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Schaeffler AG (DE:SHA0)
XETRA:SHA0
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Schaeffler (SHA0) AI Stock Analysis

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DE:SHA0

Schaeffler

(XETRA:SHA0)

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Neutral 43 (OpenAI - 5.2)
Rating:43Neutral
Price Target:
€7.00
▼(-12.28% Downside)
Action:Reiterated
Date:08/01/26
The score is held down primarily by weakened financial performance (losses, margin compression, and significantly higher leverage) and a bearish technical setup (price below all key moving averages). Valuation provides a partial offset via a ~4.23% dividend yield, but the negative P/E underscores that profitability is currently weak.
Positive Factors
Stable cash generation
Consistent operating cash flow (~1.1B–1.4B) and positive free cash flow (~339M TTM) provide durable internal funding for capex, R&D and debt service. Over 2–6 months this supports liquidity and reduces short-term refinancing pressure, enabling steady execution of long-term programs.
Negative Factors
Elevated leverage
Debt roughly doubled to ~7.8B with debt/equity near 2.6–2.7x, materially reducing financial flexibility. Elevated leverage increases interest expenses, constrains strategic investment and raises solvency risk in downturns, limiting the firm's ability to fund innovation or absorb shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Stable cash generation
Consistent operating cash flow (~1.1B–1.4B) and positive free cash flow (~339M TTM) provide durable internal funding for capex, R&D and debt service. Over 2–6 months this supports liquidity and reduces short-term refinancing pressure, enabling steady execution of long-term programs.
Read all positive factors

Schaeffler (SHA0) vs. iShares MSCI Germany ETF (EWG)

Schaeffler Business Overview & Revenue Model

Company 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 regio...
How the Company Makes Money
Schaeffler makes money primarily by selling engineered components and systems to (1) automotive customers and (2) industrial customers. Revenue is generated mainly through: (a) OEM supply contracts for series production parts—Schaeffler supplies h...

Schaeffler Financial Statement Overview

Summary
Financial statements are pressured: margins have compressed materially and the company is loss-making in 2024, 2025 and TTM (negative net margins), while leverage has risen sharply (debt-to-equity ~2.6–2.7x). The main offset is consistently positive operating cash flow and positive free cash flow, though free cash flow momentum weakened in 2025/TTM.
Income Statement
38
Negative
Balance Sheet
32
Negative
Cash Flow
56
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue23.33B23.49B18.19B16.31B15.81B13.85B
Gross Profit4.28B4.32B3.83B3.51B3.58B3.44B
EBITDA2.16B2.22B1.47B2.10B1.96B2.21B
Net Income-447.00M-424.00M-632.00M310.00M557.00M756.00M
Balance Sheet
Total Assets21.36B22.12B21.37B15.02B14.28B14.36B
Cash, Cash Equivalents and Short-Term Investments2.17B2.37B1.11B834.00M908.00M1.66B
Total Debt7.79B7.75B6.73B4.19B3.50B3.99B
Total Liabilities18.21B19.07B17.40B11.10B10.14B11.20B
Stockholders Equity2.98B2.90B3.81B3.77B4.02B3.05B
Cash Flow
Free Cash Flow339.00M408.00M433.00M410.00M348.00M605.00M
Operating Cash Flow1.29B1.35B1.39B1.35B1.14B1.28B
Investing Cash Flow-979.00M-988.00M-2.08B-1.90B-990.00M-716.00M
Financing Cash Flow822.00M812.00M1.19B276.00M-891.00M-527.00M

Schaeffler Technical Analysis

Technical Analysis Sentiment
Negative
Last Price7.98
Price Trends
50DMA
8.90
Negative
100DMA
8.38
Negative
200DMA
8.27
Negative
Market Momentum
MACD
-0.24
Positive
RSI
41.13
Neutral
STOCH
17.86
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DE:SHA0, the sentiment is Negative. The current price of 7.98 is below the 20-day moving average (MA) of 8.17, below the 50-day MA of 8.90, and below the 200-day MA of 8.27, indicating a bearish trend. The MACD of -0.24 indicates Positive momentum. The RSI at 41.13 is Neutral, neither overbought nor oversold. The STOCH value of 17.86 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DE:SHA0.

Schaeffler Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
€996.40M16.7111.98%3.11%-4.59%-8.81%
69
Neutral
€16.68B28.3517.95%1.79%1.11%38.64%
58
Neutral
€14.41B-435.52-0.76%3.81%-44.98%-102.56%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
53
Neutral
€7.81B83.183.07%0.31%-1.39%-39.91%
50
Neutral
€304.13M65.580.83%3.11%-6.42%
43
Neutral
€7.64B-15.20-14.78%3.76%16.50%57.62%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DE:SHA0
Schaeffler
7.09
2.41
51.63%
DE:ZIL2
ElringKlinger
4.84
0.62
14.72%
DE:HLE
Hella KGaA Hueck & Co
70.70
-15.44
-17.92%
DE:SFQ
SAF-HOLLAND SE
21.55
6.65
44.66%
DE:KBX
Knorr-Bremse AG
102.90
19.73
23.72%
DE:CON
Continental Aktiengesellschaft
71.86
18.73
35.25%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 01, 2026