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Schneider Electric SE SU

Morningstar Rating
€231.90 −3.00 (1.28%)
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Company Report

The Market Is Recognizing Schneider's Impressive Growth Prospects; Raising Our Fair Value Estimate

Schneider Electric is well positioned for the ongoing convergence of electrical hardware and software markets. Its portfolio of electrical power and industrial automation products exhibits high barriers to entry and will benefit from the secular trends of digitalization, the energy transition and reshoring production, supporting long-term structural growth. Several acquisitions have expanded Schneider’s digital capabilities, leveraging its leading market share in electrical products to further integrate itself with end users’ operations and create more meaningful relationships with customers. The shift away from purely transactional sales toward stickier digital revenue and its continuous focus on productivity improvements has lowered the cyclicality of operating performance.

Price vs Fair Value

SU is trading within a range we consider fairly valued.
Price
€234.90
Fair Value
€231.00
Uncertainty
Medium
1-Star Price
€736.40
5-Star Price
€246.40
Economic Moat
Vljk
Capital Allocation
Fdkdvzsc

Bulls Say, Bears Say

Bulls

Schneider's equipment is an enabler of several megatrends, which underpin its best-in-class growth outlook across the European capital goods sector.

Bears

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

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News

Trading Information

Previous Close Price
€233.15
Day Range
€231.05235.60
52-Week Range
€134.38239.00
Bid/Ask
€231.70 / €232.35
Market Cap
€130.04 Bil
Volume/Avg
422,879 / 723,983

Key Statistics

Price/Earnings (Normalized)
29.17
Price/Sales
3.71
Dividend Yield (Trailing)
1.49%
Dividend Yield (Forward)
1.49%
Total Yield
1.81%

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, relies 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 or system integrators. The group’s largest geographic markets are the US, China, and India.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Large Growth
Total Number of Employees
168,044

Competitors

Valuation

Metric
SU
SIE
ABBN
Price/Earnings (Normalized)
29.1719.3625.79
Price/Book Value
4.963.158.33
Price/Sales
3.711.893.37
Price/Cash Flow
24.0712.8125.32
Price/Earnings
SU
SIE
ABBN

Financial Strength

Metric
SU
SIE
ABBN
Quick Ratio
0.901.070.83
Current Ratio
1.221.411.23
Interest Coverage
12.165.7519.59
Quick Ratio
SU
SIE
ABBN

Profitability

Metric
SU
SIE
ABBN
Return on Assets (Normalized)
6.93%4.09%8.77%
Return on Equity (Normalized)
15.86%12.81%27.51%
Return on Invested Capital (Normalized)
10.98%5.07%15.88%
Return on Assets
SU
SIE
ABBN
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