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Schneider Electric S.E. (SU) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Schneider Electric S.E.

SUMarket cap $161BPrice $285.2

Country🇫🇷France

SectorIndustrials

IndustryElectrical Equipment

Manufactures electrical equipment and energy management systems for buildings, data centers, and industrial facilities. Powers critical infrastructure for 40% of the world's electricity, including the servers running this conversation.

In Bastion Portfolios?

52W Return+1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%6

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+10%7

Rev CAGR (5y)+10%7

Earnings Forecast

EPS Growth Y+1+35%9

EPS Growth Y+2+19%8

EPS Growth Y+3+13%7

Quality

Margins

EBIT Margin18%7

Net Income Margin11%6

Free Cash Flow Margin15%7

Debt

Net Debt/EBITDA1.84

Efficiency

ROE18%7

ROA8%8

Earnings Stability88

GEAR+AVERAGE60

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)223

P/E Ratio (Forward 3y)183

P/BV5.93

EV Multiples

EV/EBITDA Fwd173

EV/EBIT Fwd184

Yield

Free Cash Flow Yield4.3%6

Dividend Yield1.6%5

Momentum

Short term

1 month return-15%1

3 month return-4%5

YTD return+10%6

Mid term

Price vs 52wHigh82%6

1 year return+4%5

Long term

3 year return+71%7

5 year return+97%7

Risk Shield

Price Risk

Beta1.42

Volatility35%5

Free Cash Flow

Free Cash Flow Margin15%7

Free Cash Flow Yield4.3%6

Quality

ROCE17%8

Earnings Stability88

Net Debt/EBITDA1.84

02Growth

Is it actually growing, and how fast?

SUSchneider Electric S.E.

Revenue FY25$47.2B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+35%9

EPS growth, FY27E+19%8

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 10%/yr.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue 10%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

SUSchneider Electric S.E.

Total return Current396%

Price return Current310%

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-4%5

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high82%6

1-year return+4%5

3-year return+71%7

5-year return+97%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +71% over three years and +97% over five, ahead of 60% of the market.

WATCH

It's up 4% over the past year, but 18% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-4%) and so far this year (+10%).

WEAKNESSES

The stock is underperforming over the past month (-15%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Schneider Electric. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SUSchneider Electric S.E.

Revenue FY25$47.2B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+35%9

EPS growth, FY27E+19%8

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 10%/yr.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue 10%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

SUSchneider Electric S.E.

Total return Current396%

Price return Current310%

MOMENTUM RATING↗

AVERAGE42 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-4%5

YTD return+10%6

MID & LONG-TERM▾SCORE

% of 52-week high82%6

1-year return+4%5

3-year return+71%7

5-year return+97%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +71% over three years and +97% over five, ahead of 60% of the market.

WATCH

It's up 4% over the past year, but 18% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-4%) and so far this year (+10%).

WEAKNESSES

The stock is underperforming over the past month (-15%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Schneider Electric. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community