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Schneider Electric S.E. (SND.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0000121972

Sector

Industrials

Highlights

Market Cap

€134.22B

EPS (TTM)

€7.22

PE Ratio

33.06

PEG Ratio

2.41

Total Revenue (TTM)

€36.44B

Gross Profit (TTM)

€15.50B

EBITDA (TTM)

€7.45B

Year Range

€160.89 - €249.00

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SND.DE vs. ^GSPC SND.DE vs. SPY SND.DE vs. RSPT SND.DE vs. TTE SND.DE vs. VOO SND.DE vs. RSG SND.DE vs. ^STOXX SND.DE vs. LIN SND.DE vs. EXO.AS SND.DE vs. PH
Popular comparisons:
SND.DE vs. ^GSPC SND.DE vs. SPY SND.DE vs. RSPT SND.DE vs. TTE SND.DE vs. VOO SND.DE vs. RSG SND.DE vs. ^STOXX SND.DE vs. LIN SND.DE vs. EXO.AS SND.DE vs. PH

Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
6.00%
13.91%
SND.DE (Schneider Electric S.E.)
Benchmark (^GSPC)

Returns By Period

Schneider Electric S.E. had a return of 34.94% year-to-date (YTD) and 49.98% in the last 12 months. Over the past 10 years, Schneider Electric S.E. had an annualized return of 18.02%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


SND.DE

YTD

34.94%

1M

1.51%

6M

7.27%

1Y

49.98%

5Y (annualized)

24.79%

10Y (annualized)

18.02%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of SND.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.25%14.67%0.10%2.12%7.68%-1.25%-0.71%3.10%2.76%0.47%34.94%
202312.05%2.78%0.96%2.77%4.39%3.28%-2.93%-2.30%-0.81%-7.58%16.19%8.20%40.83%
2022-13.38%-6.94%9.09%-9.57%-4.11%-12.59%19.25%-11.59%-2.03%10.04%8.86%-5.39%-21.99%
20210.62%1.86%6.01%2.06%-1.05%3.24%5.95%7.09%-4.76%3.27%5.01%10.82%47.14%
2020-1.95%0.07%-13.48%6.53%10.36%10.91%-1.05%6.06%1.92%-1.51%11.79%2.96%34.23%
20196.56%10.24%2.22%12.07%-6.84%12.66%-2.09%-2.46%5.72%3.50%5.23%5.31%63.57%
20185.45%-4.75%-2.03%7.28%1.26%-3.63%-3.60%1.97%-1.31%-7.73%0.31%-9.20%-16.00%
20172.12%-4.22%6.46%6.09%-2.39%-2.19%-0.92%0.28%7.81%3.48%-3.09%-1.24%11.88%
2016-9.43%11.82%2.07%3.23%4.87%-7.80%11.05%3.16%-1.09%0.47%2.81%4.80%26.58%
201511.44%7.58%0.00%-4.89%3.58%-8.91%-0.18%-11.08%-10.52%9.83%8.49%-9.29%-7.64%
2014-5.52%7.85%0.66%4.48%5.11%0.00%-6.56%0.31%-4.98%2.79%4.67%-8.49%-1.23%
20133.74%3.16%-3.27%1.34%10.34%-9.40%6.87%-2.88%8.09%-0.79%0.47%1.06%18.52%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of SND.DE is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of SND.DE is 9090
Combined Rank
The Sharpe Ratio Rank of SND.DE is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of SND.DE is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SND.DE is 8585
Omega Ratio Rank
The Calmar Ratio Rank of SND.DE is 9595
Calmar Ratio Rank
The Martin Ratio Rank of SND.DE is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Schneider Electric S.E. (SND.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SND.DE, currently valued at 2.15, compared to the broader market-4.00-2.000.002.004.002.152.51
The chart of Sortino ratio for SND.DE, currently valued at 2.70, compared to the broader market-4.00-2.000.002.004.002.703.37
The chart of Omega ratio for SND.DE, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.47
The chart of Calmar ratio for SND.DE, currently valued at 3.41, compared to the broader market0.002.004.006.003.413.63
The chart of Martin ratio for SND.DE, currently valued at 12.70, compared to the broader market0.0010.0020.0030.0012.7016.15
SND.DE
^GSPC

The current Schneider Electric S.E. Sharpe ratio is 2.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Schneider Electric S.E. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.15
2.65
SND.DE (Schneider Electric S.E.)
Benchmark (^GSPC)

Dividends

Dividend History

Schneider Electric S.E. provided a 1.44% dividend yield over the last twelve months, with an annual payout of €3.50 per share. The company has been increasing its dividends for 8 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%€0.00€0.50€1.00€1.50€2.00€2.50€3.00€3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend€3.50€3.15€2.90€2.60€2.55€2.37€2.20€2.04€2.00€1.92€2.29€1.87

Dividend yield

1.44%1.73%2.20%1.50%2.12%2.56%3.78%2.85%3.04%3.56%3.82%2.97%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€3.50€0.00€0.00€0.00€0.00€0.00€0.00€3.50
2023€0.00€0.00€0.00€0.00€3.15€0.00€0.00€0.00€0.00€0.00€0.00€0.00€3.15
2022€0.00€0.00€0.00€0.00€2.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.90
2021€0.00€0.00€0.00€0.00€2.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.60
2020€0.00€0.00€0.00€0.00€2.55€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.55
2019€0.00€0.00€0.00€2.35€0.00€0.00€0.02€0.00€0.00€0.00€0.00€0.00€2.37
2018€0.00€0.00€0.00€0.00€2.20€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.20
2017€0.00€0.00€0.00€0.00€2.04€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.04
2016€0.00€0.00€0.00€0.00€2.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.00
2015€0.00€0.00€0.00€1.92€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.92
2014€0.00€0.00€0.00€0.00€2.29€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.29
2013€1.87€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.87

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
Schneider Electric S.E. has a dividend yield of 1.44%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%48.6%
Schneider Electric S.E. has a payout ratio of 48.56%, which is quite average when compared to the overall market. This suggests that Schneider Electric S.E. 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.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.61%
-1.70%
SND.DE (Schneider Electric S.E.)
Benchmark (^GSPC)

Worst Drawdowns

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 62.20%, occurring on Oct 27, 2008. Recovery took 401 trading sessions.

The current Schneider Electric S.E. drawdown is 2.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.2%Jun 19, 2007311Oct 27, 2008401Oct 11, 2010712
-52.13%Sep 5, 2000284Feb 26, 2003272Dec 2, 2005556
-48.32%Jun 10, 199829Oct 8, 1998151Jan 17, 2000180
-40.41%Apr 5, 2011166Nov 24, 2011309Feb 22, 2013475
-36.99%Apr 8, 2015195Feb 12, 2016276Apr 21, 2017471

Volatility

Volatility Chart

The current Schneider Electric S.E. volatility is 7.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
7.87%
5.66%
SND.DE (Schneider Electric S.E.)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Schneider Electric S.E. compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.033.1
The chart displays the price to earnings (P/E) ratio for SND.DE in comparison to other companies of the Specialty Industrial Machinery industry. Currently, SND.DE has a PE value of 33.1. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.02.4
The chart displays the price to earnings to growth (PEG) ratio for SND.DE in comparison to other companies of the Specialty Industrial Machinery industry. Currently, SND.DE has a PEG value of 2.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Schneider Electric S.E..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items