Added to YB: 2025-07-15
Pitch date: 2025-07-13
SU.PA [bullish]
Schneider Electric S.E.
+4.93%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
Company Info
Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide.
Market Cap
EUR 127.9B
Pitch Price
EUR 224.35
Price Target
N/A
Dividend
1.72%
EV/EBITDA
17.39
P/E
29.95
EV/Sales
3.61
Sector
Electrical Equipment
Category
growth
Schneider Electric ($SU.PA): Positioned for a greener, smarter World
SU.PA: Global leader in energy management (77%) & automation (23%). Strong positioning for green transition, data centers (+double-digit Q1'25), & industrial IoT. Q1'25: €9.3B rev (+7.4% org), 18.6% EBITA margin (+50-80bps target), 80% FCF conversion. ROIC 18.4% (2024) to 21.2% (2026). EV/EBITA 17.6x (2025) & 15.6x (2026). Risks: economic downturn, project delays.
Read full article (6 min)