SBGSF - Schneider Electric Remains A Well-Rounded Play On Secular Growth Themes With A Reasonable Valuation
- Schneider offers investors strong exposure to numerous long-term secular growth stories, including industrial and logistics automation, building modernization, grid modernization, data traffic growth, and decarbonization.
- Results from the Industrial Automation should start showing meaningful sequential improvement as companies return to capex and restart investments in productivity-enhancing automation systems.
- Electrification is likely to be one of the biggest themes of the next decade, and Schneider is well-placed across the market.
- Mid-single-digit FCF growth supports a mid-to-high single-digit annualized long-term expected return, which isn't outstanding, but does offer upside to many industrials, as well as beat-and-raise upside.
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Schneider Electric Remains A Well-Rounded Play On Secular Growth Themes With A Reasonable Valuation