Added to YB: 2026-07-06
Pitch date: 2026-07-02
SU.PA [neutral]
Schneider Electric S.E.
+1.09%
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 157.4B
Pitch Price
EUR 275.35
Price Target
N/A
Dividend
1.50%
EV/EBITDA
20.80
P/E
38.21
EV/Sales
4.31
Sector
Electrical Equipment
Category
special_situation
Schneider Electric (SU France): Cognite for the next phase of industrial AI
SU.PA (update): Acquiring Norwegian industrial AI software co Cognite for $3.1bn cash (~high-teens 2025 rev multiple on $170m+ sales). Complements Aveva (23k+ customers) with data contextualization/agentic AI. Net debt/EBITDA to 1.5x from 1.2x. Demanding valuation but strategic fit strong; adds recurring, higher-margin software revenue. Success hinges on scaling via Schneider's global network.
Read full article (2 min)