Added to YB: 2026-10-15
Pitch date: 2026-10-12
SU.PA [neutral]
Schneider Electric S.E.
+0.46%
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 263.20
Price Target
196.00 (-26%)
Dividend
1.58%
EV/EBITDA
18.65
P/E
31.92
EV/Sales
3.95
Sector
Electrical Equipment
Category
special_situation
Stock of the Week: Schneider Electric - Is the $23B PTC Acquisition Brilliant or a Big Mistake?
SU.PA (monitor): Schneider Electric’s $22.6B PTC acquisition could complete its industrial-software ecosystem and accelerate the shift toward recurring, higher-margin revenue, but the 42% premium, 21x estimated 2027 adjusted EBITA price before synergies, added debt and dilution make execution critical. At €264, the model yields a 10.1% annualized expected return but only €196 base-case fair value; given an already significant position, patience is preferred, with buying starting around €220 and becoming more attractive below €180.
Read full article (4 min)