ’24€156.98
€174.32
+11.0%
8.7%€200.00€145.00€235.8522
Sep ’24€157.44
€173.17
+10.0%
8.5%€200.00€145.00€229.7023
Aug ’24€160.66
€173.04
+7.7%
8.7%€200.00€145.00€213.7023
Jul ’24€166.46
€170.88
+2.7%
8.0%€200.00€145.00€225.3524
Jun ’24€163.20
€170.67
+4.6%
7.9%€200.00€145.00€227.4524
May ’24€157.82
€169.74
+7.6%
8.7%€200.00€144.00€215.1023
Apr ’24€153.68
€168.65
+9.7%
8.6%€200.00€144.00€209.6523
Mar ’24€153.56
€165.48
+7.8%
11.2%€195.00€115.00€209.9021
Feb ’24€149.40
€156.05
+4.4%
10.6%€195.00€115.00€185.7021
Jan ’24€130.72
€151.71
+16.1%
13.0%€200.00€110.00€181.7821
Analyst Price Target
Consensus Narrative from 23 Analysts
€257.27
Fair Value
0.7% overvalued intrinsic discount
23
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/18 01:00
End of Day Share Price 2025/01/17 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Schneider Electric S.E. is covered by 56 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lionel PellicerAlphaValue
Alfonso MariáteguiBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.