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

0.9%

ENXTPA:SU

1.1%

FR Electrical

0.7%

FR Market


1 Year Return

5.6%

ENXTPA:SU

2.6%

FR Electrical

-2.4%

FR Market

SU outperformed the Electrical industry which returned 2.6% over the past year.

SU outperformed the Market in France which returned -2.4% over the past year.


Share holder returns

SUIndustryMarket
7 Day0.9%1.1%0.7%
30 Day-7.5%-6.2%-4.4%
90 Day-0.7%-0.2%0.2%
1 Year9.0%5.6%5.4%2.6%1.0%-2.4%
3 Year29.5%18.5%24.1%15.0%39.1%25.6%
5 Year33.0%14.0%39.9%20.4%53.7%30.9%

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 based on future cash flows and its price relative to the stock market?

6%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

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 Based on Earnings

Schneider Electric is good value based on earnings compared to the FR Electrical industry average.

Schneider Electric is overvalued based on earnings compared to the France market.


Price Based on Expected Growth

Schneider Electric is poor value based on expected growth next year.


Price Based on Value of Assets

Schneider Electric is good value based on assets compared to the FR Electrical industry average.


Next Steps

Future Growth

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

9.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Schneider Electric's revenue is expected to grow by 3.7% yearly, however this is not considered high growth (20% yearly).

Schneider Electric's earnings are expected to grow by 9.4% yearly, however this is not considered high growth (20% yearly).

Schneider Electric's revenue growth is positive but not above the France market average.

Schneider Electric's earnings growth is positive but not above the France market average.

Schneider Electric's earnings growth is expected to exceed the low risk savings rate of 0.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Schneider Electric is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


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

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 (1.1% vs 8.6%)

Schneider Electric's earnings growth has not exceeded the FR Electrical industry average in the past year (1.1% vs 1.3%).


Return on Equity

Schneider Electric has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Schneider Electric used its assets less efficiently than the FR Electrical industry average last year based on Return on Assets.


Return on Capital Employed

Schneider Electric has improved its use of capital last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Schneider Electric's financial position?


Financial Position Analysis

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.


Debt to Equity History and Analysis

Schneider Electric's level of debt (39.5%) 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 (49.4% vs 39.5% today).

Debt is well covered by operating cash flow (39.7%, greater than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 23.6x coverage).


Balance Sheet

Low level of unsold assets.

Debt is covered by short term assets, assets are 1.6x debt.


Next Steps

Dividend

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

3.63%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Schneider Electric's pays a higher dividend yield than the bottom 25% of dividend payers in France (1.56%).

Schneider Electric's dividend is below the markets top 25% of dividend payers in France (4.51%).

Dividends per share have been volatile in the past 10 years (annual drop of over 20%).

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

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).


Next Steps

Management

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

6.3yrs

Average management tenure


CEO

JP Tricoire (55yo)

6.3yrs

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

JP's remuneration is higher than average for companies of similar size in France.

JP's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

6.3yrs

Average Tenure

51yo

Average Age

The average tenure for the Schneider Electric management team is over 5 years, this suggests they are a seasoned and experienced team.


Board Age and Tenure

5.3yrs

Average Tenure

59yo

Average Age

The tenure for the Schneider Electric board of directors is about average.


Insider Trading

No 3 month open market individual insider trading information.


Ownership Breakdown


Management Team

  • Greg Millar

    CTO and Senior VP of Solutions & Technology Office

    • Tenure: 0.0yrs
  • JP Tricoire (55yo)

    Chairman & CEO

    • Tenure: 6.3yrs
    • Compensation: €6.26m
  • Emmanuel Babeau (52yo)

    Deputy CEO & CFO

    • Tenure: 0.0yrs
    • Compensation: €3.22m
  • Olivier Pascal Blum

    Chief Human Resources Officer & Executive VP of Global Human Resources

    • Tenure: 0.0yrs
  • Hervé Coureil (49yo)

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

    • Tenure: 0.0yrs
  • Philippe Delorme (48yo)

    Executive Vice President of Energy Management

    • Tenure: 0.6yrs
  • Joszef Spilko

    President of Hungary Unit

    • Tenure: 8.3yrs
  • Carina Ho

    Senior Vice President of Strategy & Business Development - China Operations

    • Tenure: 0.0yrs
  • Chris Leong (51yo)

    Executive Vice President of Global Marketing

    • Tenure: 0.0yrs
  • Amit Bhalla

    Vice-President of Financial Communication & Investor Relations

    • Tenure: 0.0yrs

Board Members

  • Didier Marie Pineau-Valencienne (88yo)

    Honorary Chairman

    • Tenure: 0.0yrs
  • Willy Kissling (74yo)

    Director

    • Tenure: 17.7yrs
    • Compensation: €164.00k
  • Leo Apotheker (66yo)

    Vice Chairman & Independent Lead Director

    • Tenure: 5.3yrs
    • Compensation: €398.00k
  • JP Tricoire (55yo)

    Chairman & CEO

    • Tenure: 6.3yrs
    • Compensation: €6.26m
  • Fred Kindle (60yo)

    Independent Director

    • Tenure: 3.3yrs
    • Compensation: €166.36k
  • Linda Knoll (58yo)

    Independent Director

    • Tenure: 5.6yrs
    • Compensation: €164.00k
  • Antoine Gosset-Grainville (53yo)

    Independent Director

    • Tenure: 7.6yrs
    • Compensation: €113.00k
  • Cécile Cabanis (48yo)

    Independent Director

    • Tenure: 3.3yrs
    • Compensation: €133.00k
  • Xiaoyun Ma (55yo)

    Director

    • Tenure: 2.3yrs
  • Patrick Montier (63yo)

    Director

    • Tenure: 1.9yrs
    • 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: €40.060b
  • 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 Analysis2019/08/25 20:36
End of Day Share Price2019/08/23 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.