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Schneider Electric SU

equity

Price History

€19.2€116.47€213.73€311
1999-12 · DCA start€35.82

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-56.5%-37.6%-18.8%0.0%
1999-122026-08 · -0.9%

Worst drawdown: −56%, peaking Apr 2007 and bottoming Sep 2008 — 42 months below the prior high before recovering.

DCA Backtest

Invested
€32,100
Value today
€200,022
Return
+523.1%
Months invested
321

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be €43,119 today, so the real (inflation-adjusted) return is +363.9%.

Lump sum instead — €32,100 all at once in Dec 1999: €276,202 (+760.4%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2026): €199.1 on €200 invested (-0.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
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2011
2012
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2015
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2019
2020
2021
2022
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1999-12: +523.1%

About Schneider Electric

Schneider Electric SE is a French multinational corporation that specializes in energy technology, covering electrification, automation, and digitalization for industry and homes. (Wikipedia)

It's a listed company categorised under industrials.

It rates Low Risk at 1.7/5, meaning the rated factors look benign — steady pricing, deep liquidity, and no obvious structural red flags.

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Low Risk(1.7/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)3/525.2
  • Max drawdown from ATH3/556.5
  • Beta vs S&P 5001/5-0.01
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5230.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity3/50.74
  • Interest coverage (EBIT / interest)1/512.4
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/59.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.