Schneider Electric SE - ADR
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Earnings Call Q1 2025
April 28, 2025 - AI Summary
Strong Q1 Revenue Growth: Schneider Electric reported EUR 9.3 billion in sales for Q1 2025, representing a 7.4% organic growth year-over-year, driven mainly by a 10% increase in the Energy Management sector, particularly in data centers and infrastructure, despite some weaknesses in residential and industrial automation.
Challenges in Residential and Industrial Segments: The company noted a significant decline in the residential segment due to high interest rates and low consumer confidence, particularly in Western Europe and North America. Industrial Automation saw a nearly flat growth, influenced by seasonality at AVEVA and delays in discrete automation demand.
Ongoing Tariff Impact: The increased tariffs on imports from China, now 145%, are expected to negatively impact Schneider Electric's profit margins, with an estimated EUR 1.15 to EUR 1.25 billion projected reduction in top-line sales and around 40 basis points on adjusted EBITDA margins for the year.
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$26.08
50.3% downside
Current Fair Value
50.3% downsideOvervalued by 50.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $154.80 Billion |
|---|---|
| Enterprise Value | $169.48 Billion |
| Annual dividend | $0.98 |
| Dividend yield | 1.77% |
| Earnings per Share | $1.48 |
| Beta | 1.16 |
| Outstanding Shares | 2,811,640,370 |
Return
| Return on Equity | 37.16% |
|---|---|
| Return on Assets | 13.93% |
| Return on Invested Capital | 31.97% |
Valuation & Multiples
| P/E Ratio | 28.21 |
|---|---|
| PEG | 86.41 |
| Price to Sales | 1.81 |
| Price to Book Ratio | 6.56 |
| Enterprise Value to Revenue | 2.07 |
| Enterprise Value to EBIT | 12.26 |
| Enterprise Value to Net Income | 18 |
| Total Debt to Enterprise | 0.11 |
| Debt to Equity | 0.78 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$1.01
Consensus analyst estimateRevenue Estimate
$23.85 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 18, 2027
EPS Estimate
$1.28
Consensus analyst estimateRevenue Estimate
$27.04 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▼ 0.12% |
|---|---|
| Total Invested | $4.50M▼ 98.04% |
| Investors Holding | 6▼ 42.00% |
About Schneider Electric SE
173,626 employees
CEO: Jean-Pascal Tricoire
Schneider Electric S.E. is a global leader specializing in digital transformation solutions for energy management and industrial automation. The company's operations are divided into two main business areas: Energy Management and Industr...