Added to YB: 2025-11-21
Pitch date: 2025-11-19
SU.PA [bullish]
Schneider Electric S.E.
+4.66%
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 231.90
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:
The French Portfolio: Ten Enduring Structures for the Pragmatist Compounder - Schneider Electric S.E.
SU.PA: Energy efficiency & industrial automation infrastructure provider transitioning from hardware to AI-driven software platforms. EcoStruxure reduces energy costs 30-40%. €36B revenue, 13-14% margins, €4-5B annual FCF. NVIDIA partnership for data centers. Positioned for AI/hyperscaler buildout tailwinds through decade.
Read full article (1 min)