Added to YB: 2026-08-10
Pitch date: 2026-08-06
SU.PA [neutral]
Schneider Electric S.E.
+1.23%
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 169.0B
Pitch Price
EUR 300.00
Price Target
353.00 (+16%)
Dividend
1.40%
EV/EBITDA
20.84
P/E
36.16
EV/Sales
4.41
Sector
Electrical Equipment
Category
growth
Schneider Electric - A Multi-Decade Compounder in the Making
SU.PA (holding update): H1 rev €21.2B (+14% organic), Q2 record €11.2B (+17%). Data center now 30%+ of rev, present in 95% of data centers. FY26 guide raised to 10-13% organic growth. EBITA margin 19.3% (+120bps). At 28.5x '26 EPS, premium valuation. Hold; accumulate below €260. 2028 PT €353, ~8% CAGR.
Read full article (14 min)