Schneider Electric SA (SBGSY)

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The chart shows the growth of an initial investment of $10,000 in Schneider Electric SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Schneider Electric SA (SBGSY) has returned -0.92% so far this year and 19.92% over the past 12 months. Looking at the last ten years, SBGSY has achieved an annualized return of 18.84%, outperforming the S&P 500 Index benchmark, which averaged 12.16% 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 +1.56%. At this rate, your investment would double in approximately 3.7 years.

Historically, 60% of months were positive and 40% 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 5.90%, beta of 1.18, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 12, 2008.

• This stock captured 142.06% of S&P 500 Index gains and 127.44% 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 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Schneider Electric SA (SBGSY) and compare them to a chosen benchmark (S&P 500 Index).

Schneider Electric SA provided a 1.06% dividend yield over the last twelve months, with an annual payout of $0.58 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 16.53%.

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.