Schneider Electric S.E. (SBGSY) Total Return:27.08%(TTM)
Over the latest trailing 12-month period, Schneider Electric S.E. (SBGSY)'s total return cagr is +27.08%. The comparable SPY value is +22.76%. Year-to-date total return is +17.34%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SBGSY
$88,679
(8.9x return)
Invested on Jul 30, 2008
Growth of $10,000 in SPY (S&P 500)
$81,997
(8.2x return)
Invested on Jul 30, 2008
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+17.3%
1-Year Total Return
+27.1%
Current Dividend Yield
1.55%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +25.1% | +27.1% | +1.9% |
| 3 Years | +22.7% | +24.6% | +2.0% |
| 5 Years | +14.2% | +16.3% | +2.1% |
| 10 Years | +18.8% | +21.6% | +2.8% |
| 15 Years | +9.9% | +12.9% | +2.9% |
| 20 Years | — | — | — |
About Schneider Electric S.E.
Schneider Electric S.E. delivers comprehensive digital solutions for energy management and industrial automation to a global client base. The company operates through two primary divisions: Energy Management and Industrial Automation. Its extensive product catalog features electrical distribution and protection equipment, including circuit breakers, switches, contactors, and relays, alongside advanced energy management software. It also provides solutions for power quality, monitoring, and conditioning, such as surge protectors and power factor correction devices. For building infrastructure, Schneider Electric offers systems for access control, fire detection, environmental sensors, and integrated building management, encompassing valves and variable speed drives. Within grid and utility operations, the company supplies feeder and substation automation, SCADA software, medium voltage switchgear, and transformers. Data center solutions include critical power and cooling, IT power distribution, prefabricated modules, and security monitoring. Residential and commercial offerings range from home automation and security systems to wiring devices and uninterruptible power supplies. Furthermore, Schneider Electric is a leading provider of industrial automation and control technologies, featuring human-machine interfaces, industrial software, motion control, robotics, programmable controllers, process safety systems, and solutions for solar power and energy storage. Established in 1836, Schneider Electric S.E. is headquartered in Rueil-Malmaison, France.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Olivier Blum