Stock · SHA0.DE · Consumer Cyclical

Schaeffler AG

Germany · Mid Cap · Revenue 12 mo. €23.3B

Price as of 11/06/2026

StockScorer score
3.6
of 10 4 of 11 points Low Match To the score
Price
€5.50
1 Y −29.1%
Market cap
€5.4B
Phase
Growth
revenue growing, core business profitable
Revenue +14.1% a year (3 years)EBIT margin 2.7%Payout 21.6% of operating cash flow

Schaeffler AG, together with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications in Europe, the Americas, China, and the Asia Pacific.

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Schaeffler AG, together with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications in Europe, the Americas, China, and the Asia Pacific. It operates through E-Mobility, Powertrain and Chassis, Vehicle Lifetime Solutions, Bearings & Industrial Solutions divisions. The E-Mobility division offers mechanical, mechatronic, and electronic components and systems for powertrain electrification used in passenger cars and commercial vehicles. It includes electric drives, controls, and mechatronics and modules, as well as battery components, decoupling units, and wet clutches. The Powertrain & Chassis division develops, manufactures, and distributes components and system solutions for electrified powertrains and internal combustion engine, as well as chassis and steering technologies. This segment also provides engine and transmission systems, powertrain solutions, and chassis systems; torque converters, hybrid dampers, clutches, variable valve train systems, valve-lash adjustment elements, balancer shafts, camshaft phasing systems, timing drives, and front end auxiliary drives. The Vehicle Lifetime Solutions division offers components and repair solutions for passenger cars, light and heavy commercial vehicles, tractors, and two-wheelers. The Bearings & Industrial Solutions division develops, manufactures, and distributes rotary and linear bearing solutions, drive components and systems for industrial automation sectors, and service solutions. It has a strategic technology partnership with Hexagon Robotics for the development and supply of high-precision strain wave and planetary gear actuators. The company was formerly known as INA Beteiligungsgesellschaft mit beschränkter Haftung and changed its name to Schaeffler AG in October 2014. Schaeffler AG was founded in 1946 and is headquartered in Herzogenaurach, Germany. Schaeffler AG operates as a subsidiary of IHO Verwaltungs GmbH.

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Summary

Schaeffler AG is below the middle of the Consumer Cyclical sector overall

29.0 of 100

Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.

Analysis

What the price requires

The price requires 2.4% FCF growth a year, more than achieved over the last 5 and 10 years.

If free cash flow stays at €408M (2025), it supports €4.5B. The remaining €824.2M of the market value assume it grows 2.4% a year for 10 years and not at all afterwards.

Required FCF growth per year

2.4%

no growth afterwards

Market value breakdown€5.4B market value, price as of 11/06/2026

€4.5B without growth
€824.2M priced-in growth
  • 5 yrs achieved −7.4%
  • 10 yrs achieved −3.7%
  • priced in 2.4%

Valuation against its own history

Price to operating cash flow 4.5×, above its usual range.

Middle half of 20 quarters: 2.7× to 3.9×, median 3.2×.

Measures only against its own past, not against what the company is worth. Price as of 11/06/2026.

1 sign supports the expectation, 4 speak against it.

What supports it

with respect to the priced-in expectation

  • Steady FCF margin at least 1.7%, range 4.0 pp (10 years)

What speaks against it

with respect to the priced-in expectation

  • Expectation above the company's own record priced in 2.4%, achieved at most −3.7%
  • Loss over the last twelve months net income −€424M
  • High leverage debt to equity 2.67
1 more
  • Volatile earnings 5 drops or sign changes in up to 10 years

Since the last quarter

Q1 → Q2 2026

Mostly worse than the previous quarter: 1 of 1 change for the worse.

  • FCF, 12 mo.€339.0M → €214.0M−36.9%worse

7 more unchanged: Revenue, 12 mo., Gross margin, EBIT margin, FCF margin, Net debt, Shares outstanding, Return on equity

Derivation

How the sector comparison is derived

Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.

Price as of 11/06/2026.

Profitability12.9below the middleEarns less than the sector: Return on equity −14.61%, sector 11.07%.
MetricStockSector medianPosition in sector
Return on equity−14.61%11.07%Rank 9
Return on capital (Greenblatt)6.47%17.91%Rank 14
EBIT margin2.74%10.89%Rank 9
FCF margin1.74%8.07%Rank 16
Gross margin18.40%34.00%Rank 18
Growth49.1around the middleGrows about as fast as the sector.
MetricStockSector medianPosition in sector
Revenue growth, 1 year29.16%5.10%Rank 95
Earnings growth, 3 years per yeardoes not count towards the rank–8.34%
Earnings growth, 5 years per year−19.01%15.10%Rank 6
Sustainable growth (ROE × retained earnings)4.03%4.34%Rank 47
Valuation57.2around the middleValued about like the sector.
MetricStockSector medianPosition in sector
Earnings yield−8.16%4.32%Rank 3
FCF yield7.62%4.17%Rank 79
EV/saleslower is better0.461.95Rank 95
EV/EBITlower is better16.7016.88Rank 52
Momentum7.9below the middleShare price doing worse than the sector: Share price, 6 months −36.87%, sector 3.63%.
MetricStockSector medianPosition in sector
Share price, 1 year−29.14%−4.35%Rank 18
Share price, 6 months−36.87%3.63%Rank 3
Share price, 3 months−17.84%2.92%Rank 7
Distance from 52-week high−53.74%−15.83%Rank 3
Quality33.0below the middleQuality below the sector: Change in share count 28.40%, sector −0.37%.
MetricStockSector medianPosition in sector
Accruals (Sloan)lower is better−3.64%0.39%Rank 87
Change in share countlower is better28.40%−0.37%Rank 2
Dividend streak in years14Rank 29
Price reaction to results, market-adjusted−5.26%0.16%Rank 14
Balance sheet & risk14.0below the middleMore risk than the sector: Volatility, 1 year 55.15%, sector 33.42%.
MetricStockSector medianPosition in sector
Equity ratio13.12%40.59%Rank 11
Net debt/EBITDAlower is better2.430.99Rank 30
Debt to equitylower is better2.670.49Rank 12
Volatility, 1 yearlower is better55.15%33.42%Rank 3

