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Stock impact report

Schneider Electric (ENXTPA:SU): Revisiting Valuation After a Recent Share Price Drift Higher [Yahoo! Finance]

SCHNEIDER ELEC UNSP/ADR (SBGSY) 
Company Research Source: Yahoo! Finance
See our latest analysis for Schneider Electric. That recent 6.4% 1 month share price return comes after a softer year to date patch, but with a three year total shareholder return of about 90%, the broader momentum story still looks firmly intact and growth driven rather than speculative. If Schneider Electric has you rethinking your exposure to industrial and infrastructure themes, it may be worth scanning related aerospace and defense stocks for other potential long term compounders. With earnings still growing double digits and the share price sitting below consensus targets, the set up looks constructive. But is Schneider Electric genuinely undervalued, or is the market already baking in years of future growth? With Schneider Electric closing at €236.55 versus a narrative fair value near €270.55, the gap reflects ambitious expectations for structurally higher earnings power. The company's transition toward software and recurring digital services (notably EcoStruxure, AV Show less Read more
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