Schneider Electric SA (SBGSY)

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Schneider Electric SA (SBGSY) is up 23.5% since the beginning of the year. At $67 per share, SBGSY is trading just below its 52-week high of $67. Investors who bought $1,000 worth of SBGSY shares 5 years ago would now be looking at an investment worth $2,262.

Schneider Electric SA (SBGSY) has returned 23.48% so far this year and 38.38% over the past 12 months. Looking at the last ten years, SBGSY has achieved an annualized return of 22.03%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Nov 11, 2008, SBGSY's average daily return is +0.09%, while the average monthly return is +1.64%. At this rate, an investment would double in approximately 3.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2011 with a return of +24.7%, while the worst month was Sep 2011 at -19.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SBGSY closed higher 50% of trading days. The best single day was Nov 21, 2008 with a return of +29.9%, while the worst single day was Nov 20, 2008 at -17.0%.

Schneider Electric SA has an annualized alpha of 6.34%, beta of 1.19, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 11, 2008.

• This stock captured 141.14% of S&P 500 Index gains and 124.51% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

SBGSY ranks 73 for risk / return — better than 73% 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.

Schneider Electric SA provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.99 per share.

The table displays the monthly dividend distributions for Schneider Electric SA. 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 SA. 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 SA was 47.64%, occurring on Jan 15, 2016. Recovery took 503 trading sessions.

The current Schneider Electric SA drawdown is 0.18%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Schneider Electric SA 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 SA 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.