Schaeffler AG Net Assets
Schaeffler AG net assets. Based on the latest financial reports, Schaeffler AG (SHA0) has net assets worth €2.98 Billion EUR (≈ $3.49 Billion USD) as of June 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€21.83 Billion ≈ $25.52 Billion USD) and total liabilities (€18.85 Billion ≈ $22.04 Billion USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. See Schaeffler AG balance sheet independence to measure how much of total assets are equity-financed.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | €2.98 Billion |
| % of Total Assets | 13.65% |
| Annual Growth Rate | -0.6% |
| 5-Year Change | -3.51% |
| 10-Year Change | 52.93% |
| Growth Volatility | 145.13 |
Net Assets of Schaeffler AG (2010–2025)
Net assets of Schaeffler AG from 2010 to 2025. This chart illustrates how Schaeffler AG's net assets have evolved over time, based on quarterly financial data. Also explore net asset growth rate of Schaeffler AG to track the company's year-over-year net asset growth rate.
Annual Net Assets for Schaeffler AG (2010–2025)
The table below shows the annual net assets of Schaeffler AG from 2010 to 2025. For live market cap and overall valuation, see SHA0 market cap overview.
| Year | Net Assets | Change |
|---|---|---|
| 2025-12-31 | €3.05 Billion ≈ $3.57 Billion |
-23.05% |
| 2024-12-31 | €3.97 Billion ≈ $4.64 Billion |
+1.43% |
| 2023-12-31 | €3.91 Billion ≈ $4.57 Billion |
-5.51% |
| 2022-12-31 | €4.14 Billion ≈ $4.84 Billion |
+30.84% |
| 2021-12-31 | €3.17 Billion ≈ $3.70 Billion |
+56.61% |
| 2020-12-31 | €2.02 Billion ≈ $2.36 Billion |
-30.72% |
| 2019-12-31 | €2.92 Billion ≈ $3.41 Billion |
-4.67% |
| 2018-12-31 | €3.06 Billion ≈ $3.58 Billion |
+18.56% |
| 2017-12-31 | €2.58 Billion ≈ $3.02 Billion |
+29.24% |
| 2016-12-31 | €2.00 Billion ≈ $2.33 Billion |
+27.36% |
| 2015-12-31 | €1.57 Billion ≈ $1.83 Billion |
+507.75% |
| 2014-12-31 | €258.00 Million ≈ $301.63 Million |
+113.12% |
| 2013-12-31 | €-1.97 Billion ≈ $-2.30 Billion |
-193.26% |
| 2012-12-31 | €2.11 Billion ≈ $2.46 Billion |
+22.99% |
| 2011-12-31 | €1.71 Billion ≈ $2.00 Billion |
-48.70% |
| 2010-12-31 | €3.34 Billion ≈ $3.91 Billion |
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Equity Component Analysis
This analysis shows how different components contribute to Schaeffler AG's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have decreased by 100.0% over the analyzed period, potentially due to dividend distributions or operating losses.
Schaeffler AG Net Assets Breakdown (December 2025)
Schaeffler AG net assets breakdown by equity component as of December 2025.
| Component | Amount | Percentage |
|---|---|---|
| Common Stock | €945.00 Million | 32.56% |
| Other Comprehensive Income | €-391.00 Million | -13.47% |
| Other Components | €2.35 Billion | 80.91% |
| Total Equity | €2.90 Billion | 100.00% |
Schaeffler AG Competitors by Market Cap
The table below lists competitors of Schaeffler AG ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
H Lundbeck A/S
CO:HLUN-B
|
$6.55 Billion |
|
Informatica Inc
NYSE:INFA
|
$6.55 Billion |
|
Alkem Laboratories Limited
NSE:ALKEM
|
$6.56 Billion |
|
Richter Gedeon Vegyészeti Gyár Nyilvánosan Muködo Rt
F:RIG2
|
$6.56 Billion |
|
Sectra AB (publ)
ST:SECT-B
|
$6.55 Billion |
|
Hims Hers Health Inc
NYSE:HIMS
|
$6.55 Billion |
|
Element Fleet Management Corp
TO:EFN
|
$6.55 Billion |
|
Bank of India
NSE:BANKINDIA
|
$6.54 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Schaeffler AG's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 3,814,000,000 to 2,902,000,000, a change of -912,000,000 (-23.9%).
- Net loss of 424,000,000 reduced equity.
- Dividend payments of 248,000,000 reduced retained earnings.
- Other comprehensive income decreased equity by 912,000,000.
