SBGSY (Schneider Electric SE) ROA %: 7.29% (As of Dec. 2025) — 23% Above Median


SBGSY Schneider Electric SE SBGSY
89 GF Score
Price $63.31
GF Value $56.15
Valuation Modestly Overvalued
! 6 Warning Signs
View Full Analysis

What is Schneider Electric SE ROA %?

Schneider Electric SE SBGSY -0.60% 89 ROA % is 7.29% as of Dec. 2025, which is 23% above its 10-year median of 5.93. GuruFocus rates SBGSY with a GF Score™ of 89/100 and a GF Value™ of $56.15 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 3,081 Industrial Products companies, Schneider Electric SE ranks better than 73.74% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Schneider Electric SE's annualized Net Income for the quarter that ended in Dec. 2025 was $5,269 Mil. Schneider Electric SE's average Total Assets over the quarter that ended in Dec. 2025 was $72,331 Mil. Therefore, Schneider Electric SE's annualized ROA % for the quarter that ended in Dec. 2025 was 7.29%.

The historical rank and industry rank for Schneider Electric SE's ROA % or its related term are showing as below:

SBGSY' s ROA % Range Over the Past 10 Years
Min: 4.15   Med: 5.93   Max: 6.84
Current: 6.56

During the past 13 years, Schneider Electric SE's highest ROA % was 6.84%. The lowest was 4.15%. And the median was 5.93%.

SBGSY's ROA % is ranked better than
73.74% of 3081 companies
in the Industrial Products industry
Industry Median: 3.06 vs SBGSY: 6.56

Schneider Electric SE  (OTCPK:SBGSY) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Dec. 2025 )
=Net Income/Total Assets
=5269.32/72330.719
=(Net Income / Revenue)*(Revenue / Total Assets)
=(5269.32 / 48749.414)*(48749.414 / 72330.719)
=Net Margin %*Asset Turnover
=10.81 %*0.674
=7.29 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Schneider Electric SE ROA % Related Terms


Schneider Electric SE ROA % Historical Data

* Premium members only.

The historical data trend for Schneider Electric SE's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Schneider Electric SE ROA % Chart

Schneider Electric SE Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.94 5.97 6.93 6.71 6.85

Schneider Electric SE Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 6.76 6.24 7.43 6.28 7.29

SBGSY vs GEV, ETN, PH: ROA % Comparison

For the Specialty Industrial Machinery subindustry, Schneider Electric SE's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Schneider Electric SE ROA % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Schneider Electric SE's ROA % distribution charts can be found below:

* The bar in red indicates where Schneider Electric SE's ROA % falls into.


SBGSY
89GF Score
Schneider Electric SE SBGSY
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Schneider Electric SE ROA % Calculation

Schneider Electric SE's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=4874.707/( (69050.262+73189.696)/ 2 )
=4874.707/71119.979
=6.85 %

Schneider Electric SE's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=5269.32/( (71471.742+73189.696)/ 2 )
=5269.32/72330.719
=7.29 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Dec. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 7.29% mean?
Schneider Electric SE (SBGSY) has a ROA % of 7.29% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schneider Electric SE and its competitors. This is 23% above median its historical median of 5.93. Over the past decade, Schneider Electric SE's ROA % has ranged from 4.15 to 6.84. According to the industry distribution chart, Schneider Electric SE ranks #809 out of 3081 companies in the Industrial Products industry, placing it in the top 26.3%.
Is Schneider Electric SE's ROA % too high?
Schneider Electric SE's current ROA % of 7.29% is 23% above median its 10-year median of 5.93. Over the past 10 years, this metric has ranged from a low of 4.15 to a high of 6.84. The Industrial Products industry median ROA % is 3.06. Schneider Electric SE's value of 7.29% is 138.2% above this industry median. Based on the distribution chart, Schneider Electric SE ranks #809 out of 3081 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Schneider Electric SE has a GF Score™ of 89/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Schneider Electric SE's ROA % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, Schneider Electric SE ranks #809 out of 3081 companies for ROA %. This puts Schneider Electric SE in the upper half of its industry. The industry median ROA % is 3.06. Schneider Electric SE's value of 7.29% is 138.2% above this benchmark. Historically, Schneider Electric SE's own ROA % has ranged from 4.15 to 6.84 over the past decade. While the company's 10-year median is 5.93 vs. the industry median of 3.06, Schneider Electric SE has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Industrial Products company?
The median ROA % among Industrial Products companies is 3.06, based on 3,081 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schneider Electric SE's current ROA % of 7.29% is 138.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schneider Electric SE and its competitors. For the Industrial Products industry, the median ROA % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schneider Electric SE's current ROA % is 7.29%, which is 23% above median its own 10-year median of 5.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schneider Electric SE stock overvalued right now?
Based on GuruFocus' analysis, Schneider Electric SE (SBGSY) is currently considered Modestly Overvalued. The stock's GF Value™ is $56.15, compared to a current price of $63.31 — trading 12.8% above its estimated fair value. The current ROA % is 7.29%, which is 23% above median its 10-year median of 5.93 and 138.2% above the Industrial Products industry median of 3.06. Schneider Electric SE's overall GF Score™ is 89/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Schneider Electric SE (SBGSY), the current ROA % is 7.29% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Schneider Electric SE (SBGSY) Overvalued in 2026?

Based on GuruFocus' analysis, Schneider Electric SE stock appears to be overvalued. The current stock price of $63.31 is trading 12.8% above its estimated GF Value™ of $56.15. GuruFocus considers Schneider Electric SE to be Modestly Overvalued.

Key valuation signals for SBGSY:

  • ROA %: 7.29% (23% above median its 10-year median of 5.93)
  • GF Value™: $56.15 vs. price of $63.31 (12.8% above fair value)
  • GF Score™: 89/100 with 6 warning signs
  • Industry Position: 138.2% above the Industrial Products median (#809 of 3081)

No single metric tells the full story. See the SBGSY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Schneider Electric SE Business Description

Address 35, rue Joseph Monier, CS 30323, Rueil Malmaison Cedex, FRA, F-92506
Schneider Electric is a global leader in energy management and industrial automation. It holds leading positions in electrical distribution. Its four end-markets include: buildings, data centers and networks, infrastructure, and industry. Its largest countries include the United States, China, and India.
89GF Score

Get the complete analysis for SBGSY

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$63.31
Price
$56.15
GF Value