Schneider Electric SE - ADR
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+ FollowMarket Cap$169.04B
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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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$24.56
57.9% downside
Current Fair Value
57.9% downsideOvervalued by 57.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $169.04 Billion |
|---|---|
| Enterprise Value | $183.72 Billion |
| Dividend Yield | $0.98 (1.58%) |
| 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 | 31.64 |
|---|---|
| PEG | 96.93 |
| Price to Sales | 2.01 |
| Price to Book Ratio | 7.3 |
| Enterprise Value to Revenue | 2.25 |
| Enterprise Value to EBIT | 13.29 |
| Enterprise Value to Net Income | 20 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | 0.78 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$1.01
Average shareholder expectationRevenue Estimate
$23.85 B
Average shareholder expectationNext Earnings Call
Expected Date
February 18, 2027
EPS Estimate
$1.26
Average shareholder expectationRevenue Estimate
$27.01 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.12%▲ 0.01% |
|---|---|
| Total Invested | $228.98M▲ 28.86% |
| Investors Holding | 48▲ 4.00% |
ESG Score
No data
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...