Schneider Electric S.E. (SBGSF)

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Schneider Electric S.E. (SBGSF) is up 24.1% since the beginning of the year. At $336 per share, SBGSF is trading just below its 52-week high of $345. Investors who bought $1,000 worth of SBGSF shares 5 years ago would now be looking at an investment worth $2,479.

Schneider Electric S.E. (SBGSF) has returned 24.05% so far this year and 32.96% over the past 12 months. Looking at the last ten years, SBGSF has achieved an annualized return of 23.70%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Jul 27, 2007, SBGSF's average daily return is +0.07%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2008 with a return of +21.0%, while the worst month was Sep 2011 at -60.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SBGSF closed higher 36% of trading days. The best single day was Dec 12, 2008 with a return of +22.4%, while the worst single day was Oct 27, 2008 at -58.4%.

Schneider Electric S.E. has an annualized alpha of 10.99%, beta of 0.61, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since July 30, 2007.

• This stock captured 131.90% of S&P 500 Index gains and 129.02% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.61 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SBGSF ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Schneider Electric S.E. (SBGSF) and compare them to S&P 500 Index.

Schneider Electric S.E. provided a 1.47% dividend yield over the last twelve months, with an annual payout of $4.95 per share.

The table displays the monthly dividend distributions for Schneider Electric S.E.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Schneider Electric S.E.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Schneider Electric S.E. was 71.65%, occurring on Nov 23, 2011. Recovery took 2246 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Schneider Electric S.E. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Schneider Electric S.E. is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.