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Schneider Electric S.E.ENXTPA:SU Stock Report

Market Cap €154.7b
Share Price
€272.60
€300.55
9.3% undervalued intrinsic discount
1Y26.9%
7D1.5%
Portfolio Value
View

Schneider Electric S.E.

ENXTPA:SU Stock Report

Market Cap: €154.7b

Schneider Electric (SU) Stock Overview

Engages in the energy management and industrial automation businesses worldwide. More details

SU fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends4/6

SU Community Fair Values

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See what 153 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

Top Community Narratives

€379.32
FV
28.1% undervalued intrinsic discount
9.00%
Revenue growth p.a.
271
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
5users have followed this narrative

Schneider Electric S.E. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Schneider Electric
Historical stock prices
Current Share Price€272.60
52 Week High€287.90
52 Week Low€208.80
Beta1.15
1 Month Change6.51%
3 Month Change7.79%
1 Year Change26.91%
3 Year Change72.36%
5 Year Change107.40%
Change since IPO1,239.81%

Recent News & Updates

Narrative Update Apr 24

SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns

Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.
Narrative Update Apr 09

SU: Conviction List Support And AI Data Centers Will Drive Future Upside

Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.

Recent updates

Narrative Update Apr 24

SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns

Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.
Narrative Update Apr 09

SU: Conviction List Support And AI Data Centers Will Drive Future Upside

Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.
Narrative Update Mar 26

SU: Conviction List Backing And AI Data Center Push Will Support Upside

The analyst price target for Schneider Electric edges up from €294.14 to €295.50, with analysts pointing to adjusted assumptions on revenue growth, profitability and future P/E multiples, in line with the recent series of higher Street targets across major banks. Analyst Commentary Recent research points to a cluster of higher price targets on Schneider Electric, with several banks adjusting their models to reflect updated assumptions on revenue, profitability and P/E multiples.
Narrative Update Mar 12

SU: Conviction List Support And Software Advances Will Drive Higher Bullish Case

Analysts have lifted their implied fair value for Schneider Electric to about €294 from roughly €276, citing a series of higher Street price targets in the €290 to €340 range that reflect updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Analyst Commentary Recent research points to a cluster of higher price targets for Schneider Electric in the €290 to €340 range, with several large banks at the upper end.
New Narrative Mar 07

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

1. The "AI Factory" Gold Rush Schneider is no longer just selling circuit breakers; it is building the physical backbone of the AI era.
Narrative Update Feb 26

SU: Conviction List Support And Software Advances Will Shape Measured Upside

Analysts have lifted their average price target for Schneider Electric to €290 from €275, citing recent target hikes from multiple banks and its addition to a European conviction list as support for the revised view. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €290 target as a signal of increased confidence in Schneider Electric's ability to execute on its current plan, with recent research framing the company as better aligned with their return expectations.
Narrative Update Feb 11

SU: Conviction List Inclusion And Energy Partnerships Will Shape Measured Upside Potential

Analysts have raised their fair value estimate for Schneider Electric from €274.05 to €276.36, citing recent price target increases and renewed conviction from several major research houses. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent price target moves toward €290 as support for a slightly higher fair value range, pointing to confidence that Schneider Electric can justify a premium within its sector.
Narrative Update Jan 27

SU: Energy Partnerships And New Facilities Will Drive Outperformance Over The Next Years

The analyst price target for Schneider Electric has been nudged slightly higher to €274.05 from €272.83, with analysts pointing to a modestly higher fair value estimate, a small uplift in projected profit margin, and a broadly steady future P/E assumption as key supports for the revised view. What's in the News Schneider Electric and McLaren Racing agreed a long term energy technology partnership, covering multiple racing teams and using Schneider Electric solutions to support power management at race circuits and at McLaren's Technology Centre in Woking, UK (Client Announcements).
Narrative Update Jan 09

SU: Data Center Supply Agreements Will Drive Outperformance Over The Next Two Years

Analysts have adjusted their price target on Schneider Electric slightly higher to reflect updated fair value estimates and revised assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modest uplift in their implied valuation in currency terms. What's in the News Digital Realty signed a $373 million Supply Capacity Agreement with Schneider Electric for UPS, low voltage switchgear and prefabricated skids, aiming to secure capacity and supply chain resilience for growing data center demand (Key Developments).
Narrative Update Dec 16

SU: Data Center And AI Demand Will Drive Outperformance Over The Next Two Years

Analysts have raised their price target on Schneider Electric to approximately EUR 271 from about EUR 264, reflecting modestly lower discount rates, slightly stronger margin expectations, and recent supportive upgrades citing structural growth and accelerating profitability. Analyst Commentary Recent Street research has skewed decisively positive, with multiple upgrades and price target hikes pointing to improving confidence in Schneider Electric's medium term earnings power and strategic positioning.
Narrative Update Dec 01

SU: Exposure To Data Center Demand Will Drive Outperformance Over The Next Two Years

The analyst price target for Schneider Electric has increased slightly from EUR 265 to EUR 264. This reflects continued optimism from analysts due to positive sector tailwinds and expectations for above-peer growth and margin improvement.
Narrative Update Nov 17