- Other factors increased equity by 672,000,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | €-424.00 Million | -14.61% |
| Dividends Paid | €248.00 Million | -8.55% |
| Other Comprehensive Income | €-912.00 Million | -31.43% |
| Other Changes | €672.00 Million | +23.16% |
| Total Change | €- | -23.91% |
Book Value vs Market Value Analysis
This analysis compares Schaeffler AG's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 1.93x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has increased from 1.20x to 1.93x over the analyzed period, suggesting growing market confidence.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2010-12-31 | €4.95 | €5.93 | x |
| 2011-12-31 | €2.49 | €5.93 | x |
| 2012-12-31 | €3.08 | €5.93 | x |
| 2013-12-31 | €-3.04 | €5.93 | x |
| 2014-12-31 | €0.37 | €5.93 | x |
| 2015-12-31 | €2.40 | €5.93 | x |
| 2016-12-31 | €2.85 | €5.93 | x |
| 2017-12-31 | €3.71 | €5.93 | x |
| 2018-12-31 | €4.46 | €5.93 | x |
| 2019-12-31 | €4.24 | €5.93 | x |
| 2020-12-31 | €2.89 | €5.93 | x |
| 2021-12-31 | €4.58 | €5.93 | x |
| 2022-12-31 | €6.03 | €5.93 | x |
| 2023-12-31 | €5.66 | €5.93 | x |
| 2024-12-31 | €5.18 | €5.93 | x |
| 2025-12-31 | €3.07 | €5.93 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Schaeffler AG utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): -14.61%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: -1.80%
- • Asset Turnover: 1.06x
- • Equity Multiplier: 7.62x
- Recent ROE (-14.61%) is below the historical average (38.17%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2010 | 1.91% | 0.66% | 0.71x | 4.05x | €-266.40 Million |
| 2011 | 53.52% | 8.31% | 0.82x | 7.82x | €722.90 Million |
| 2012 | 42.48% | 7.82% | 0.82x | 6.61x | €665.20 Million |
| 2013 | 0.00% | 1.13% | 1.27x | 0.00x | €329.30 Million |
| 2014 | 349.73% | 5.39% | 1.04x | 62.12x | €635.30 Million |
| 2015 | 39.93% | 4.48% | 1.06x | 8.43x | €443.00 Million |
| 2016 | 45.28% | 6.44% | 1.15x | 6.10x | €669.30 Million |
| 2017 | 39.61% | 6.99% | 1.22x | 4.66x | €732.60 Million |
| 2018 | 29.63% | 6.19% | 1.15x | 4.16x | €583.70 Million |
| 2019 | 15.17% | 2.97% | 1.12x | 4.56x | €145.80 Million |
| 2020 | -22.20% | -3.40% | 0.93x | 7.01x | €-620.80 Million |
| 2021 | 24.76% | 5.46% | 0.96x | 4.70x | €450.70 Million |
| 2022 | 13.87% | 3.52% | 1.11x | 3.56x | €155.40 Million |
| 2023 | 8.22% | 1.90% | 1.09x | 3.98x | €-67.10 Million |
| 2024 | -16.57% | -3.47% | 0.85x | 5.60x | €-1.01 Billion |
| 2025 | -14.61% | -1.80% | 1.06x | 7.62x | €-714.20 Million |
Industry Comparison
This section compares Schaeffler AG's net assets metrics with peer companies in the Auto Parts industry.
Industry Context
- Industry: Auto Parts
- Average net assets among peers: $248,497,627,843
- Average return on equity (ROE) among peers: 4.31%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Schaeffler AG (SHA0) | €2.98 Billion | 1.91% | 6.32x | $6.55 Billion |
| ADIENT PLC DL-001 (18I) | $2.53 Billion | 0.71% | 2.69x | $1.35 Billion |
| AETHER CATALYST SOLUT. (2QZ) | $-227.87K | 0.00% | 0.00x | $37.72K |
| Fuyao Glass Industry Group Co. Ltd (4FG) | $21.59 Billion | 12.05% | 0.78x | $4.08 Billion |
| AUMOVIO N (AMV0) | $4.13 Billion | -8.06% | 4.87x | $3.91 Billion |
| Bertrandt Aktiengesellschaft (BDT) | $50.48 Million | 2.49% | 1.66x | $92.63 Million |
| Bridgestone Corporation (BGTA) | $2.44 Trillion | 11.97% | 0.59x | $21.84 Billion |
| AURRIGO INT.PLCLS-002 (CI0) | $3.52 Million | 2.04% | 1.33x | $109.93 Million |
| Continental Aktiengesellschaft (CON) | $16.29 Billion | 18.32% | 1.30x | $14.00 Billion |
| CONTINENTAL AG ADR 1/10 (CONA) | $4.16 Billion | -3.97% | 3.28x | $14.61 Billion |
| Delticom AG (DEX) | $54.29 Million | 7.51% | 2.97x | $37.45 Million |
About Schaeffler AG
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 … Read more