企業プロフィール · Industrials

Schneider Electric S.E.

SU · パリ
取引所
パリ
国 / 地域
France
従業員数
156,399
公式サイト
www.se.com
現在値
281.85
2026年6月5日 終値
妥当買付価格
≤ €235
安全マージンの起点
ベイリー成長スコア
45/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 €281.85 · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 €205–€240 / 妥当 €265–€300 / 楽観的 €330–€370。€281.85 時点で 妥当な本源的価値レンジ内。

時価総額€1510.98億
売上高(TTM)€401.52億
EBITDA€79.27億
純利益率10.37%
ROE15.61%
PER (TTM)33.55
予想PER26.88
PEG1.9
EPS€7.99
配当利回り1.58%
52週レンジ€205.58 – €293.70

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide. The company offers inverters, mounting frames, solar panels, other solar equipment, wind farm microgrid, and others; building management systems; power metering systems for buildings; smart monitoring and regulation of electricity or heat in buildings, such as thermostats and controls for lighting systems; cooling systems; insulating products; UPS; transmission and distribution wiring devices for wiring electrical circuits; low voltage electrical products, equipment, and systems; medium voltage switchgears and control gears; demand response and load shifting equipment, systems, and services; communication, software and control equipment, products, systems, and services for energy; and variable speed drives. It also provides modernization and maintenance services for rail transport infrastructure, zero-emissions road transport, infrastructure required for operating urban transport, low-carbon port and airport infrastructure, and electrification and ports' operations; energy management equipment and projects; service plans related to building management and power metering systems in buildings; software and data-driven solutions for building design, planning, and construction; technical consultations, such as energy audits, simulations, and trainings; energy management services; energy performance contracts; leakage control technologies for water supply systems; real-time network modeling and optimization; leakage calculation, control, and reporting; electrical and electronic equipment; remote monitoring and predictive maintenance systems; lifecycle performance management software; product repairing, refurbishing, or remanufacturing services; spare parts; and software as a service. Schneider Electric S.E. was founded in 1836 and is headquartered in Rueil-Malmaison, France.

沿革

Founded in 1836 when the Schneider brothers, Adolphe and Eugène, took over the Le Creusot ironworks in France as Schneider & Cie, making steel, heavy machinery and railway equipment, the company first entered the electricity market in 1891. Through the 1980s-90s it divested steel and shipbuilding and acquired Télémécanique (1988), Square D (1991) and Merlin Gerin (1992), renaming itself Schneider Electric in 1999. Later deals included APC (2006, about $6.1 billion), Invensys (2014, about £3.4bn) and full ownership of software firm AVEVA (60% in 2018, the rest in January 2023 for about £3.9bn cash). In November 2024 the board replaced CEO Peter Herweck with Olivier Blum.

業界での地位

Schneider Electric is a global leader in electrical distribution and energy management and one of the largest constituents of the CAC 40. It reports two segments: Energy Management (about 80% of revenue, margin around 21.8%) and Industrial Automation (about 20%, margin around 14.2%). In FY2025 revenue reached €40.2bn with an adjusted EBITA margin of 18.7% and cash conversion above 100%. Data centers and networks are its largest single end-market at about 30% of 2025 orders. Peers include ABB, Siemens, Eaton, Vertiv, Legrand and Rockwell.

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