Liquidity & Technical
Figures converted from EUR at historical FX rates — see data/company.json.fx_rates. Ratios, margins, and multiples are unitless and unchanged.
Liquidity & Technical
A fund can trade Schneider Electric at any reasonable size — $312M trades daily and a 5% portfolio position clears in five sessions for any fund up to roughly $6.1B at conventional 20%-of-ADV participation. The tape is constructively trending (golden cross intact since October-2025, price 9.8% above the 200-day) but realized volatility has been elevated for over a year, which is the one feature of the chart that contradicts the textbook uptrend read.
1. Portfolio implementation verdict
5-day capacity ($M, 20% ADV)
5-day capacity (% mcap)
Supported AUM, 5% position ($M)
ADV 20d / market cap
Technical score (-3 to +3)
Mega-cap implementation arithmetic: $312M daily turnover is institutional-grade depth, but at a $178B float any single fund's "position" sits in a different size tier. A fund up to roughly $6B can build or exit a 5% position in five trading days at 20%-of-ADV participation. Above that, plan on multi-week patient execution — this is not a depth problem, it is a market-cap-relative position-sizing problem. The technical setup is mixed: uptrend intact, but a stressed volatility regime takes the score off "outright buy."
2. Price snapshot
Last close ($)
YTD return
1-year return
52-week percentile
Beta (est.)
Beta is a sector-anchored estimate; Schneider has historically traded with roughly market-equivalent sensitivity to global capex cycles and AI-power infrastructure flows.
3. The critical chart — price, 50d and 200d SMA (10 years)
Most recent 50/200 golden cross: 14-Oct-2025. The April-2025 sell-off triggered a death cross on 3-Apr-2025 that was reversed within six months.
Price is above the 200-day SMA by 9.8% ($311.41 vs $283.57). Read: confirmed uptrend, with the chart structure now resembling the 2020-2021 advance off the COVID low — a steady ramp of higher lows after a sharp drawdown. The fastest move ($205 → $334 between October-2023 and January-2025) is over; the current leg is a second-stage continuation, not a breakout.
4. Relative strength
Coverage caveat: the staged dataset does not include a US-rebased benchmark series for Schneider in this run (the broad-market reference ETF was queued but the comparable series did not materialise). Rather than fabricate a benchmark, the chart is omitted. Absolute reads from the price strip: +20.2% over twelve months and +101% over five years means Schneider has clearly outperformed Eurozone industrial-equipment peers on a momentum basis, even after the April-2025 -27% drawdown. A proper Stoxx-600 Industrial or CAC-40 rebase would be the next step; on raw return geometry, the issue is whether outperformance vs the index has narrowed in the last six months — given the elevated volatility regime described below, the answer is likely yes.
5. Momentum panel — RSI and MACD
Read: RSI rolled from a recent peak at 64 (late April) down to 49 today — neutral after a multi-week cooldown, no oversold signal, no divergence with price. MACD histogram is freshly negative (-1.26) after a brief positive run in mid-April. Near-term momentum has stalled, not reversed; this is consistent with the small pullback from the $321.16 high on 20-Apr-2026 to today's $311.41, well inside normal trading range.
6. Volume, volatility, and sponsorship
Catalyst column is intentionally left blank — without dated web-research files to cross-reference, naming the trigger would be speculation. The pattern matters more than the labels: every top-three spike of the last decade is a sharp-down day on heavy volume, not an upside breakout. Distribution events drive the highest turnover; the rallies leak higher quietly.
Read: realized vol is 43.2% today, well above the 10-year 80th percentile of 30.3% — this is a stressed-regime print. More importantly, vol has spent most of the past 18 months above the p80 line. The 2024 calm-period rally (vol in the high teens through summer) was the anomaly; January-2025 reset the regime higher and it has not normalised. Weekly turnover during the recent run-up has tracked the 50-day average rather than expanding — a constructive trend that the marginal buyer is not chasing, with intermittent distribution showing on down days (the 24-Mar-2026 week saw 7.9M shares vs a 5.0M average, on weakness).
7. Institutional liquidity panel
The automated pipeline labels SU "illiquid / specialist only" because no discrete position tier in [0.5%, 1%, 2% of market cap] fully clears in five sessions at 20%-of-ADV participation. This is a mechanical artefact of a $178B market cap, not a statement about market depth. Daily turnover of $312M with 1.29% median intraday range is institutional-grade depth — the constraint is portfolio-arithmetic, not microstructure.
A. ADV and turnover
ADV 20d (shares)
ADV 20d ($M traded)
ADV 60d (shares)
ADV 20d / mcap
Annual turnover
B. Fund-capacity table
C. Liquidation runway
D. Daily-range proxy
Median 60-day daily range is 1.29% — comfortably under the 2% threshold that flags elevated implementation cost for institutional block orders. Spreads and intraday impact are not the gating factor here; sizing relative to portfolio is.
Conclusion. A 5-trading-day round-trip at 20% ADV participation accommodates an issuer-level position of roughly 0.17% of market cap, which translates to a 5% fund weight for any fund up to $6.1B in AUM. At a more conservative 10% ADV participation cap, the same 5% weight supports a $3.0B fund. Above those AUM tiers, plan on staged execution — a 1%-of-mcap position takes thirty trading days to exit at the lighter participation rate.
8. Technical scorecard and stance
Stance — neutral-to-bullish on 3-to-6 month horizon (net score +1). The trend evidence dominates: golden cross intact, price above all major MAs, twelve months of higher highs anchored by an October-2025 breakout above the April-2025 death-cross. The veto comes from volatility, not momentum — the market has been pricing Schneider at a stressed risk premium for over a year, which is unusual for a stock making fresh highs and is the single feature most likely to mark a top from inside the data. The bullish confirmation level is $334.53 — a daily close above the 52-week / all-time high opens uncharted territory and would force a re-rating of the consolidation pattern. The bearish invalidation level is $283.57 — a weekly close below the 200-day SMA would reverse the October-2025 golden cross and reset the trend regime. Liquidity is not the constraint for any fund up to roughly $6B running a 5% position; above that, the appropriate action is to build slowly over multiple weeks at the lighter 10% participation cap rather than wait for a better entry.