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Schaeffler AG (SHA0.DE)

EUR8.45 +0.05 (+0.60%)
DE XETRA Consumer Cyclical Auto - Parts
Address Industriestrasse 1-3 91074
Herzogenaurach, DE
CEO Klaus Rosenfeld
IPO 2015-10-09
ISIN DE000SHA0100

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Also trades on Deutsche Börse · SHA.DE (EUR) Deutsche Börse · SHA0.DE (EUR) Other OTC · SCFLF (USD) Other OTC · SFFLY (USD) Swiss Exchange · SHAF.SW (CHF)
Description

Schaeffler AG, along with its worldwide affiliates, specializes in the development, manufacturing, and sale of components and integrated systems for various industrial applications throughout Europe, the Americas, China, and the Asia Pacific region. The Automotive Technologies division is dedicated to providing sophisticated mechanical, mechatronic, and electronic solutions for the electrification of powertrains in both passenger cars and commercial vehicles. Its offerings include electric motors, axle transmissions, power electronics, hybrid modules, diverse actuators (electromechanical and hydraulic), and thermal management systems. Additionally, this segment supplies traditional powertrain components like torque converters, hybrid dampers, clutches, and advanced valve train mechanisms, including variable valve train systems, valve-lash adjustment elements, and timing drives. It further produces a range of rolling bearings (such as wheel, ball, and needle roller bearings) and innovative mechanical and mechatronic systems for steering and chassis applications, notably its Space Drive steer-by-wire technology. The Automotive Aftermarket division offers essential components and comprehensive repair solutions for light commercial vehicles, trucks, buses, and off-road sectors, branded under LuK, INA, and FAG, while also providing services for repair shops through its REPXPERT brand. Schaeffler's Industrial division innovates and produces both rotary and linear bearing solutions, drive technology components and systems, and value-added services, such as sensor-based condition monitoring. This division serves a broad spectrum of industries, including wind power, raw materials, aerospace, rail, off-highway vehicles, two-wheelers, power transmission, and industrial automation. Established in 1946 with its headquarters in Herzogenaurach, Germany, the company rebranded as Schaeffler AG in October 2014, having previously been known as INA Beteiligungsgesellschaft mit beschränkter Haftung. Schaeffler AG operates as a subsidiary of IHO Verwaltungs GmbH.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
EUR8.45 +0.05 (+0.60%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.60
Float Shares
903.38M
Free Float %
95.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.09% +7.51% +18.62% -12.68% +38.81% +7.14% +124.10% +59.25% +20.16% -32.61% -29.28%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
8.45
DCF (Unlevered) 9.28 +9.8%
DCF (Levered) 17.46 +106.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 64% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 7 0
Hold 3 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.58
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Auto - Parts: +7.8%
    +29.2% Q1'26: -2.7% (vs Q1'25)
  • EPS growth Auto - Parts: +18.0%
    +47.7% Q1'26: -29.4% (vs Q1'25)
  • FCF margin FCF growth · Auto - Parts: +53.1%
    +2.6% Q1'26: -3.0% (vs Q1'25)
  • EBIT margin Auto - Parts: +7.5%
    +2.7% Q1'26: +4.9% (vs Q1'25)
  • ROIC Auto - Parts: +6.4%
    +7.6% Q1'26: +7.8% (vs Q1'25)
  • Share dilution Auto - Parts: +0.0%
    +28.4% Q1'26: +2.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Auto - Parts: 0.27×
    3.50× Q1'26: 3.20× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.55) × ERP
WACC = 51% × Ke + 49% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.56 Current price: 8.45
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
1 EPS Ana.
Dec 2027
10 Rev. Ana.
6 EPS Ana.
Dec 2028
7 Rev. Ana.
4 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Dec 2030
6 Rev. Ana.
2 EPS Ana.
Revenue
13.18B
est: 13.28B (-0.7%)
13.34B
est: 13.36B (-0.1%)
14.02B
est: 14.00B (+0.2%)
14.24B
est: 14.32B (-0.6%)
14.43B
est: 14.35B (+0.6%)
12.59B
est: 12.63B (-0.3%)
13.85B
est: 13.81B (+0.3%)
15.81B
est: 15.56B (+1.6%)
16.31B
est: 16.38B (-0.4%)
18.19B
est: 17.98B (+1.1%)
23.49B
est: 23.57B (-0.3%)
23.67B
23.59B – 23.76B
+0.4% YoY
25.00B
23.72B – 26.39B
+5.6% YoY
26.55B
26.41B – 26.68B
+6.2% YoY
28.59B
27.79B – 29.46B
+7.7% YoY
28.73B
27.93B – 29.61B
+0.5% YoY
EBITDA
2.37B
est: 1.46B (+62.0%)
2.36B
