Schneider Electric S.E. (SBGSY) Total Return CAGR: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.
Over longer horizons, Schneider Electric S.E.'s Total Return CAGR averages 24.63% over 3 years and 16.28% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Schneider Electric S.E.'s investment performance.
SBGSY Total Return CAGR Chart
Schneider Electric S.E. (SBGSY)
SBGSY Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
SBGSY Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 755.77 | 886.79 | +131.02 | +17.34% | +17.34% |
| 2025 | 670.93 | 755.77 | +84.84 | +12.65% | +12.65% |
| 2024 | 535.35 | 670.93 | +135.58 | +25.33% | +25.33% |
| 2023 | 364.70 | 535.35 | +170.65 | +46.79% | +46.79% |
| 2022 | 500.18 | 364.70 | -135.48 | -27.09% | -27.09% |
| 2021 | 362.42 | 500.18 | +137.76 | +38.01% | +38.01% |
| 2020 | 247.40 | 362.42 | +115.02 | +46.49% | +46.49% |
| 2019 | 158.84 | 247.40 | +88.55 | +55.75% | +55.75% |
| 2018 | 193.15 | 158.84 | -34.30 | -17.76% | -17.76% |
| 2017 | 153.01 | 193.15 | +40.14 | +26.23% | +26.23% |
| 2016 | 121.25 | 153.01 | +31.76 | +26.19% | +26.19% |
| 2015 | 149.79 | 121.25 | -28.54 | -19.05% | -19.05% |
| 2014 | 177.47 | 149.79 | -27.68 | -15.60% | -15.60% |
| 2013 | 144.78 | 177.47 | +32.69 | +22.58% | +22.58% |
| 2012 | 98.87 | 144.78 | +45.91 | +46.43% | +46.43% |
| 2011 | 140.65 | 98.87 | -41.78 | -29.70% | -29.70% |
| 2010 | 106.28 | 140.65 | +34.37 | +32.34% | +32.34% |
| 2009 | 68.16 | 106.28 | +38.12 | +55.92% | +55.92% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 887 | +18.5% | +19.6% |
| Q1 2026 | 748 | -1.7% | +9.2% |
| Q4 2025 | 761 | -1.2% | +12.6% |
| Q3 2025 | 770 | +3.8% | +8.0% |
| Q2 2025 | 742 | +8.3% | +13.4% |
| Q1 2025 | 685 | +1.3% | +10.7% |
| Q4 2024 | 676 | -5.2% | +25.5% |
| Q3 2024 | 713 | +8.9% | +63.2% |
| Q2 2024 | 654 | +5.8% | +38.7% |
| Q1 2024 | 619 | +14.9% | +51.5% |
| Q4 2023 | 538 | +23.3% | +48.9% |
| Q3 2023 | 437 | -7.4% | +53.2% |
| Q2 2023 | 472 | +15.5% | +53.3% |
| Q1 2023 | 408 | +12.9% | -2.5% |
| Q4 2022 | 362 | +26.9% | -27.2% |
| Q3 2022 | 285 | -7.3% | -33.6% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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