Schaeffler (SHA0) Stock Overview
Develops, manufactures, and sells components and systems for industrial applications in Europe, the Americas, China, and the Asia Pacific. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
SHA0 Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Schaeffler AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €8.79 |
| 52 Week High | €11.98 |
| 52 Week Low | €3.87 |
| Beta | 1.55 |
| 1 Month Change | 13.42% |
| 3 Month Change | -15.24% |
| 1 Year Change | 124.58% |
| 3 Year Change | 48.35% |
| 5 Year Change | 18.86% |
| Change since IPO | -33.16% |
Recent News & Updates
Narrative Update • May 03
SHA0: Humanoid Robotics Partnerships Will Support Future Index Re Rating Potential
Narrative Update The updated analyst price target for Schaeffler reflects a modest upward shift of €0.50 overall, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a small change in discount rate and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler presents a mixed picture, with both upward and downward price target revisions and at least one downgrade in rating.Narrative Update • Apr 19
SHA0: Humanoid Robotics Partnership Will Drive Future Index Re-Rating
The analyst price target for Schaeffler has been revised from €11.00 to €10.45, reflecting a combination of recent target increases from several banks and more cautious revisions that incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Schaeffler combines both upbeat and cautious views, which together inform the revised €10.45 aggregate price target.
Narrative Update • Apr 04
SHA0: Index Adds And Robotics Push Will Face Heightened Execution Risk
Analyst price targets for Schaeffler have shifted, with a modest net increase of about €0.50. This reflects updated views on slightly stronger revenue growth, margins and P/E assumptions, as highlighted in recent mixed revisions from Citi, Deutsche Bank, UBS, JPMorgan and Jefferies.Narrative Update • Mar 20
SHA0: Robotics Partnerships And MDAX Entry Will Face Execution Scrutiny
The analyst price target on Schaeffler has been revised to €8.50, reflecting updated views on discount rates, growth assumptions and future P/E expectations across recent research. Analyst Commentary Recent research around Schaeffler points to a more cautious tone, with the revised €8.50 price target sitting within a broader mix of target changes and rating moves across the Street.Recent updates
Narrative Update • May 03
SHA0: Humanoid Robotics Partnerships Will Support Future Index Re Rating Potential
Narrative Update The updated analyst price target for Schaeffler reflects a modest upward shift of €0.50 overall, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a small change in discount rate and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler presents a mixed picture, with both upward and downward price target revisions and at least one downgrade in rating.Narrative Update • Apr 19
SHA0: Humanoid Robotics Partnership Will Drive Future Index Re-Rating
The analyst price target for Schaeffler has been revised from €11.00 to €10.45, reflecting a combination of recent target increases from several banks and more cautious revisions that incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Schaeffler combines both upbeat and cautious views, which together inform the revised €10.45 aggregate price target.Narrative Update • Apr 04
SHA0: Index Adds And Robotics Push Will Face Heightened Execution Risk
Analyst price targets for Schaeffler have shifted, with a modest net increase of about €0.50. This reflects updated views on slightly stronger revenue growth, margins and P/E assumptions, as highlighted in recent mixed revisions from Citi, Deutsche Bank, UBS, JPMorgan and Jefferies.Narrative Update • Mar 20
SHA0: Robotics Partnerships And MDAX Entry Will Face Execution Scrutiny
The analyst price target on Schaeffler has been revised to €8.50, reflecting updated views on discount rates, growth assumptions and future P/E expectations across recent research. Analyst Commentary Recent research around Schaeffler points to a more cautious tone, with the revised €8.50 price target sitting within a broader mix of target changes and rating moves across the Street.Narrative Update • Mar 06
SHA0: Humanoid Robotics Partnership Will Drive Future Multiple Reassessment
The analyst price target for Schaeffler has moved to €11.00 from €7.50, as analysts balance recent target changes and rating shifts with updated views on fair value, discount rate assumptions, and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler reflects a mix of constructive and cautious views, with bullish analysts focusing on where the current share price sits relative to their fair value estimates and P/E assumptions.Narrative Update • Feb 20
SHA0: Robotics Execution Risks Will Limit Upside Despite Mixed Rating Revisions
Analysts have lifted their consolidated price target on Schaeffler by about €4, citing updated expectations for revenue growth, profitability and future P/E multiples reflected in recent research from several major banks. Analyst Commentary Recent research on Schaeffler has been mixed, with some large banks lifting price targets while others have turned more cautious on the stock.Narrative Update • Feb 06
SHA0: Robotics Execution Risks Will Constrain Upside Despite Higher Fair Value Estimate
Analysts have raised their fair value estimate for Schaeffler from €5.00 to €6.50, citing Street research that highlights updated assumptions for growth, margins, and future P/E multiples, as reflected in recent price target changes from major banks. Analyst Commentary Recent Street research on Schaeffler reflects a mix of optimism and caution, with some major banks adjusting their stances and price targets in different directions.Narrative Update • Jan 23
SHA0: Higher Price Goal Will Clash With Persistent Execution And Valuation Risks
Narrative Update on Schaeffler Analysts have lifted their price target on Schaeffler to €5.00 from €4.70, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that support a slightly higher valuation framework. Analyst Commentary The latest research points to a more measured stance on Schaeffler, even with the price target now set at €5.00.Narrative Update • Jan 08
SHA0: Raised Price Goal And Execution Risks Will Shape Future Returns
Narrative Update Analysts have raised their price target on Schaeffler to €5.00 from €4.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E that are reflected in recent Street research. Analyst Commentary Street research points to a slightly more constructive stance on Schaeffler, with the latest published price target of €5.00 framed within a Hold view.
