Schaeffler AG (SHA0) fair value: what the stock is really worth
As of Oct 19, 2026: fair value (intrinsic value) of Schaeffler AG stock €9.23, price €5.77, upside +60.0%, quality 35 out of 100. Rating: strongly undervalued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Oct 20, 2026.
How to read this chart
60‑month range €2.90 – €11.47 · fair‑value band €2.56 – €16.27 · the €5.77 price screens below the €9.23 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Oct 20, 2026.
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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.
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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.
The company has a strategic technology partnership with Hexagon Robotics for the development and supply of high-precision strain wave and planetary gear actuators.
The company also has strategic partnership with Spire Global, Inc. to develop space hardware subsystems, satellite platforms, and advanced radiofrequency (RF) and environmental sensing capabilities.
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 a
Stock analysis
Schaeffler AG (SHA0) currently trades at €5.77, while our model-based Fair Value estimate is €9.23, implying the stock looks roughly 37.5% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of €5.87 per share, and 4 of the 14 models we run sit above the €5.77 price.
Bear case: the Dividend Discount group reads lowest at €3.21, and 10 of the 14 models stay below the price. Data coverage for this calculation is medium.
Scenario range: €2.56 (bear) to €16.27 (bull), the price of €5.77 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 35/100 (below-average quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Schaeffler AG reported revenue of €23.5B in FY2025 versus €13.9B in FY2021, a compound +14.1%/yr. Reported net income was −€424M in FY2025.
Key figures
Market cap €5.5B Mid · P/S ratio 0.27 · EPS (TTM) €−0.4000 · Dividend yield 5.2% · Net margin −1.6% · Return on equity −10.7% · Return on assets (EBIT) 6.0% · Operating margin 3.2%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 20 out of 100 (low confidence).
What moves the price
The share trades about 50% below its 52-week high and at its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −27% fair-value upside, at 60%, SHA0 screens cheaper than that median.
Fair Value models
Bear€2.56Fair Value €9.23Bull€16.27
Price €5.77 · Upside +60.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.61/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+29.2%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+14.1%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+13.3%
Start year 2020 (pandemic). Over 10 years: +6.0% a year
Revenue growth 15 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.2%
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Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
1.1% (2020) → 2.7% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+17.1%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+2.7%
Yearly sales growth analysts expect, extended to five years.
After inflation (euro area: IMF forecast 2.2% a year to 2030, 2.6% from 2016 to 2025) that is about +14.6% a year for the price and +0.5% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (46 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Neutral
Recent news coverage is roughly neutral, about typical for how stocks are covered.
AI conclusion: Expansion into emissions solutions for gasoline vehicles and industrial bearings diversification form its main strength, yet sustained net losses with negative returns and thin data mark the central weakness.
Main risk: The challenging environment in the auto parts sector could reduce demand for its components and bearings and thereby pressure profitability.
Schaeffler has just started series production of NOx sensors for gasoline vehicles in Europe, extending its diesel expertise to support EURO 7 compliance and lower emissions across powertrains. This move reinforces its role in future-ready automotive tech while the industrial bearings side offers some diversification. Our models see the shares as undervalued. Will progress in emissions solutions and e-mobility deliver more lasting impact than the industrial division's stability in a challenging environment?
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Auto Parts · 655 stocks
Beats the industry median on 5/12 measures
A mixed picture versus its industry peers.
Valuation
Quality Score35 · Bottom 25%
Fair Value upside+61.7% · Top 25%
Profitability
Return on assets−1.9% · Bottom 25%
Net margin (12 months)−1.6% · Bottom 25%
Operating margin (12 months)3.2% · Below median
Growth and dividend
Revenue growth (quarter YoY)−0.3% · Below median
Dividend yield (12 months)5.2% · Top 25%
Balance sheet
Debt / equity2.26× · Highest 25%
Valuation Multiplesvs Auto Parts median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Schaeffler AG Fair Value". https://www.fairvalue-calculator.com/stock/SHA0
Frequently asked questions
Is Schaeffler AG (SHA0) overvalued or undervalued?
As of Oct 20, 2026, our model estimates a fair value of €9.23 versus a price of €5.77, about +60% upside (undervalued).
What is the fair value of SHA0?
Our model-based fair value for Schaeffler AG is €9.23 (as of Oct 20, 2026), built from audited fundamentals. The current price: €5.77.
What is the quality score of SHA0?
Schaeffler AG has a Quality Score of 35/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Schaeffler AG (SHA0)?
Our model-based price target is the fair value of €9.23 (as of Oct 20, 2026) from 14 valuation models. Cautious scenario €2.56, optimistic scenario €16.27. It is a calculation from audited fundamentals, not an analyst target.
What is the Schaeffler AG stock forecast for 2026?
Our models put fair value at €9.23, about +60% upside versus a price of €5.77 (undervalued). Cautious scenario €2.56, optimistic scenario €16.27. The calculation is refreshed regularly with new filings.
What is the revenue of Schaeffler AG (SHA0)?
