Added to YB: 2026-03-17
Pitch date: 2026-03-14
SU.PA [neutral]
Schneider Electric S.E.
+18.52%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.
Company Info
Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide.
Market Cap
EUR 157.4B
Pitch Price
EUR 244.77
Price Target
316.00 (+9%)
Dividend
1.50%
EV/EBITDA
20.80
P/E
38.21
EV/Sales
4.31
Sector
Electrical Equipment
Category
growth
This is the Best Industrial Stock You Might Have Never Heard Of (A Deep Dive) - Schneider Electric S.E.
SU.PA (deep dive): Euro industrial at intersection of electrification, AI infra & automation. Products in 95% of data centers, 40% hospitals. Energy mgmt (81% rev) dominates; data centers 30% rev growing low-teens on AI power density surge. Digital flywheel (EcoStruxure+AVEVA) at €25B (+15% YoY), 62% of rev, target 70% by 2030 w/ 80%+ recurring. FY25: €40B rev (+9% org), 18.7% EBITDA margin (+50bps), €4.6B FCF. Guide 7-10% org growth thru 2030, 50bps margin expansion annually. Risks: data center cycle peak, EU weakness, China exposure. 24x '26 EPS (7% premium to 5yr avg), €316 PT = 9-10% IRR. Hold; accumulate <€240 for 12-14% IRR.
Read full article (27 min)