Added to YB: 2026-10-09
Pitch date: 2026-10-07
SU.PA [bullish]
Schneider Electric S.E.
+4.51%
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 149.5B
Pitch Price
EUR 253.00
Price Target
N/A
Dividend
1.58%
EV/EBITDA
18.65
P/E
31.92
EV/Sales
3.95
Sector
Electrical Equipment
Category
special_situation
Valuation: Schneider Electric + PTC
SU.PA: Schneider Electric’s PTC-driven selloff from above €300 to €260 restores a justifiable entry point: a model using 7% revenue growth through 2030, planned synergies, a 28x P/E and 10-11% discount rate supports €260-€270. The $23.7B deal adds €16B-€17B of debt and 4-5% dilution, leaving little room for execution misses, but successful integration offers upside beyond assumptions implying little acquisition value creation.
Read full article (6 min)