Morningstar

Morningstar, Inc.

Equity Bottom-Up

We believe Schneider Electric’s software strategy offers competitive advantages and should add revenue visibility and returns stability. While stand-alone software sales comprise less than 5% of the group total on our estimates, they support sales for other products and increase customer retention, as the software systems are deeply integrated with end users’ operations. They also provide recurring revenue through licensing fees. We expect software sales to outgrow the group and increase as a…

Wide-moat Schneider Electric grew revenue organically by nearly 6% in the first quarter, a good result given the weakness in some macro indicators in 2019. We think the company is benefiting from growth products related to industrial automation and also effective cross-selling evidenced by revenue growth across divisions in the last year. We were also told about anecdotal signs of cross-selling lately, with various competitor product representatives at the Hanover trade fair mentioning that…

France

Schneider Electric SE manufactures power distribution and automation systems. The Company produces circuit breakers, remote installation management equipment, panelboards, programmable logic controllers, industrial control products, detectors, human-machine interfaces, and process controls.  Schneider's products are sold various brands.

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