Ten years in figures

Revenue from €13.3B (2016) to €23.5B (2025), 6.5% a year.

Fiscal years, amounts in EUR
YearRevenue, €BEBIT marginFCF, €MSharesNet debt, €B
201613.312.4%759.0666M2.6
201714.011.1%537.0666M2.4
201814.29.2%388.0666M2.5
201914.48.0%555.0666M2.7
202012.66.5%621.0666M2.7
202113.99.1%605.0666M2.4
202215.86.8%348.0666M2.7
202316.36.9%410.0666M3.7
202418.27.5%433.0736M5.8
202523.52.7%408.0945M5.4
3.6 / 10Low MatchStockScorer score4 of 11 points

2 of 7 StockScorer Score rules met · How the score is built

Schaeffler AG mainly meets criteria in the Valuation category. Result from 18 strategies checked.

This stock · Profitability: 0%This stock · Growth: 50%This stock · Valuation: 100%This stock · Momentum: 0%Median of all stocks · Profitability: 33%Median of all stocks · Growth: 0%Median of all stocks · Valuation: 0%Median of all stocks · Momentum: 0%50%100%ProfitabilityGrowthValuationMomentumThis stockMedian of all stocks

How Schaeffler AG's score is built

Schaeffler AG is rated here with the StockScorer Score strategy, the flagship rule set. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.

2 of 7 rules met

4 of 11 points

  1. Free cash flow yield above the sector medianmet2 of 2 points
  2. Return on capital (Greenblatt ROC) above the sector mediannot met0 of 2 points
  3. Return on equity above the sector mediannot met0 of 1 point
  4. Free cash flow margin above the sector mediannot met0 of 2 points
  5. Revenue growth above 15%met2 of 2 points
  6. 3-year earnings growth above 12% p.a.no data0 of 1 point
  7. 12-month share price more than 20 percentage points ahead of the marketnot met0 of 1 point
  8. Exclusion: financial and real estate stocksdoes not apply

Detail data

How does Schaeffler AG stock perform across 18 strategies?

Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.

12 more strategies locked

With a free account, you can see the match across all strategies checked in one complete overview.

  • Acquirer's Multiple: EV/EBIT Deep Value
  • Altman Z-Score: Stress Test
  • Moat Quality
  • Defensive: Low Volatility
  • Dividend Aristocrats & Continuity
  • Dividend Quality: 4 Factors
  • Balanced GARP
  • Levermann Strategy (13 Criteria)
  • Magic Formula: Value + Quality
  • PEG Strategy (inspired by Peter Lynch)
  • Undervalued Stocks: Multi-Factor Check
  • Growth Momentum (CAN SLIM principle)

Schaeffler AG key metrics: P/E, P/B and equity ratio

Selected fundamental metrics for Schaeffler AG.

MetricStockSector
P/E ratio−12.121.6
P/B ratio1.82.4
Return on equity (ROE)−14.6%11.1%
Equity ratio13.1%40.6%
Debt-to-equity (D/E)2.670.49
Dividend yield5.5%2.2%

Similar stocks in Consumer Cyclical

How comparable stocks in the same sector score in the StockScorer model.

SymbolCompanyRating
SHA0.DESchaeffler AGthis page
AMV0.DEAUMOVIO NLow0.0
HLE.DEHella KGaA Hueck & CoLow1.8
KBX.DEKnorr-Bremse AGHigh6.4
CON.DEContinental Aktiengesellschaftlocked
APTVAptiv PLClocked

Frequently asked questions about Schaeffler AG stock

How does Schaeffler AG stock (SHA0.DE) score in the StockScorer model?
Schaeffler AG stock reaches a StockScorer score of 3.6 out of 10, which is a low match with the rule-based strategies. 2 out of 7 flagship profile rules are met.
What is Schaeffler AG's P/E ratio?
Schaeffler AG's P/E ratio is -12.1. The Consumer Cyclical sector median is 21.6.
What sector is Schaeffler AG in?
Schaeffler AG is assigned to the Consumer Cyclical sector. Its rank within the sector is 29.0 out of 100: 100 means the stock leads its peer group of large and mid-cap sector stocks in every measured area.

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