Schaeffler AG reported trailing-twelve-month revenue of about €23.3B (latest available figure, as of Oct 20, 2026).
Does Schaeffler AG pay a dividend?
Schaeffler AG currently shows a dividend yield of 5.20% relative to its recent price (as of Oct 20, 2026).
What growth is priced into Schaeffler AG (SHA0)?
For today's price to be fair in a discounted-cash-flow model, Schaeffler AG would have to grow free cash flow by +17.1 % per year for five years (discount rate 10.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +13.3 % per year. As of Oct 20, 2026.
What discount rate (WACC) does the fair value of SHA0 use?
Our models discount Schaeffler AG at 10.9 %: a base by market capitalisation (mid), damped by beta 1.60, country premium for Germany. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Schaeffler AG that is +17.1 % per year a year over ten years, using the same discount rate (10.9 %) and the same formula as our fair value.
How much growth has Schaeffler AG (SHA0) delivered so far?
Over the past 5 years revenue at Schaeffler AG grew +13.3 % a year. The price currently implies +17.1 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Schaeffler AG (SHA0) growing?
The median revenue growth in the sector is +7.2 % a year. That is the yardstick for the growth priced into Schaeffler AG (+17.1 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Schaeffler AG (SHA0)?
The free-cash-flow yield on the price is 7.48 %: that much free cash flow Schaeffler AG produces per unit of market value. When it exceeds the discount rate of our models (10.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Schaeffler AG (SHA0)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Schaeffler AG it is €9.23 per share (as of Oct 20, 2026), against a price of €5.77. It is the blended result of 14 valuation models (cash flow, earnings, asset, dividend).
Is Schaeffler AG stock overvalued or undervalued in 2026?
As of Oct 20, 2026, SHA0 trades below its calculated fair value: price €5.77, fair value €9.23, a gap of about +60% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SHA0?
No. The price is what the market pays today (€5.77); the fair value is what the company's own numbers justify (€9.23). For Schaeffler AG the two are €3.46 per share apart. That gap is exactly why we show both numbers side by side.
How much is Schaeffler AG worth?
The market values Schaeffler AG at about €5.5B (market capitalisation, as of Oct 20, 2026). Per share that is €5.77; our models calculate a fair value of €9.23 per share.
What do the bullish and bearish scenarios say about SHA0?
Our models span a range for Schaeffler AG: cautious scenario €2.56, base €9.23, optimistic €16.27 per share (as of Oct 20, 2026, price €5.77). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Schaeffler AG (SHA0)?
Balance-sheet figures for Schaeffler AG (as of Oct 20, 2026): return on equity −10.7%, debt of 2.26 per unit of equity. They feed the Quality Score of 35/100, which measures business quality independently of the share price.
How far is SHA0 from its 52-week high?
Schaeffler AG trades at €5.77, about 50% below its 52-week high of €11.47 and at the low of €5.75 (as of Oct 19, 2026). Distance from the high says nothing about value: that is what the fair value of €9.23 is for.
Which stocks are comparable to Schaeffler AG?
From the same area (Consumer Cyclical) we also value O'Reilly Automotive, Inc, AutoZone, Inc, Hyundai Mobis Co, Fuyao Glass Industry Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Schaeffler AG stock attractive at the current price?
The data as of Oct 20, 2026: price €5.77, calculated fair value €9.23 (+60%), Quality Score 35/100, from 14 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SHA0 calculated?
We run Schaeffler AG through 14 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of €9.23, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.8 % above its aggregate fair value. Schaeffler AG currently trades 38 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Schaeffler AG (SHA0)?
The closing price on Oct 19, 2026 was €5.77. Our model-based fair value is €9.23, about +60% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Schaeffler AG right now?
The large discount to fair value meets weak quality (35/100). That raises the risk this is a value trap rather than a bargain. The model range is unusually wide (€2.56 to €16.27). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Key figures of Schaeffler AG
How large is the market capitalisation of Schaeffler AG (SHA0)?
The market capitalisation of Schaeffler AG is €5.5B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Schaeffler AG (SHA0)?
The price-to-sales ratio of Schaeffler AG is 0.27 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Schaeffler AG (SHA0)?
Earnings per share at Schaeffler AG are €−0.4000. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Schaeffler AG (SHA0)?
The dividend yield of Schaeffler AG is 5.2%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Schaeffler AG (SHA0)?
The net margin of Schaeffler AG is −1.6% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Schaeffler AG (SHA0)?
The return on equity (ROE) of Schaeffler AG is −10.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Schaeffler AG (SHA0)?
On an EBIT basis the return on assets of Schaeffler AG is 6.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Schaeffler AG (SHA0)?
The operating margin of Schaeffler AG is 3.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Schaeffler AG (SHA0)?
Revenue at Schaeffler AG is growing −0.3% versus a year earlier (3y avg +14.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Schaeffler AG (SHA0)?
Earnings per share at Schaeffler AG are growing −33.3% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Schaeffler AG (SHA0) carry?
The net debt of Schaeffler AG is €5.4B (fiscal year 2025, ≈ 13.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Oct 20, 2026