Schneider Electric SU.PA
Schneider Electric is a French multinational offering energy management and industrial automation solutions, focused on electrification, digitalization, and energy efficiency for buildings, data centers, industry, and infrastructure. Schneider Electric presents a solid financial profile with an ROE of 18.62% and an operating margin of 18.20%, although its valuation is demanding (P/E 34.14). The 29.30% earnings growth and its position in the electrification and digitalization sector support its strategy, but the ECB rate hike and the valuation premium limit its appeal.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Schneider Electric is a French multinational offering energy management and industrial automation solutions, focused on electrification, digitalization, and energy efficiency for buildings, data centers, industry, and infrastructure. Schneider Electric presents a solid financial profile with an ROE of 18.62% and an operating margin of 18.20%, although its valuation is demanding (P/E 34.14). The 29.30% earnings growth and its position in the electrification and digitalization sector support its strategy, but the ECB rate hike and the valuation premium limit its appeal.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.3 |
| Quality / Moat | 7.2 |
| Valuation | 3.5 |
| Growth | 7.4 |
| Dividend | 6.2 |
| Momentum | 6.6 |
| Risk & Context | 4.3 |
OVERALL SCORE: 5.8/10
Context and risks
Exposure to the global supply chain and markets with geopolitical tensions (maritime routes), although its geographic diversification and focus on energy efficiency mitigate the impact. The main risk is pressure on margins due to material and logistics costs.
News considered in the analysis
- Schneider Electric to Launch Bid for Shelly Group in $1.4 Billion Deal — Adquisición estratégica que amplía su cartera de dispositivos inteligentes y conectados, con potencial de sinergias en su negocio de gestión de energía.
- Data Center Firm Accelevation, Backer Seek $720 Million in IPO — Refleja el fuerte dinamismo del sector de centros de datos, un mercado clave para Schneider Electric, lo que valida su exposición a la tendencia de digitalización.
- Schneider Electric (ENXTPA:SU) Could Be 9% Undervalued Following Lenovo Climate Week Tie Up — La colaboración con Lenovo refuerza su posicionamiento en eficiencia energética y sostenibilidad, aunque el análisis de valoración es especulativo.
- Energy Transition Update - Fashion Industry Joins Forces For Renewable Energy Revolution — Noticia genérica del sector que no aporta información específica sobre Schneider Electric.
- Levi’s, M&S Join Forces on Supplier Renewable Energy — Noticia de otros sectores sin impacto directo en Schneider Electric.
Verdict: Hold. Business quality and structural growth are solid, but the current valuation does not offer a sufficient margin of safety.
Main risk: The demanding valuation (P/E 34.14) and sensitivity to ECB rate hikes, which could compress the multiple if growth decelerates.
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