est: 1.47B (+60.7%)
2.31B
est: 1.54B (+49.7%)
2.12B
est: 1.58B (+34.2%)
2.04B
est: 1.58B (+29.0%)
1.03B
est: 1.39B (-26.2%)
2.21B
est: 1.52B (+45.6%)
1.96B
est: 1.71B (+14.5%)
1.70B
est: 1.85B (-7.9%)
1.47B
est: 2.03B (-27.4%)
2.22B
est: 2.66B (-16.5%)
2.67B
2.66B – 2.68B
+0.4% YoY
2.82B
2.67B – 2.97B
+5.6% YoY
2.99B
2.97B – 3.01B
+6.2% YoY
3.22B
3.13B – 3.32B
+7.7% YoY
3.24B
3.15B – 3.34B
+0.5% YoY
EBIT
1.69B
est: 516.99M (+226.7%)
1.65B
est: 520.04M (+216.7%)
1.55B
est: 545.10M (+184.2%)
1.31B
est: 557.60M (+134.0%)
1.15B
est: 558.64M (+105.9%)
-234.00M
est: 491.70M (-147.6%)
1.25B
est: 537.82M (+132.0%)
976.00M
est: 605.80M (+61.1%)
711.00M
est: 788.38M (-9.8%)
346.00M
est: 865.57M (-60.0%)
643.00M
est: 1.13B (-43.3%)
1.14B
1.14B – 1.14B
+0.4% YoY
1.20B
1.14B – 1.27B
+5.6% YoY
1.28B
1.27B – 1.28B
+6.2% YoY
1.38B
1.34B – 1.42B
+7.7% YoY
1.38B
1.34B – 1.42B
+0.5% YoY
Net Income
591.00M
est: 993.44M (-40.5%)
859.00M
est: 1.06B (-18.9%)
980.00M
est: 1.13B (-13.5%)
881.00M
est: 1.03B (-14.3%)
428.00M
est: 765.01M (-44.1%)
-428.00M
est: 89.90M (-576.1%)
756.00M
est: 817.30M (-7.5%)
557.00M
est: 661.41M (-15.8%)
310.00M
-632.00M
est: 414.85M (-252.3%)
-424.00M
est: 320.02M (-232.5%)
399.51M
384.39M – 414.64M
+24.8% YoY
665.87M
413.52M – 776.51M
+66.7% YoY
1.10B
705.49M – 1.27B
+65.0% YoY
1.06B
1.02B – 1.10B
-3.9% YoY
1.15B
1.11B – 1.19B
+8.7% YoY
SGA
1.37B
est: 1.45B (-5.4%)
1.39B
est: 1.46B (-4.7%)
1.45B
est: 1.53B (-4.9%)
1.53B
est: 1.56B (-1.9%)
1.58B
est: 1.56B (+0.7%)
1.37B
est: 1.38B (-0.3%)
1.52B
est: 1.51B (+0.7%)
1.74B
est: 1.70B (+2.3%)
1.74B
est: 1.72B (+0.7%)
2.01B
est: 1.89B (+6.0%)
2.12B
est: 2.48B (-14.5%)
2.49B
2.48B – 2.50B
+0.4% YoY
2.63B
2.50B – 2.78B
+5.6% YoY
2.80B
2.78B – 2.81B
+6.2% YoY
3.01B
2.93B – 3.10B
+7.7% YoY
3.03B
2.94B – 3.12B
+0.5% YoY
EPS
0.96
est: 1.35 (-28.9%)
1.29
est: 1.44 (-10.4%)
1.47
est: 1.54 (-4.5%)
1.32
est: 1.40 (-5.5%)
0.64
est: 1.04 (-38.4%)
-0.64
est: 0.12 (-623.9%)
1.14
est: 1.11 (+2.7%)
0.84
est: 0.90 (-6.5%)
0.46
-0.86
est: 0.44 (-296.2%)
-0.45
est: 0.34 (-233.1%)
0.42
0.41 – 0.44
+24.8% YoY
0.66
0.44 – 0.82
+55.5% YoY
1.04
0.75 – 1.34
+58.2% YoY
1.12
1.08 – 1.16
+7.6% YoY
1.21
1.17 – 1.26
+8.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 C 2/5 4/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.46B
OE per share TTM
1.51
Owner's Yield
18.42%
Maintenance CapEx ratio
482.42%
Maint CapEx / Avg PPE
34.0%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 130 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Innovator Deepwater Frontier Tech ETF LOUP 2.61% 5.79M 0.70%
2 WisdomTree Battery Solutions UCITS ETF - USD Acc VOLT.L 2.40% 4.22M 0.40%
3 WisdomTree Renewable Energy UCITS ETF - USD Acc WRNW.MI 2.11% 921.9K 0.45%
4 KraneShares Global Humanoid Robotics and Embodied Intelligence Index ETF KOID 2.03% 5.53M 0.79%
5 Roundhill Investments - Roundhill Humanoid Robotics ETF HUMN 1.50% 1.33M 0.75%
6 Global X Robo Global Robotics and Automation ETF ROBO.AX 1.09% 2.35M 0.69%
7 iShares MDAX UCITS ETF (DE) EXS3.DE 1.04% 18.32M 0.51%
8 iShares MDAX UCITS ETF (DE) EXID.DE 1.04% 417.6K 0.51%
9 Invesco MDAX UCITS ETF DEAM.DE 1.03% 8.90M 0.19%
10 Amundi MDAX UCITS ETF Dist MD4X.DE 1.02% 2.58M 0.20%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
5.7K
Shares Outstanding
944.88M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Klaus Rosenfeld Chief Executive Officer, Member of Board of Managing Directors, Regional CEO of Europe & Member of Executive Board 5M male
Andreas Schick Chief Operating Officer, Member of Board of Managing Directors & Member of Executive Board 2M male
Astrid Fontaine Chief Human Resources Officer & Member of Board of Managing Directors 2M
Uwe Wagner Chief Technology Officer, Member of the Board of Managing Directors & Member of Executive Board 2M male
Sascha Zaps Member of Executive Board and Chief Executive Officer of Bearings & Industrial Solutions 2M male
Jens Willem Schuler Chief Executive Officer Vehicle Lifetime Solutions, Member of Managing Directors Board & Executive Board Member 2M male
Matthias Zink Member of Executive Board & Chief Executive Officer of Powertrain & Chassis 2M male
Thomas Stierle Member of Executive Board & Chief Executive Officer of E-Mobility 2M male
Christophe Hannequin CFO & Member of Board of Managing Directors 1M male
Maximilian Andreas Fiedler Regional CEO Asia/Pacific, Regional CFO Asia/Pacific & Member of the Executive Board male
Jochen Schroder COO & Member of the Executive Board
Heiko Eber Head of Investor Relations (IR) male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits