Skip to Content

Schneider Electric SE SU

Morningstar Rating
€209.90 +0.10 (0.05%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Schneider Electric Earnings: Guidance Tops Peer Group, Reflecting Attractive End-Market Outlook

Wide-moat Schneider Electric outperformed expectations during fiscal 2023 and guided for growth ahead of peers in fiscal 2024, justifying why it is trading at a premium multiple relative to its peers. Organic revenue grew 12.7% during the full year, the upper end of its upgraded guidance and beating company-compiled consensus of 12.2%. Guidance for fiscal 2024 organic revenue growth between 6% and 8% and operating profit growth between 8% and 12% exceeds its capital goods peers, reflecting the attractive outlook for several of Schneider’s end markets. Shares are trading at a slight premium to our EUR 174 fair value estimate.

Price vs Fair Value

SU is trading at a 21% premium.
Price
€209.90
Fair Value
€784.00
Uncertainty
Medium
1-Star Price
€771.50
5-Star Price
€629.80
Economic Moat
Mpn
Capital Allocation
Hlnqrmpw

Bulls Say, Bears Say

Bulls

Record backlogs provide over six months of visibility and will underpin future sales growth even if its buildings end-market faces cyclical headwinds due to higher interest rates.

Bears

Some of Schneider’s end markets are cyclical in nature, such as process industries and buildings.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if SU is a good fit for your portfolio.

News

Trading Information

Previous Close Price
€209.80
Day Range
€207.60211.75
52-Week Range
€134.38211.75
Bid/Ask
€209.00 / €210.00
Market Cap
€117.19 Bil
Volume/Avg
508,059 / 720,393

Key Statistics

Price/Earnings (Normalized)
26.06
Price/Sales
3.31
Dividend Yield (Trailing)
1.50%
Dividend Yield (Forward)
1.50%
Total Yield
1.86%

Company Profile

Schneider Electric is a leading global supplier of electrical and industrial automation equipment. The group has four end-markets Buildings, Data Centers, Infrastructure and Industry, each of which rely on Schneider’s products and solutions to ensure their operations run safely and efficiently. Schneider sells its products via distributors (45% of revenue), direct to customers (40% of revenue) and the remainder through other channels such as panel builders of system integrators. The group’s largest geographic markets are the U.S., China and India.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Large Growth
Total Number of Employees
162,339

Competitors

Valuation

Metric
SU
ABBN
LR
Price/Earnings (Normalized)
26.0620.3217.13
Price/Book Value
4.436.663.61
Price/Sales
3.312.622.93
Price/Cash Flow
21.5119.1115.58
Price/Earnings
SU
ABBN
LR

Financial Strength

Metric
SU
ABBN
LR
Quick Ratio
0.890.801.38
Current Ratio
1.221.181.89
Interest Coverage
12.1617.7714.00
Quick Ratio
SU
ABBN
LR

Profitability

Metric
SU
ABBN
LR
Return on Assets (Normalized)
7.18%9.21%8.01%
Return on Equity (Normalized)
16.43%28.61%17.80%
Return on Invested Capital (Normalized)
11.36%16.80%10.30%
Return on Assets
SU
ABBN
LR
See how this stock stacks up to its competitors with Morningstar Investor

Specialty Industrial Machinery Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
GE
General Electric CoKztwcbr$172.7 Bil
SIEGY
Siemens AG ADRTwgmz$154.7 Bil
ETN
Eaton Corp PLCWyvtyb$117.3 Bil
ITW
Illinois Tool Works IncGxhtz$77.7 Bil
PH
Parker Hannifin CorpHwlzc$69.1 Bil
EMR
Emerson Electric CoFsp$61.8 Bil
OTIS
Otis Worldwide Corp Ordinary SharesYyz$38.8 Bil
CMI
Cummins IncSthfvd$38.3 Bil
IR
Ingersoll Rand IncDbytyc$37.0 Bil
ROK
Rockwell Automation IncSwykn$33.1 Bil

Sponsor Center