Schneider Electric SA (SBGSY)
Company Info
Highlights
$136.86B
$1.78
27.43
1.82
$38.15B
$16.35B
$7.39B
$39.77 - $56.98
$54.44
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Schneider Electric SA (SBGSY) returned 0.32% year-to-date (YTD) and 0.21% over the past 12 months. Over the past 10 years, SBGSY delivered an annualized return of 14.93%, outperforming the S&P 500 benchmark at 10.77%.
SBGSY
0.32%
8.62%
-1.81%
0.21%
26.18%
14.93%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of SBGSY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.67% | -4.40% | -4.83% | 0.76% | 7.63% | 0.32% | |||||||
| 2024 | -2.36% | 15.73% | -0.35% | 0.88% | 10.74% | -3.45% | 0.04% | 5.40% | 3.88% | -1.97% | -0.23% | -3.74% | 25.24% |
| 2023 | 16.02% | -1.20% | 3.99% | 4.59% | 0.80% | 5.54% | -2.09% | -3.57% | -3.90% | -7.15% | 20.08% | 9.38% | 46.76% |
| 2022 | -14.10% | -8.79% | 9.96% | -15.72% | -0.35% | -14.87% | 17.21% | -14.14% | -5.22% | 12.40% | 15.54% | -4.31% | -26.99% |
| 2021 | 1.52% | 0.65% | 2.84% | 4.72% | 1.55% | -0.47% | 6.08% | 6.42% | -6.83% | 3.81% | 3.04% | 10.33% | 38.04% |
| 2020 | -2.30% | 0.60% | -14.71% | 6.23% | 13.28% | 11.84% | 3.00% | 7.66% | 0.73% | -2.17% | 13.99% | 4.21% | 46.44% |
| 2019 | 4.92% | 9.06% | 1.16% | 11.41% | -6.79% | 14.84% | -4.97% | -2.56% | 4.00% | 6.37% | 3.78% | 6.08% | 55.66% |
| 2018 | 10.42% | -7.14% | 1.24% | 2.35% | -1.03% | -3.91% | -3.67% | 1.41% | -1.59% | -10.07% | 1.60% | -7.30% | -17.73% |
| 2017 | 3.84% | -5.89% | 8.45% | 7.89% | 0.55% | -0.32% | 2.02% | 2.61% | 8.01% | 0.91% | -2.10% | -1.37% | 26.24% |
| 2016 | -6.13% | 10.80% | 6.61% | 3.34% | 2.42% | -8.02% | 9.99% | 4.58% | 1.88% | -3.25% | -1.42% | 4.62% | 26.22% |
| 2015 | 4.23% | 6.82% | -3.46% | -1.26% | 1.95% | -8.54% | 0.61% | -9.71% | -11.23% | 7.42% | 4.91% | -9.96% | -19.02% |
| 2014 | -7.75% | 9.70% | -0.39% | 5.94% | 2.81% | 0.27% | -10.27% | -0.12% | -9.53% | 2.98% | 3.63% | -11.43% | -15.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SBGSY is 47, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schneider Electric SA (SBGSY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Schneider Electric SA provided a 3.30% dividend yield over the last twelve months, with an annual payout of $1.64 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.64 | $0.75 | $0.70 | $0.61 | $0.61 | $0.55 | $0.53 | $0.54 | $0.44 | $0.45 | $0.41 | $0.52 |
Dividend yield | 3.30% | 1.52% | 1.73% | 2.18% | 1.56% | 1.91% | 2.59% | 4.01% | 2.57% | 3.25% | 3.63% | 3.60% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2014 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 |
Dividend Yield & Payout
Dividend Yield
Schneider Electric SA has a dividend yield of 3.30%, which is quite average when compared to the overall market.
Payout Ratio
Schneider Electric SA has a payout ratio of 44.31%, which is quite average when compared to the overall market. This suggests that Schneider Electric SA strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 52.02%, occurring on Mar 9, 2009. Recovery took 131 trading sessions.
The current Schneider Electric SA drawdown is 12.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.02% | Sep 19, 2008 | 74 | Mar 9, 2009 | 131 | Sep 15, 2009 | 205 |
| -47.16% | Apr 29, 2011 | 147 | Nov 25, 2011 | 447 | Sep 10, 2013 | 594 |
| -46.58% | Jun 20, 2014 | 397 | Jan 15, 2016 | 499 | Jan 9, 2018 | 896 |
| -45.03% | Jan 5, 2022 | 183 | Sep 27, 2022 | 304 | Dec 13, 2023 | 487 |
| -35.63% | Feb 21, 2020 | 20 | Mar 19, 2020 | 54 | Jun 5, 2020 | 74 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Schneider Electric SA, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SBGSY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, SBGSY has a P/E ratio of 27.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SBGSY compared to other companies in the Specialty Industrial Machinery industry. SBGSY currently has a PEG ratio of 1.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SBGSY relative to other companies in the Specialty Industrial Machinery industry. Currently, SBGSY has a P/S ratio of 3.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SBGSY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SBGSY has a P/B value of 4.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
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