Narrative Update • Dec 21
SHA0: Margin Gains From Robotics Partnership Will Likely Prove Unsustainable
Analysts have nudged their price target on Schaeffler modestly higher, citing incremental improvements in fair value to EUR 7.10. This is driven by slightly faster expected revenue growth, a small uplift in profit margins, and a marginally lower discount rate.Narrative Update • Dec 07
SHA0: Margin Outlook And Robotics Partnership Will Support Balanced Medium Term Upside
Analysts have nudged their price target on Schaeffler higher to EUR 5.00 from EUR 4.70, reflecting slightly stronger fair value expectations, underpinned by modest improvements in growth assumptions and a lower perceived discount rate. Analyst Commentary Bullish analysts view the incremental price target increase as a signal that execution risks have eased slightly.Narrative Update • Nov 23
SHA0: Margin Outlook Will Strengthen Amid Site Consolidation and Technology Partnerships
Analysts have raised their price target for Schaeffler, increasing it from EUR 4.70 to EUR 5.00. They cited updated financial forecasts and improved margin expectations as reasons for the adjustment.Narrative Update • Nov 05
SHA0: Expectations Will Improve Amid New Product Launches and Site Consolidation Plans
Analysts have increased their price target for Schaeffler from $5.98 to $6.32, citing improved revenue growth and profitability expectations. What's in the News Schaeffler Group USA Inc.Narrative Update • Oct 22
Analysts Lift Schaeffler Price Target as Valuation Rises Despite Revised Growth Outlook
Analysts have raised their price target for Schaeffler from €5.87 to €5.98. This reflects marginally improved valuation metrics, despite slight downward revisions to revenue growth and profit margin forecasts.Narrative Update • Oct 08
E-Mobility And Energy Efficiency Will Drive Future Transformation
Narrative Update: Schaeffler Price Target Revised Analysts have modestly increased their price target for Schaeffler, raising it from €5.78 to €5.87. They cite incremental improvements in fair value and valuation metrics, despite slight softening in revenue growth and profit margin expectations.Narrative Update • Sep 18
E-Mobility And Energy Efficiency Will Drive Future Transformation
Despite a reduction in consensus revenue growth forecasts from 7.7% to 7.0%, Schaeffler’s future P/E has risen from 4.79x to 5.16x, supporting a modest increase in fair value with the analyst price target now at €5.78. What's in the News Schaeffler and ROHM Semiconductor began mass production of a high-voltage inverter brick with SiC MOSFETs, targeting a major Chinese automaker; the product offers high power density and allows vehicles with 800V systems to charge at 400V stations at 800V speeds.Narrative Update • Aug 30
E-Mobility And Energy Efficiency Will Drive Future Transformation
A modest decline in Schaeffler's discount rate alongside a slight increase in its projected future P/E ratio suggests improved sentiment around the company's risk and growth outlook, resulting in the consensus price target rising from €5.38 to €5.54. What's in the News Schaeffler AG confirmed group revenue guidance for 2025 in the range of EUR 23.0 billion to EUR 25.0 billion.
New Narrative • Dec 15
Decisive Moves In E-Mobility And Operational Efficiency To Power Revenue And Margin Growth
Strategic cost synergies and operational efficiencies are expected to improve earnings and net margins, bolstering future financial performance.Shareholder Returns
| SHA0 | DE Auto Components | DE Market | |
|---|---|---|---|
| 7D | 8.8% | 5.8% | -0.02% |
| 1Y | 124.6% | 8.1% | 0.1% |
Return vs Industry: SHA0 exceeded the German Auto Components industry which returned 7.5% over the past year.
Return vs Market: SHA0 exceeded the German Market which returned 3.4% over the past year.
Price Volatility
| SHA0 volatility | |
|---|---|
| SHA0 Average Weekly Movement | 9.9% |
| Auto Components Industry Average Movement | 6.1% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in DE Market | 13.2% |
| 10% least volatile stocks in DE Market | 2.6% |
Stable Share Price: SHA0's share price has been volatile over the past 3 months compared to the German market.
Volatility Over Time: SHA0's weekly volatility (10%) has been stable over the past year, but is still higher than 75% of German stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1946 | 100,697 | Klaus Rosenfeld | www.schaeffler.com |
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.
Schaeffler AG Fundamentals Summary
| SHA0 fundamental statistics | |
|---|---|
| Market cap | €7.89b |
| Earnings (TTM) | -€447.00m |
| Revenue (TTM) | €23.33b |
0.4x
P/S Ratio-18.6x
P/E RatioIs SHA0 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SHA0 income statement (TTM) | |
|---|---|
| Revenue | €23.33b |
| Cost of Revenue | €19.05b |
| Gross Profit | €4.28b |
| Other Expenses | €4.73b |
| Earnings | -€447.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 05, 2026
| Earnings per share (EPS) | -0.47 |
| Gross Margin | 18.36% |
| Net Profit Margin | -1.92% |
| Debt/Equity Ratio | 232.8% |
How did SHA0 perform over the long term?
See historical performance and comparisonDividends
3.4%
Current Dividend Yield-65%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/08 22:20 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Schaeffler AG is covered by 21 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Romain Gourvil | Berenberg |
| Horst Schneider | BofA Global Research |
| Ross MacDonald | Citigroup Inc |