SU: Exposure To Data Centers And Construction Market Will Drive Outperformance

The fair value estimate for Schneider Electric has been raised slightly to €265.10, up from €264.39. Analysts point to increased revenue growth expectations and improved industry demand forecasts supporting a higher price target.
Narrative Update Nov 01

SU: Data Center Expansion And European Construction Recovery Will Drive Long-Term Momentum

The analyst price target for Schneider Electric has been increased from €260.64 to €264.39. Analysts cite improving revenue growth prospects and stronger profit margins, which are supporting a more optimistic outlook.
Narrative Update Oct 17

AI Computing And Renewable Trends Will Spark Global Transformation

The analyst price target for Schneider Electric has increased from approximately €258 to €261. Analysts cite accelerating profit growth, strong structural tailwinds, and a positive outlook for the stock.
Narrative Update Oct 03

AI Computing And Renewable Trends Will Spark Global Transformation

Schneider Electric's fair value estimate has been revised upward from €253.10 to €257.55. This change reflects analysts' increased price targets and growing confidence in the company's structural growth prospects and earnings momentum.
Analysis Article Aug 17

Here's Why Schneider Electric (EPA:SU) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Aug 02

Why Investors Shouldn't Be Surprised By Schneider Electric S.E.'s (EPA:SU) P/E

Schneider Electric S.E.'s ( EPA:SU ) price-to-earnings (or "P/E") ratio of 28x might make it look like a strong sell...
Analysis Article Jul 20

Is It Too Late To Consider Buying Schneider Electric S.E. (EPA:SU)?

Today we're going to take a look at the well-established Schneider Electric S.E. ( EPA:SU ). The company's stock led...
Analysis Article Jun 21

Is Schneider Electric S.E. (EPA:SU) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Using the 2 Stage Free Cash Flow to Equity, Schneider Electric fair value estimate is €171 Schneider...
Analysis Article May 26

Schneider Electric (EPA:SU) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
User avatar
New Narrative Feb 23

Investing In Global Expansion And Sustainability Will Boost Future Prospects

Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements.

Shareholder Returns

SUFR ElectricalFR Market
7D1.5%1.9%0.5%
1Y26.9%32.4%0.7%

Return vs Industry: SU underperformed the French Electrical industry which returned 32.4% over the past year.

Return vs Market: SU exceeded the French Market which returned 0.7% over the past year.

Price Volatility

Is SU's price volatile compared to industry and market?
SU volatility
SU Average Weekly Movement5.7%
Electrical Industry Average Movement5.8%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.6%
10% least volatile stocks in FR Market2.9%

Stable Share Price: SU has not had significant price volatility in the past 3 months compared to the French market.

Volatility Over Time: SU's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1836158,122Olivier Blumwww.se.com

Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide. The company offers inverters, mounting frames, solar panels, other solar equipment, wind farm microgrid, and others; building management systems; power metering systems for buildings; smart monitoring and regulation of electricity or heat in buildings, such as thermostats and controls for lighting systems; cooling systems; insulating products; UPS; transmission and distribution wiring devices for wiring electrical circuits; low voltage electrical products, equipment, and systems; medium voltage switchgears and control gears; demand response and load shifting equipment, systems, and services; communication, software and control equipment, products, systems, and services for energy; and variable speed drives. It also provides modernization and maintenance services for rail transport infrastructure, zero-emissions road transport, infrastructure required for operating urban transport, low-carbon port and airport infrastructure, and electrification and ports’ operations; energy management equipment and projects; service plans related to building management and power metering systems in buildings; software and data-driven solutions for building design, planning, and construction; technical consultations, such as energy audits, simulations, and trainings; energy management services; energy performance contracts; leakage control technologies for water supply systems; real-time network modeling and optimization; leakage calculation, control, and reporting; electrical and electronic equipment; remote monitoring and predictive maintenance systems; lifecycle performance management software; product repairing, refurbishing, or remanufacturing services; spare parts; and software as a service.

Schneider Electric S.E. Fundamentals Summary

How do Schneider Electric's earnings and revenue compare to its market cap?
SU fundamental statistics
Market cap€154.66b
Earnings (TTM)€4.16b
Revenue (TTM)€40.15b
36.8x
P/E Ratio
3.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SU income statement (TTM)
Revenue€40.15b
Cost of Revenue€23.26b
Gross Profit€16.90b
Other Expenses€12.73b
Earnings€4.16b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 30, 2026

Earnings per share (EPS)7.41
Gross Margin42.08%
Net Profit Margin10.37%
Debt/Equity Ratio75.1%

How did SU perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
57%
Payout Ratio

Does SU pay a reliable dividends?

See SU dividend history and benchmarks
When do you need to buy SU by to receive an upcoming dividend?
Schneider Electric dividend dates
Ex Dividend DateMay 11 2026
Dividend Pay DateMay 13 2026
Days until Ex dividend0 days
Days until Dividend pay date2 days

Does SU pay a reliable dividends?

See SU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/08 16:15
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

Schneider Electric S.E. is covered by 38 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullBanco de Sabadell. S.A.
Lourdes DominguezBanco Santander
Nick WebsterBarclays