Added to YB: 2025-12-01
Pitch date: 2025-11-27
SU.PA [bullish]
Schneider Electric S.E.
+6.49%
current return
Author Info
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Company Info
Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide.
Market Cap
EUR 127.9B
Pitch Price
EUR 227.90
Price Target
N/A
Dividend
1.72%
EV/EBITDA
17.39
P/E
29.95
EV/Sales
3.61
Sector
Electrical Equipment
Category
growth
Show full summary:
Deep Dive - Schneider Electric: The Cathedral of Compound Architecture
SU.PA: Industrial automation & energy mgmt co at intersection of energy transition, AI infrastructure & building decarbonization. 8.4% organic rev growth, 99% FCF conversion, 18.4% ROIC vs 9% WACC. EcoStruxure platform creates switching costs. 20-22x PE for 11-13% expected returns through 2027.
Read full article (39 min)